Portfolio (Quarterly)
Guide ↗
Diversify Advisory Services, LLC
· CIK 0002021232| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 301 | CEG | CONSTELLATION ENERGY CORP | Utilities | 2,633 | $810K | 0.03% | SOLD |
| 302 | AGGY | WISDOMTREE TR | — | 18,350 | $810K | 0.03% | SOLD |
| 303 | DJUN | FIRST TR EXCHNG TRADED FD VI | — | 17,000 | $809K | 0.03% | SOLD |
| 304 | ALL | ALLSTATE CORP | Financial Services | 4,185 | $805K | 0.03% | SOLD |
| 305 | EFAV | ISHARES TR | — | 9,161 | $800K | 0.03% | SOLD |
| 306 | MET | METLIFE INC | Financial Services | 10,411 | $799K | 0.03% | SOLD |
| 307 | EMB | ISHARES TR | — | 8,261 | $795K | 0.03% | SOLD |
| 308 | MPC | MARATHON PETE CORP | Energy | 4,512 | $792K | 0.03% | SOLD |
| 309 | XME | SPDR SERIES TRUST | — | 6,381 | $792K | 0.03% | SOLD |
| 310 | MINT | PIMCO ETF TR | — | 7,854 | $790K | 0.03% | SOLD |
| 311 | XLI | SELECT SECTOR SPDR TR | — | 4,692 | $783K | 0.03% | SOLD |
| 312 | VBIL | VANGUARD INSTL INDEX FD | — | 10,340 | $781K | 0.03% | SOLD |
| 313 | STE | STERIS PLC | Healthcare | 2,871 | $771K | 0.02% | SOLD |
| 314 | IRM | IRON MTN INC DEL | Real Estate | 8,037 | $771K | 0.02% | SOLD |
| 315 | AVEM | AMERICAN CENTY ETF TR | — | 9,470 | $770K | 0.02% | SOLD |
| 316 | F | FORD MTR CO | Consumer Cyclical | 56,582 | $770K | 0.02% | SOLD |
| 317 | IHDG | WISDOMTREE TR | — | 15,094 | $769K | 0.02% | SOLD |
| 318 | JHMM | JOHN HANCOCK EXCHANGE TRADED | — | 11,065 | $763K | 0.02% | SOLD |
| 319 | GCOW | PACER FDS TR | — | 17,940 | $759K | 0.02% | SOLD |
| 320 | VFMO | VANGUARD WELLINGTON FD | — | 3,671 | $759K | 0.02% | 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%