Portfolio (Quarterly)
Guide ↗
Diversify Advisory Services, LLC
· CIK 0002021232| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 281 | CSMD | PROFESIONALLY MANAGED PORTFO | — | 25,784 | $889K | 0.03% | SOLD |
| 282 | DFIV | DIMENSIONAL ETF TRUST | — | 17,209 | $888K | 0.03% | SOLD |
| 283 | KKR | KKR & CO INC | Financial Services | 6,733 | $885K | 0.03% | SOLD |
| 284 | VBK | VANGUARD INDEX FDS | — | 2,710 | $881K | 0.03% | SOLD |
| 285 | HYG | ISHARES TR | — | 10,828 | $878K | 0.03% | SOLD |
| 286 | FVAL | FIDELITY COVINGTON TRUST | — | 11,876 | $869K | 0.03% | SOLD |
| 287 | BWXT | BWX TECHNOLOGIES INC | Industrials | 3,947 | $860K | 0.03% | SOLD |
| 288 | PAYX | PAYCHEX INC | Industrials | 7,600 | $845K | 0.03% | SOLD |
| 289 | CYD | CHINA YUCHAI INTL LTD | Industrials | 19,604 | $841K | 0.03% | SOLD |
| 290 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 9,544 | $841K | 0.03% | SOLD |
| 291 | CR | CRANE COMPANY | Industrials | 4,038 | $838K | 0.03% | SOLD |
| 292 | LOW | LOWES COS INC | Consumer Cyclical | 3,015 | $837K | 0.03% | SOLD |
| 293 | AMP | AMERIPRISE FINL INC | Financial Services | 1,640 | $835K | 0.03% | SOLD |
| 294 | MNST | MONSTER BEVERAGE CORP NEW | Consumer Defensive | 10,611 | $829K | 0.03% | SOLD |
| 295 | MDLZ | MONDELEZ INTL INC | Consumer Defensive | 14,478 | $829K | 0.03% | SOLD |
| 296 | CRWV | COREWEAVE INC | Technology | 8,165 | $827K | 0.03% | SOLD |
| 297 | ESML | ISHARES TR | — | 16,650 | $820K | 0.03% | SOLD |
| 298 | BK | BANK NEW YORK MELLON CORP | Financial Services | 6,747 | $819K | 0.03% | SOLD |
| 299 | WTPI | WISDOMTREE TR | — | 24,234 | $816K | 0.03% | SOLD |
| 300 | CSX | CSX CORP | Industrials | 22,350 | $810K | 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%