Portfolio (Quarterly)
Guide ↗
EVOLVE PRIVATE WEALTH, LLC
· CIK 0002111131| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 161 | MASI | MASIMO CORP | Healthcare | 1,713 | $305K | 0.02% | SOLD |
| 162 | IXUS | ISHARES TR | — | 3,496 | $303K | 0.02% | SOLD |
| 163 | VO | VANGUARD INDEX FDS | — | 1,052 | $302K | 0.02% | SOLD |
| 164 | WBS | WEBSTER FINL CORP | Financial Services | 4,303 | $299K | 0.02% | SOLD |
| 165 | AWI | ARMSTRONG WORLD INDS INC NEW | Industrials | 1,802 | $297K | 0.02% | SOLD |
| 166 | J | JACOBS SOLUTIONS INC | Industrials | 2,299 | $293K | 0.02% | SOLD |
| 167 | AAXJ | ISHARES TR | — | 3,033 | $292K | 0.02% | SOLD |
| 168 | CEG | CONSTELLATION ENERGY CORP | Utilities | 1,044 | $292K | 0.02% | SOLD |
| 169 | IWN | ISHARES TR | — | 1,535 | $291K | 0.02% | SOLD |
| 170 | VOYA | VOYA FINANCIAL INC | Financial Services | 4,257 | $291K | 0.02% | SOLD |
| 171 | OVV | OVINTIV INC | Energy | 4,818 | $286K | 0.01% | SOLD |
| 172 | — | TOTALENERGIES SE | — | 3,116 | $283K | 0.01% | SOLD |
| 173 | EQT | EQT CORP | Energy | 4,449 | $283K | 0.01% | SOLD |
| 174 | DRI | DARDEN RESTAURANTS INC | Consumer Cyclical | 1,436 | $282K | 0.01% | SOLD |
| 175 | LNT | ALLIANT ENERGY CORP | Utilities | 3,893 | $279K | 0.01% | SOLD |
| 176 | — | GLOBAL X FDS | — | 10,054 | $277K | 0.01% | SOLD |
| 177 | XMLV | INVESCO EXCH TRADED FD TR II | — | 4,342 | $273K | 0.01% | SOLD |
| 178 | FYX | FIRST TR EXCHANGE-TRADED ALP | — | 2,280 | $272K | 0.01% | SOLD |
| 179 | ZTS | ZOETIS INC | Healthcare | 2,289 | $271K | 0.01% | SOLD |
| 180 | VMI | VALMONT INDS INC | Industrials | 677 | $271K | 0.01% | 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%