Portfolio (Quarterly)
Guide ↗
Diversify Advisory Services, LLC
· CIK 0002021232| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | CRM | SALESFORCE INC | Technology | 24,562 | $5.6M | 0.18% | SOLD |
| 42 | IGEB | ISHARES TR | — | 118,345 | $5.4M | 0.17% | SOLD |
| 43 | QUAL | ISHARES TR | — | 26,421 | $5.4M | 0.17% | SOLD |
| 44 | SMH | VANECK ETF TRUST | — | 13,258 | $5.3M | 0.17% | SOLD |
| 45 | SCHR | SCHWAB STRATEGIC TR | — | 210,601 | $5.3M | 0.17% | SOLD |
| 46 | BAC | BANK AMERICA CORP | Financial Services | 98,958 | $5.2M | 0.17% | SOLD |
| 47 | CLOA | BLACKROCK ETF TRUST II | — | 99,623 | $5.2M | 0.16% | SOLD |
| 48 | JAAA | JANUS DETROIT STR TR | — | 101,679 | $5.2M | 0.16% | SOLD |
| 49 | EFV | ISHARES TR | — | 69,764 | $5.1M | 0.16% | SOLD |
| 50 | XLY | SELECT SECTOR SPDR TR | — | 41,673 | $5.1M | 0.16% | SOLD |
| 51 | IGRO | ISHARES TR | — | 57,838 | $4.9M | 0.16% | SOLD |
| 52 | UNP | UNION PAC CORP | Industrials | 21,483 | $4.9M | 0.16% | SOLD |
| 53 | SPSM | SPDR SERIES TRUST | — | 97,709 | $4.9M | 0.15% | SOLD |
| 54 | MGV | VANGUARD WORLD FD | — | 32,806 | $4.8M | 0.15% | SOLD |
| 55 | NKE | NIKE INC | Consumer Cyclical | 73,687 | $4.7M | 0.15% | SOLD |
| 56 | DFUS | DIMENSIONAL ETF TRUST | — | 61,481 | $4.6M | 0.15% | SOLD |
| 57 | ADBE | ADOBE INC | Technology | 15,490 | $4.6M | 0.14% | SOLD |
| 58 | OEF | ISHARES TR | — | 12,822 | $4.4M | 0.14% | SOLD |
| 59 | DGRO | ISHARES TR | — | 60,757 | $4.3M | 0.14% | SOLD |
| 60 | HYGW | ISHARES TR | — | 142,381 | $4.3M | 0.14% | 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%