Elevated Capital Advisors, LLC Reduced Holdings in Q1 2025

Elevated Capital Advisors, LLC

  • $307 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
-133
- 6.86%
$576.36 - $736.67 $76.7K - $98K
1.81K $1.04M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-123
- 1.06%
$77.91 - $92.26 $9.58K - $11.3K
11.5K $914K
ISRG
Intuitive Surgical Inc

Healthcare
-108
- 6.78%
$476.63 - $610.45 $51.5K - $65.9K
1.49K $735K
SKOR
Flexshares Tr Credit Scored Us

ETFs
-2.16K
- 10.7%
$47.35 - $48.46 $102K - $104K
18K $869K
MDIV
First Trust Multi Asset Divers

ETFs
-6.56K
- 8.32%
$16.02 - $16.68 $105K - $109K
72.3K $1.18M
HYGV
Flexshares Tr High Yield Value

ETFs
-2.01K
- 12.43%
$40.21 - $41.29 $80.9K - $83.1K
14.2K $572K
XLK
Technology Sector Spdr

ETFs
-81
- 3.22%
$206.38 - $242.18 $16.7K - $19.6K
2.44K $502K
UPS
United Parcel Service Inc

Industrials
-12
- 0.25%
$109.66 - $136.26 $1.32K - $1.64K
4.84K $532K
RIGS
Riverfront Strategic Income Fd

ETFs
-3.64K
- 20.77%
$22.48 - $23.24 $81.8K - $84.5K
13.9K $320K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-1.68K
- 6.95%
$47.6 - $51.91 $80K - $87.3K
22.5K $1.09M
AVIG
American Centy ETF Tr Avantis

ETFs
-2.26K
- 9.33%
$40.06 - $41.55 $90.5K - $93.9K
22K $909K
HON
Honeywell International Inc

Industrials
-76
- 1.93%
$202.75 - $226.52 $15.4K - $17.2K
3.87K $818K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-3.48K
- 4.83%
$42.5 - $46.71 $148K - $163K
68.7K $3.11M
SHEL
Shell PLC

Energy
-2.21K
- 25.35%
$62.84 - $73.29 $139K - $162K
6.5K $476K
CMBS
Ishares Cmbs ETF

ETFs
-1.62K
- 12.64%
$47.16 - $48.21 $76.4K - $78.1K
11.2K $537K
FCOM
Fidelity Covington Tr Msci Com

ETFs
-853
- 12.6%
$55.97 - $64.13 $47.7K - $54.7K
5.92K $333K
IYW
Ishares Dj Us Tech ETF

ETFs
-167
- 8.02%
$140.44 - $166.79 $23.5K - $27.9K
1.91K $268K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-974
- 13.34%
$71.17 - $73.66 $69.3K - $71.7K
6.33K $464K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-49
- 3.14%
$497.6 - $606.74 $24.4K - $29.7K
1.51K $752K
CFG
Citizens Financial Group Inc

Financial Services
-15
- 0.07%
$39.73 - $48.36 $596 - $725
20K $820K
LMT
Lockheed Martin Corp

Industrials
-9
- 0.8%
$423.19 - $506.29 $3.81K - $4.56K
1.11K $495K
LLY
Eli Lilly & CO

Healthcare
-189
- 9.35%
$725.72 - $929.72 $137K - $176K
1.83K $1.51M
XLY
Select Sector Spdr Consumer Di

ETFs
-52
- 3.81%
$192.6 - $233.2 $10K - $12.1K
1.31K $259K
INTU
Intuit Inc

Technology
-43
- 3.03%
$555.63 - $630.23 $23.9K - $27.1K
1.37K $843K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-497
- 12.0%
$57.21 - $65.8 $28.4K - $32.7K
3.65K $212K
LOW
Lowes Companies Inc

Consumer Cyclical
-46
- 1.8%
$222.66 - $268.42 $10.2K - $12.3K
2.51K $586K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-116
- 3.96%
$102.49 - $119.96 $11.9K - $13.9K
2.81K $293K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-3.07K
- 7.69%
$25.54 - $27.64 $78.3K - $84.8K
36.8K $1M
RFDA
Alps ETF Tr Riverfront Dynamic

ETFs
-319
- 3.85%
$52.12 - $57.31 $16.6K - $18.3K
7.97K $423K
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-149
- 1.63%
$75.47 - $84.24 $11.2K - $12.6K
8.99K $692K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-604
- 12.66%
$66.3 - $74.17 $40K - $44.8K
4.17K $289K
IVE
Ishares S&P 500 Value ETF

ETFs
-194
- 9.08%
$185.78 - $198.58 $36K - $38.5K
1.94K $370K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-476
- 5.76%
$114.57 - $118.14 $54.5K - $56.2K
7.8K $920K
BAC
Bank Of America Corp

Financial Services
-278
- 2.74%
$39.61 - $47.74 $11K - $13.3K
9.87K $412K
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
-1.25K
- 11.8%
$23.58 - $24.02 $29.5K - $30.1K
9.36K $220K
R
Ryder System Inc

Industrials
-53
- 3.23%
$136.38 - $170.92 $7.23K - $9.06K
1.59K $228K
SPGI
S&P Global Inc.

Financial Services
-94
- 5.02%
$478.26 - $543.77 $45K - $51.1K
1.78K $903K
PEP
Pepsico Inc

Consumer Defensive
-64
- 0.69%
$142.64 - $156.42 $9.13K - $10K
9.15K $1.37M
EFG
Msci Eafe Growth ETF

ETFs
-410
- 7.12%
$96.1 - $106.37 $39.4K - $43.6K
5.35K $534K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
-491
- 11.76%
$65.44 - $70.64 $32.1K - $34.7K
3.69K $251K
FREL
Fidelity Covington Tr Msci Rea

ETFs
-1.17K
- 4.8%
$25.98 - $28.59 $30.4K - $33.5K
23.2K $638K
PANW
Palo Alto Networks Inc

Technology
-11
- 0.67%
$167.82 - $208.28 $1.85K - $2.29K
1.62K $276K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-287
- 5.64%
$54.25 - $57.64 $15.6K - $16.5K
4.81K $264K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-42
- 2.31%
$196.12 - $229.48 $8.24K - $9.64K
1.78K $358K
PAVE
Global X Fds Us Infrastructure

ETFs
-46
- 0.85%
$37.31 - $43.82 $1.72K - $2.02K
5.35K $201K
RE
Everest Re Group LTD

Financial Services
-44
- 2.01%
N/A
2.15K $796K
OEF
Ishares S&P 100 ETF

ETFs
-55
- 4.9%
N/A
1.07K $284K
MA
Mastercard Inc

Financial Services
-148
- 4.65%
$504.67 - $576.31 $74.7K - $85.3K
3.04K $1.66M
GATX
Gatx Corp

Industrials
-84
- 4.31%
$149.94 - $167.38 $12.6K - $14.1K
1.87K $289K
Activity Summary
Buys All Purchases 94 New Holdings 3 Increased Positions 91 Sells All Sells 152 Reductions 152 Sold out 0 Options Calls 0 Puts 0
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