Portfolio (Quarterly)
Guide ↗
ELEVATION WEALTH PARTNERS, LLC
· CIK 0001976256| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 221 | GGG | GRACO INC | Industrials | 528.0 | $40K | 0.01% | +508.0 | +2540.0% | $75.61 | +2.4% |
| 222 | HRB | BLOCK H & R INC | Consumer Cyclical | 1,040.0 | $40K | 0.01% | +267.0 | +34.5% | $38.08 | +35.6% |
| 223 | PAYX | PAYCHEX INC | Industrials | 400.0 | $39K | 0.01% | +125.0 | +45.5% | $98.33 | +29.5% |
| 224 | PII | POLARIS INC | Consumer Cyclical | 571.0 | $39K | 0.01% | +471.0 | +471.0% | $68.44 | -5.7% |
| 225 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 104.0 | $39K | 0.01% | +14.0 | +15.6% | $375.33 | -9.7% |
| 226 | AYI | ACUITY INC | Industrials | 103.0 | $39K | 0.01% | +54.0 | +110.2% | $376.66 | -11.9% |
| 227 | CTAS | CINTAS CORP | Industrials | 228.0 | $39K | 0.01% | +199.0 | +686.2% | $170.08 | +18.6% |
| 228 | BK | BANK OF NY MELLON CORP | Financial Services | 268.0 | $39K | 0.01% | +150.0 | +127.1% | $144.61 | -1.9% |
| 229 | WWD | WOODWARD INC | Industrials | 91.0 | $39K | 0.01% | +77.0 | +550.0% | $425.45 | -20.1% |
| 230 | VMI | VALMONT INDS INC | Industrials | 67.0 | $39K | 0.01% | +43.0 | +179.2% | $577.61 | -18.7% |
| 231 | QRVO | QORVO INC | Technology | 413.0 | $39K | 0.01% | +310.0 | +301.0% | $93.27 | +3.0% |
| 232 | MAN | MANPOWERGROUP INC WIS | Industrials | 1,138.0 | $38K | 0.01% | +1K | +2007.4% | $33.77 | +86.4% |
| 233 | REGCO | REGENCY CTRS CORP | — | 481.0 | $38K | 0.01% | +406.0 | +541.3% | $79.74 | — |
| 234 | IAC | PEOPLE INC | Technology | 826.0 | $38K | 0.01% | +21.0 | +2.6% | $46.16 | -0.0% |
| 235 | EPR | EPR PPTYS | Real Estate | 657.0 | $38K | 0.01% | +580.0 | +753.2% | $58.01 | +1.2% |
| 236 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 1,139.0 | $38K | 0.01% | +38.0 | +3.5% | $33.29 | +34.2% |
| 237 | TKR | TIMKEN CO | Industrials | 260.0 | $38K | 0.01% | +210.0 | +420.0% | $145.32 | -17.1% |
| 238 | USB | US BANCORP | Financial Services | 616.0 | $37K | 0.01% | +532.0 | +633.3% | $60.40 | +2.0% |
| 239 | CVS | CVS HEALTH CORP | Healthcare | 356.0 | $37K | 0.01% | +105.0 | +41.8% | $103.45 | -9.2% |
| 240 | WFC | WELLS FARGO & CO | Financial Services | 444.0 | $37K | 0.01% | +75.0 | +20.3% | $82.64 | +4.5% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
32.9%
Financial Services
17.5%
Communication Services
10.9%
Healthcare
9.8%
Consumer Cyclical
8.6%
Industrials
8.0%
Real Estate
4.9%
Consumer Defensive
3.6%
Utilities
1.5%
Energy
1.4%