Portfolio (Quarterly)
Guide ↗
Diversify Advisory Services, LLC
· CIK 0002021232| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | BKLN | INVESCO EXCH TRADED FD TR II | — | 4,321,772 | $91.0M | 2.88% | SOLD |
| 2 | GLDM | WORLD GOLD TR | Financial Services | 490,467 | $44.5M | 1.41% | SOLD |
| 3 | SPYG | SPDR SERIES TRUST | — | 307,526 | $33.0M | 1.04% | SOLD |
| 4 | GRNY | TIDAL TRUST I | — | 1,270,624 | $32.9M | 1.04% | SOLD |
| 5 | XLF | SELECT SECTOR SPDR TR | — | 594,983 | $32.4M | 1.02% | SOLD |
| 6 | SRLN | SSGA ACTIVE ETF TR | — | 747,744 | $31.0M | 0.98% | SOLD |
| 7 | IVV | ISHARES TR | — | 42,774 | $29.7M | 0.94% | SOLD |
| 8 | SPYV | SPDR SERIES TRUST | — | 501,205 | $29.2M | 0.92% | SOLD |
| 9 | IWM | ISHARES TR | — | 105,860 | $28.1M | 0.89% | SOLD |
| 10 | OPBK | OP BANCORP | Financial Services | 1,834,341 | $27.2M | 0.86% | SOLD |
| 11 | VMBS | VANGUARD SCOTTSDALE FDS | — | 465,412 | $22.0M | 0.69% | SOLD |
| 12 | SPYM | SPDR SERIES TRUST | — | 263,151 | $21.4M | 0.68% | SOLD |
| 13 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 350,570 | $19.0M | 0.60% | SOLD |
| 14 | SPDW | SPDR INDEX SHS FDS | — | 402,443 | $18.6M | 0.59% | SOLD |
| 15 | AGG | ISHARES TR | — | 141,975 | $14.2M | 0.45% | SOLD |
| 16 | LQD | ISHARES TR | — | 120,112 | $13.3M | 0.42% | SOLD |
| 17 | USIG | ISHARES TR | — | 243,587 | $12.6M | 0.40% | SOLD |
| 18 | VTI | VANGUARD INDEX FDS | — | 35,656 | $12.2M | 0.39% | SOLD |
| 19 | GOVT | ISHARES TR | — | 422,433 | $9.7M | 0.31% | SOLD |
| 20 | QLTA | ISHARES TR | — | 195,911 | $9.4M | 0.30% | 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%