Portfolio (Quarterly)
Guide ↗
Diversify Advisory Services, LLC
· CIK 0002021232| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | IAU | ISHARES GOLD TR | Financial Services | 105,966 | $9.1M | 0.29% | SOLD |
| 22 | USMV | ISHARES TR | — | 93,831 | $8.9M | 0.28% | SOLD |
| 23 | IEI | ISHARES TR | — | 73,707 | $8.8M | 0.28% | SOLD |
| 24 | HFXI | NEW YORK LIFE INVESTMENTS ET | — | 249,631 | $8.5M | 0.27% | SOLD |
| 25 | PULS | PGIM ETF TR | — | 164,235 | $8.2M | 0.26% | SOLD |
| 26 | PVAL | PUTNAM ETF TRUST | — | 170,008 | $8.0M | 0.25% | SOLD |
| 27 | IUSB | ISHARES TR | — | 170,950 | $8.0M | 0.25% | SOLD |
| 28 | IVW | ISHARES TR | — | 61,114 | $7.6M | 0.24% | SOLD |
| 29 | DYNF | BLACKROCK ETF TRUST | — | 110,636 | $6.8M | 0.21% | SOLD |
| 30 | TLT | ISHARES TR | — | 76,675 | $6.7M | 0.21% | SOLD |
| 31 | APP | APPLOVIN CORP | Technology | 11,767 | $6.7M | 0.21% | SOLD |
| 32 | BKMC | BNY MELLON ETF TRUST | — | 55,919 | $6.5M | 0.21% | SOLD |
| 33 | BINC | BLACKROCK ETF TRUST II | — | 122,230 | $6.5M | 0.20% | SOLD |
| 34 | VGLT | VANGUARD SCOTTSDALE FDS | — | 115,409 | $6.5M | 0.20% | SOLD |
| 35 | IEF | ISHARES TR | — | 66,316 | $6.4M | 0.20% | SOLD |
| 36 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 11,744 | $6.3M | 0.20% | SOLD |
| 37 | IJH | ISHARES TR | — | 89,411 | $6.3M | 0.20% | SOLD |
| 38 | ICVT | ISHARES TR | — | 58,871 | $6.1M | 0.19% | SOLD |
| 39 | IVE | ISHARES TR | — | 27,749 | $6.0M | 0.19% | SOLD |
| 40 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 13,119 | $6.0M | 0.19% | 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%