Elevated Capital Advisors, LLC Portfolio Holdings

Elevated Capital Advisors, LLC

  • $307 Million
  • Q1 2025

Elevated Capital Advisors, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $307 Million distributed in 252 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $13M, Apple Inc. with a value of $11M, Vanguard Growth ETF with a value of $9.93M, Vanguard Ftse Developed Market with a value of $9.25M, and Vanguard Value ETF with a value of $7.68M.

Examining the 13F form we can see an decrease of $15.5M in the current position value, from $322M to 307M.

Elevated Capital Advisors, LLC is based out at Sandy, UT

Below you can find more details about Elevated Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $307 Million
ETFs: $162 Million
Financial Services: $33.9 Million
Technology: $33 Million
Utilities: $13.8 Million
Consumer Cyclical: $13.7 Million
Healthcare: $10.9 Million
Communication Services: $10.2 Million
Industrials: $9.11 Million
Other: $18.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13 Million 4.23% of portfolio
197,581
Q1 2025 Added 1.11%
$3.42T
$11 Million 3.59% of portfolio
49,655
Q1 2025 Added 2.68%
$0
$9.93 Million 3.23% of portfolio
26,775
Q1 2025 Reduced 7.14%
$0
$9.25 Million 3.01% of portfolio
181,887
Q1 2025 Reduced 5.49%
$0
$7.68 Million 2.5% of portfolio
44,464
Q1 2025 Reduced 6.05%
$2.95T
$7.24 Million 2.36% of portfolio
19,275
Q1 2025 Reduced 2.21%
$0
$7.2 Million 2.35% of portfolio
147,478
Q1 2025 Reduced 14.45%
$0
$7 Million 2.28% of portfolio
374,347
Q1 2025 Reduced 7.97%
$0
$6.8 Million 2.22% of portfolio
86,892
Q1 2025 Reduced 14.79%
$0
$5.68 Million 1.85% of portfolio
192,050
Q1 2025 Added 320.8%
$0
$5.59 Million 1.82% of portfolio
113,802
Q1 2025 Reduced 22.63%
$0
$4.95 Million 1.61% of portfolio
362,500
Q1 2025 Reduced 7.79%
$0
$4.55 Million 1.48% of portfolio
104,846
Q1 2025 Reduced 10.7%
$0
$4.33 Million 1.41% of portfolio
46,833
Q1 2025 Reduced 21.95%
$0
$4.32 Million 1.41% of portfolio
413,571
Q1 2025 Reduced 6.86%
$0
$4.31 Million 1.4% of portfolio
236,968
Q1 2025 Added 375.3%
$0
$3.49 Million 1.14% of portfolio
75,332
Q1 2025 Reduced 14.58%
$0
$3.44 Million 1.12% of portfolio
44,895
Q1 2025 Reduced 15.7%
$0
$3.31 Million 1.08% of portfolio
46,954
Q1 2025 Reduced 14.24%
$0
$3.14 Million 1.02% of portfolio
5,581
Q1 2025 Added 1.77%
$0
$3.11 Million 1.01% of portfolio
68,698
Q1 2025 Reduced 4.83%
$0
$3.03 Million 0.99% of portfolio
67,961
Q1 2025 Reduced 10.47%
$271B
$2.82 Million 0.92% of portfolio
26,026
Q1 2025 Added 16.23%
$345B
$2.6 Million 0.85% of portfolio
12,407
Q1 2025 Reduced 5.21%
$0
$2.52 Million 0.82% of portfolio
49,847
Q1 2025 Reduced 8.02%
$979B
$2.45 Million 0.8% of portfolio
15,667
Q1 2025 Reduced 4.45%
$565B
$2.27 Million 0.74% of portfolio
6,470
Q1 2025 Reduced 5.46%
$0
$2.25 Million 0.73% of portfolio
4,379
Q1 2025 Added 4.09%
$0
$2.23 Million 0.73% of portfolio
4,755
Q1 2025 Reduced 3.2%
$0
$2.13 Million 0.69% of portfolio
12,436
Q1 2025 Reduced 5.02%
$891B
$2.09 Million 0.68% of portfolio
8,068
Q1 2025 Added 0.46%
$0
$2.07 Million 0.67% of portfolio
9,336
Q1 2025 Reduced 6.18%
$440B
$1.93 Million 0.63% of portfolio
16,220
Q1 2025 Reduced 2.52%
$0
$1.95 Million 0.63% of portfolio
122,242
Q1 2025 Reduced 8.72%
$0
$1.87 Million 0.61% of portfolio
49,797
Q1 2025 Reduced 11.43%
$266B
$1.8 Million 0.59% of portfolio
11,360
Q1 2025 Reduced 7.27%
$266B
$1.76 Million 0.57% of portfolio
10,512
Q1 2025 Added 4.71%
$523B
$1.66 Million 0.54% of portfolio
3,035
Q1 2025 Reduced 4.65%
$0
$1.58 Million 0.51% of portfolio
54,287
Q1 2025 Reduced 12.04%
$220B
$1.53 Million 0.5% of portfolio
7,628
Q1 2025 Reduced 7.56%
$369B
$1.54 Million 0.5% of portfolio
4,192
Q1 2025 Reduced 2.38%
$235B
$1.5 Million 0.49% of portfolio
4,787
Q1 2025 Added 1.25%
$854B
$1.51 Million 0.49% of portfolio
1,833
Q1 2025 Reduced 9.35%
$0
$1.5 Million 0.49% of portfolio
30,023
Q1 2025 Reduced 11.23%
$185B
$1.45 Million 0.47% of portfolio
31,884
Q1 2025 Added 3.56%
$957B
$1.45 Million 0.47% of portfolio
9,397
Q1 2025 Reduced 5.43%
$44.5B
$1.43 Million 0.47% of portfolio
10,060
Q1 2025 Added 0.96%
$0
$1.4 Million 0.46% of portfolio
61,040
Q1 2025 Reduced 11.38%
$187B
$1.37 Million 0.45% of portfolio
9,153
Q1 2025 Reduced 0.69%

Summary

  • Portfolio
  • No. of Stocks 252
  • Current Value $307 Million
  • Prior Value $322 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 152 stocks
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