Portfolio (Quarterly)
Guide ↗
Diversify Advisory Services, LLC
· CIK 0002021232| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 441 | DSI | ISHARES TR | — | 3,644 | $477K | 0.01% | SOLD |
| 442 | ECL | ECOLAB INC | Basic Materials | 1,710 | $474K | 0.01% | SOLD |
| 443 | GAP | GAP INC | Consumer Cyclical | 17,596 | $470K | 0.01% | SOLD |
| 444 | ENTG | ENTEGRIS INC | Technology | 4,005 | $470K | 0.01% | SOLD |
| 445 | VIV | TELEFONICA BRASIL SA | Communication Services | 38,800 | $468K | 0.01% | SOLD |
| 446 | BNDX | VANGUARD CHARLOTTE FDS | — | 9,635 | $468K | 0.01% | SOLD |
| 447 | BSY | BENTLEY SYS INC | Technology | 11,924 | $467K | 0.01% | SOLD |
| 448 | COWG | PACER FDS TR | — | 12,825 | $463K | 0.01% | SOLD |
| 449 | BSCS | INVESCO EXCH TRD SLF IDX FD | — | 22,060 | $455K | 0.01% | SOLD |
| 450 | CG | CARLYLE GROUP INC | Financial Services | 6,897 | $453K | 0.01% | SOLD |
| 451 | UFPT | UFP TECHNOLOGIES INC | Healthcare | 1,736 | $452K | 0.01% | SOLD |
| 452 | CGIE | CAPITAL GROUP INTERNATIONAL | — | 12,379 | $451K | 0.01% | SOLD |
| 453 | VIOO | VANGUARD ADMIRAL FDS INC | — | 3,791 | $450K | 0.01% | SOLD |
| 454 | SPTI | SPDR SERIES TRUST | — | 15,620 | $449K | 0.01% | SOLD |
| 455 | CWAN | CLEARWATER ANALYTICS HLDGS I | Technology | 18,508 | $449K | 0.01% | SOLD |
| 456 | PDEC | INNOVATOR ETFS TRUST | — | 10,225 | $447K | 0.01% | SOLD |
| 457 | GFEB | FIRST TR EXCHNG TRADED FD VI | — | 10,690 | $447K | 0.01% | SOLD |
| 458 | FLOT | ISHARES TR | — | 8,773 | $447K | 0.01% | SOLD |
| 459 | GIS | GENERAL MLS INC | Consumer Defensive | 10,006 | $445K | 0.01% | SOLD |
| 460 | LEN | LENNAR CORP | Consumer Cyclical | 3,754 | $445K | 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%