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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$11 Million 3.59% of portfolio
49,655
Q1 2025 Added 2.68%
$3.75T
$7.24 Million 2.36% of portfolio
19,275
Q1 2025 Reduced 2.21%
$0
$4.95 Million 1.61% of portfolio
362,500
Q1 2025 Reduced 7.79%
$0
$4.32 Million 1.41% of portfolio
413,571
Q1 2025 Reduced 6.86%
$2.27T
$3.55 Million 1.16% of portfolio
18,653
Q1 2025 Reduced 4.12%
$406B
$2.82 Million 0.92% of portfolio
26,026
Q1 2025 Added 16.23%
$337B
$2.6 Million 0.85% of portfolio
12,407
Q1 2025 Reduced 5.21%
$1.08T
$2.45 Million 0.8% of portfolio
15,667
Q1 2025 Reduced 4.45%
$585B
$2.27 Million 0.74% of portfolio
6,470
Q1 2025 Reduced 5.46%
$934B
$2.09 Million 0.68% of portfolio
8,068
Q1 2025 Added 0.46%
$474B
$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%
$276B
$1.8 Million 0.59% of portfolio
11,360
Q1 2025 Reduced 7.27%
$300B
$1.76 Million 0.57% of portfolio
10,512
Q1 2025 Added 4.71%
$539B
$1.66 Million 0.54% of portfolio
3,035
Q1 2025 Reduced 4.65%
$274B
$1.53 Million 0.5% of portfolio
7,628
Q1 2025 Reduced 7.56%
$216B
$1.5 Million 0.49% of portfolio
4,787
Q1 2025 Added 1.25%
$748B
$1.51 Million 0.49% of portfolio
1,833
Q1 2025 Reduced 9.35%
$179B
$1.45 Million 0.47% of portfolio
31,884
Q1 2025 Added 3.56%
$1.07T
$1.45 Million 0.47% of portfolio
9,397
Q1 2025 Reduced 5.43%
$44.4B
$1.43 Million 0.47% of portfolio
10,060
Q1 2025 Added 0.96%
$185B
$1.37 Million 0.45% of portfolio
9,153
Q1 2025 Reduced 0.69%
$260B
$1.38 Million 0.45% of portfolio
5,560
Q1 2025 Reduced 4.88%
$831B
$1.34 Million 0.44% of portfolio
5,481
Q1 2025 Reduced 7.52%
$631B
$1.35 Million 0.44% of portfolio
2,530
Q1 2025 Reduced 0.47%
$16.6B
$1.33 Million 0.43% of portfolio
15,557
Q1 2025 Reduced 2.18%
$435B
$1.32 Million 0.43% of portfolio
1,395
Q1 2025 Reduced 3.13%
$200B
$1.29 Million 0.42% of portfolio
45,761
Q1 2025 Reduced 9.33%
$18.3B
$1.28 Million 0.42% of portfolio
24,044
Q1 2025 Added 3.22%
$82.7B
$1.22 Million 0.4% of portfolio
11,109
Q1 2025 Reduced 1.4%
$373B
$1.19 Million 0.39% of portfolio
6,957
Q1 2025 Reduced 1.6%
$174B
$1.21 Million 0.39% of portfolio
3,147
Q1 2025 Added 1.58%
$113B
$1.2 Million 0.39% of portfolio
7,140
Q1 2025 Reduced 7.85%
$16B
$1.17 Million 0.38% of portfolio
29,290
Q1 2025 Reduced 0.5%
$52.6B
$1.14 Million 0.37% of portfolio
7,381
Q1 2025 Reduced 5.69%
$29.3B
$1.08 Million 0.35% of portfolio
12,751
Q1 2025 Added 8.18%
$223B
$1.08 Million 0.35% of portfolio
10,553
Q1 2025 Added 2.47%
$35.3B
$1.07 Million 0.35% of portfolio
11,178
Q1 2025 Reduced 3.72%
$1.62T
$1.04 Million 0.34% of portfolio
1,806
Q1 2025 Reduced 6.86%
$39.7B
$1.05 Million 0.34% of portfolio
9,419
Q1 2025 Added 5.59%
$21.2B
$1.05 Million 0.34% of portfolio
14,896
Q1 2025 Added 9.51%
$168B
$1.01 Million 0.33% of portfolio
6,943
Q1 2025 Reduced 2.94%
$42.9B
$1.01 Million 0.33% of portfolio
21,946
Q1 2025 Added 0.88%
$15.2B
$1.01 Million 0.33% of portfolio
15,457
Q1 2025 Reduced 0.19%
$47.6B
$1.01 Million 0.33% of portfolio
18,080
Q1 2025 Added 2.53%
$70.3B
$991,000 0.32% of portfolio
23,481
Q1 2025 Added 2.92%
$40.7B
$967,000 0.32% of portfolio
11,760
Q1 2025 Added 4.25%
$15.7B
$974,000 0.32% of portfolio
1,918
Q1 2025 Added 5.33%
$212B
$976,000 0.32% of portfolio
10,878
Q1 2025 Added 8.65%

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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