Portfolio (Quarterly)
Guide ↗
ELEVATION WEALTH PARTNERS, LLC
· CIK 0001976256| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | CTRA | COTERRA ENERGY INC | Energy | 65 | $2K | 0.00% | SOLD |
| 42 | CTSH | COGNIZANT TECHNOLOGY SOLUTIO | Technology | 36 | $2K | 0.00% | SOLD |
| 43 | PEGA | PEGASYSTEMS INC | Technology | 49 | $2K | 0.00% | SOLD |
| 44 | ICUI | ICU MED INC | Healthcare | 15 | $2K | 0.00% | SOLD |
| 45 | TAP | MOLSON COORS BEVERAGE CO | Consumer Defensive | 44 | $2K | 0.00% | SOLD |
| 46 | RH | RH | Consumer Cyclical | 13 | $2K | 0.00% | SOLD |
| 47 | WAL | WESTERN ALLIANCE BANCORP | Financial Services | 25 | $2K | 0.00% | SOLD |
| 48 | SMMT | SUMMIT THERAPEUTICS INC | Healthcare | 91 | $2K | 0.00% | SOLD |
| 49 | CNM | CORE & MAIN INC | Industrials | 34 | $2K | 0.00% | SOLD |
| 50 | POST | POST HLDGS INC | Consumer Defensive | 16 | $2K | 0.00% | SOLD |
| 51 | KNF | KNIFE RIVER CORP | Basic Materials | 19 | $2K | 0.00% | SOLD |
| 52 | AVAV | AEROVIRONMENT INC | Industrials | 7 | $1K | — | SOLD |
| 53 | OSK | OSHKOSH CORP | Industrials | 8 | $1K | — | SOLD |
| 54 | CACI | CACI INTL INC | Technology | 2 | $1K | — | SOLD |
| 55 | GNTX | GENTEX CORP | Consumer Cyclical | 39 | $853.0 | — | SOLD |
| 56 | CACC | CREDIT ACCEP CORP MICH | Financial Services | 2 | $847.0 | — | SOLD |
| 57 | MKTX | MARKETAXESS HLDGS INC | Financial Services | 5 | $825.0 | — | SOLD |
| 58 | WLK | WESTLAKE CORPORATION | Basic Materials | 7 | $818.0 | — | SOLD |
| 59 | SITE | SITEONE LANDSCAPE SUPPLY INC | Industrials | 6 | $799.0 | — | SOLD |
| 60 | WU | WESTERN UN CO | Financial Services | 90 | $786.0 | — | 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%