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
XP
Xp Inc.

Financial Services
-15.2K
- 43.81%
$16.0 - $20.11 $243K - $305K
19.4K $357M
WMS
Advanced Drainage Systems, Inc.

Industrials
-1.8K
- 37.01%
$110.89 - $148.5 $200K - $268K
3.07K $423M
DTE
Dte Energy CO

Utilities
-1.55K
- 27.19%
$130.26 - $141.49 $202K - $220K
4.16K $556M
FDS
Factset Research Systems Inc

Financial Services
-413
- 33.15%
$283.86 - $450.3 $117K - $186K
833 $220M
CSX
Csx Corp

Industrials
-6.75K
- 23.66%
$32.05 - $36.52 $216K - $246K
21.8K $780M
NVS
Novartis Ag

Healthcare
-2.18K
- 29.61%
$113.5 - $129.73 $248K - $283K
5.19K $643M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.46K
- 9.92%
$181.56 - $190.33 $265K - $278K
13.3K $2.48B
FICO
Fair Isaac Corp

Technology
-230
- 52.75%
$1311.26 - $1869.83 $302K - $430K
206 $340M
VO
Vanguard Mid Cap ETF

ETFs
-846
- 27.79%
$279.83 - $293.74 $237K - $249K
2.2K $637M
IDV
Ishares Tr

ETFs
-6.67K
- 27.02%
$34.54 - $37.28 $230K - $249K
18K $674M
WEC
Wec Energy Group, Inc.

Utilities
-2.05K
- 22.72%
$103.66 - $114.59 $212K - $235K
6.97K $770M
INDA
Ishares Msci India Index Fund

ETFs
-4.23K
- 41.95%
$51.98 - $55.84 $220K - $236K
5.86K $318M
CMS
Cms Energy Corp

Utilities
-2.88K
- 28.67%
$69.37 - $74.67 $199K - $215K
7.15K $518M
NTES
Net Ease, Inc.

Communication Services
-1.82K
- 39.46%
$127.31 - $159.34 $231K - $289K
2.79K $393M
INVH
Invitation Homes Inc.

Real Estate
-6.1K
- 28.78%
$28.9 - $32.78 $176K - $200K
15.1K $428M
SKT
Tanger Factory Outlet Centers, Inc

Real Estate
-6.48K
- 43.52%
$29.52 - $34.78 $191K - $225K
8.41K $276M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-4.04K
- 14.08%
$52.55 - $54.37 $212K - $220K
24.7K $1.33B
Blackrock ETF Trust Ii
-6.69K
- 52.68%
N/A
6.01K $200M
DAL
Delta Air Lines, Inc.

Industrials
-3.49K
- 36.95%
$49.0 - $61.97 $171K - $216K
5.96K $348M
GGG
Graco Inc

Industrials
-2.19K
- 35.95%
$82.58 - $88.81 $181K - $195K
3.9K $318M
GLPI
Gaming & Leisure Properties, Inc.

Real Estate
-4.33K
- 42.45%
$45.54 - $48.43 $197K - $210K
5.87K $267M
TTWO
Take Two Interactive Software Inc

Communication Services
-971
- 45.89%
$217.37 - $259.96 $211K - $252K
1.15K $293M
OMF
One Main Holdings, Inc.

Financial Services
-4.31K
- 27.52%
$55.61 - $62.61 $240K - $270K
11.4K $697M
GNTX
Gentex Corp

Consumer Cyclical
-6K
- 40.23%
$22.66 - $29.06 $136K - $174K
8.91K $207M
DE
Deere & CO

Industrials
-173
- 6.48%
$457.26 - $524.37 $79.1K - $90.7K
2.5K $1.15B
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
-3.2K
- 32.67%
$67.21 - $72.65 $215K - $232K
6.59K $490M
ELS
Equity Lifestyle Properties Inc

Real Estate
-3.24K
- 39.69%
$58.43 - $62.12 $189K - $201K
4.92K $297M
RY
Royal Bank Of Canada

Financial Services
-1.63K
- 44.1%
$128.46 - $148.6 $209K - $241K
2.06K $304M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-6.08K
- 33.62%
$39.06 - $43.42 $238K - $264K
12K $541M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-3.06K
- 6.42%
$72.57 - $74.72 $222K - $228K
44.5K $3.31B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-6.26K
- 18.61%
$26.38 - $27.95 $165K - $175K
27.4K $724M
INFY
Infosys LTD

Technology
-11.8K
- 38.61%
$15.98 - $18.96 $188K - $223K
18.7K $307M
XLV
Select Sector Spdr Fund Health

ETFs
-2.21K
- 20.85%
$129.01 - $139.72 $285K - $308K
8.38K $1.21B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.71K
- 26.37%
$102.4 - $103.88 $175K - $178K
4.78K $492M
AMGN
Amgen Inc

Healthcare
-1.01K
- 9.36%
$271.18 - $309.22 $273K - $311K
9.73K $2.88B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-704
- 32.93%
$159.87 - $247.68 $113K - $174K
1.43K $237M
CG
Carlyle Group Inc.

Financial Services
-1.08K
- 12.34%
$52.82 - $69.35 $56.8K - $74.6K
7.64K $396M
FDX
Fedex Corp

Industrials
-1.01K
- 25.45%
$217.1 - $243.2 $220K - $247K
2.97K $751M
USXF
Ishares Esg Advanced Msci Usa

Technology
-3.25K
- 34.88%
$53.69 - $57.31 $175K - $186K
6.07K $358M
URI
United Rentals, Inc.

Industrials
-75
- 4.53%
$774.14 - $975.23 $58.1K - $73.1K
1.58K $1.35B
PODD
Insulet Corp

Healthcare
-592
- 17.63%
$277.3 - $352.82 $164K - $209K
2.77K $882M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-3.48K
- 9.92%
$42.75 - $43.37 $149K - $151K
31.6K $1.35B
Atlassian Corporation
-1.11K
- 46.3%
N/A
1.29K $226M
NOC
Northrop Grumman Corp

Industrials
-256
- 30.99%
$498.9 - $609.32 $128K - $156K
570 $328M
GIS
General Mills Inc

Consumer Defensive
-2.5K
- 20.14%
$48.44 - $53.83 $121K - $134K
9.9K $459M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-2.39K
- 28.29%
$68.27 - $75.58 $163K - $180K
6.05K $449M
CDNS
Cadence Design Systems Inc

Technology
-200
- 4.63%
$309.46 - $373.37 $61.9K - $74.7K
4.12K $1.38B
WU
Western Union CO

Financial Services
-20.2K
- 41.11%
$7.88 - $8.84 $159K - $178K
28.9K $263M
CHD
Church & Dwight CO Inc

Consumer Defensive
-1.32K
- 27.29%
$85.84 - $99.09 $114K - $131K
3.53K $304M
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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