Elevated Capital Advisors, LLC Purchases in Q4 2024

Elevated Capital Advisors, LLC

  • $322 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
46.5K
+ 31.18%
$66.77 - $71.52 $3.1M - $3.32M
195K $13.5M
BNDX
Vanguard Total International B

ETFs
70.3K
+ 68.85%
$48.91 - $50.61 $3.44M - $3.56M
172K $8.46M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
41.9K
+ 69.63%
$77.02 - $78.58 $3.22M - $3.29M
102K $7.88M
AAPL
Apple Inc.

Technology
3.49K
+ 7.77%
$221.69 - $259.02 $773K - $903K
48.4K $12.1M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
36.4K
+ 70.12%
$45.17 - $47.23 $1.64M - $1.72M
88.2K $4M
MSFT
Microsoft Corp

Technology
3.78K
+ 23.75%
$406.35 - $454.46 $1.54M - $1.72M
19.7K $8.31M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
22.6K
+ 70.27%
$68.25 - $75.42 $1.54M - $1.7M
54.8K $3.75M
CTA
Simplify Exch Traded Fds Simpl

ETFs
45.6K
New
$25.8 - $28.97 $1.18M - $1.32M
45.6K $1.27M
AMZN
Amazon Com Inc

Consumer Cyclical
2.75K
+ 16.46%
$180.88 - $232.93 $497K - $640K
19.5K $4.27M
SVOL
Simplify ETF Simplify Volatili

ETFs
49.9K
New
$20.4 - $21.93 $1.02M - $1.09M
49.9K $1.04M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
32.9K
+ 114.26%
$28.56 - $30.02 $940K - $988K
61.7K $1.77M
NVDA
Nvidia Corp

Technology
4.63K
+ 26.05%
$117.0 - $148.88 $541K - $689K
22.4K $3.01M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
18.9K
+ 126.07%
$48.5 - $53.31 $915K - $1.01M
33.8K $1.65M
GOOGL
Alphabet Inc.

Communication Services
3.56K
+ 55.83%
$161.86 - $196.66 $576K - $700K
9.94K $1.88M
JPM
Jpmorgan Chase & CO

Financial Services
2.87K
+ 94.14%
$205.18 - $250.29 $590K - $719K
5.93K $1.42M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
31.2K
+ 83.01%
$22.39 - $23.45 $699K - $733K
68.9K $1.58M
FDIS
Fidelity Covington Tr Msci Con

ETFs
6.55K
+ 105.02%
$85.33 - $104.24 $559K - $682K
12.8K $1.25M
HYGV
Flexshares Tr High Yield Value

ETFs
16.2K
New
$40.53 - $41.51 $656K - $672K
16.2K $658K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
13.1K
+ 117.72%
$47.92 - $55.17 $626K - $721K
24.2K $1.17M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
956
+ 29.41%
$521.84 - $558.82 $499K - $534K
4.21K $2.27M
TLT
Ishares Barclays 20+ Year Trea

ETFs
5.36K
New
$87.1 - $98.49 $467K - $528K
5.36K $468K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
6.95K
+ 56.11%
$70.31 - $77.39 $489K - $538K
19.3K $1.36M
EMR
Emerson Electric CO

Industrials
2.37K
+ 26.65%
$108.13 - $134.33 $256K - $318K
11.3K $1.4M
META
Meta Platforms, Inc.

Communication Services
647
+ 50.08%
$554.08 - $632.68 $358K - $409K
1.94K $1.14M
FCOM
Fidelity Covington Tr Msci Com

ETFs
6.77K
New
$54.65 - $61.96 $370K - $420K
6.77K $397K
FREL
Fidelity Covington Tr Msci Rea

ETFs
14.7K
+ 152.41%
$26.61 - $29.85 $392K - $440K
24.4K $659K
V
Visa Inc.

Financial Services
320
+ 4.9%
$273.87 - $320.91 $87.6K - $103K
6.84K $2.16M
LLY
Eli Lilly & CO

Healthcare
658
+ 48.24%
$727.2 - $932.06 $478K - $613K
2.02K $1.56M
PG
Procter & Gamble CO

Consumer Defensive
2.23K
+ 46.01%
$161.05 - $179.7 $359K - $400K
7.07K $1.19M
CMBS
Ishares Cmbs ETF

ETFs
7.52K
+ 142.28%
$47.09 - $48.64 $354K - $366K
12.8K $604K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
3.94K
+ 51.2%
$86.65 - $94.9 $341K - $374K
11.6K $1.01M
SIXJ
Aim ETF Prods Tr Allianzim U S
9.98K
+ 42.19%
$29.24 - $30.42 $292K - $304K
33.6K $1.02M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
4.77K
New
$63.19 - $73.31 $301K - $350K
4.77K $327K
CRM
Salesforce, Inc.

Technology
563
+ 29.49%
$270.87 - $367.87 $152K - $207K
2.47K $826K
GATX
Gatx Corp

Industrials
1.95K
New
$128.5 - $165.82 $251K - $324K
1.95K $302K
PANW
Palo Alto Networks Inc

Technology
1.63K
New
$181.96 - $405.9 $297K - $662K
1.63K $296K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
951
+ 47.24%
$278.19 - $315.36 $265K - $300K
2.96K $853K
ICE
Intercontinental Exchange, Inc.

Financial Services
1.88K
New
$148.29 - $166.93 $278K - $313K
1.88K $279K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
4.18K
New
$64.85 - $73.04 $271K - $305K
4.18K $273K
XOM
Exxon Mobil Corp

Energy
3.68K
+ 28.38%
$105.51 - $125.37 $388K - $461K
16.6K $1.79M
RTX
Raytheon Technologies Corp

Industrials
2.26K
New
$114.45 - $127.21 $259K - $288K
2.26K $261K
R
Ryder System Inc

Industrials
1.64K
New
$138.78 - $170.03 $228K - $279K
1.64K $257K
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
10.6K
New
$23.8 - $24.11 $252K - $256K
10.6K $253K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2.97K
+ 48.18%
$78.43 - $87.17 $233K - $259K
9.14K $733K
DIS
Walt Disney CO

Communication Services
979
+ 11.78%
$92.39 - $117.6 $90.4K - $115K
9.29K $1.03M
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
6.44K
New
$36.2 - $46.69 $233K - $300K
6.44K $233K
ADI
Analog Devices Inc

Technology
1.01K
New
$206.35 - $236.48 $209K - $240K
1.01K $215K
INTC
Intel Corp

Technology
10.4K
New
$19.07 - $26.23 $199K - $273K
10.4K $208K
MA
Mastercard Inc

Financial Services
210
+ 7.06%
$491.3 - $536.15 $103K - $113K
3.18K $1.68M
Activity Summary
Buys All Purchases 153 New Holdings 22 Increased Positions 131 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Elevated Capital Advisors, LLC Portfolio

Follow Elevated Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elevated Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elevated Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email