Portfolio (Quarterly)
Guide ↗
Diversify Advisory Services, LLC
· CIK 0002021232| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | SJNK | SPDR SERIES TRUST | — | 122,349 | $3.1M | 0.10% | SOLD |
| 82 | MBB | ISHARES TR | — | 32,549 | $3.1M | 0.10% | SOLD |
| 83 | VST | VISTRA CORP | Utilities | 18,670 | $3.1M | 0.10% | SOLD |
| 84 | QYLD | GLOBAL X FDS | — | 171,877 | $3.1M | 0.10% | SOLD |
| 85 | WM | WASTE MGMT INC DEL | Industrials | 13,808 | $3.1M | 0.10% | SOLD |
| 86 | ITOT | ISHARES TR | — | 20,010 | $3.0M | 0.10% | SOLD |
| 87 | ESS | ESSEX PPTY TR INC | Real Estate | 11,704 | $3.0M | 0.10% | SOLD |
| 88 | DFCF | DIMENSIONAL ETF TRUST | — | 70,641 | $3.0M | 0.10% | SOLD |
| 89 | T | AT&T INC | Communication Services | 127,179 | $3.0M | 0.10% | SOLD |
| 90 | ESGU | ISHARES TR | — | 18,900 | $2.8M | 0.09% | SOLD |
| 91 | SCCO | SOUTHERN COPPER CORP | Basic Materials | 15,681 | $2.8M | 0.09% | SOLD |
| 92 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 10,868 | $2.8M | 0.09% | SOLD |
| 93 | VUG | VANGUARD INDEX FDS | — | 5,776 | $2.8M | 0.09% | SOLD |
| 94 | MUB | ISHARES TR | — | 25,552 | $2.7M | 0.09% | SOLD |
| 95 | SCHC | SCHWAB STRATEGIC TR | — | 57,191 | $2.7M | 0.09% | SOLD |
| 96 | SCHW | SCHWAB CHARLES CORP | Financial Services | 26,212 | $2.7M | 0.09% | SOLD |
| 97 | HDV | ISHARES TR | — | 20,986 | $2.7M | 0.08% | SOLD |
| 98 | BALT | INNOVATOR ETFS TRUST | — | 79,060 | $2.7M | 0.08% | SOLD |
| 99 | EMHY | ISHARES INC | — | 65,273 | $2.6M | 0.08% | SOLD |
| 100 | PGHY | INVESCO EXCH TRADED FD TR II | — | 131,947 | $2.6M | 0.08% | 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%