Portfolio (Quarterly)
Guide ↗
ELEVATUS WELATH MANAGEMENT
· CIK 0001982776| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | JAAA | JANUS DETROIT STR TR | — | 78,044 | $3.9M | 2.06% | SOLD |
| 2 | VNLA | JANUS DETROIT STR TR | — | 63,364 | $3.1M | 1.62% | SOLD |
| 3 | MBB | ISHARES TR | — | 14,169 | $1.3M | 0.70% | SOLD |
| 4 | BN | BROOKFIELD CORP | Financial Services | 8,498 | $344K | 0.18% | SOLD |
| 5 | HON | HONEYWELL INTL INC | Industrials | 1,158 | $262K | 0.14% | SOLD |
| 6 | SLV | ISHARES SILVER TR | Financial Services | 3,631 | $247K | 0.13% | SOLD |
| 7 | COP | CONOCOPHILLIPS | Energy | 1,797 | $237K | 0.12% | SOLD |
| 8 | EMN | EASTMAN CHEM CO | Basic Materials | 2,636 | $201K | 0.10% | SOLD |
| 9 | AES | AES CORP | Utilities | 12,704 | $179K | 0.09% | SOLD |
| 10 | EOSE | EOS ENERGY ENTERPRISES INC | Industrials | 17,087 | $85K | 0.04% | SOLD |
| 11 | COTY | COTY INC | Consumer Defensive | 24,126 | $48K | 0.03% | SOLD |
| 12 | TE | T1 ENERGY INC | Industrials | 10,000 | $44K | 0.02% | SOLD |
Sector Allocation
Technology
47.0%
Industrials
10.8%
Financial Services
9.8%
Consumer Cyclical
9.6%
Healthcare
6.4%
Communication Services
4.7%
Real Estate
3.6%
Energy
3.2%
Consumer Defensive
2.8%
Utilities
1.4%