Portfolio (Quarterly)
Guide ↗
ELEVATION WEALTH PARTNERS, LLC
· CIK 0001976256| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | Energy | 2,344 | $398K | 0.14% | SOLD |
| 2 | MLM | MARTIN MARIETTA MATLS INC | Basic Materials | 115 | $68K | 0.02% | SOLD |
| 3 | PAAS | PAN AMERN SILVER CORP | Basic Materials | 960 | $52K | 0.02% | SOLD |
| 4 | NOC | NORTHROP GRUMMAN CORP | Industrials | 73 | $50K | 0.02% | SOLD |
| 5 | FIS | FIDELITY NATL INFORMATION SV | Technology | 743 | $35K | 0.01% | SOLD |
| 6 | KMPR | KEMPER CORP | Financial Services | 794 | $24K | 0.01% | SOLD |
| 7 | HON | HONEYWELL INTL INC | Industrials | 103 | $23K | 0.01% | SOLD |
| 8 | CCC | CCC INTELLIGENT SOLUTIONS HL | Technology | 3,764 | $23K | 0.01% | SOLD |
| 9 | LYB | LYONDELLBASELL INDUSTRIES NV | Basic Materials | 252 | $20K | 0.01% | SOLD |
| 10 | THO | THOR INDS INC | Consumer Cyclical | 249 | $20K | 0.01% | SOLD |
| 11 | — | AIR LEASE CORP | — | 235 | $15K | 0.01% | SOLD |
| 12 | KBH | KB HOME | Consumer Cyclical | 254 | $13K | 0.01% | SOLD |
| 13 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 80 | $12K | 0.00% | SOLD |
| 14 | CLVT | CLARIVATE PLC | Technology | 3,421 | $9K | 0.00% | SOLD |
| 15 | CXT | CRANE NXT CO | Industrials | 209 | $8K | 0.00% | SOLD |
| 16 | EMN | EASTMAN CHEM CO | Basic Materials | 109 | $8K | 0.00% | SOLD |
| 17 | INGR | INGREDION INC | Consumer Defensive | 72 | $8K | 0.00% | SOLD |
| 18 | BLKB | BLACKBAUD INC | Technology | 178 | $7K | 0.00% | SOLD |
| 19 | — | HOLOGIC INC | — | 89 | $7K | 0.00% | SOLD |
| 20 | CCI | CROWN CASTLE INC | Real Estate | 76 | $6K | 0.00% | SOLD |
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%