Diversify Advisory Services, LLC New Holdings in Q4 2025

Diversify Advisory Services, LLC

  • $3.16 Trillion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
QEFA
Spdr Index Shs Fds Msci Eafe S

ETFs
4.64K
New
N/A
4.64K $434M
ARKQ
Ark Autonomous Technology & Ro

ETFs
3.19K
New
$108.36 - $124.69 $346K - $398K
3.19K $428M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
5.45K
New
$77.25 - $114.12 $421K - $621K
5.45K $428M
Capital Group Equity ETF Tr
13.8K
New
N/A
13.8K $425M
Ab Active Etfs Inc
16K
New
N/A
16K $404M
HYDB
Ishares Tr Edge High Yield Def

ETFs
8.05K
New
$46.97 - $47.77 $378K - $385K
8.05K $383M
HGER
Harbor ETF Tr All Weather Infl
14.4K
New
$25.61 - $27.12 $368K - $389K
14.4K $369M
HEQT
Simplify Exchange Traded Fds H
10.8K
New
$30.98 - $31.88 $334K - $344K
10.8K $349M
Capital Group Dividend Growe
9.28K
New
N/A
9.28K $341M
SYLD
Cambria Shareholder Yld ETF

ETFs
4.57K
New
$65.95 - $69.74 $301K - $318K
4.57K $336M
OMC
Omnicom Group Inc.

Communication Services
3.91K
New
$72.23 - $81.23 $283K - $318K
3.91K $312M
Dimensional ETF Trust
6.09K
New
N/A
6.09K $309M
EQIX
Equinix Inc

Real Estate
372
New
$772.6 - $846.01 $287K - $315K
372 $299M
ROP
Roper Technologies Inc

Industrials
714
New
$443.27 - $520.0 $316K - $371K
714 $297M
FISV
Fiserv Inc

Technology
4.4K
New
N/A
4.4K $292M
FNDC
Schwab Fundamental Intl Small

ETFs
6.18K
New
$43.41 - $45.12 $268K - $279K
6.18K $287M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.11K
New
$87.0 - $90.6 $271K - $282K
3.11K $283M
ASTS
Ast Space Mobile, Inc.

Communication Services
2.43K
New
$56.94 - $99.21 $138K - $241K
2.43K $281M
TOTB.DE
Total Energies Se

Energy
4.11K
New
N/A
4.11K $272M
DFIS
Dimensional ETF Tr Dimensional

ETFs
7.54K
New
$30.89 - $32.15 $233K - $242K
7.54K $259M
CSB
Victory Portf Ii Shs Us Small

ETFs
4.22K
New
$56.45 - $59.2 $238K - $250K
4.22K $259M
MRSK
Toews Agility Shares Managed R

Technology
6.82K
New
$35.35 - $36.66 $241K - $250K
6.82K $254M
PCAR
Paccar Inc

Industrials
2.05K
New
$93.0 - $101.08 $190K - $207K
2.05K $248M
Capital Grp Fixed Incm ETF T
9.56K
New
N/A
9.56K $244M
Anglogold Ashanti PLC
2.45K
New
N/A
2.45K $243M
CGSD
Capital Grp Core Plus Income E
9.26K
New
N/A
9.26K $241M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
4.71K
New
$44.68 - $47.47 $211K - $224K
4.71K $233M
APO
Apollo Global Management, Inc.

Financial Services
1.61K
New
$118.22 - $133.75 $190K - $215K
1.61K $231M
DRI
Darden Restaurants Inc

Consumer Cyclical
1.06K
New
$171.59 - $193.49 $183K - $206K
1.06K $228M
Coherent Corp
1.16K
New
N/A
1.16K $221M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.33K
New
$153.8 - $189.34 $205K - $253K
1.33K $221M
SITM
Sitime Corp

Technology
587
New
$265.49 - $339.81 $156K - $199K
587 $218M
SAIA
Saia Inc

Industrials
618
New
$267.92 - $322.39 $166K - $199K
618 $217M
SPMD
Spdr Portfolio

ETFs
3.52K
New
$55.44 - $58.05 $195K - $204K
3.52K $216M
EWBC
East West Bancorp Inc

Financial Services
1.87K
New
$94.31 - $107.45 $177K - $201K
1.87K $216M
Advisors Inner Circle Fd Ii
6.78K
New
N/A
6.78K $215M
Vanguard Mun Bd Fds
2.83K
New
N/A
2.83K $215M
Rocket Lab Corp
2.23K
New
N/A
2.23K $214M
NGG
National Grid PLC

Utilities
2.64K
New
$72.53 - $78.09 $192K - $206K
2.64K $214M
KHC
Kraft Heinz CO

Consumer Defensive
9.06K
New
$23.72 - $26.28 $215K - $238K
9.06K $213M
FCN
Fti Consulting, Inc

Industrials
1.19K
New
$151.68 - $170.07 $181K - $203K
1.19K $213M
Goldman Sachs ETF Tr
4K
New
N/A
4K $212M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
2.77K
New
$76.23 - $79.22 $211K - $219K
2.77K $212M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5.63K
New
$37.19 - $37.8 $209K - $213K
5.63K $212M
TD
Toronto Dominion Bank

Financial Services
2.23K
New
$78.32 - $82.74 $175K - $185K
2.23K $209M
CNC
Centene Corp

Healthcare
4.57K
New
$33.15 - $38.7 $151K - $177K
4.57K $209M
COPX
Global X Copper Miners ETF

ETFs
2.56K
New
$57.93 - $64.14 $148K - $164K
2.56K $207M
Qxo Inc
8.59K
New
N/A
8.59K $204M
ALV
Autoliv Inc

Consumer Cyclical
1.6K
New
$115.59 - $128.01 $185K - $205K
1.6K $202M
Activity Summary
Buys All Purchases 536 New Holdings 107 Increased Positions 429 Sells All Sells 339 Reductions 339 Sold out 0 Options Calls 2 Puts 0
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