Elevated Capital Advisors, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $338 Million distributed in 257 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 $13.1M, Apple Inc. with a value of $12.8M, Vanguard Growth ETF with a value of $12.6M, Vanguard Ftse Developed Market with a value of $11.1M, and Microsoft Corp with a value of $10M.
Examining the 13F form we can see an increase of $16.1M in the current position value, from $322M to 338M.
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
$338 Million
ETFs: $178 Million
Technology: $43.3 Million
Financial Services: $35.4 Million
Consumer Cyclical: $16 Million
Utilities: $13.3 Million
Communication Services: $12.5 Million
Healthcare: $11.2 Million
Industrials: $10.3 Million
Other: $17.6 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
