Portfolio (Quarterly)
Guide ↗
ELEVATION POINT WEALTH PARTNERS, LLC
· CIK 0001744349| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1381 | SKYT | SKYWATER TECHNOLOGY INC | Technology | 120.0 | $1K | — | NEW | — | $9.84 | +292.7% |
| 1382 | PPC | PILGRIMS PRIDE CORP | Consumer Defensive | 26.0 | $1K | — | NEW | — | $44.96 | -36.5% |
| 1383 | ESPO | VANECK ETF TRUST | — | 10.0 | $1K | — | NEW | — | $110.00 | -18.9% |
| 1384 | SOUN | SOUNDHOUND AI INC | Technology | 100.0 | $1K | — | NEW | — | $10.73 | -19.9% |
| 1385 | ARKQ | ARK ETF TR | — | 12.0 | $1K | — | NEW | — | $89.17 | +61.3% |
| 1386 | MHK | MOHAWK INDS INC | Consumer Cyclical | 10.0 | $1K | — | NEW | — | $104.80 | +2.2% |
| 1387 | URA | GLOBAL X FDS | — | 26.0 | $1K | — | NEW | — | $38.81 | +30.8% |
| 1388 | BEN | FRANKLIN RESOURCES INC | Financial Services | 41.0 | $978.0 | — | NEW | — | $23.85 | +31.1% |
| 1389 | UWMC | UWM HOLDINGS CORPORATION | Financial Services | 231.0 | $956.0 | — | NEW | — | $4.14 | -23.3% |
| 1390 | ALGN | ALIGN TECHNOLOGY INC | Healthcare | 5.0 | $947.0 | — | NEW | — | $189.40 | -9.0% |
| 1391 | EMBC | EMBECTA CORP | Healthcare | 97.0 | $942.0 | — | NEW | — | $9.71 | -66.1% |
| 1392 | MJ | AMPLIFY ETF TR | — | 48.0 | $862.0 | — | NEW | — | $17.96 | +51.2% |
| 1393 | VGLT | VANGUARD SCOTTSDALE FDS | — | 15.0 | $842.0 | — | NEW | — | $56.13 | -2.4% |
| 1394 | KMPR | KEMPER CORP | Financial Services | 13.0 | $839.0 | — | NEW | — | $64.54 | -60.4% |
| 1395 | RKT | ROCKET COS INC | Financial Services | 59.0 | $837.0 | — | NEW | — | $14.19 | +1.4% |
| 1396 | AQN | ALGONQUIN PWR UTILS CORP | Utilities | 142.0 | $814.0 | — | NEW | — | $5.73 | +3.4% |
| 1397 | WPP | WPP PLC NEW | Communication Services | 23.0 | $805.0 | — | NEW | — | $35.00 | -46.0% |
| 1398 | EIDO | ISHARES TR | — | 45.0 | $801.0 | — | NEW | — | $17.80 | -27.2% |
| 1399 | PFGC | PERFORMANCE FOOD GROUP CO | Consumer Defensive | 9.0 | $787.0 | — | NEW | — | $87.44 | +10.6% |
| 1400 | SYM | SYMBOTIC INC | Industrials | 20.0 | $777.0 | — | NEW | — | $38.85 | +27.4% |
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
36.8%
Financial Services
14.5%
Communication Services
9.9%
Consumer Cyclical
9.8%
Industrials
7.9%
Healthcare
7.2%
Consumer Defensive
5.2%
Energy
3.5%
Utilities
2.3%
Basic Materials
1.9%