Portfolio (Quarterly)
Guide ↗
Diversify Advisory Services, LLC
· CIK 0002021232| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 521 | MORN | MORNINGSTAR INC | Financial Services | 1,728 | $370K | 0.01% | SOLD |
| 522 | HGER | HARBOR ETF TRUST | — | 14,358 | $369K | 0.01% | SOLD |
| 523 | CVLT | COMMVAULT SYS INC | Technology | 3,018 | $369K | 0.01% | SOLD |
| 524 | AXON | AXON ENTERPRISE INC | Industrials | 578 | $368K | 0.01% | SOLD |
| 525 | UAL | UNITED AIRLS HLDGS INC | Industrials | 3,203 | $364K | 0.01% | SOLD |
| 526 | TOTL | SSGA ACTIVE ETF TR | — | 9,021 | $363K | 0.01% | SOLD |
| 527 | BR | BROADRIDGE FINL SOLUTIONS IN | Technology | 1,657 | $362K | 0.01% | SOLD |
| 528 | GRFS | GRIFOLS S A | Healthcare | 40,482 | $360K | 0.01% | SOLD |
| 529 | NVBW | AIM ETF PRODUCTS TRUST | — | 10,455 | $356K | 0.01% | SOLD |
| 530 | AVUV | AMERICAN CENTY ETF TR | — | 3,283 | $356K | 0.01% | SOLD |
| 531 | AVY | AVERY DENNISON CORP | Industrials | 1,870 | $353K | 0.01% | SOLD |
| 532 | SLYG | SPDR SERIES TRUST | — | 3,491 | $352K | 0.01% | SOLD |
| 533 | TRV | TRAVELERS COMPANIES INC | Financial Services | 1,301 | $351K | 0.01% | SOLD |
| 534 | HEQT | SIMPLIFY EXCHANGE TRADED FUN | — | 10,784 | $349K | 0.01% | SOLD |
| 535 | CGDG | CAPITAL GROUP DIVIDEND GROWE | — | 9,281 | $341K | 0.01% | SOLD |
| 536 | USB | US BANCORP DEL | Financial Services | 6,270 | $341K | 0.01% | SOLD |
| 537 | SYY | SYSCO CORP | Consumer Defensive | 4,314 | $340K | 0.01% | SOLD |
| 538 | WRB | BERKLEY W R CORP | Financial Services | 4,990 | $339K | 0.01% | SOLD |
| 539 | SYLD | CAMBRIA ETF TR | — | 4,565 | $336K | 0.01% | SOLD |
| 540 | EPAM | EPAM SYS INC | Technology | 1,577 | $335K | 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%