Portfolio (Quarterly)
Guide ↗
Diversify Advisory Services, LLC
· CIK 0002021232| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 681 | CWB | SPDR SERIES TRUST | — | 2,180 | $205K | 0.01% | SOLD |
| 682 | CALF | PACER FDS TR | — | 4,519 | $205K | 0.01% | SOLD |
| 683 | QXO | QXO INC | Industrials | 8,587 | $204K | 0.01% | SOLD |
| 684 | OTIS | OTIS WORLDWIDE CORP | Industrials | 2,257 | $203K | 0.01% | SOLD |
| 685 | ALV | AUTOLIV INC | Consumer Cyclical | 1,600 | $202K | 0.01% | SOLD |
| 686 | PAYC | PAYCOM SOFTWARE INC | Technology | 1,360 | $202K | 0.01% | SOLD |
| 687 | TTWO | TAKE-TWO INTERACTIVE SOFTWAR | Communication Services | 836 | $201K | 0.01% | SOLD |
| 688 | ARGX | ARGENX SE | Healthcare | 250 | $200K | 0.01% | SOLD |
| 689 | CLF | CLEVELAND-CLIFFS INC NEW | Basic Materials | 12,780 | $179K | 0.01% | SOLD |
| 690 | — | YATSEN HLDG LTD | — | 41,559 | $175K | 0.01% | SOLD |
| 691 | SAN | BANCO SANTANDER SA | Financial Services | 12,741 | $156K | 0.01% | SOLD |
| 692 | — | INSEEGO CORP | — | 12,700 | $154K | 0.01% | SOLD |
| 693 | TPCS | TECHPRECISION CORP | Industrials | 29,038 | $145K | 0.01% | SOLD |
| 694 | DNP | DNP SELECT INCOME FD INC | Financial Services | 11,679 | $117K | 0.00% | SOLD |
| 695 | CXDO | CREXENDO INC | Communication Services | 15,721 | $114K | 0.00% | SOLD |
| 696 | ARCT | ARCTURUS THERAPEUTICS HLDGS | Healthcare | 15,000 | $109K | 0.00% | SOLD |
| 697 | BDJ | BLACKROCK ENHANCED EQUITY DI | Financial Services | 10,301 | $98K | 0.00% | SOLD |
| 698 | WU | WESTERN UN CO | Financial Services | 10,347 | $96K | 0.00% | SOLD |
| 699 | CION | CION INVT CORP | Financial Services | 10,042 | $95K | 0.00% | SOLD |
| 700 | — | IZEA WORLDWIDE INC | — | 19,634 | $82K | 0.00% | 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%