Portfolio (Quarterly)
Guide ↗
Diversify Advisory Services, LLC
· CIK 0002021232| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 421 | NET | CLOUDFLARE INC | Technology | 2,851 | $525K | 0.02% | SOLD |
| 422 | RDDT | REDDIT INC | Communication Services | 2,265 | $523K | 0.02% | SOLD |
| 423 | KRMN | KARMAN HLDGS INC | Industrials | 4,815 | $522K | 0.02% | SOLD |
| 424 | OMF | ONEMAIN HLDGS INC | Financial Services | 7,972 | $521K | 0.02% | SOLD |
| 425 | NVS | NOVARTIS AG | Healthcare | 3,602 | $520K | 0.02% | SOLD |
| 426 | ALB | ALBEMARLE CORP | Basic Materials | 3,175 | $518K | 0.02% | SOLD |
| 427 | UBER | UBER TECHNOLOGIES INC | Technology | 6,094 | $517K | 0.02% | SOLD |
| 428 | CGGO | CAPITAL GROUP GBL GROWTH EQT | — | 14,198 | $514K | 0.02% | SOLD |
| 429 | MAGS | LISTED FDS TR | — | 7,872 | $511K | 0.02% | SOLD |
| 430 | GRMN | GARMIN LTD | Technology | 2,411 | $511K | 0.02% | SOLD |
| 431 | NVO | NOVO-NORDISK A S | Healthcare | 8,187 | $510K | 0.02% | SOLD |
| 432 | PSA | PUBLIC STORAGE OPER CO | Real Estate | 1,729 | $508K | 0.02% | SOLD |
| 433 | DIHP | DIMENSIONAL ETF TRUST | — | 15,429 | $506K | 0.02% | SOLD |
| 434 | LECO | LINCOLN ELEC HLDGS INC | Industrials | 1,913 | $504K | 0.02% | SOLD |
| 435 | BCSF | BAIN CAP SPECIALTY FIN INC | Financial Services | 36,589 | $503K | 0.02% | SOLD |
| 436 | TEL | TE CONNECTIVITY PLC | Technology | 2,068 | $498K | 0.02% | SOLD |
| 437 | — | CRH PLC | — | 3,941 | $485K | 0.01% | SOLD |
| 438 | TFLO | ISHARES TR | — | 9,536 | $482K | 0.01% | SOLD |
| 439 | POOL | POOL CORP | Industrials | 1,794 | $481K | 0.01% | SOLD |
| 440 | NSC | NORFOLK SOUTHN CORP | Industrials | 1,647 | $479K | 0.01% | 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%