Portfolio (Quarterly)
Guide ↗
Diversify Advisory Services, LLC
· CIK 0002021232| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 541 | PSTG | PURE STORAGE INC | Technology | 4,581 | $334K | 0.01% | SOLD |
| 542 | AOA | ISHARES TR | — | 3,648 | $334K | 0.01% | SOLD |
| 543 | TRNO | TERRENO RLTY CORP | Real Estate | 5,322 | $333K | 0.01% | SOLD |
| 544 | SDOG | ALPS ETF TR | — | 5,282 | $333K | 0.01% | SOLD |
| 545 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | Industrials | 2,541 | $332K | 0.01% | SOLD |
| 546 | EOSE | EOS ENERGY ENTERPRISES INC | Industrials | 19,028 | $332K | 0.01% | SOLD |
| 547 | MOAT | VANECK ETF TRUST | — | 3,104 | $332K | 0.01% | SOLD |
| 548 | CGNG | CAPITAL GROUP NEW GEOGRAPHY | — | 9,921 | $331K | 0.01% | SOLD |
| 549 | VIRT | VIRTU FINL INC | Financial Services | 8,828 | $326K | 0.01% | SOLD |
| 550 | CMS | CMS ENERGY CORP | Utilities | 4,515 | $324K | 0.01% | SOLD |
| 551 | — | TECHNIPFMC PLC | — | 6,197 | $323K | 0.01% | SOLD |
| 552 | STZ | CONSTELLATION BRANDS INC | Consumer Defensive | 2,058 | $322K | 0.01% | SOLD |
| 553 | GSK | GSK PLC | Healthcare | 6,645 | $320K | 0.01% | SOLD |
| 554 | ED | CONSOLIDATED EDISON INC | Utilities | 3,086 | $320K | 0.01% | SOLD |
| 555 | HACK | AMPLIFY ETF TR | — | 4,027 | $320K | 0.01% | SOLD |
| 556 | USXF | ISHARES TR | — | 5,394 | $320K | 0.01% | SOLD |
| 557 | CDW | CDW CORP | Technology | 2,396 | $316K | 0.01% | SOLD |
| 558 | S | SENTINELONE INC | Technology | 22,492 | $313K | 0.01% | SOLD |
| 559 | OMC | OMNICOM GROUP INC | Communication Services | 3,912 | $312K | 0.01% | SOLD |
| 560 | EW | EDWARDS LIFESCIENCES CORP | Healthcare | 3,692 | $311K | 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%