Portfolio (Quarterly)
Guide ↗
Diversify Advisory Services, LLC
· CIK 0002021232| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 621 | MNA | NEW YORK LIFE INVESTMENTS ET | — | 6,732 | $242K | 0.01% | SOLD |
| 622 | FNDX | SCHWAB STRATEGIC TR | — | 8,574 | $242K | 0.01% | SOLD |
| 623 | THC | TENET HEALTHCARE CORP | Healthcare | 1,227 | $241K | 0.01% | SOLD |
| 624 | CGSD | CAPITAL GRP FIXED INCM ETF T | — | 9,263 | $241K | 0.01% | SOLD |
| 625 | IBDV | ISHARES TR | — | 10,826 | $239K | 0.01% | SOLD |
| 626 | MKL | MARKEL GROUP INC | Financial Services | 116 | $239K | 0.01% | SOLD |
| 627 | KEYS | KEYSIGHT TECHNOLOGIES INC | Technology | 1,095 | $235K | 0.01% | SOLD |
| 628 | AMLP | ALPS ETF TR | — | 4,714 | $233K | 0.01% | SOLD |
| 629 | WMS | ADVANCED DRAIN SYS INC DEL | Industrials | 1,456 | $232K | 0.01% | SOLD |
| 630 | APOS | APOLLO GLOBAL MGMT INC | Financial Services | 1,606 | $231K | 0.01% | SOLD |
| 631 | PWR | QUANTA SVCS INC | Industrials | 494 | $231K | 0.01% | SOLD |
| 632 | CSGP | COSTAR GROUP INC | Real Estate | 3,515 | $230K | 0.01% | SOLD |
| 633 | VXF | VANGUARD INDEX FDS | — | 1,037 | $229K | 0.01% | SOLD |
| 634 | SBS | COMPANHIA DE SANEAMENTO BASI | Utilities | 10,003 | $229K | 0.01% | SOLD |
| 635 | ITW | ILLINOIS TOOL WKS INC | Industrials | 869 | $229K | 0.01% | SOLD |
| 636 | DRI | DARDEN RESTAURANTS INC | Consumer Cyclical | 1,064 | $228K | 0.01% | SOLD |
| 637 | BMNR | BITMINE IMMERSION TECNOLOGIE | Financial Services | 7,312 | $228K | 0.01% | SOLD |
| 638 | DKNG | DRAFTKINGS INC NEW | Consumer Cyclical | 6,983 | $228K | 0.01% | SOLD |
| 639 | RY | ROYAL BK CDA | Financial Services | 1,336 | $226K | 0.01% | SOLD |
| 640 | ESGV | VANGUARD WORLD FD | — | 1,845 | $225K | 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%