Portfolio (Quarterly)
Guide ↗
ELEVATION WEALTH PARTNERS, LLC
· CIK 0001976256| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | ADC | AGREE RLTY CORP | Real Estate | 165 | $12K | 0.00% | SOLD |
| 22 | UFPI | UFP INDUSTRIES INC | Basic Materials | 118 | $11K | 0.00% | SOLD |
| 23 | WTRG | ESSENTIAL UTILS INC | Utilities | 243 | $9K | 0.00% | SOLD |
| 24 | ESTC | ELASTIC N V | Technology | 121 | $9K | 0.00% | SOLD |
| 25 | IT | GARTNER INC | Technology | 32 | $8K | 0.00% | SOLD |
| 26 | HALO | HALOZYME THERAPEUTICS INC | Healthcare | 119 | $8K | 0.00% | SOLD |
| 27 | OLED | UNIVERSAL DISPLAY CORP | Technology | 64 | $7K | 0.00% | SOLD |
| 28 | — | FRONTIER COMMUNICATIONS PARE | — | 186 | $7K | 0.00% | SOLD |
| 29 | EXEL | EXELIXIS INC | Healthcare | 161 | $7K | 0.00% | SOLD |
| 30 | FCNCA | FIRST CTZNS BANCSHARES INC D | Financial Services | 3 | $6K | 0.00% | SOLD |
| 31 | ERIE | ERIE INDTY CO | Financial Services | 21 | $6K | 0.00% | SOLD |
| 32 | CNX | CNX RES CORP | Energy | 159 | $6K | 0.00% | SOLD |
| 33 | AIG | AMERICAN INTL GROUP INC | Financial Services | 68 | $6K | 0.00% | SOLD |
| 34 | MTDR | MATADOR RES CO | Energy | 128 | $5K | 0.00% | SOLD |
| 35 | CHRD | CHORD ENERGY CORPORATION | Energy | 56 | $5K | 0.00% | SOLD |
| 36 | RYAN | RYAN SPECIALTY HOLDINGS INC | Financial Services | 88 | $5K | 0.00% | SOLD |
| 37 | WPC | WP CAREY INC | Real Estate | 70 | $5K | 0.00% | SOLD |
| 38 | CHWY | CHEWY INC | Consumer Cyclical | 130 | $4K | 0.00% | SOLD |
| 39 | CYTK | CYTOKINETICS INC | Healthcare | 65 | $4K | 0.00% | SOLD |
| 40 | SIGI | SELECTIVE INS GROUP INC | Financial Services | 46 | $4K | 0.00% | SOLD |
Sector Allocation
Technology
29.8%
Communication Services
18.0%
Financial Services
16.7%
Consumer Cyclical
8.7%
Healthcare
7.3%
Industrials
6.1%
Real Estate
5.2%
Consumer Defensive
3.5%
Energy
2.6%
Utilities
1.3%