Elevated Capital Advisors, LLC Portfolio Holdings

Elevated Capital Advisors, LLC

  • $322 Million
  • Q2 2025

Elevated Capital Advisors, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $322 Million distributed in 259 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 $14.4M, Vanguard Growth ETF with a value of $11.7M, Vanguard Ftse Developed Market with a value of $10.4M, Apple Inc. with a value of $10.2M, and Microsoft Corp with a value of $9.59M.

Examining the 13F form we can see an increase of $15.1M in the current position value, from $307M to 322M.

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 $322 Million
ETFs: $170 Million
Technology: $38.8 Million
Financial Services: $34.2 Million
Consumer Cyclical: $14.5 Million
Utilities: $14.1 Million
Communication Services: $11 Million
Healthcare: $9.99 Million
Industrials: $9.8 Million
Other: $17.5 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$73B
$488,000 0.15% of portfolio
4,843
Q1 2025 Reduced 0.25%
$64.9B
$476,000 0.15% of portfolio
4,520
Q4 2022 Added 9.71%
$3.21B
$491,000 0.15% of portfolio
58,396
Q1 2025 Reduced 1.67%
$378B
$467,000 0.15% of portfolio
9,874
Q1 2025 Reduced 2.74%
$256B
$457,000 0.14% of portfolio
6,499
Q1 2025 Reduced 25.35%
$159B
$438,000 0.14% of portfolio
1,571
Q1 2025 Reduced 5.59%
$231B
$442,000 0.14% of portfolio
3,253
Q1 2025 Added 1.97%
$10.3B
$430,000 0.13% of portfolio
2,752
Q1 2025 Added 0.11%
$6.8B
$407,000 0.13% of portfolio
5,801
Q1 2019 New
$2.33B
$401,000 0.12% of portfolio
74,335
Q1 2025 Added 20.19%
$240B
$389,000 0.12% of portfolio
1,221
Q1 2025 Reduced 16.6%
$281B
$369,000 0.11% of portfolio
1,186
Q1 2025 Added 3.04%
$7.32B
$358,000 0.11% of portfolio
2,146
Q1 2025 Reduced 1.2%
$16.6B
$319,000 0.1% of portfolio
1,460
Q1 2025 Added 4.66%
$17.2B
$315,000 0.1% of portfolio
3,214
Q1 2025 Reduced 2.69%
$57.1B
$331,000 0.1% of portfolio
1,620
Q1 2025 Reduced 0.67%
$102B
$295,000 0.09% of portfolio
1,613
Q1 2025 Reduced 13.97%
$219B
$291,000 0.09% of portfolio
1,999
Q1 2025 Reduced 11.63%
$5.6B
$286,000 0.09% of portfolio
1,867
Q1 2025 Reduced 4.31%
$260B
$265,000 0.08% of portfolio
2,714
Q1 2025 Added 8.26%
$8.76B
$252,000 0.08% of portfolio
1,589
Q1 2025 Reduced 3.23%
$95.7B
$235,000 0.07% of portfolio
10,524
Q1 2025 Added 1.06%
$3.44B
$224,000 0.07% of portfolio
7,034
Q1 2025 Added 9.31%
$31.4B
$218,000 0.07% of portfolio
3,491
Q1 2025 Reduced 11.69%
-
$0 0.0% of portfolio
-
Q1 2025 Added 3.49%
-
$0 0.0% of portfolio
-
Q1 2025 Added 3.03%
-
$0 0.0% of portfolio
-
Q1 2025 Added 224.43%
-
$0 0.0% of portfolio
-
Q1 2025 Added 358.95%

Summary

  • Portfolio
  • No. of Stocks 259
  • Current Value $322 Million
  • Prior Value $307 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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