Portfolio (Quarterly)
Guide ↗
Elevate Capital Advisors, LLC
· CIK 0001909571| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | SMH | VANECK ETF TRUST | — | 1,159 | $417K | 0.28% | SOLD |
| 22 | ALNY | ALNYLAM PHARMACEUTICALS INC | Healthcare | 1,039 | $413K | 0.27% | SOLD |
| 23 | NVR | NVR INC | Consumer Cyclical | 50 | $368K | 0.24% | SOLD |
| 24 | JEPI | J P MORGAN EXCHANGE TRADED F | — | 6,123 | $351K | 0.23% | SOLD |
| 25 | APP | APPLOVIN CORP | Technology | 508 | $342K | 0.23% | SOLD |
| 26 | JPC | NUVEEN PFD & INCOME OPPORTUN | Financial Services | 35,311 | $286K | 0.19% | SOLD |
| 27 | — | ANNALY CAPITAL MANAGEMENT IN | — | 12,232 | $274K | 0.18% | SOLD |
| 28 | GOOG | ALPHABET INC | — | 800 | $251K | 0.17% | SOLD |
| 29 | SLV | ISHARES SILVER TR | Financial Services | 3,494 | $225K | 0.15% | SOLD |
| 30 | PRME | PRIME MEDICINE INC | Healthcare | 42,666 | $148K | 0.10% | SOLD |
Sector Allocation
Financial Services
48.4%
Technology
19.8%
Consumer Defensive
5.9%
Consumer Cyclical
5.7%
Healthcare
5.4%
Basic Materials
5.4%
Communication Services
5.2%
Energy
3.3%
Industrials
0.9%