Portfolio (Quarterly)
Guide ↗
Diversify Advisory Services, LLC
· CIK 0002021232| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 161 | PFEB | INNOVATOR ETFS TRUST | — | 39,020 | $1.6M | 0.05% | SOLD |
| 162 | SPGI | S&P GLOBAL INC | Financial Services | 2,856 | $1.6M | 0.05% | SOLD |
| 163 | SHYM | BLACKROCK ETF TRUST II | — | 69,555 | $1.6M | 0.05% | SOLD |
| 164 | SAP | SAP SE | Technology | 6,657 | $1.6M | 0.05% | SOLD |
| 165 | OWL | BLUE OWL CAPITAL INC | Financial Services | 97,484 | $1.6M | 0.05% | SOLD |
| 166 | COWZ | PACER FDS TR | — | 24,991 | $1.5M | 0.05% | SOLD |
| 167 | IYW | ISHARES TR | — | 7,420 | $1.5M | 0.05% | SOLD |
| 168 | SPSB | SPDR SERIES TRUST | — | 48,936 | $1.5M | 0.05% | SOLD |
| 169 | XLC | SELECT SECTOR SPDR TR | — | 12,823 | $1.5M | 0.05% | SOLD |
| 170 | RACE | FERRARI N V | Consumer Cyclical | 4,269 | $1.5M | 0.05% | SOLD |
| 171 | VGIT | VANGUARD SCOTTSDALE FDS | — | 24,618 | $1.5M | 0.05% | SOLD |
| 172 | SCHA | SCHWAB STRATEGIC TR | — | 47,881 | $1.5M | 0.05% | SOLD |
| 173 | BA | BOEING CO | Industrials | 5,884 | $1.5M | 0.05% | SOLD |
| 174 | JKHY | HENRY JACK & ASSOC INC | Technology | 7,654 | $1.5M | 0.05% | SOLD |
| 175 | PGR | PROGRESSIVE CORP | Financial Services | 7,196 | $1.5M | 0.05% | SOLD |
| 176 | CW | CURTISS WRIGHT CORP | Industrials | 2,185 | $1.5M | 0.05% | SOLD |
| 177 | DFAI | DIMENSIONAL ETF TRUST | — | 36,589 | $1.4M | 0.05% | SOLD |
| 178 | JMUB | J P MORGAN EXCHANGE TRADED F | — | 28,454 | $1.4M | 0.05% | SOLD |
| 179 | DHI | D R HORTON INC | Consumer Cyclical | 9,132 | $1.4M | 0.04% | SOLD |
| 180 | XLV | SELECT SECTOR SPDR TR | — | 9,108 | $1.4M | 0.04% | 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%