Portfolio (Quarterly)
Guide ↗
ELEVATE WEALTH ADVISORY, INC
· CIK 0002011651| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | VOO | VANGUARD INDEX FDS | — | 7.0 | $4K | 0.00% | NEW | — | $627.14 | +8.9% |
| 122 | AVES | AMERICAN CENTY ETF TR | — | 60.0 | $3K | 0.00% | — | — | $58.32 | +12.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
31.5%
Financial Services
24.8%
Utilities
21.3%
Communication Services
18.7%
Consumer Cyclical
3.8%