Diversify Advisory Services, LLC Purchases in Q4 2024

Diversify Advisory Services, LLC

  • $1.81 Trillion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
111K
+ 59.8%
$567.81 - $607.81 $63M - $67.5M
297K $172B
GLD
Spdr Gold Trust

ETFs
196K
+ 446.04%
$236.59 - $257.5 $46.3M - $50.3M
239K $59.4B
QQQ
Invesco Qqq Trust, Series 1

ETFs
51.8K
+ 34.33%
$481.22 - $538.17 $24.9M - $27.9M
203K $103B
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
664K
+ 21.97%
$20.98 - $21.19 $13.9M - $14.1M
3.69M $77.8B
AVGO
Broadcom Inc.

Technology
31.5K
+ 49.77%
$159.67 - $250.0 $5.03M - $7.87M
94.8K $21.3B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
441K
+ 22.35%
$23.29 - $23.93 $10.3M - $10.5M
2.41M $56.5B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
35.9K
+ 78.3%
$172.07 - $207.36 $6.18M - $7.44M
81.7K $17B
XLI
Industrial Sector Spdr

ETFs
51.3K
+ 704.28%
$131.76 - $143.99 $6.76M - $7.38M
58.6K $7.69B
TSLA
Tesla, Inc.

Consumer Cyclical
1.15K
+ 3.7%
$213.65 - $479.86 $245K - $550K
32.2K $12.7B
Talen Energy Corp
26.1K
New
N/A
26.1K $5.79B
SNOW
Snowflake Inc.

Technology
6.92K
+ 7.41%
$109.65 - $186.51 $759K - $1.29M
100K $16.3B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
10.4K
+ 21.88%
$521.84 - $558.82 $5.42M - $5.8M
57.8K $30.9B
GOOGL
Alphabet Inc.

Communication Services
10.3K
+ 8.28%
$161.86 - $196.66 $1.67M - $2.03M
135K $26B
KD
Kyndryl Holdings, Inc.

Technology
144K
New
$22.43 - $35.79 $3.24M - $5.17M
144K $5.31B
Super Micro Computer Inc
157K
New
N/A
157K $5.11B
ET
Energy Transfer LP

Energy
11K
+ 1.22%
$16.05 - $19.86 $177K - $219K
918K $17.8B
Lam Research Corp
37.3K
New
N/A
37.3K $2.78B
SDS
Proshares Tr Ultrashort S&P 50

ETFs
133K
New
$18.65 - $21.2 $2.47M - $2.81M
133K $2.66B
AMD
Advanced Micro Devices Inc

Technology
58.7K
+ 50.9%
$118.88 - $172.8 $6.98M - $10.2M
174K $20.2B
OKTA
Okta, Inc.

Technology
26.9K
New
$71.81 - $86.11 $1.93M - $2.32M
26.9K $2.27B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
21.5K
+ 153.54%
$91.29 - $91.8 $1.96M - $1.98M
35.5K $3.25B
Arista Networks Inc
16.5K
New
N/A
16.5K $1.89B
SPYG
Spdr Portfolio

ETFs
15.9K
+ 10.9%
$81.74 - $91.38 $1.3M - $1.45M
162K $14.2B
AFRM
Affirm Holdings, Inc.

Technology
9.36K
+ 8.72%
$38.48 - $72.86 $360K - $682K
117K $6.46B
IGM
Ishares Expanded Tech Sector E

ETFs
15.1K
New
$94.19 - $106.95 $1.42M - $1.61M
15.1K $1.53B
PINS
Pinterest, Inc.

Communication Services
44.9K
+ 211.28%
$28.24 - $34.15 $1.27M - $1.53M
66.1K $2.03B
ISRG
Intuitive Surgical Inc

Healthcare
2.15K
+ 42.38%
$471.27 - $550.62 $1.01M - $1.18M
7.23K $3.96B
SQ
Block, Inc.

Technology
15.9K
New
$65.06 - $98.92 $1.04M - $1.58M
15.9K $1.31B
COST
Costco Wholesale Corp

Consumer Defensive
268
+ 1.14%
$873.59 - $994.69 $234K - $267K
23.8K $22.3B
ELF
E.L.F. Beauty, Inc.

Consumer Defensive
7.62K
+ 356.12%
$101.51 - $140.63 $774K - $1.07M
9.76K $1.22B
CME
Cme Group Inc.

Financial Services
4.13K
New
$221.17 - $246.02 $913K - $1.02M
4.13K $946M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
48.6K
New
$19.42 - $19.76 $943K - $960K
48.6K $944M
VOOV
Vanguard S&P 500 Value ETF

ETFs
5.14K
New
$184.21 - $199.29 $947K - $1.02M
5.14K $934M
SNPS
Synopsys Inc

Technology
1.78K
New
$485.36 - $588.0 $864K - $1.05M
1.78K $877M
PLTR
Palantir Technologies Inc.

Technology
5.53K
+ 29.06%
$36.46 - $82.38 $202K - $456K
24.6K $1.65B
SM
Sm Energy CO

Energy
11.2K
+ 3.31%
$36.59 - $46.03 $409K - $515K
349K $15.1B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
31.4K
New
$23.88 - $24.32 $749K - $763K
31.4K $750M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
16.8K
+ 32.74%
$58.88 - $64.8 $986K - $1.09M
67.9K $3.96B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
3.17K
New
$198.04 - $221.51 $628K - $703K
3.17K $662M
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
20.1K
New
$32.85 - $34.26 $660K - $688K
20.1K $657M
CSGP
Costar Group, Inc.

Real Estate
8.96K
New
$69.7 - $81.97 $624K - $734K
8.96K $626M
First Tr Exchng Traded Fd Vi
16.7K
New
N/A
16.7K $624M
Blackrock ETF Trust
25.1K
New
N/A
25.1K $618M
VST
Vistra Corp.

Utilities
2.51K
+ 62.28%
$115.74 - $166.61 $291K - $418K
6.54K $1.09B
VRT
Vertiv Holdings CO

Industrials
4.38K
New
N/A
4.38K $564M
Blackrock Inc
590
New
N/A
590 $564M
XLC
Select Sector Spdr Tr Communic

ETFs
5.24K
+ 48.07%
$89.66 - $102.16 $470K - $536K
16.2K $1.55B
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
39.6K
New
$9.71 - $15.34 $384K - $607K
39.6K $548M
VUG
Vanguard Growth ETF

ETFs
1.2K
+ 31.55%
$378.79 - $428.11 $456K - $515K
5.02K $2.04B
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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