Portfolio (Quarterly)
Guide ↗
Elevated Capital Advisors, LLC
· CIK 0001802387| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | CHD | CHURCH & DWIGHT CO INC | Consumer Defensive | 2 | $168.0 | — | SOLD |
| 42 | DTM | DT MIDSTREAM INC | Energy | 1 | $120.0 | — | SOLD |
| 43 | — | MILLROSE PPTYS INC | — | 4 | $119.0 | — | SOLD |
| 44 | MBC | MASTERBRAND INC | Consumer Cyclical | 10 | $110.0 | — | SOLD |
| 45 | JXN | JACKSON FINANCIAL INC | Financial Services | 1 | $107.0 | — | SOLD |
| 46 | MICC | MAGNUM ICE CREAM CO NV | Consumer Defensive | 3 | $48.0 | — | SOLD |
| 47 | KD | KYNDRYL HLDGS INC | Technology | 1 | $27.0 | — | SOLD |
| 48 | FTRE | FORTREA HLDGS INC | Healthcare | 1 | $17.0 | — | 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%