Portfolio (Quarterly)
Guide ↗
Diversify Advisory Services, LLC
· CIK 0002021232| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 581 | — | BLUE OWL CAPITAL CORPORATION | — | 22,831 | $288K | 0.01% | SOLD |
| 582 | FNDC | SCHWAB STRATEGIC TR | — | 6,175 | $287K | 0.01% | SOLD |
| 583 | TOPT | ISHARES TR | — | 9,317 | $287K | 0.01% | SOLD |
| 584 | PZA | INVESCO EXCH TRADED FD TR II | — | 12,270 | $286K | 0.01% | SOLD |
| 585 | AIG | AMERICAN INTL GROUP INC | Financial Services | 3,883 | $283K | 0.01% | SOLD |
| 586 | DGRW | WISDOMTREE TR | — | 3,110 | $283K | 0.01% | SOLD |
| 587 | NULG | NUSHARES ETF TR | — | 2,865 | $283K | 0.01% | SOLD |
| 588 | AES | AES CORP | Utilities | 19,858 | $282K | 0.01% | SOLD |
| 589 | ASTS | AST SPACEMOBILE INC | Technology | 2,430 | $281K | 0.01% | SOLD |
| 590 | SUB | ISHARES TR | — | 2,618 | $281K | 0.01% | SOLD |
| 591 | FIS | FIDELITY NATL INFORMATION SV | Technology | 4,428 | $281K | 0.01% | SOLD |
| 592 | DHR | DANAHER CORPORATION | Healthcare | 1,185 | $280K | 0.01% | SOLD |
| 593 | ARKW | ARK ETF TR | — | 1,870 | $278K | 0.01% | SOLD |
| 594 | CHD | CHURCH & DWIGHT CO INC | Consumer Defensive | 3,058 | $277K | 0.01% | SOLD |
| 595 | GMAR | FIRST TR EXCHNG TRADED FD VI | — | 6,703 | $275K | 0.01% | SOLD |
| 596 | KC | KINGSOFT CLOUD HLDGS LTD | Technology | 23,107 | $275K | 0.01% | SOLD |
| 597 | SPXX | NUVEEN S&P 500 DYNAMIC OVERW | Financial Services | 15,219 | $274K | 0.01% | SOLD |
| 598 | TIC | TIC SOLUTIONS INC | Industrials | 23,887 | $273K | 0.01% | SOLD |
| 599 | — | TOTALENERGIES SE | — | 4,109 | $272K | 0.01% | SOLD |
| 600 | QBUF | INNOVATOR ETFS TRUST | — | 9,200 | $271K | 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%