Portfolio (Quarterly)
Guide ↗
ELEVATION POINT WEALTH PARTNERS, LLC
· CIK 0001744349| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | ICLR | ICON PLC | Healthcare | 7,933 | $1.4M | 0.12% | SOLD |
| 2 | VEU | VANGUARD INTL EQUITY INDEX F | — | 17,307 | $1.0M | 0.09% | SOLD |
| 3 | — | DISCOVER FINL SVCS | — | 3,206 | $547K | 0.05% | SOLD |
| 4 | GBIL | GOLDMAN SACHS ETF TR | — | 5,108 | $512K | 0.04% | SOLD |
| 5 | — | FIRST TR EXCH TRADED FD III | — | 7,527 | $482K | 0.04% | SOLD |
| 6 | BUFR | FIRST TR EXCHNG TRADED FD VI | — | 14,914 | $443K | 0.04% | SOLD |
| 7 | GLBE | GLOBAL E ONLINE LTD | Consumer Cyclical | 8,974 | $320K | 0.03% | SOLD |
| 8 | — | BEACON ROOFING SUPPLY INC | — | 2,576 | $319K | 0.03% | SOLD |
| 9 | GKOS | GLAUKOS CORP | Healthcare | 3,221 | $317K | 0.03% | SOLD |
| 10 | SPSB | SPDR SER TR | — | 9,477 | $285K | 0.02% | SOLD |
| 11 | HLMN | HILLMAN SOLUTIONS CORP | Industrials | 31,659 | $278K | 0.02% | SOLD |
| 12 | KEX | KIRBY CORP | Industrials | 2,702 | $273K | 0.02% | SOLD |
| 13 | CORZ | CORE SCIENTIFIC INC NEW | Technology | 30,850 | $223K | 0.02% | SOLD |
| 14 | TYL | TYLER TECHNOLOGIES INC | Technology | 380 | $221K | 0.02% | SOLD |
| 15 | TROX | TRONOX HOLDINGS PLC | Basic Materials | 30,935 | $218K | 0.02% | SOLD |
| 16 | BBVA | BANCO BILBAO VIZCAYA ARGENTA | Financial Services | 15,334 | $209K | 0.02% | SOLD |
| 17 | SLAB | SILICON LABORATORIES INC | Technology | 1,834 | $206K | 0.02% | SOLD |
| 18 | SHAK | SHAKE SHACK INC | Consumer Cyclical | 2,320 | $205K | 0.02% | SOLD |
| 19 | NVDA CALL | NVIDIA CORPORATION | Technology | 3,000 | $178K | 0.01% | SOLD |
| 20 | WIT | WIPRO LTD | Technology | 51,577 | $158K | 0.01% | SOLD |
Sector Allocation
Technology
36.8%
Financial Services
14.5%
Communication Services
9.9%
Consumer Cyclical
9.8%
Industrials
7.9%
Healthcare
7.2%
Consumer Defensive
5.2%
Energy
3.5%
Utilities
2.3%
Basic Materials
1.9%