Portfolio (Quarterly)
Guide ↗
ELEVATE WEALTH ADVISORY, INC
· CIK 0002011651| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | FORTINET INC | — | 12,642 | $1.1M | 0.77% | SOLD |
| 2 | RTX | RTX CORPORATION | Industrials | 3,111 | $520K | 0.38% | SOLD |
| 3 | KO | COCA COLA CO | Consumer Defensive | 6,786 | $453K | 0.33% | SOLD |
| 4 | UFOX | ETF SER SOLUTIONS | — | 3,852 | $238K | 0.17% | SOLD |
| 5 | — | ISHARES TR | — | 6,709 | $169K | 0.12% | SOLD |
| 6 | FLOT | ISHARES TR | — | 880 | $45K | 0.03% | SOLD |
| 7 | AOM | ISHARES TR | — | 16 | $761.0 | 0.00% | SOLD |
Sector Allocation
Technology
31.5%
Financial Services
24.8%
Utilities
21.3%
Communication Services
18.7%
Consumer Cyclical
3.8%