Portfolio (Quarterly)
Guide ↗
Elevated Capital Advisors, LLC
· CIK 0001802387| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | WPP | WPP PLC NEW | Communication Services | 30 | $674.0 | — | SOLD |
| 22 | FISV | FISERV INC | Technology | 10 | $672.0 | — | SOLD |
| 23 | MTN | VAIL RESORTS INC | Consumer Cyclical | 5 | $664.0 | — | SOLD |
| 24 | AKAM | AKAMAI TECHNOLOGIES INC | Technology | 6 | $524.0 | — | SOLD |
| 25 | WHR | WHIRLPOOL CORP | Consumer Cyclical | 7 | $505.0 | — | SOLD |
| 26 | TYL | TYLER TECHNOLOGIES INC | Technology | 1 | $454.0 | — | SOLD |
| 27 | NICE | NICE LTD | Technology | 4 | $452.0 | — | SOLD |
| 28 | WMG | WARNER MUSIC GROUP CORP | Communication Services | 14 | $429.0 | — | SOLD |
| 29 | ERIC | TELEFONAKTIEBOLAGET LM ERICS | Technology | 39 | $376.0 | — | SOLD |
| 30 | SRE | SEMPRA | Utilities | 4 | $353.0 | — | SOLD |
| 31 | OLED | UNIVERSAL DISPLAY CORP | Technology | 3 | $350.0 | — | SOLD |
| 32 | TRU | TRANSUNION | Industrials | 4 | $343.0 | — | SOLD |
| 33 | KDP | KEURIG DR PEPPER INC | Consumer Defensive | 11 | $308.0 | — | SOLD |
| 34 | PPG | PPG INDS INC | Basic Materials | 3 | $307.0 | — | SOLD |
| 35 | ESS | ESSEX PPTY TR INC | Real Estate | 1 | $262.0 | — | SOLD |
| 36 | RMD | RESMED INC | Healthcare | 1 | $241.0 | — | SOLD |
| 37 | WDAY | WORKDAY INC | Technology | 1 | $215.0 | — | SOLD |
| 38 | TGT | TARGET CORP | Consumer Defensive | 2 | $196.0 | — | SOLD |
| 39 | JKHY | HENRY JACK & ASSOC INC | Technology | 1 | $182.0 | — | SOLD |
| 40 | IEX | IDEX CORP | Industrials | 1 | $178.0 | — | SOLD |
Sector Allocation
Technology
28.8%
Financial Services
23.7%
Consumer Cyclical
10.1%
Utilities
7.0%
Communication Services
6.9%
Healthcare
6.7%
Consumer Defensive
5.6%
Industrials
4.9%
Energy
4.2%
Basic Materials
1.5%