Portfolio (Quarterly)
Guide ↗
DIVERSIFY WEALTH MANAGEMENT, LLC
· CIK 0002030780| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | BBD | BANCO BRADESCO S A | Financial Services | 11,359 | $43K | 0.00% | SOLD |
| 62 | GOOGL CALL | ALPHABET INC | Communication Services | 10,000 | $35K | 0.00% | SOLD |
| 63 | AMZN CALL | AMAZON COM INC | Consumer Cyclical | 10,000 | $26K | — | SOLD |
| 64 | UHG | UNITED HOMES GROUP INC | Consumer Cyclical | 19,000 | $22K | — | 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%