Portfolio (Quarterly)
Guide ↗
EVOLVE PRIVATE WEALTH, LLC
· CIK 0002111131| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | CLX | CLOROX CO DEL | Consumer Defensive | 4,843 | $502K | 0.03% | SOLD |
| 82 | CG | CARLYLE GROUP INC | Financial Services | 10,341 | $500K | 0.03% | SOLD |
| 83 | WDAY | WORKDAY INC | Technology | 3,825 | $497K | 0.03% | SOLD |
| 84 | FISV | FISERV INC | Technology | 8,779 | $490K | 0.03% | SOLD |
| 85 | VIG | VANGUARD SPECIALIZED FUNDS | — | 2,201 | $473K | 0.03% | SOLD |
| 86 | ALLE | ALLEGION PLC | Industrials | 3,242 | $471K | 0.03% | SOLD |
| 87 | PXH | INVESCO EXCH TRADED FD TR II | — | 17,197 | $463K | 0.03% | SOLD |
| 88 | NXPI | NXP SEMICONDUCTORS N V | Technology | 2,343 | $461K | 0.03% | SOLD |
| 89 | DVY | ISHARES TR | — | 3,044 | $461K | 0.03% | SOLD |
| 90 | PPL | PPL CORP | Utilities | 12,064 | $461K | 0.03% | SOLD |
| 91 | MCHP | MICROCHIP TECHNOLOGY INC. | Technology | 6,997 | $452K | 0.02% | SOLD |
| 92 | ICE | INTERCONTINENTAL EXCHANGE IN | Financial Services | 2,867 | $451K | 0.02% | SOLD |
| 93 | XLV | SELECT SECTOR SPDR TR | — | 3,075 | $451K | 0.02% | SOLD |
| 94 | LH | LABCORP HOLDINGS INC | Healthcare | 1,686 | $450K | 0.02% | SOLD |
| 95 | IWR | ISHARES TR | — | 4,615 | $449K | 0.02% | SOLD |
| 96 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 4,606 | $444K | 0.02% | SOLD |
| 97 | ITT | ITT INC | Industrials | 2,332 | $444K | 0.02% | SOLD |
| 98 | DFIN | DONNELLEY FINL SOLUTIONS INC | Financial Services | 9,374 | $442K | 0.02% | SOLD |
| 99 | — | FEDERATED HERMES INC | — | 7,725 | $438K | 0.02% | SOLD |
| 100 | CLMB | CLIMB GLOBAL SOLUTIONS INC | Technology | 21,802 | $432K | 0.02% | SOLD |
Sector Allocation
Technology
29.5%
Financial Services
19.9%
Consumer Cyclical
10.5%
Industrials
9.9%
Healthcare
9.8%
Communication Services
6.6%
Consumer Defensive
4.0%
Energy
2.6%
Real Estate
2.5%
Utilities
2.5%