Diversify Advisory Services, LLC Sells in Q3 2025

Diversify Advisory Services, LLC

  • $2.98 Trillion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CHK
Chesapeake Energy Corp

Energy
-5.06K
- 62.34%
N/A
3.06K $337M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-6.59K
- 15.48%
$65.64 - $78.22 $433K - $516K
36K $2.46B
SPG
Simon Property Group Inc

Real Estate
-2.84K
- 30.41%
$159.93 - $187.67 $454K - $533K
6.5K $1.15B
CVX
Chevron Corp

Energy
-2.67K
- 6.06%
$145.57 - $161.83 $389K - $433K
41.5K $6.39B
GRMN
Garmin LTD

Technology
-1.45K
- 28.03%
$211.13 - $246.22 $307K - $358K
3.73K $785M
WHD
Cactus, Inc.

Energy
-10.9K
- 60.63%
$38.17 - $47.92 $417K - $524K
7.1K $315M
EW
Edwards Lifesciences Corp

Healthcare
-6.72K
- 24.04%
$73.75 - $81.83 $496K - $550K
21.2K $1.76B
SPGI
S&P Global Inc.

Financial Services
-354
- 10.43%
$484.94 - $564.15 $172K - $200K
3.04K $1.51B
CNI
Canadian National Railway CO

Industrials
-4.17K
- 58.21%
$92.01 - $106.6 $383K - $444K
2.99K $286M
MSI
Motorola Solutions, Inc.

Technology
-544
- 25.68%
$408.73 - $490.3 $222K - $267K
1.57K $616M
UNP
Union Pacific Corp

Industrials
-1.71K
- 7.04%
$214.91 - $237.16 $368K - $406K
22.6K $4.95B
EOG
Eog Resources Inc

Energy
-2K
- 16.05%
$112.12 - $126.1 $224K - $252K
10.5K $1.11B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-8.23K
- 18.22%
$49.09 - $50.58 $404K - $416K
36.9K $1.87B
PAYX
Paychex Inc

Industrials
-1.4K
- 14.55%
$126.69 - $147.99 $178K - $208K
8.24K $949M
ZTS
Zoetis Inc.

Healthcare
-1.34K
- 4.6%
$141.13 - $159.19 $190K - $214K
27.8K $4.02B
HD
Home Depot, Inc.

Consumer Cyclical
-249
- 1.72%
$357.4 - $423.42 $89K - $105K
14.2K $5.38B
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-939
- 14.68%
$196.15 - $217.83 $184K - $205K
5.46K $967M
SM
Sm Energy CO

Energy
-83
- 0.19%
$24.97 - $28.98 $2.07K - $2.41K
44.5K $861M
SBUX
Starbucks Corp

Consumer Cyclical
-1.11K
- 5.55%
$81.9 - $96.86 $90.9K - $108K
18.9K $1.53B
CRH.L
Crh PLC

Basic Materials
-3.29K
- 39.32%
N/A
5.07K $601M
FLMI
Franklin Dynamic Municipal Bon

ETFs
-15.6K
- 19.06%
$23.96 - $24.81 $374K - $388K
66.4K $1.65B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-1.07K
- 34.15%
$404.94 - $499.99 $431K - $532K
2.05K $1.16B
FAST
Fastenal CO

Industrials
-5.57K
- 42.19%
$42.47 - $50.39 $236K - $281K
7.63K $313M
NLOK
Norton Life Lock Inc.

Technology
-8.02K
- 40.49%
N/A
11.8K $310M
RACE
Ferrari N.V.

Consumer Cyclical
-98
- 1.88%
$436.24 - $517.65 $42.8K - $50.7K
5.1K $2B
ECL
Ecolab Inc.

Basic Materials
-962
- 28.31%
$259.39 - $285.47 $250K - $275K
2.44K $627M
QJUN
First Tr ETF
-10.9K
- 35.52%
$29.51 - $31.11 $322K - $340K
19.8K $626M
Talen Energy Corp
-3.22K
- 10.37%
N/A
27.9K $11.5B
PMAR
Innovator U.S. Equity Power Bu

ETFs
-9.08K
- 10.1%
$42.21 - $43.91 $383K - $399K
80.8K $3.58B
SRE
Sempra Energy

Utilities
-4.47K
- 42.25%
$74.14 - $89.98 $331K - $402K
6.1K $565M
TXN
Texas Instruments Inc

Technology
-496
- 7.16%
N/A
6.43K $1.04B
COP
Conocophillips

Energy
-2.01K
- 10.11%
$91.0 - $98.99 $183K - $199K
17.8K $1.58B
ODFL
Old Dominion Freight Line, Inc.

Industrials
-1.43K
- 16.78%
$138.59 - $171.12 $198K - $245K
7.09K $975M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
-6.16K
- 49.17%
$46.86 - $48.27 $289K - $298K
6.37K $306M
First Tr Exchng Traded Fd Vi
-8K
- 19.22%
N/A
33.6K $1.33B
AWK
American Water Works Company, Inc.

Utilities
-1.38K
- 20.39%
$135.05 - $147.0 $187K - $203K
5.4K $680M
ETN
Eaton Corp PLC

Industrials
-1.04K
- 19.5%
$342.99 - $392.76 $356K - $408K
4.29K $1.66B
AER
Aer Cap Holdings N.V.

Industrials
-3.27K
- 37.08%
$107.25 - $124.42 $351K - $407K
5.55K $727M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-3.18K
- 15.61%
$60.9 - $70.75 $193K - $225K
17.2K $973M
PNR
Pentair PLC

Industrials
-2.59K
- 42.16%
$100.62 - $112.59 $261K - $292K
3.56K $380M
DECK
Deckers Outdoor Corp

Consumer Cyclical
-1.71K
- 29.62%
$95.32 - $123.91 $163K - $212K
4.07K $330M
FHI
Federated Hermes, Inc.

Financial Services
-4.71K
- 39.82%
$44.78 - $54.1 $211K - $255K
7.12K $349M
Ge Vernova Inc
-215
- 11.48%
N/A
1.66K $964M
HYG
Ishares Tr

ETFs
-3.18K
- 18.58%
$79.85 - $81.32 $254K - $259K
13.9K $1.12B
EXP
Eagle Materials Inc

Basic Materials
-962
- 43.75%
$209.12 - $242.26 $201K - $233K
1.24K $255M
AMT
American Tower Corp

Real Estate
-895
- 24.79%
$192.32 - $232.35 $172K - $208K
2.72K $480M
BA
Boeing CO

Industrials
-467
- 8.03%
$209.79 - $237.38 $98K - $111K
5.35K $1.09B
LII
Lennox International Inc

Industrials
-341
- 36.83%
$516.18 - $664.54 $176K - $227K
585 $289M
ITW
Illinois Tool Works Inc

Industrials
-883
- 36.22%
$252.31 - $269.41 $223K - $238K
1.56K $378M
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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