Portfolio (Quarterly)
Guide ↗
Diversify Advisory Services, LLC
· CIK 0002021232| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 461 | HWKN | HAWKINS INC | Basic Materials | 2,917 | $443K | 0.01% | SOLD |
| 462 | ARKX | ARK ETF TR | — | 12,547 | $441K | 0.01% | SOLD |
| 463 | — | AMERICA MOVIL SAB DE CV | — | 21,577 | $441K | 0.01% | SOLD |
| 464 | INTC | INTEL CORP | Technology | 9,392 | $441K | 0.01% | SOLD |
| 465 | MGC | VANGUARD WORLD FD | — | 1,737 | $440K | 0.01% | SOLD |
| 466 | — | VIRTUS DIVIDEND INTEREST & P | — | 32,769 | $436K | 0.01% | SOLD |
| 467 | KT | KT CORP | Communication Services | 22,344 | $435K | 0.01% | SOLD |
| 468 | UBS | UBS GROUP AG | Financial Services | 9,157 | $434K | 0.01% | SOLD |
| 469 | QEFA | SPDR INDEX SHS FDS | — | 4,637 | $434K | 0.01% | SOLD |
| 470 | — | VEON LTD | — | 7,921 | $432K | 0.01% | SOLD |
| 471 | FNGS | BANK MONTREAL MEDIUM | Financial Services | 6,458 | $431K | 0.01% | SOLD |
| 472 | FSEP | FIRST TR EXCHNG TRADED FD VI | — | 8,282 | $431K | 0.01% | SOLD |
| 473 | CB | CHUBB LIMITED | Financial Services | 1,431 | $430K | 0.01% | SOLD |
| 474 | KD | KYNDRYL HLDGS INC | Technology | 17,056 | $430K | 0.01% | SOLD |
| 475 | ARKQ | ARK ETF TR | — | 3,193 | $428K | 0.01% | SOLD |
| 476 | SFM | SPROUTS FMRS MKT INC | Consumer Defensive | 5,445 | $428K | 0.01% | SOLD |
| 477 | FTEC | FIDELITY COVINGTON TRUST | — | 1,889 | $427K | 0.01% | SOLD |
| 478 | PBH | PRESTIGE CONSMR HEALTHCARE I | Healthcare | 6,559 | $427K | 0.01% | SOLD |
| 479 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 1,190 | $426K | 0.01% | SOLD |
| 480 | CGMM | CAPITAL GROUP EQUITY ETF TR | — | 13,796 | $425K | 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%