Portfolio (Quarterly)
Guide ↗
ELEVATION WEALTH PARTNERS, LLC
· CIK 0001976256| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | TRMB | TRIMBLE INC | Technology | 13 | $1K | — | SOLD |
| 62 | CAR | AVIS BUDGET GROUP | Industrials | 7 | $899.0 | — | SOLD |
| 63 | RRX | REGAL REXNORD CORPORATION | Industrials | 6 | $842.0 | — | SOLD |
| 64 | MTN | VAIL RESORTS INC | Consumer Cyclical | 6 | $797.0 | — | SOLD |
| 65 | CPB | THE CAMPBELLS COMPANY | Consumer Defensive | 23 | $642.0 | — | SOLD |
| 66 | LFUS | LITTELFUSE INC | Technology | 2 | $506.0 | — | SOLD |
| 67 | PSTG | PURE STORAGE INC | Technology | 7 | $470.0 | — | SOLD |
| 68 | SNAP | SNAP INC | Communication Services | 54 | $436.0 | — | SOLD |
| 69 | — | SYNOVUS FINL CORP | — | 6 | $301.0 | — | SOLD |
| 70 | HOG | HARLEY DAVIDSON INC | Consumer Cyclical | 12 | $246.0 | — | SOLD |
| 71 | FERG | FERGUSON ENTERPRISES INC | Industrials | 1 | $223.0 | — | SOLD |
| 72 | RYN | RAYONIER INC | Real Estate | 1 | $22.0 | — | 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%