Diversify Advisory Services, LLC Purchases in Q3 2025

Diversify Advisory Services, LLC

  • $2.98 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UFPT
Ufp Technologies Inc

Healthcare
150
+ 10.73%
$190.04 - $252.55 $28.5K - $37.9K
1.55K $308M
IBMO
Ishares Tr Ibonds December 202

ETFs
33
+ 0.41%
$25.58 - $25.72 $844 - $849
8.17K $209M
STZ
Constellation Brands, Inc.

Consumer Defensive
480
+ 29.65%
$131.78 - $176.09 $63.3K - $84.5K
2.1K $275M
BMY
Bristol Myers Squibb CO

Healthcare
140
+ 1.06%
$43.31 - $48.98 $6.06K - $6.86K
13.4K $617M
SHBI
Shore Bancshares Inc

Financial Services
147
+ 0.72%
$15.18 - $17.45 $2.23K - $2.57K
20.4K $321M
SFL
Sfl Corp Ltd.

Industrials
4.26K
+ 21.9%
$7.53 - $9.48 $32.1K - $40.4K
23.7K $176M
TSCO
Tractor Supply CO

Consumer Cyclical
1.12K
+ 11.97%
$54.08 - $62.65 $60.6K - $70.2K
10.5K $550M
UBS
Ubs Group Ag

Financial Services
154
+ 2.04%
$33.77 - $42.38 $5.2K - $6.53K
7.7K $292M
UAL
United Airlines Holdings, Inc.

Industrials
19
+ 0.56%
$80.05 - $109.36 $1.52K - $2.08K
3.4K $327M
JBBB
Janus Detroit Str Tr Henderson

ETFs
86
+ 0.36%
$48.04 - $48.61 $4.13K - $4.18K
24K $1.15B
Techprecision Corp
2.78K
+ 11.07%
N/A
27.9K $131M
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
86
+ 3.42%
$86.67 - $100.17 $7.45K - $8.61K
2.6K $224M
HTGC
Hercules Capital, Inc.

Financial Services
1.19K
+ 5.32%
$18.34 - $19.53 $21.8K - $23.2K
23.5K $419M
PBH
Prestige Consumer Healthcare Inc.

Healthcare
256
+ 4.59%
$61.95 - $80.32 $15.9K - $20.6K
5.84K $354M
DPZ
Dominos Pizza Inc

Consumer Cyclical
33
+ 5.08%
$422.75 - $485.53 $14K - $16K
682 $275M
BKNG
Booking Holdings Inc.

Consumer Cyclical
13
+ 6.53%
$5364.25 - $5815.92 $69.7K - $75.6K
212 $1.07B
WSM
Williams Sonoma Inc

Consumer Cyclical
101
+ 3.71%
$163.62 - $210.2 $16.5K - $21.2K
2.83K $544M
AXON
Axon Enterprise, Inc.

Industrials
6
+ 1.08%
$698.02 - $870.97 $4.19K - $5.23K
562 $407M
TYL
Tyler Technologies Inc

Technology
43
+ 10.12%
$522.22 - $611.76 $22.5K - $26.3K
468 $219M
SE
Sea LTD

Consumer Cyclical
375
+ 7.45%
$146.23 - $196.5 $54.8K - $73.7K
5.41K $851M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
849
+ 13.98%
$93.1 - $110.49 $79K - $93.8K
6.92K $628M
PJT
Pjt Partners Inc.

Financial Services
211
+ 7.07%
$165.08 - $188.27 $34.8K - $39.7K
3.2K $519M
MC
Moelis & CO

Financial Services
3.63K
+ 14.32%
$64.0 - $77.75 $232K - $282K
29K $1.84B
ET
Energy Transfer LP

Energy
1.15K
+ 1.3%
$17.11 - $18.16 $19.6K - $20.8K
89.3K $1.5B
VIRT
Virtu Financial, Inc.

Financial Services
632
+ 8.28%
$34.87 - $45.12 $22K - $28.5K
8.26K $289M
Yatsen Hldg LTD
9.76K
+ 27.57%
N/A
45.2K $290M
Atlanta Braves Hldgs Inc
383
+ 2.39%
N/A
16.4K $675M
MDT
Medtronic PLC

Healthcare
182
+ 0.57%
$87.67 - $95.74 $16K - $17.4K
32.1K $2.89B
CTAS
Cintas Corp

Industrials
2.04K
+ 20.24%
$199.29 - $226.27 $406K - $461K
12.1K $2.2B
Boeing CO
1.17K
+ 7.44%
N/A
16.8K $1.11B
MORN
Morningstar, Inc.

Financial Services
74
+ 4.72%
$231.72 - $311.89 $17.1K - $23.1K
1.64K $350M
Maplebear Inc
685
+ 10.88%
N/A
6.98K $261M
VZ
Verizon Communications Inc

Communication Services
10.4K
+ 8.34%
$40.84 - $45.06 $423K - $467K
135K $5.32B
SPSC
Sps Commerce Inc

Technology
69
+ 2.39%
$103.88 - $142.5 $7.17K - $9.83K
2.96K $244M
STWD
Starwood Property Trust, Inc.

Real Estate
2.37K
+ 3.57%
$19.37 - $20.97 $45.9K - $49.7K
68.8K $1.25B
HWKN
Hawkins Inc

Basic Materials
342
+ 15.17%
$144.17 - $184.75 $49.3K - $63.2K
2.6K $338M
AMCR
Amcor PLC

Consumer Cyclical
31.5K
+ 18.21%
$7.97 - $9.94 $251K - $313K
204K $1.61B
CVLT
Commvault Systems Inc

Technology
262
+ 10.53%
$163.43 - $195.41 $42.8K - $51.2K
2.75K $386M
OKE
Oneok Inc

Energy
455
+ 2.82%
$71.36 - $83.47 $32.5K - $38K
16.6K $1.08B
HDB
Hdfc Bank LTD

Financial Services
4.64K
+ 59.67%
$34.14 - $78.94 $158K - $366K
12.4K $453M
Linde PLC
11
+ 0.47%
N/A
2.33K $961M
Kenvue Inc
4.84K
+ 11.42%
N/A
47.2K $763M
APD
Air Products & Chemicals, Inc.

Basic Materials
211
+ 3.26%
$265.78 - $299.3 $56.1K - $63.2K
6.69K $1.6B
PM
Philip Morris International Inc.

Consumer Defensive
3.85K
+ 10.34%
$157.77 - $183.27 $607K - $706K
41.1K $5.94B
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
4.51K
+ 3.28%
$100.4 - $119.58 $453K - $540K
142K $14.7B
MO
Altria Group, Inc.

Consumer Defensive
1.71K
+ 2.2%
$57.75 - $67.68 $98.8K - $116K
79.6K $4.51B
Fidelity Wise Origin Bitcoin
19.6K
+ 9.16%
N/A
233K $21.7B
NKE
Nike, Inc.

Consumer Cyclical
1.76K
+ 2.46%
$69.24 - $79.24 $122K - $140K
73.3K $4.59B
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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