Diversify Advisory Services, LLC Incresed Positions in Q4 2024

Diversify Advisory Services, LLC

  • $1.81 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
7
+ 0.28%
$261.5 - $284.63 $1.83K - $1.99K
2.55K $671M
Aegon LTD
379
+ 1.45%
N/A
26.4K $157M
BERY
Berry Global Group, Inc.

Consumer Cyclical
23
+ 0.57%
$64.2 - $72.31 $1.48K - $1.66K
4.06K $265M
AES
Aes Corp

Utilities
5.02K
+ 33.71%
$12.44 - $20.24 $62.4K - $102K
19.9K $239M
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
178
+ 1.15%
$42.79 - $44.9 $7.62K - $7.99K
15.6K $663M
BNDX
Vanguard Total International B

ETFs
56
+ 0.4%
$48.91 - $50.61 $2.74K - $2.83K
13.9K $674M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
192
+ 1.09%
$113.92 - $127.38 $21.9K - $24.5K
17.9K $2.02B
PAVE
Global X Fds Us Infrastructure

ETFs
380
+ 1.47%
$40.41 - $45.95 $15.4K - $17.5K
26.2K $1.05B
TSCO
Tractor Supply CO

Consumer Cyclical
3.96K
+ 374.62%
$52.59 - $303.74 $208K - $1.2M
5.01K $274M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
61
+ 0.71%
$70.1 - $76.53 $4.28K - $4.67K
8.69K $607M
SCHV
Schwab Strategic Tr Us Large C

ETFs
6
+ 0.02%
$25.79 - $80.4 $155 - $482
37.9K $976M
Atlanta Braves Hldgs Inc
474
+ 3.15%
N/A
15.5K $560M
PSX
Phillips 66

Energy
3
+ 0.1%
$110.35 - $138.93 $331 - $417
2.88K $328M
STWD
Starwood Property Trust, Inc.

Real Estate
269
+ 0.7%
$18.95 - $20.37 $5.1K - $5.48K
38.9K $717M
XLP
Consumer Staples Sector Spdr

ETFs
104
+ 0.99%
N/A
10.6K $806M
COP
Conocophillips

Energy
209
+ 0.89%
$95.12 - $114.72 $19.9K - $24K
23.8K $2.43B
ORCC
Owl Rock Capital Corp

Financial Services
159
+ 0.2%
N/A
81K $1.18B
HMY
Harmony Gold Mining CO LTD

Basic Materials
2.16K
+ 9.13%
$8.14 - $12.23 $17.6K - $26.5K
25.8K $235M
America Movil Sab De Cv
299
+ 1.19%
N/A
25.4K $349M
XCEM
Columbia ETF Tr Ii

ETFs
108
+ 0.4%
$29.6 - $32.67 $3.2K - $3.53K
27.2K $803M
KFY
Korn Ferry

Industrials
53
+ 0.21%
$66.56 - $79.4 $3.53K - $4.21K
25.1K $1.64B
FCX
Freeport Mcmoran Inc

Basic Materials
806
+ 4.86%
$38.08 - $50.82 $30.7K - $41K
17.4K $678M
CSL
Carlisle Companies Inc

Industrials
26
+ 1.67%
$368.67 - $480.91 $9.59K - $12.5K
1.59K $586M
MSFT
Microsoft Corp

Technology
1.29K
+ 1.41%
$406.35 - $454.46 $525K - $588K
92.8K $38.9B
VRTX
Vertex Pharmaceuticals Inc

Healthcare
131
+ 2.72%
$396.64 - $516.74 $52K - $67.7K
4.95K $2.03B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.05K
+ 1.26%
$88.59 - $94.57 $92.7K - $98.9K
84K $7.36B
PANW
Palo Alto Networks Inc

Technology
42.9K
+ 89.55%
$181.96 - $405.9 $7.8M - $17.4M
90.7K $15.7B
Activity Summary
Buys All Purchases 250 New Holdings 72 Increased Positions 178 Sells All Sells 338 Reductions 338 Sold out 0 Options Calls 1 Puts 0
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