Portfolio (Quarterly)
Guide ↗
Diversify Advisory Services, LLC
· CIK 0002021232| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | RSP | INVESCO EXCHANGE TRADED FD T | — | 13,223 | $2.6M | 0.08% | SOLD |
| 102 | CME | CME GROUP INC | Financial Services | 9,333 | $2.6M | 0.08% | SOLD |
| 103 | ALAB | ASTERA LABS INC | Technology | 14,263 | $2.6M | 0.08% | SOLD |
| 104 | ABT | ABBOTT LABS | Healthcare | 21,241 | $2.6M | 0.08% | SOLD |
| 105 | VOOG | VANGUARD ADMIRAL FDS INC | — | 5,735 | $2.6M | 0.08% | SOLD |
| 106 | PAVE | GLOBAL X FDS | — | 49,678 | $2.6M | 0.08% | SOLD |
| 107 | ATO | ATMOS ENERGY CORP | Utilities | 15,007 | $2.6M | 0.08% | SOLD |
| 108 | VONG | VANGUARD SCOTTSDALE FDS | — | 20,900 | $2.5M | 0.08% | SOLD |
| 109 | CMI | CUMMINS INC | Industrials | 4,369 | $2.5M | 0.08% | SOLD |
| 110 | SPEM | SPDR INDEX SHS FDS | — | 51,576 | $2.5M | 0.08% | SOLD |
| 111 | MC | MOELIS & CO | Financial Services | 31,743 | $2.5M | 0.08% | SOLD |
| 112 | ABNB | AIRBNB INC | Consumer Cyclical | 18,721 | $2.4M | 0.08% | SOLD |
| 113 | INTU | INTUIT | Technology | 4,478 | $2.4M | 0.08% | SOLD |
| 114 | ANET | ARISTA NETWORKS INC | Technology | 18,638 | $2.4M | 0.08% | SOLD |
| 115 | — | J P MORGAN EXCHANGE TRADED F | — | 37,358 | $2.4M | 0.08% | SOLD |
| 116 | FIX | COMFORT SYS USA INC | Industrials | 2,142 | $2.4M | 0.08% | SOLD |
| 117 | GTO | INVESCO ACTIVELY MANAGED EXC | — | 48,994 | $2.3M | 0.07% | SOLD |
| 118 | INTF | ISHARES TR | — | 59,423 | $2.3M | 0.07% | SOLD |
| 119 | PRFZ | INVESCO EXCHANGE TRADED FD T | — | 47,334 | $2.3M | 0.07% | SOLD |
| 120 | VYM | VANGUARD WHITEHALL FDS | — | 15,383 | $2.3M | 0.07% | 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%