Diversify Advisory Services, LLC Reduced Holdings in Q3 2025

Diversify Advisory Services, LLC

  • $2.98 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-11.3K
- 8.55%
$491.09 - $535.64 $5.56M - $6.06M
121K $62.6B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-20.8K
- 60.5%
$275.84 - $326.36 $5.73M - $6.78M
13.6K $4.96B
MBB
Ishares Tr

ETFs
-43.6K
- 47.68%
$92.46 - $95.73 $4.03M - $4.18M
47.9K $4.55B
AFRM
Affirm Holdings, Inc.

Technology
-35.8K
- 14.01%
$64.05 - $92.18 $2.29M - $3.3M
220K $15.8B
GLD
Spdr Gold Trust

ETFs
-49.2K
- 20.0%
$300.96 - $355.47 $14.8M - $17.5M
197K $72.6B
ARCT
Arcturus Therapeutics Holdings Inc.

Healthcare
-208K
- 93.26%
$11.39 - $22.17 $2.36M - $4.6M
15K $140M
COST
Costco Wholesale Corp

Consumer Defensive
-1.29K
- 4.71%
$915.95 - $994.57 $1.18M - $1.28M
26.1K $24.2B
VGLT
Vanguard Long Term Treasury Et

ETFs
-50.6K
- 29.68%
$54.21 - $57.41 $2.75M - $2.91M
120K $6.85B
IDEV
Ishares Core Msci Intl Develop

ETFs
-35.3K
- 35.39%
$74.68 - $80.26 $2.63M - $2.83M
64.4K $5.2B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-108K
- 80.87%
$22.9 - $23.58 $2.48M - $2.55M
25.6K $599M
BX
Blackstone Inc.

Financial Services
-4.23K
- 7.45%
$152.77 - $188.68 $646K - $798K
52.5K $7.58B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-43K
- 15.27%
$50.73 - $52.47 $2.18M - $2.26M
239K $12.4B
SJNK
Spdr Bloomberg Short Term High

ETFs
-77.3K
- 34.45%
$25.28 - $25.63 $1.95M - $1.98M
147K $3.71B
FSK
Fs Kkr Capital Corp

Financial Services
-87.3K
- 47.69%
$14.93 - $22.48 $1.3M - $1.96M
95.7K $1.45B
SCHO
Schwab Short Term Us Treasury

ETFs
-69.1K
- 60.0%
$24.23 - $24.42 $1.67M - $1.69M
46K $1.12B
ORCL
Oracle Corp

Technology
-6.71K
- 23.45%
$218.96 - $328.33 $1.47M - $2.2M
21.9K $5.65B
TTD
Trade Desk, Inc.

Technology
-28.4K
- 83.02%
$43.93 - $89.76 $1.25M - $2.55M
5.8K $285M
JPM
Jpmorgan Chase & CO

Financial Services
-7.06K
- 17.4%
$282.78 - $316.06 $2M - $2.23M
33.5K $10.4B
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-67.4K
- 34.48%
$20.66 - $20.74 $1.39M - $1.4M
128K $2.65B
GS
Goldman Sachs Group Inc

Financial Services
-2.09K
- 25.2%
$696.56 - $806.32 $1.45M - $1.68M
6.19K $4.86B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-12.5K
- 40.39%
$100.37 - $100.74 $1.26M - $1.26M
18.5K $1.86B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-16.8K
- 9.3%
$546.99 - $602.2 $9.19M - $10.1M
164K $103B
V
Visa Inc.

Financial Services
-3.61K
- 9.94%
$332.09 - $358.86 $1.2M - $1.29M
32.7K $11B
KO
Coca Cola CO

Consumer Defensive
-12.5K
- 11.84%
$65.67 - $71.67 $822K - $897K
93.3K $6.34B
HIMS
Hims & Hers Health, Inc.

Consumer Defensive
-22.4K
- 61.98%
$41.53 - $66.18 $932K - $1.49M
13.8K $611M
RELX
Relx PLC

Communication Services
-20.1K
- 44.79%
$45.13 - $54.19 $908K - $1.09M
24.8K $1.1B
PG
Procter & Gamble CO

Consumer Defensive
-5.95K
- 26.58%
$150.47 - $161.22 $896K - $960K
16.4K $2.43B
NDAQ
Nasdaq, Inc.

Financial Services
-8.64K
- 29.45%
$86.73 - $96.94 $749K - $837K
20.7K $1.79B
SNPS
Synopsys Inc

Technology
-1.04K
- 36.24%
$387.78 - $645.35 $404K - $673K
1.84K $818M
MRK
Merck & Co., Inc.

Healthcare
-12.4K
- 38.36%
$77.6 - $87.37 $960K - $1.08M
19.9K $1.64B
WM
Waste Management Inc

Industrials
-1.47K
- 8.67%
$213.88 - $237.1 $314K - $349K
15.5K $3.05B
TJX
Tjx Companies Inc

Consumer Cyclical
-7.28K
- 26.69%
$121.35 - $144.54 $883K - $1.05M
20K $2.81B
NFLX
Netflix Inc

Communication Services
-271
- 6.49%
$1147.87 - $1297.18 $311K - $352K
3.9K $4.29B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-29.8K
- 28.73%
$25.09 - $25.19 $749K - $752K
74K $1.86B
SAP
Sap Se

Technology
-2.34K
- 23.45%
$252.42 - $311.93 $591K - $730K
7.64K $2.02B
ABT
Abbott Laboratories

Healthcare
-4.19K
- 14.44%
$120.51 - $136.62 $505K - $572K
24.8K $3.07B
VST
Vistra Corp.

Utilities
-2.63K
- 21.89%
$182.0 - $217.92 $479K - $574K
9.4K $1.81B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-12.5K
- 10.57%
$50.53 - $50.82 $630K - $634K
106K $5.34B
VRSK
Verisk Analytics, Inc.

Industrials
-1.55K
- 23.6%
$242.3 - $312.95 $376K - $485K
5.02K $1.08B
EPR
Epr Properties

Real Estate
-10K
- 32.69%
$52.58 - $61.21 $528K - $615K
20.7K $1.04B
Blackrock Inc
-411
- 24.16%
N/A
1.29K $1.38B
HOOD
Robinhood Markets, Inc.

Technology
-6.44K
- 57.48%
$91.27 - $143.18 $587K - $921K
4.76K $700M
SYK
Stryker Corp

Healthcare
-1.33K
- 27.1%
$368.57 - $403.53 $492K - $538K
3.59K $1.29B
MCD
Mcdonalds Corp

Consumer Cyclical
-1.53K
- 12.24%
$291.67 - $316.99 $447K - $486K
11K $3.26B
BR
Broadridge Financial Solutions, Inc.

Technology
-1.45K
- 38.45%
$233.75 - $266.89 $338K - $386K
2.32K $512M
First Tr Exchng Traded Fd Vi
-12.1K
- 59.77%
N/A
8.16K $329M
WHR
Whirlpool Corp

Consumer Cyclical
-4.08K
- 33.21%
$77.47 - $110.59 $316K - $451K
8.21K $582M
NXPI
Nxp Semiconductors N.V.

Technology
-1.93K
- 33.67%
$205.16 - $239.07 $397K - $462K
3.81K $802M
ONON
On Holding Ag

Consumer Cyclical
-6.99K
- 47.99%
$42.35 - $54.36 $296K - $380K
7.58K $276M
Activity Summary
Buys All Purchases 499 New Holdings 97 Increased Positions 402 Sells All Sells 340 Reductions 340 Sold out 0 Options Calls 2 Puts 1
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