Portfolio (Quarterly)
Guide ↗
Diversify Advisory Services, LLC
· CIK 0002021232| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 141 | — | AMCOR PLC | — | 46,482 | $1.9M | 0.06% | SOLD |
| 142 | GDX | VANECK ETF TRUST | — | 19,553 | $1.9M | 0.06% | SOLD |
| 143 | BIDD | BLACKROCK ETF TRUST | — | 62,896 | $1.9M | 0.06% | SOLD |
| 144 | BOCT | INNOVATOR ETFS TRUST | — | 37,449 | $1.9M | 0.06% | SOLD |
| 145 | APD | AIR PRODS & CHEMS INC | Basic Materials | 6,951 | $1.9M | 0.06% | SOLD |
| 146 | CGDV | CAPITAL GROUP DIVIDEND VALUE | — | 41,391 | $1.8M | 0.06% | SOLD |
| 147 | XCEM | COLUMBIA ETF TR II | — | 45,283 | $1.8M | 0.06% | SOLD |
| 148 | THRO | BLACKROCK ETF TRUST | — | 46,412 | $1.8M | 0.06% | SOLD |
| 149 | DDOG | DATADOG INC | Technology | 15,175 | $1.8M | 0.06% | SOLD |
| 150 | MPWR | MONOLITHIC PWR SYS INC | Technology | 1,741 | $1.8M | 0.06% | SOLD |
| 151 | SPMB | SPDR SERIES TRUST | — | 78,816 | $1.8M | 0.06% | SOLD |
| 152 | IGM | ISHARES TR | — | 13,461 | $1.8M | 0.06% | SOLD |
| 153 | IMCV | ISHARES TR | — | 20,351 | $1.7M | 0.06% | SOLD |
| 154 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 20,268 | $1.7M | 0.05% | SOLD |
| 155 | COP | CONOCOPHILLIPS | Energy | 17,200 | $1.7M | 0.05% | SOLD |
| 156 | BSCR | INVESCO EXCH TRD SLF IDX FD | — | 85,157 | $1.7M | 0.05% | SOLD |
| 157 | GSLC | GOLDMAN SACHS ETF TR | — | 12,413 | $1.7M | 0.05% | SOLD |
| 158 | IMCG | ISHARES TR | — | 19,820 | $1.7M | 0.05% | SOLD |
| 159 | VB | VANGUARD INDEX FDS | — | 5,963 | $1.6M | 0.05% | SOLD |
| 160 | CMCSA | COMCAST CORP NEW | Communication Services | 58,599 | $1.6M | 0.05% | 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%