Portfolio (Quarterly)
Guide ↗
Diversify Advisory Services, LLC
· CIK 0002021232| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 661 | FICO | FAIR ISAAC CORP | Technology | 137 | $215K | 0.01% | SOLD |
| 662 | RKLB | ROCKET LAB CORP | Industrials | 2,225 | $214K | 0.01% | SOLD |
| 663 | DUOL | DUOLINGO INC | Technology | 1,424 | $214K | 0.01% | SOLD |
| 664 | NGG | NATIONAL GRID PLC | Utilities | 2,642 | $214K | 0.01% | SOLD |
| 665 | AN | AUTONATION INC | Consumer Cyclical | 994 | $214K | 0.01% | SOLD |
| 666 | KHC | KRAFT HEINZ CO | Consumer Defensive | 9,061 | $213K | 0.01% | SOLD |
| 667 | FCN | FTI CONSULTING INC | Industrials | 1,193 | $213K | 0.01% | SOLD |
| 668 | GPIQ | GOLDMAN SACHS ETF TR | — | 4,000 | $212K | 0.01% | SOLD |
| 669 | VCLT | VANGUARD SCOTTSDALE FDS | — | 2,769 | $212K | 0.01% | SOLD |
| 670 | USHY | ISHARES TR | — | 5,627 | $212K | 0.01% | SOLD |
| 671 | ORLY | OREILLY AUTOMOTIVE INC | Consumer Cyclical | 2,232 | $211K | 0.01% | SOLD |
| 672 | IBMO | ISHARES TR | — | 8,222 | $211K | 0.01% | SOLD |
| 673 | MCHP | MICROCHIP TECHNOLOGY INC. | Technology | 2,824 | $211K | 0.01% | SOLD |
| 674 | FIXD | FIRST TR EXCHNG TRADED FD VI | — | 4,713 | $209K | 0.01% | SOLD |
| 675 | CNC | CENTENE CORP DEL | Healthcare | 4,569 | $209K | 0.01% | SOLD |
| 676 | MLN | VANECK ETF TRUST | — | 11,861 | $208K | 0.01% | SOLD |
| 677 | COPX | GLOBAL X FDS | — | 2,562 | $207K | 0.01% | SOLD |
| 678 | SPAB | SPDR SERIES TRUST | — | 7,962 | $205K | 0.01% | SOLD |
| 679 | BSV | VANGUARD BD INDEX FDS | — | 2,603 | $205K | 0.01% | SOLD |
| 680 | IWV | ISHARES TR | — | 520 | $205K | 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%