Portfolio (Quarterly)
Guide ↗
Diversify Advisory Services, LLC
· CIK 0002021232| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 321 | ZALT | INNOVATOR ETFS TRUST | — | 23,055 | $756K | 0.02% | SOLD |
| 322 | RMT | ROYCE MICRO-CAP TR INC | Financial Services | 65,302 | $756K | 0.02% | SOLD |
| 323 | AOD | ABRDN TOTAL DYNAMIC DIVIDEND | Financial Services | 76,134 | $755K | 0.02% | SOLD |
| 324 | SE | SEA LTD | Consumer Cyclical | 6,204 | $753K | 0.02% | SOLD |
| 325 | FDX | FEDEX CORP | Industrials | 2,435 | $750K | 0.02% | SOLD |
| 326 | WDC | WESTERN DIGITAL CORP | Technology | 3,340 | $740K | 0.02% | SOLD |
| 327 | IMCB | ISHARES TR | — | 8,540 | $735K | 0.02% | SOLD |
| 328 | — | MANAGED PORTFOLIO SERIES | — | 28,476 | $735K | 0.02% | SOLD |
| 329 | BTI | BRITISH AMERN TOB PLC | Consumer Defensive | 12,593 | $733K | 0.02% | SOLD |
| 330 | RELX | RELX PLC | Communication Services | 17,610 | $733K | 0.02% | SOLD |
| 331 | TPYP | TORTOISE CAPITAL SERIES TRUS | — | 20,265 | $733K | 0.02% | SOLD |
| 332 | FBTC | FIDELITY WISE ORIGIN BITCOIN | Financial Services | 8,781 | $731K | 0.02% | SOLD |
| 333 | VMI | VALMONT INDS INC | Industrials | 1,615 | $717K | 0.02% | SOLD |
| 334 | BJ | BJS WHSL CLUB HLDGS INC | Consumer Defensive | 7,627 | $712K | 0.02% | SOLD |
| 335 | OCTW | AIM ETF PRODUCTS TRUST | — | 17,911 | $704K | 0.02% | SOLD |
| 336 | DFGP | DIMENSIONAL ETF TRUST | — | 12,899 | $701K | 0.02% | SOLD |
| 337 | IGF | ISHARES TR | — | 11,161 | $695K | 0.02% | SOLD |
| 338 | DBEF | DBX ETF TR | — | 13,779 | $694K | 0.02% | SOLD |
| 339 | VNET | VNET GROUP INC | Technology | 65,158 | $688K | 0.02% | SOLD |
| 340 | — | BLACKROCK ETF TRUST II | — | 13,850 | $681K | 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%