Portfolio (Quarterly)
Guide ↗
Diversify Advisory Services, LLC
· CIK 0002021232| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 181 | IFRA | ISHARES TR | — | 24,991 | $1.4M | 0.04% | SOLD |
| 182 | JULW | AIM ETF PRODUCTS TRUST | — | 35,600 | $1.4M | 0.04% | SOLD |
| 183 | IDXX | IDEXX LABS INC | Healthcare | 1,950 | $1.4M | 0.04% | SOLD |
| 184 | LNG | CHENIERE ENERGY INC | Energy | 6,678 | $1.4M | 0.04% | SOLD |
| 185 | O | REALTY INCOME CORP | Real Estate | 22,237 | $1.4M | 0.04% | SOLD |
| 186 | KNSL | KINSALE CAP GROUP INC | Financial Services | 3,422 | $1.4M | 0.04% | SOLD |
| 187 | MGK | VANGUARD WORLD FD | — | 3,334 | $1.4M | 0.04% | SOLD |
| 188 | IGSB | ISHARES TR | — | 25,698 | $1.4M | 0.04% | SOLD |
| 189 | CGUS | CAPITAL GROUP CORE EQUITY ET | — | 32,974 | $1.4M | 0.04% | SOLD |
| 190 | EMBJ | EMBRAER S.A. | Industrials | 18,356 | $1.4M | 0.04% | SOLD |
| 191 | FCX | FREEPORT-MCMORAN INC | Basic Materials | 22,932 | $1.3M | 0.04% | SOLD |
| 192 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 22,882 | $1.3M | 0.04% | SOLD |
| 193 | RCL | ROYAL CARIBBEAN GROUP | Consumer Cyclical | 4,799 | $1.3M | 0.04% | SOLD |
| 194 | LHX | L3HARRIS TECHNOLOGIES INC | Industrials | 3,823 | $1.3M | 0.04% | SOLD |
| 195 | BUFZ | FIRST TR EXCHNG TRADED FD VI | — | 49,553 | $1.3M | 0.04% | SOLD |
| 196 | SCHM | SCHWAB STRATEGIC TR | — | 41,010 | $1.3M | 0.04% | SOLD |
| 197 | SPLV | INVESCO EXCH TRADED FD TR II | — | 17,905 | $1.3M | 0.04% | SOLD |
| 198 | AEP | AMERICAN ELEC PWR CO INC | Utilities | 10,887 | $1.3M | 0.04% | SOLD |
| 199 | IUSV | ISHARES TR | — | 12,406 | $1.3M | 0.04% | SOLD |
| 200 | HYLB | DBX ETF TR | — | 35,220 | $1.3M | 0.04% | SOLD |
Sector Allocation
Technology
62.7%
Communication Services
14.1%
Consumer Cyclical
6.6%
Financial Services
5.5%
Real Estate
2.7%
Utilities
1.9%
Healthcare
1.8%
Consumer Defensive
1.8%
Energy
1.4%
Industrials
1.2%