Portfolio (Quarterly)
Guide ↗
ELEVATUS WELATH MANAGEMENT
· CIK 0001982776| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | NTRA | NATERA INC | Healthcare | 1,026 | $235K | 0.06% | SOLD |
| 22 | ADP | AUTOMATIC DATA PROCESSING IN | Industrials | 888 | $228K | 0.06% | SOLD |
| 23 | HD | HOME DEPOT INC | Consumer Cyclical | 626 | $215K | 0.06% | SOLD |
| 24 | RGTI | RIGETTI COMPUTING INC | Technology | 9,388 | $208K | 0.06% | SOLD |
| 25 | VONG | VANGUARD SCOTTSDALE FDS | — | 1,690 | $206K | 0.06% | SOLD |
| 26 | APH | AMPHENOL CORP NEW | Technology | 1,502 | $203K | 0.06% | SOLD |
| 27 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 684 | $203K | 0.06% | SOLD |
| 28 | PTY | PIMCO CORPORATE & INCOME OPP | Financial Services | 10,131 | $131K | 0.04% | SOLD |
Sector Allocation
Technology
37.1%
Industrials
11.5%
Communication Services
11.4%
Financial Services
10.8%
Energy
9.3%
Consumer Defensive
6.0%
Consumer Cyclical
5.6%
Healthcare
3.4%
Real Estate
3.0%
Basic Materials
1.3%