Portfolio (Quarterly)
Guide ↗
Diversify Advisory Services, LLC
· CIK 0002021232| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 601 | EDGI | ADVISORS INNER CIRCLE FD II | — | 9,086 | $268K | 0.01% | SOLD |
| 602 | DFIS | DIMENSIONAL ETF TRUST | — | 7,538 | $259K | 0.01% | SOLD |
| 603 | CSB | VICTORY PORTFOLIOS II | — | 4,219 | $259K | 0.01% | SOLD |
| 604 | TIP | ISHARES TR | — | 2,340 | $257K | 0.01% | SOLD |
| 605 | DPZ | DOMINOS PIZZA INC | Consumer Cyclical | 642 | $257K | 0.01% | SOLD |
| 606 | PCB | PCB BANCORP | Financial Services | 11,533 | $256K | 0.01% | SOLD |
| 607 | DELL | DELL TECHNOLOGIES INC | Technology | 2,117 | $255K | 0.01% | SOLD |
| 608 | SQM | SOCIEDAD QUIMICA Y MINERA DE | Basic Materials | 3,286 | $255K | 0.01% | SOLD |
| 609 | DECK | DECKERS OUTDOOR CORP | Consumer Cyclical | 2,530 | $255K | 0.01% | SOLD |
| 610 | MRSK | NORTHERN LIGHTS FD TR | — | 6,817 | $254K | 0.01% | SOLD |
| 611 | REET | ISHARES TR | — | 9,802 | $254K | 0.01% | SOLD |
| 612 | VOT | VANGUARD INDEX FDS | — | 882 | $252K | 0.01% | SOLD |
| 613 | IONQ | IONQ INC | Technology | 4,940 | $251K | 0.01% | SOLD |
| 614 | PCAR | PACCAR INC | Industrials | 2,045 | $248K | 0.01% | SOLD |
| 615 | SCHF | SCHWAB STRATEGIC TR | — | 9,746 | $245K | 0.01% | SOLD |
| 616 | IYG | ISHARES TR | — | 2,644 | $244K | 0.01% | SOLD |
| 617 | GLTR | ABRDN PRECIOUS METALS BASKET | Financial Services | 1,046 | $244K | 0.01% | SOLD |
| 618 | CGHY | CAPITAL GRP FIXED INCM ETF T | — | 9,560 | $244K | 0.01% | SOLD |
| 619 | LUV | SOUTHWEST AIRLS CO | Industrials | 5,642 | $243K | 0.01% | SOLD |
| 620 | — | ANGLOGOLD ASHANTI PLC | — | 2,453 | $243K | 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%