Portfolio (Quarterly)
Guide ↗
Diversify Advisory Services, LLC
· CIK 0002021232| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 241 | BBVA | BANCO BILBAO VIZCAYA ARGENTA | Financial Services | 45,836 | $1.1M | 0.04% | SOLD |
| 242 | ACWV | ISHARES INC | — | 9,299 | $1.1M | 0.04% | SOLD |
| 243 | VNQ | VANGUARD INDEX FDS | — | 11,931 | $1.1M | 0.04% | SOLD |
| 244 | VBR | VANGUARD INDEX FDS | — | 4,901 | $1.1M | 0.04% | SOLD |
| 245 | CBSH | COMMERCE BANCSHARES INC | Financial Services | 20,308 | $1.1M | 0.04% | SOLD |
| 246 | MRSH | MARSH & MCLENNAN COS INC | Financial Services | 5,911 | $1.1M | 0.03% | SOLD |
| 247 | EFG | ISHARES TR | — | 9,036 | $1.1M | 0.03% | SOLD |
| 248 | ODFL | OLD DOMINION FREIGHT LINE IN | Industrials | 6,056 | $1.1M | 0.03% | SOLD |
| 249 | HMY | HARMONY GOLD MINING CO LTD | Basic Materials | 48,741 | $1.1M | 0.03% | SOLD |
| 250 | SPMO | INVESCO EXCH TRADED FD TR II | — | 8,836 | $1.1M | 0.03% | SOLD |
| 251 | GEV | GE VERNOVA INC | Utilities | 1,531 | $1.0M | 0.03% | SOLD |
| 252 | IBDR | ISHARES TR | — | 42,967 | $1.0M | 0.03% | SOLD |
| 253 | EMGF | ISHARES INC | — | 17,026 | $1.0M | 0.03% | SOLD |
| 254 | SLV | ISHARES SILVER TR | Financial Services | 12,829 | $1.0M | 0.03% | SOLD |
| 255 | PLD | PROLOGIS INC. | Real Estate | 7,764 | $1.0M | 0.03% | SOLD |
| 256 | BITB | BITWISE BITCOIN ETF TR | Financial Services | 19,863 | $1.0M | 0.03% | SOLD |
| 257 | VRSK | VERISK ANALYTICS INC | Industrials | 4,660 | $1.0M | 0.03% | SOLD |
| 258 | GFI | GOLD FIELDS LTD | Basic Materials | 20,782 | $1.0M | 0.03% | SOLD |
| 259 | PSX | PHILLIPS 66 | Energy | 7,340 | $1.0M | 0.03% | SOLD |
| 260 | IDCC | INTERDIGITAL INC | Technology | 3,264 | $1.0M | 0.03% | 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%