
Diversify Advisory Services, LLC
CIK Number: 0002021232
1.81B
Market Value
591
# of Holdings
3 months
Avg. Holding Period
35.55%
Win Rate
9.61%
Peformance 3-Years
Main Sectors:
Top Industries:
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
---|---|---|---|---|---|---|---|---|---|
1 | SPY | SPDR S&P 500 ET... | 537.19 | -4.84% | 296.6K | +59.80% | 172.18M | 553.19 | 9.50% |
2 | NVDA | NVIDIA Corporat... | 101.66 | -7.94% | 950.31K | -2.7% | 129.16M | 98.72 | 7.12% |
3 | QQQ | Invesco QQQ Tru... | 450.37 | -5.41% | 202.8K | +34.33% | 102.86M | 475.39 | 5.67% |
4 | BKLN | Invesco Senior ... | 20.54 | -0.92% | 3.69M | +21.97% | 77.81M | 21.12 | 4.29% |
5 | AAPL | Apple Inc. | 202.89 | -9.38% | 258.82K | -10.24% | 61.3M | 171.8 | 3.38% |
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