Portfolio (Quarterly)
Guide ↗
Diversify Advisory Services, LLC
· CIK 0002021232| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 561 | DFAT | DIMENSIONAL ETF TRUST | — | 4,924 | $311K | 0.01% | SOLD |
| 562 | CCEP | COCA-COLA EUROPACIFIC PARTNE | Consumer Defensive | 3,467 | $310K | 0.01% | SOLD |
| 563 | DUSB | DIMENSIONAL ETF TRUST | — | 6,092 | $309K | 0.01% | SOLD |
| 564 | BITX | VOLATILITY SHS TR | — | 9,466 | $309K | 0.01% | SOLD |
| 565 | HEFA | ISHARES TR | — | 7,121 | $308K | 0.01% | SOLD |
| 566 | ILCB | ISHARES TR | — | 3,213 | $308K | 0.01% | SOLD |
| 567 | BUFQ | FIRST TR EXCHNG TRADED FD VI | — | 8,499 | $306K | 0.01% | SOLD |
| 568 | VV | VANGUARD INDEX FDS | — | 956 | $305K | 0.01% | SOLD |
| 569 | NRG | NRG ENERGY INC | Utilities | 1,999 | $304K | 0.01% | SOLD |
| 570 | DAL | DELTA AIR LINES INC DEL | Industrials | 4,255 | $300K | 0.01% | SOLD |
| 571 | SPSC | SPS COMM INC | Technology | 3,320 | $299K | 0.01% | SOLD |
| 572 | EQIX | EQUINIX INC | Real Estate | 372 | $299K | 0.01% | SOLD |
| 573 | ROP | ROPER TECHNOLOGIES INC | Industrials | 714 | $297K | 0.01% | SOLD |
| 574 | EAGG | ISHARES TR | — | 6,159 | $295K | 0.01% | SOLD |
| 575 | IUSG | ISHARES TR | — | 1,740 | $295K | 0.01% | SOLD |
| 576 | FTCS | FIRST TR EXCHANGE-TRADED FD | — | 3,058 | $294K | 0.01% | SOLD |
| 577 | FISV | FISERV INC | Technology | 4,398 | $292K | 0.01% | SOLD |
| 578 | HYGH | ISHARES U S ETF TR | — | 3,351 | $291K | 0.01% | SOLD |
| 579 | A | AGILENT TECHNOLOGIES INC | Healthcare | 2,073 | $289K | 0.01% | SOLD |
| 580 | CI | THE CIGNA GROUP | Healthcare | 1,060 | $289K | 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%