Diversify Advisory Services, LLC New Holdings in Q3 2025

Diversify Advisory Services, LLC

  • $2.98 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PAC
Pacific Airport Group

Industrials
1.59K
New
$218.82 - $256.99 $347K - $408K
1.59K $339M
IONQ
Ion Q, Inc.

Technology
5.54K
New
$36.79 - $75.14 $204K - $416K
5.54K $323M
INTC
Intel Corp

Technology
8.16K
New
$19.31 - $35.5 $158K - $290K
8.16K $322M
Gsk PLC
6.78K
New
N/A
6.78K $314M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
2.18K
New
$126.64 - $135.65 $276K - $296K
2.18K $305M
AOA
Ishares Tr Core Aggressive All

ETFs
3.27K
New
$82.71 - $88.14 $270K - $288K
3.27K $292M
QTUM
ETF Ser Solutions Defiance Qua
2.56K
New
N/A
2.56K $292M
BAR
Granite Shares Gold Trust

ETFs
7.35K
New
$32.23 - $38.06 $237K - $280K
7.35K $290M
HEFA
Ishares Currency Hedged Msci E

ETFs
7.03K
New
$37.2 - $39.61 $262K - $279K
7.03K $289M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
12.1K
New
$21.89 - $23.17 $266K - $281K
12.1K $283M
FAF
First American Financial Corp

Financial Services
4.44K
New
$54.73 - $68.13 $243K - $303K
4.44K $276M
Nebius Group N.V.
2.18K
New
N/A
2.18K $262M
FBRT
Franklin Bsp Realty Trust, Inc.

Real Estate
25.6K
New
$10.08 - $11.67 $258K - $299K
25.6K $259M
FNDX
Schwab Fundamental U S Large C

ETFs
9.51K
New
$24.38 - $26.34 $232K - $250K
9.51K $252M
CGDV
Capital Group Divid Value ETF

ETFs
5.89K
New
$39.59 - $42.21 $233K - $249K
5.89K $252M
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
10K
New
$19.14 - $25.0 $192K - $251K
10K $250M
Volatility Shs Tr
5.3K
New
N/A
5.3K $242M
TRV
Travelers Companies, Inc.

Financial Services
904
New
$250.62 - $279.43 $227K - $253K
904 $242M
VEEV
Veeva Systems Inc

Healthcare
824
New
$269.2 - $297.91 $222K - $245K
824 $241M
Acuren Corp
19.7K
New
N/A
19.7K $241M
Innovator Etfs Trust
8.1K
New
N/A
8.1K $237M
REET
Ishares Global Reit ETF

ETFs
9.38K
New
$24.45 - $25.91 $229K - $243K
9.38K $237M
IYG
Ishares Tr

ETFs
2.64K
New
$85.16 - $90.57 $225K - $239K
2.64K $232M
IGBH
Ishares Interest Rate Hedged L

ETFs
9.29K
New
$24.05 - $24.63 $224K - $229K
9.29K $228M
VLO
Valero Energy Corp

Energy
1.3K
New
$131.77 - $175.63 $171K - $228K
1.3K $223M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
9.26K
New
$21.69 - $23.34 $201K - $216K
9.26K $221M
Advisors Inner Circle Fd Ii
7.78K
New
N/A
7.78K $218M
ARGX
Argenx Se

Healthcare
264
New
$538.64 - $768.0 $142K - $203K
264 $218M
PSN
Parsons Corp

Industrials
2.72K
New
$72.77 - $82.92 $198K - $226K
2.72K $217M
DKNG
Draft Kings Inc.

Consumer Cyclical
7K
New
$37.4 - $48.23 $262K - $338K
7K $214M
ILCV
Ishares Morningstar Value ETF

ETFs
2.29K
New
$82.86 - $90.02 $189K - $206K
2.29K $210M
Nextracker Inc
2.05K
New
N/A
2.05K $208M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
1.21K
New
$138.31 - $165.45 $167K - $200K
1.21K $208M
NUSC
Nuveen Esg Small Cap ETF

ETFs
4.68K
New
$40.43 - $44.52 $189K - $208K
4.68K $207M
AFL
Aflac Inc

Financial Services
1.93K
New
$98.09 - $111.7 $190K - $216K
1.93K $207M
VXF
Vanguard Extended Market ETF

ETFs
979
New
$193.58 - $213.07 $190K - $209K
979 $207M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
4.72K
New
$39.37 - $44.24 $186K - $209K
4.72K $205M
ROLL
Rbc Bearings Inc

Industrials
476
New
N/A
476 $204M
KEYS
Keysight Technologies, Inc.

Technology
1.1K
New
$158.51 - $178.15 $174K - $195K
1.1K $204M
OTIS
Otis Worldwide Corp

Industrials
2.24K
New
$84.93 - $101.07 $190K - $227K
2.24K $202M
LITE
Lumentum Holdings Inc.

Technology
1.01K
New
$90.44 - $171.5 $91.4K - $173K
1.01K $202M
AVTR
Avantor, Inc.

Basic Materials
11.5K
New
$11.18 - $14.21 $128K - $163K
11.5K $134M
OPEN
Opendoor Technologies Inc.

Real Estate
15.3K
New
$0.56 - $10.52 $8.57K - $161K
15.3K $116M
VTSI
Vir Tra, Inc

Industrials
12K
New
$5.23 - $7.3 $62.8K - $87.6K
12K $69.8M
CAN
Canaan Inc.

Technology
18.7K
New
$0.6 - $0.98 $11.2K - $18.3K
18.7K $24.3M
SKYX
Skyx Platforms Corp.

Industrials
12.2K
New
$1.0 - $1.32 $12.2K - $16.1K
12.2K $20.1M
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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