Portfolio (Quarterly)
Guide ↗
Diversify Advisory Services, LLC
· CIK 0002021232| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | MTUM | ISHARES TR | — | 8,521 | $2.2M | 0.07% | SOLD |
| 122 | BUFR | FIRST TR EXCHNG TRADED FD VI | — | 63,096 | $2.2M | 0.07% | SOLD |
| 123 | MRK | MERCK & CO INC | Healthcare | 19,951 | $2.2M | 0.07% | SOLD |
| 124 | IJR | ISHARES TR | — | 16,801 | $2.2M | 0.07% | SOLD |
| 125 | QTOP | ISHARES TR | — | 66,685 | $2.2M | 0.07% | SOLD |
| 126 | IWR | ISHARES TR | — | 20,721 | $2.1M | 0.07% | SOLD |
| 127 | GLW | CORNING INC | Technology | 22,090 | $2.1M | 0.07% | SOLD |
| 128 | TLH | ISHARES TR | — | 20,276 | $2.1M | 0.07% | SOLD |
| 129 | VWOB | VANGUARD WHITEHALL FDS | — | 30,608 | $2.1M | 0.07% | SOLD |
| 130 | — | ASTRAZENECA PLC | — | 21,850 | $2.1M | 0.07% | SOLD |
| 131 | ITB | ISHARES TR | — | 18,929 | $2.0M | 0.07% | SOLD |
| 132 | FREL | FIDELITY COVINGTON TRUST | — | 72,313 | $2.0M | 0.06% | SOLD |
| 133 | MEDP | MEDPACE HLDGS INC | Healthcare | 3,321 | $2.0M | 0.06% | SOLD |
| 134 | PYPL | PAYPAL HLDGS INC | Financial Services | 35,231 | $2.0M | 0.06% | SOLD |
| 135 | — | VANGUARD CALIF TAX FREE FDS | — | 19,805 | $2.0M | 0.06% | SOLD |
| 136 | VGT | VANGUARD WORLD FD | — | 2,618 | $2.0M | 0.06% | SOLD |
| 137 | EMR | EMERSON ELEC CO | Industrials | 13,216 | $2.0M | 0.06% | SOLD |
| 138 | BIV | VANGUARD BD INDEX FDS | — | 25,091 | $2.0M | 0.06% | SOLD |
| 139 | BAI | BLACKROCK ETF TRUST | — | 55,892 | $2.0M | 0.06% | SOLD |
| 140 | EMLC | VANECK ETF TRUST | — | 73,725 | $1.9M | 0.06% | 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%