Portfolio (Quarterly)
Guide ↗
DIVERSIFY WEALTH MANAGEMENT, LLC
· CIK 0002030780| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | TPR | TAPESTRY INC | Consumer Cyclical | 5,777 | $818K | 0.01% | SOLD |
| 22 | CBOE | CBOE GLOBAL MKTS INC | Financial Services | 2,450 | $749K | 0.01% | SOLD |
| 23 | SPSC | SPS COMM INC | Technology | 12,585 | $694K | 0.01% | SOLD |
| 24 | BLOK | AMPLIFY ETF TR | — | 9,776 | $564K | 0.01% | SOLD |
| 25 | DUOL | DUOLINGO INC | Technology | 5,044 | $539K | 0.01% | SOLD |
| 26 | TRGP | TARGA RES CORP | Energy | 2,050 | $513K | 0.01% | SOLD |
| 27 | HGER | HARBOR ETF TRUST | — | 13,751 | $446K | 0.01% | SOLD |
| 28 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | Technology | 7,341 | $402K | 0.01% | SOLD |
| 29 | TRU | TRANSUNION | Industrials | 5,438 | $383K | 0.01% | SOLD |
| 30 | HYDB | ISHARES TR | — | 7,815 | $367K | 0.01% | SOLD |
| 31 | ILF | ISHARES TR | — | 10,119 | $361K | 0.01% | SOLD |
| 32 | BKR | BAKER HUGHES COMPANY | Energy | 5,045 | $347K | 0.01% | SOLD |
| 33 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | Industrials | 5,206 | $310K | 0.01% | SOLD |
| 34 | ARKQ | ARK ETF TR | — | 2,313 | $285K | 0.01% | SOLD |
| 35 | PAYC | PAYCOM SOFTWARE INC | Technology | 2,063 | $264K | 0.01% | SOLD |
| 36 | SEIX | VIRTUS ETF TR II | — | 11,070 | $257K | 0.01% | SOLD |
| 37 | APA | APA CORPORATION | Energy | 6,359 | $256K | 0.01% | SOLD |
| 38 | TFI | SPDR SERIES TRUST | — | 5,454 | $248K | 0.00% | SOLD |
| 39 | HDB | HDFC BANK LTD | Financial Services | 9,588 | $242K | 0.00% | SOLD |
| 40 | SBS | COMPANHIA DE SANEAMENTO BASI | Utilities | 7,166 | $236K | 0.00% | SOLD |
Sector Allocation
Technology
39.5%
Financial Services
20.3%
Communication Services
8.6%
Industrials
7.1%
Healthcare
6.7%
Consumer Cyclical
6.5%
Consumer Defensive
3.8%
Energy
2.7%
Utilities
2.1%
Real Estate
1.6%