Portfolio (Quarterly)
Guide ↗
Diversify Advisory Services, LLC
· CIK 0002021232| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 361 | DGCB | DIMENSIONAL ETF TRUST | — | 11,877 | $647K | 0.02% | SOLD |
| 362 | XLP | SELECT SECTOR SPDR TR | — | 7,868 | $646K | 0.02% | SOLD |
| 363 | SMFG | SUMITOMO MITSUI FINL GROUP I | Financial Services | 30,258 | $645K | 0.02% | SOLD |
| 364 | OPFI | OPPFI INC | Technology | 65,039 | $645K | 0.02% | SOLD |
| 365 | TMO | THERMO FISHER SCIENTIFIC INC | Healthcare | 1,039 | $643K | 0.02% | SOLD |
| 366 | PJT | PJT PARTNERS INC | Financial Services | 3,399 | $639K | 0.02% | SOLD |
| 367 | WDAY | WORKDAY INC | Technology | 3,413 | $638K | 0.02% | SOLD |
| 368 | VO | VANGUARD INDEX FDS | — | 2,102 | $631K | 0.02% | SOLD |
| 369 | XLB | SELECT SECTOR SPDR TR | — | 12,941 | $630K | 0.02% | SOLD |
| 370 | EFA | ISHARES TR | — | 6,327 | $630K | 0.02% | SOLD |
| 371 | — | RYANAIR HOLDINGS PLC | — | 9,170 | $626K | 0.02% | SOLD |
| 372 | QJUN | FIRST TR EXCHNG TRADED FD VI | — | 19,275 | $617K | 0.02% | SOLD |
| 373 | IWB | ISHARES TR | — | 1,622 | $615K | 0.02% | SOLD |
| 374 | CX | CEMEX SAB DE CV | Basic Materials | 49,246 | $615K | 0.02% | SOLD |
| 375 | AWK | AMERICAN WTR WKS CO INC NEW | Utilities | 4,607 | $614K | 0.02% | SOLD |
| 376 | HALO | HALOZYME THERAPEUTICS INC | Healthcare | 8,573 | $610K | 0.02% | SOLD |
| 377 | PH | PARKER-HANNIFIN CORP | Industrials | 644 | $608K | 0.02% | SOLD |
| 378 | DUHP | DIMENSIONAL ETF TRUST | — | 15,726 | $605K | 0.02% | SOLD |
| 379 | SHYL | DBX ETF TR | — | 13,373 | $604K | 0.02% | SOLD |
| 380 | EQT | EQT CORP | Energy | 11,930 | $603K | 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%