Portfolio (Quarterly)
Guide ↗
Diversify Advisory Services, LLC
· CIK 0002021232| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 201 | HLNE | HAMILTON LANE INC | Financial Services | 8,532 | $1.3M | 0.04% | SOLD |
| 202 | LVHI | LEGG MASON ETF INVT | — | 33,871 | $1.3M | 0.04% | SOLD |
| 203 | DE | DEERE & CO | Industrials | 2,497 | $1.3M | 0.04% | SOLD |
| 204 | CGCB | CAPITAL GRP FIXED INCM ETF T | — | 48,276 | $1.3M | 0.04% | SOLD |
| 205 | UI | UBIQUITI INC | Technology | 2,323 | $1.3M | 0.04% | SOLD |
| 206 | FLMI | FRANKLIN TEMPLETON ETF TR | — | 50,988 | $1.3M | 0.04% | SOLD |
| 207 | CPRT | COPART INC | Industrials | 31,049 | $1.3M | 0.04% | SOLD |
| 208 | SO | SOUTHERN CO | Utilities | 14,332 | $1.3M | 0.04% | SOLD |
| 209 | XDEC | FIRST TR EXCHNG TRADED FD VI | — | 30,950 | $1.3M | 0.04% | SOLD |
| 210 | BXSL | BLACKSTONE SECD LENDING FD | Financial Services | 47,894 | $1.3M | 0.04% | SOLD |
| 211 | DFAS | DIMENSIONAL ETF TRUST | — | 17,001 | $1.3M | 0.04% | SOLD |
| 212 | SCHD | SCHWAB STRATEGIC TR | — | 43,565 | $1.3M | 0.04% | SOLD |
| 213 | GE | GE AEROSPACE | Industrials | 3,848 | $1.3M | 0.04% | SOLD |
| 214 | STRL | STERLING INFRASTRUCTURE INC | Industrials | 3,550 | $1.2M | 0.04% | SOLD |
| 215 | ADSK | AUTODESK INC | Technology | 4,678 | $1.2M | 0.04% | SOLD |
| 216 | SMLF | ISHARES TR | — | 15,490 | $1.2M | 0.04% | SOLD |
| 217 | TER | TERADYNE INC | Technology | 5,392 | $1.2M | 0.04% | SOLD |
| 218 | DFUV | DIMENSIONAL ETF TRUST | — | 25,118 | $1.2M | 0.04% | SOLD |
| 219 | XJUN | FIRST TR EXCHNG TRADED FD VI | — | 28,256 | $1.2M | 0.04% | SOLD |
| 220 | UCON | FIRST TR EXCHNG TRADED FD VI | — | 48,080 | $1.2M | 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%