Portfolio (Quarterly)
Guide ↗
Diversify Advisory Services, LLC
· CIK 0002021232| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 341 | APRW | AIM ETF PRODUCTS TRUST | — | 19,387 | $678K | 0.02% | SOLD |
| 342 | AER | AERCAP HOLDINGS NV | Industrials | 4,740 | $677K | 0.02% | SOLD |
| 343 | MSCI | MSCI INC | Financial Services | 1,119 | $674K | 0.02% | SOLD |
| 344 | AOR | ISHARES TR | — | 10,167 | $672K | 0.02% | SOLD |
| 345 | KEP | KOREA ELEC PWR CORP | Utilities | 35,869 | $672K | 0.02% | SOLD |
| 346 | PODD | INSULET CORP | Healthcare | 2,336 | $672K | 0.02% | SOLD |
| 347 | SDVY | FIRST TR EXCHANGE-TRADED FD | — | 16,550 | $671K | 0.02% | SOLD |
| 348 | — | ATLANTA BRAVES HLDGS INC | — | 16,743 | $671K | 0.02% | SOLD |
| 349 | EMXC | ISHARES INC | — | 8,649 | $669K | 0.02% | SOLD |
| 350 | ELF | E L F BEAUTY INC | Consumer Defensive | 7,413 | $667K | 0.02% | SOLD |
| 351 | CGCP | CAPITAL GRP FIXED INCM ETF T | — | 29,371 | $667K | 0.02% | SOLD |
| 352 | RIVN | RIVIAN AUTOMOTIVE INC | Consumer Cyclical | 39,799 | $663K | 0.02% | SOLD |
| 353 | UDEC | INNOVATOR ETFS TRUST | — | 16,600 | $663K | 0.02% | SOLD |
| 354 | DGS | WISDOMTREE TR | — | 11,169 | $663K | 0.02% | SOLD |
| 355 | GD | GENERAL DYNAMICS CORP | Industrials | 1,798 | $661K | 0.02% | SOLD |
| 356 | EXPE | EXPEDIA GROUP INC | Consumer Cyclical | 2,312 | $659K | 0.02% | SOLD |
| 357 | SCHO | SCHWAB STRATEGIC TR | — | 27,040 | $659K | 0.02% | SOLD |
| 358 | FSMD | FIDELITY COVINGTON TRUST | — | 14,207 | $658K | 0.02% | SOLD |
| 359 | WTV | WISDOMTREE TR | — | 6,831 | $657K | 0.02% | SOLD |
| 360 | QBTS | D-WAVE QUANTUM INC | Technology | 22,573 | $651K | 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%