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
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-3.84K
- 11.85%
$41.01 - $42.23 $158K - $162K
28.6K $1.21B
VCIT
Vanguard Intermediate Term Cor

ETFs
-1.87K
- 4.35%
$81.75 - $84.54 $153K - $158K
41.1K $3.44B
POOL
Pool Corp

Industrials
-129
- 7.12%
$292.13 - $333.62 $37.7K - $43K
1.68K $437M
A
Agilent Technologies, Inc.

Healthcare
-1.95K
- 34.04%
$112.04 - $128.75 $218K - $250K
3.77K $545M
C
Citigroup Inc

Financial Services
-3.45K
- 8.94%
$85.57 - $103.49 $295K - $357K
35.2K $3.57B
NTAP
Net App, Inc.

Technology
-1.65K
- 21.55%
$101.1 - $126.36 $167K - $209K
6.01K $703M
OXY
Occidental Petroleum Corp

Energy
-1.55K
- 8.51%
$42.54 - $48.1 $65.8K - $74.4K
16.6K $680M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-6
- 0.04%
$25.5 - $35.2 $153 - $211
14.7K $391M
BSJP
Invesco Et Sf Idxd Fd Tr Bulle

ETFs
-5.03K
- 33.49%
$23.03 - $23.12 $116K - $116K
9.99K $230M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-2.81K
- 17.66%
$43.36 - $44.8 $122K - $126K
13.1K $582M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-5.09K
- 16.04%
$22.89 - $23.7 $116K - $121K
26.6K $624M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-1.21K
- 22.92%
$115.96 - $125.95 $141K - $153K
4.08K $531M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.17K
- 6.96%
$132.9 - $142.03 $155K - $166K
15.6K $2.18B
MS
Morgan Stanley

Financial Services
-2.27K
- 14.06%
$139.09 - $161.16 $316K - $366K
13.9K $2.27B
HON
Honeywell International Inc

Industrials
-104
- 2.44%
$207.7 - $240.4 $21.6K - $25K
4.17K $824M
XLE
Energy Sector Spdr

ETFs
-4.84K
- 5.19%
$84.25 - $91.99 $408K - $446K
88.4K $7.79B
AON
Aon PLC

Financial Services
-105
- 3.84%
$350.91 - $375.27 $36.8K - $39.4K
2.63K $894M
WPC
W. P. Carey Inc.

Real Estate
-1.68K
- 6.34%
$61.29 - $68.7 $103K - $115K
24.8K $1.64B
SONY
Sony Group Corp

Technology
-4.28K
- 14.34%
$23.92 - $30.07 $102K - $129K
25.5K $714M
AZN
Astrazeneca PLC

Healthcare
-3.04K
- 12.78%
$68.72 - $82.11 $209K - $250K
20.8K $1.7B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-1.15K
- 29.59%
$78.11 - $79.07 $89.9K - $91K
2.74K $216M
CSGP
Costar Group, Inc.

Real Estate
-160
- 3.87%
$81.42 - $96.83 $13K - $15.5K
3.97K $276M
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
-2.97K
- 13.29%
N/A
19.4K $667M
BSX
Boston Scientific Corp

Healthcare
-488
- 4.91%
$97.03 - $108.14 $47.4K - $52.8K
9.45K $932M
IWR
Ishares Russell Mid Cap ETF

ETFs
-1.1K
- 8.69%
$92.26 - $97.51 $102K - $107K
11.6K $1.11B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
-948
- 20.35%
$87.69 - $96.0 $83.1K - $91K
3.71K $346M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-335
- 13.29%
$185.88 - $207.44 $62.3K - $69.5K
2.19K $399M
PH
Parker Hannifin Corp

Industrials
-140
- 10.71%
$697.13 - $769.67 $97.6K - $108K
1.17K $901M
PINS
Pinterest, Inc.

Communication Services
-1.67K
- 7.51%
$32.17 - $39.17 $53.9K - $65.6K
20.6K $695M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-543
- 19.02%
$89.32 - $107.82 $48.5K - $58.5K
2.31K $212M
ADI
Analog Devices Inc

Technology
-343
- 13.23%
$220.68 - $255.63 $75.7K - $87.7K
2.25K $526M
FTCS
First Trust Capital Strength E

ETFs
-742
- 13.38%
$89.72 - $93.74 $66.6K - $69.6K
4.8K $436M
PUTW
Wisdomtree Tr Cboe S&P 500 Put

ETFs
-2.8K
- 12.29%
N/A
20K $674M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-2.62K
- 13.61%
$41.34 - $45.65 $108K - $119K
16.6K $752M
IWP
Ishares Russell Mid Cap Growth

ETFs
-573
- 11.72%
$137.51 - $145.26 $78.8K - $83.2K
4.31K $612M
ARCC
Ares Capital Corp

Financial Services
-641
- 2.27%
$20.41 - $23.25 $13.1K - $14.9K
27.6K $564M
MET
Metlife Inc

Financial Services
-1.32K
- 10.03%
$73.82 - $82.37 $97.4K - $109K
11.8K $937M
LOW
Lowes Companies Inc

Consumer Cyclical
-166
- 5.82%
$215.01 - $273.02 $35.7K - $45.3K
2.69K $633M
XDEC
First Tr ETF Viii Cboe Vest U

ETFs
-2.35K
- 7.03%
$38.8 - $40.1 $91.2K - $94.2K
31.1K $1.26B
PEG
Public Service Enterprise Group Inc

Utilities
-390
- 8.4%
$79.99 - $90.14 $31.2K - $35.2K
4.25K $346M
TIP
Ishares Tr Tips Bd ETF

ETFs
-579
- 15.96%
$109.11 - $111.88 $63.2K - $64.8K
3.05K $338M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-84
- 0.46%
$72.01 - $74.44 $6.05K - $6.25K
18.1K $1.28B
PAYC
Paycom Software, Inc.

Technology
-54
- 3.41%
$208.14 - $238.8 $11.2K - $12.9K
1.53K $283M
VOT
Vanguard Mid Cap Growth Index

ETFs
-202
- 19.35%
$282.75 - $294.19 $57.1K - $59.4K
842 $245M
MNST
Monster Beverage Corp

Consumer Defensive
-1.19K
- 11.43%
$58.65 - $67.31 $69.8K - $80.1K
9.22K $613M
SJM
J M Smucker CO

Consumer Defensive
-291
- 9.72%
$102.24 - $113.2 $29.8K - $32.9K
2.7K $280M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.45K
- 2.71%
$62.09 - $66.51 $152K - $163K
88K $5.71B
FCX
Freeport Mcmoran Inc

Basic Materials
-531
- 2.09%
$35.34 - $47.21 $18.8K - $25.1K
24.9K $1.02B
TFLO
Ishares Treasury Floating Rate

ETFs
-887
- 7.85%
$50.45 - $50.65 $44.7K - $44.9K
10.4K $525M
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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