Portfolio (Quarterly)
Guide ↗
ELEVATION WEALTH PARTNERS, LLC
· CIK 0001976256| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | SNOW | SNOWFLAKE INC | Technology | 40 | $6K | 0.00% | SOLD |
| 22 | CCL | CARNIVAL CORP | Consumer Cyclical | 229 | $6K | 0.00% | SOLD |
| 23 | TW | TRADEWEB MKTS INC | Financial Services | 48 | $6K | 0.00% | SOLD |
| 24 | GAP | GAP INC | Consumer Cyclical | 225 | $5K | 0.00% | SOLD |
| 25 | HAE | HAEMONETICS CORP MASS | Healthcare | 94 | $5K | 0.00% | SOLD |
| 26 | PTC | PTC INC | Technology | 37 | $5K | 0.00% | SOLD |
| 27 | NCNO | NCINO INC | Technology | 345 | $5K | 0.00% | SOLD |
| 28 | GEHC | GE HEALTHCARE TECHNOLOGIES I | Healthcare | 65 | $5K | 0.00% | SOLD |
| 29 | VNT | VONTIER CORPORATION | Technology | 128 | $5K | 0.00% | SOLD |
| 30 | NRG | NRG ENERGY INC | Utilities | 29 | $4K | 0.00% | SOLD |
| 31 | DD | DUPONT DE NEMOURS INC | Basic Materials | 89 | $4K | 0.00% | SOLD |
| 32 | TMHC | TAYLOR MORRISON HOME CORP | Consumer Cyclical | 69 | $4K | 0.00% | SOLD |
| 33 | XYL | XYLEM INC | Industrials | 33 | $4K | 0.00% | SOLD |
| 34 | HRL | HORMEL FOODS CORP | Consumer Defensive | 174 | $4K | 0.00% | SOLD |
| 35 | HLI | HOULIHAN LOKEY INC | Financial Services | 27 | $4K | 0.00% | SOLD |
| 36 | BWXT | BWX TECHNOLOGIES INC | Industrials | 17 | $3K | 0.00% | SOLD |
| 37 | MASI | MASIMO CORP | Healthcare | 19 | $3K | 0.00% | SOLD |
| 38 | ESAB | ESAB CORPORATION | Industrials | 32 | $3K | 0.00% | SOLD |
| 39 | KBR | KBR INC | Industrials | 80 | $3K | 0.00% | SOLD |
| 40 | FCN | FTI CONSULTING INC | Industrials | 15 | $3K | 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%