Portfolio (Quarterly)
Guide ↗
EVOLVE PRIVATE WEALTH, LLC
· CIK 0002111131| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 221 | TROW | PRICE T ROWE GROUP INC | Financial Services | 2,446 | $221K | 0.01% | SOLD |
| 222 | PSTG | EVERPURE INC | — | 3,731 | $220K | 0.01% | SOLD |
| 223 | ZS | ZSCALER INC | Technology | 1,570 | $220K | 0.01% | SOLD |
| 224 | IEV | ISHARES TR | — | 3,193 | $217K | 0.01% | SOLD |
| 225 | SIGI | SELECTIVE INS GROUP INC | Financial Services | 2,868 | $216K | 0.01% | SOLD |
| 226 | MUSA | MURPHY USA INC | Consumer Cyclical | 436 | $215K | 0.01% | SOLD |
| 227 | ATI | ATI INC | Industrials | 1,481 | $215K | 0.01% | SOLD |
| 228 | MKSI | MKS INC. | Technology | 931 | $214K | 0.01% | SOLD |
| 229 | FE | FIRSTENERGY CORP | Utilities | 4,196 | $213K | 0.01% | SOLD |
| 230 | EXP | EAGLE MATLS INC | Basic Materials | 1,121 | $212K | 0.01% | SOLD |
| 231 | LMBS | FIRST TR EXCHANGE-TRADED FD | — | 4,260 | $212K | 0.01% | SOLD |
| 232 | DGX | QUEST DIAGNOSTICS INC | Healthcare | 1,079 | $212K | 0.01% | SOLD |
| 233 | WPC | WP CAREY INC | Real Estate | 3,111 | $211K | 0.01% | SOLD |
| 234 | VOT | VANGUARD INDEX FDS | — | 818 | $210K | 0.01% | SOLD |
| 235 | RACE | FERRARI N V | Consumer Cyclical | 610 | $206K | 0.01% | SOLD |
| 236 | XYL | XYLEM INC | Industrials | 1,727 | $206K | 0.01% | SOLD |
| 237 | ALV | AUTOLIV INC | Consumer Cyclical | 1,957 | $206K | 0.01% | SOLD |
| 238 | — | NUVEEN NEW JERSEY | — | 16,672 | $205K | 0.01% | SOLD |
| 239 | UPWK | UPWORK INC | Industrials | 18,638 | $204K | 0.01% | SOLD |
| 240 | GPN | GLOBAL PMTS INC | Industrials | 3,011 | $203K | 0.01% | SOLD |
Sector Allocation
Technology
29.5%
Financial Services
19.9%
Consumer Cyclical
10.5%
Industrials
9.9%
Healthcare
9.8%
Communication Services
6.6%
Consumer Defensive
4.0%
Energy
2.6%
Real Estate
2.5%
Utilities
2.5%