Portfolio (Quarterly)
Guide ↗
DIVERSIFY WEALTH MANAGEMENT, LLC
· CIK 0002030780| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | DPZ | DOMINOS PIZZA INC | Consumer Cyclical | 703 | $234K | 0.00% | SOLD |
| 42 | KC | KINGSOFT CLOUD HLDGS LTD | Technology | 15,619 | $233K | 0.00% | SOLD |
| 43 | PNW | PINNACLE WEST CAP CORP | Utilities | 2,286 | $232K | 0.00% | SOLD |
| 44 | USAR | USA RARE EARTH INC | Basic Materials | 10,548 | $232K | 0.00% | SOLD |
| 45 | INDA | ISHARES TR | — | 4,710 | $231K | 0.00% | SOLD |
| 46 | INSM | INSMED INC | Healthcare | 1,704 | $230K | 0.00% | SOLD |
| 47 | BR | BROADRIDGE FINL SOLUTIONS IN | Technology | 1,417 | $228K | 0.00% | SOLD |
| 48 | PNR | PENTAIR PLC | Industrials | 2,716 | $220K | 0.00% | SOLD |
| 49 | WDAY | WORKDAY INC | Technology | 1,780 | $218K | 0.00% | SOLD |
| 50 | FIS | FIDELITY NATL INFORMATION SV | Technology | 4,680 | $216K | 0.00% | SOLD |
| 51 | PAC | GRUPO AEROPORTUNARIO DEL PAC | Industrials | 873 | $215K | 0.00% | SOLD |
| 52 | ALC | ALCON AG | Healthcare | 2,951 | $215K | 0.00% | SOLD |
| 53 | CLX | CLOROX CO DEL | Consumer Defensive | 2,227 | $211K | 0.00% | SOLD |
| 54 | MTSI | MACOM TECH SOLUTIONS HLDGS I | Technology | 782 | $211K | 0.00% | SOLD |
| 55 | SSRM | SSR MINING IN | Basic Materials | 7,352 | $207K | 0.00% | SOLD |
| 56 | GRFS | GRIFOLS S A | Healthcare | 24,509 | $194K | 0.00% | SOLD |
| 57 | EOSE | EOS ENERGY ENTERPRISES INC | Industrials | 20,174 | $128K | 0.00% | SOLD |
| 58 | BBAI | BIGBEAR AI HLDGS INC | Technology | 22,251 | $85K | 0.00% | SOLD |
| 59 | — | YATSEN HLDG LTD | — | 23,220 | $64K | 0.00% | SOLD |
| 60 | RR | RICHTECH ROBOTICS INC | Industrials | 21,885 | $52K | 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%