Portfolio (Quarterly)
Guide ↗
Diversify Advisory Services, LLC
· CIK 0002021232| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 501 | XSEP | FIRST TR EXCHNG TRADED FD VI | — | 9,224 | $393K | 0.01% | SOLD |
| 502 | — | WW INTL INC | — | 16,310 | $390K | 0.01% | SOLD |
| 503 | MSTR | STRATEGY INC | Technology | 2,244 | $390K | 0.01% | SOLD |
| 504 | PPA | INVESCO EXCHANGE TRADED FD T | — | 2,155 | $390K | 0.01% | SOLD |
| 505 | RRC | RANGE RES CORP | Energy | 11,176 | $385K | 0.01% | SOLD |
| 506 | HYDB | ISHARES TR | — | 8,053 | $383K | 0.01% | SOLD |
| 507 | SHEL | SHELL PLC | Energy | 5,157 | $383K | 0.01% | SOLD |
| 508 | NOC | NORTHROP GRUMMAN CORP | Industrials | 573 | $382K | 0.01% | SOLD |
| 509 | NOBL | PROSHARES TR | — | 3,492 | $382K | 0.01% | SOLD |
| 510 | EME | EMCOR GROUP INC | Industrials | 544 | $380K | 0.01% | SOLD |
| 511 | — | NUVEEN DOW 30 DYNMC OVERWRT | — | 24,566 | $380K | 0.01% | SOLD |
| 512 | BOOT | BOOT BARN HLDGS INC | Consumer Cyclical | 1,959 | $377K | 0.01% | SOLD |
| 513 | TDY | TELEDYNE TECHNOLOGIES INC | Technology | 647 | $376K | 0.01% | SOLD |
| 514 | SHBI | SHORE BANCSHARES INC | Financial Services | 20,584 | $376K | 0.01% | SOLD |
| 515 | SPHQ | INVESCO EXCHANGE TRADED FD T | — | 4,834 | $375K | 0.01% | SOLD |
| 516 | QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | Financial Services | 13,165 | $372K | 0.01% | SOLD |
| 517 | ALLE | ALLEGION PLC | Industrials | 2,251 | $371K | 0.01% | SOLD |
| 518 | PJUL | INNOVATOR ETFS TRUST | — | 7,922 | $370K | 0.01% | SOLD |
| 519 | QTUM | ETF SER SOLUTIONS | — | 3,123 | $370K | 0.01% | SOLD |
| 520 | DTE | DTE ENERGY CO | Utilities | 2,728 | $370K | 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%