Portfolio (Quarterly)
Guide ↗
Elevated Capital Advisors, LLC
· CIK 0001802387| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | QYLD | GLOBAL X FDS | — | 161 | $3K | 0.00% | SOLD |
| 22 | CTRA | COTERRA ENERGY INC | Energy | 63 | $2K | 0.00% | SOLD |
| 23 | DSM | BNY MELLON STRATEGIC MUN BD | Financial Services | 79 | $474.0 | — | SOLD |
| 24 | AUGZ | ELEVATION SERIES TRUST | — | 8 | $325.0 | — | SOLD |
| 25 | IEP | ICAHN ENTERPRISES LP | Industrials | 8 | $60.0 | — | SOLD |
Sector Allocation
Technology
32.3%
Financial Services
28.7%
Consumer Cyclical
9.6%
Healthcare
6.3%
Utilities
5.2%
Communication Services
5.1%
Consumer Defensive
4.8%
Industrials
4.5%
Energy
1.9%
Basic Materials
1.1%