Portfolio (Quarterly)
Guide ↗
EVOLVE PRIVATE WEALTH, LLC
· CIK 0002111131| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | RWL | INVESCO EXCH TRADED FD TR II | — | 5,144 | $591K | 0.03% | SOLD |
| 62 | IFF | INTERNATIONAL FLAVORS&FRAGRA | Basic Materials | 8,138 | $590K | 0.03% | SOLD |
| 63 | QQQM | INVESCO EXCH TRADED FD TR II | — | 2,476 | $588K | 0.03% | SOLD |
| 64 | ET | ENERGY TRANSFER L P | Energy | 30,199 | $583K | 0.03% | SOLD |
| 65 | LEA | LEAR CORP | Consumer Cyclical | 4,788 | $580K | 0.03% | SOLD |
| 66 | FAST | FASTENAL CO | Industrials | 12,465 | $578K | 0.03% | SOLD |
| 67 | ADSK | AUTODESK INC | Technology | 2,412 | $577K | 0.03% | SOLD |
| 68 | PGR | PROGRESSIVE CORP | Financial Services | 2,848 | $565K | 0.03% | SOLD |
| 69 | VHT | VANGUARD WORLD FD | — | 2,037 | $555K | 0.03% | SOLD |
| 70 | IMCG | ISHARES TR | — | 6,987 | $550K | 0.03% | SOLD |
| 71 | CW | CURTISS WRIGHT CORP | Industrials | 805 | $548K | 0.03% | SOLD |
| 72 | NI | NISOURCE INC | Utilities | 11,563 | $540K | 0.03% | SOLD |
| 73 | VRP | INVESCO EXCH TRADED FD TR II | — | 22,280 | $534K | 0.03% | SOLD |
| 74 | LULU | LULULEMON ATHLETICA INC | Consumer Cyclical | 3,486 | $534K | 0.03% | SOLD |
| 75 | LBRT | LIBERTY ENERGY INC | Energy | 18,255 | $526K | 0.03% | SOLD |
| 76 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 13,418 | $516K | 0.03% | SOLD |
| 77 | DD | DUPONT DE NEMOURS INC | Basic Materials | 11,170 | $512K | 0.03% | SOLD |
| 78 | CCL | CARNIVAL CORP | Consumer Cyclical | 19,745 | $511K | 0.03% | SOLD |
| 79 | AZN | ASTRAZENECA PLC | Healthcare | 2,589 | $511K | 0.03% | SOLD |
| 80 | CMS | CMS ENERGY CORP | Utilities | 6,523 | $506K | 0.03% | 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%