Portfolio (Quarterly)
Guide ↗
ELEVATION WEALTH PARTNERS, LLC
· CIK 0001976256| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | APLS | APELLIS PHARMACEUTICALS INC | Healthcare | 151 | $4K | 0.00% | SOLD |
| 42 | RARE | ULTRAGENYX PHARMACEUTICAL IN | Healthcare | 163 | $4K | 0.00% | SOLD |
| 43 | MPT | MEDICAL PPTYS TRUST INC | Financial Services | 737 | $4K | 0.00% | SOLD |
| 44 | — | EXACT SCIENCES CORP | — | 36 | $4K | 0.00% | SOLD |
| 45 | DTM | DT MIDSTREAM INC | Energy | 30 | $4K | 0.00% | SOLD |
| 46 | — | INTERNATIONAL BANCSHARES COR | — | 54 | $4K | 0.00% | SOLD |
| 47 | — | JAMF HLDG CORP | — | 265 | $3K | 0.00% | SOLD |
| 48 | AWI | ARMSTRONG WORLD INDS INC NEW | Industrials | 17 | $3K | 0.00% | SOLD |
| 49 | FOXA | FOX CORP | Communication Services | 44 | $3K | 0.00% | SOLD |
| 50 | EHC | ENCOMPASS HEALTH CORP | Healthcare | 30 | $3K | 0.00% | SOLD |
| 51 | MET | METLIFE INC | Financial Services | 35 | $3K | 0.00% | SOLD |
| 52 | — | ASTRAZENECA PLC | — | 28 | $3K | 0.00% | SOLD |
| 53 | ALNY | ALNYLAM PHARMACEUTICALS INC | Healthcare | 6 | $2K | 0.00% | SOLD |
| 54 | GDDY | GODADDY INC | Technology | 16 | $2K | 0.00% | SOLD |
| 55 | — | DAYFORCE INC | — | 27 | $2K | 0.00% | SOLD |
| 56 | GTM | ZOOMINFO TECHNOLOGIES INC | Technology | 183 | $2K | 0.00% | SOLD |
| 57 | RIOT | RIOT PLATFORMS INC | Financial Services | 129 | $2K | 0.00% | SOLD |
| 58 | SLM | SLM CORP | Financial Services | 47 | $1K | — | SOLD |
| 59 | TROW | PRICE T ROWE GROUP INC | Financial Services | 12 | $1K | — | SOLD |
| 60 | FOUR | SHIFT4 PMTS INC | Technology | 17 | $1K | — | 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%