Portfolio (Quarterly)
Guide ↗
Diversify Advisory Services, LLC
· CIK 0002021232| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 641 | IGBH | ISHARES U S ETF TR | — | 8,929 | $222K | 0.01% | SOLD |
| 642 | VT | VANGUARD INTL EQUITY INDEX F | — | 1,530 | $222K | 0.01% | SOLD |
| 643 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 1,334 | $221K | 0.01% | SOLD |
| 644 | RBC | RBC BEARINGS INC | Industrials | 442 | $220K | 0.01% | SOLD |
| 645 | LQDH | ISHARES U S ETF TR | — | 2,345 | $220K | 0.01% | SOLD |
| 646 | ILCV | ISHARES TR | — | 2,286 | $220K | 0.01% | SOLD |
| 647 | BSMQ | INVESCO EXCH TRD SLF IDX FD | — | 9,272 | $220K | 0.01% | SOLD |
| 648 | ONON | ON HLDG AG | Consumer Cyclical | 4,843 | $218K | 0.01% | SOLD |
| 649 | SITM | SITIME CORP | Technology | 587 | $218K | 0.01% | SOLD |
| 650 | STIP | ISHARES TR | — | 2,122 | $217K | 0.01% | SOLD |
| 651 | VTIP | VANGUARD MALVERN FDS | — | 4,392 | $217K | 0.01% | SOLD |
| 652 | SAIA | SAIA INC | Industrials | 618 | $217K | 0.01% | SOLD |
| 653 | AVGO PUT | BROADCOM INC | Technology | 6,000 | $217K | 0.01% | SOLD |
| 654 | SPMD | SPDR SERIES TRUST | — | 3,516 | $216K | 0.01% | SOLD |
| 655 | EWBC | EAST WEST BANCORP INC | Financial Services | 1,874 | $216K | 0.01% | SOLD |
| 656 | ILCG | ISHARES TR | — | 2,055 | $216K | 0.01% | SOLD |
| 657 | TYL | TYLER TECHNOLOGIES INC | Technology | 490 | $216K | 0.01% | SOLD |
| 658 | XEL | XCEL ENERGY INC | Utilities | 2,851 | $216K | 0.01% | SOLD |
| 659 | — | ADVISORS INNER CIRCLE FD II | — | 6,777 | $215K | 0.01% | SOLD |
| 660 | — | VANGUARD MUN BD FDS | — | 2,831 | $215K | 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%