Portfolio (Quarterly)
Guide ↗
Diversify Advisory Services, LLC
· CIK 0002021232| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | IWF | ISHARES TR | — | 8,900 | $4.2M | 0.13% | SOLD |
| 62 | SCHX | SCHWAB STRATEGIC TR | — | 152,147 | $4.2M | 0.13% | SOLD |
| 63 | IXUS | ISHARES TR | — | 45,481 | $4.0M | 0.13% | SOLD |
| 64 | AXP | AMERICAN EXPRESS CO | Financial Services | 10,937 | $4.0M | 0.13% | SOLD |
| 65 | VRT | VERTIV HOLDINGS CO | Industrials | 22,307 | $3.9M | 0.12% | SOLD |
| 66 | DIS | DISNEY WALT CO | Communication Services | 33,929 | $3.8M | 0.12% | SOLD |
| 67 | IGLB | ISHARES TR | — | 70,522 | $3.6M | 0.11% | SOLD |
| 68 | BALI | BLACKROCK ETF TRUST | — | 109,401 | $3.5M | 0.11% | SOLD |
| 69 | FBND | FIDELITY MERRIMACK STR TR | — | 74,313 | $3.4M | 0.11% | SOLD |
| 70 | DFAC | DIMENSIONAL ETF TRUST | — | 84,002 | $3.4M | 0.11% | SOLD |
| 71 | PMAR | INNOVATOR ETFS TRUST | — | 75,629 | $3.4M | 0.11% | SOLD |
| 72 | LRGF | ISHARES TR | — | 48,389 | $3.4M | 0.11% | SOLD |
| 73 | — | FORTINET INC | — | 44,677 | $3.4M | 0.11% | SOLD |
| 74 | AMGN | AMGEN INC | Healthcare | 10,160 | $3.4M | 0.11% | SOLD |
| 75 | BSCQ | INVESCO EXCH TRD SLF IDX FD | — | 171,069 | $3.4M | 0.11% | SOLD |
| 76 | SGOV | ISHARES TR | — | 33,239 | $3.3M | 0.11% | SOLD |
| 77 | ARB | ALTSHARES TRUST | — | 113,427 | $3.3M | 0.10% | SOLD |
| 78 | NEM | NEWMONT CORP | Basic Materials | 27,900 | $3.2M | 0.10% | SOLD |
| 79 | VXUS | VANGUARD STAR FDS | — | 40,187 | $3.2M | 0.10% | SOLD |
| 80 | WMT | WALMART INC | Consumer Defensive | 26,170 | $3.1M | 0.10% | 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%