Portfolio (Quarterly)
Guide ↗
ELEVATION POINT WEALTH PARTNERS, LLC
· CIK 0001744349| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | INN | SUMMIT HOTEL PPTYS INC | Real Estate | 20,652 | $112K | 0.01% | SOLD |
| 22 | META CALL | META PLATFORMS INC | Communication Services | 200 | $26K | 0.00% | SOLD |
| 23 | MSFT CALL | MICROSOFT CORP | Technology | 300 | $22K | 0.00% | SOLD |
| 24 | NFLX CALL | NETFLIX INC | Communication Services | 100 | $20K | 0.00% | SOLD |
| 25 | UNH CALL | UNITEDHEALTH GROUP INC | Healthcare | 200 | $15K | 0.00% | SOLD |
| 26 | IWM CALL | ISHARES TR | — | 1,000 | $10K | 0.00% | 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%