Portfolio (Quarterly)
Guide ↗
Diversify Advisory Services, LLC
· CIK 0002021232| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 401 | WEC | WEC ENERGY GROUP INC | Utilities | 5,176 | $562K | 0.02% | SOLD |
| 402 | BBJP | J P MORGAN EXCHANGE TRADED F | — | 8,052 | $562K | 0.02% | SOLD |
| 403 | RGEN | REPLIGEN CORP | Healthcare | 3,439 | $557K | 0.02% | SOLD |
| 404 | FUTU | FUTU HLDGS LTD | Financial Services | 3,235 | $556K | 0.02% | SOLD |
| 405 | SPTL | SPDR SERIES TRUST | — | 20,868 | $555K | 0.02% | SOLD |
| 406 | ESGE | ISHARES INC | — | 11,840 | $553K | 0.02% | SOLD |
| 407 | NXPI | NXP SEMICONDUCTORS N V | Technology | 2,331 | $553K | 0.02% | SOLD |
| 408 | PTC | PTC INC | Technology | 3,313 | $552K | 0.02% | SOLD |
| 409 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 9,323 | $549K | 0.02% | SOLD |
| 410 | BLOK | AMPLIFY ETF TR | — | 8,341 | $549K | 0.02% | SOLD |
| 411 | TIGR | UP FINTECH HLDG LTD | Financial Services | 59,749 | $544K | 0.02% | SOLD |
| 412 | HIMS | HIMS & HERS HEALTH INC | Healthcare | 17,230 | $541K | 0.02% | SOLD |
| 413 | SLF | SUN LIFE FINANCIAL INC. | Financial Services | 8,580 | $539K | 0.02% | SOLD |
| 414 | LDUR | PIMCO ETF TR | — | 5,568 | $535K | 0.02% | SOLD |
| 415 | MSI | MOTOROLA SOLUTIONS INC | Technology | 1,334 | $534K | 0.02% | SOLD |
| 416 | HYMB | SPDR SERIES TRUST | — | 21,132 | $533K | 0.02% | SOLD |
| 417 | IDV | ISHARES TR | — | 13,151 | $531K | 0.02% | SOLD |
| 418 | IVOO | VANGUARD ADMIRAL FDS INC | — | 4,437 | $526K | 0.02% | SOLD |
| 419 | VOE | VANGUARD INDEX FDS | — | 2,839 | $526K | 0.02% | SOLD |
| 420 | IWP | ISHARES TR | — | 3,714 | $525K | 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%