Elevated Capital Advisors, LLC Portfolio Holdings

Elevated Capital Advisors, LLC

  • $338 Million
  • Q3 2025

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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$12.8 Million 3.79% of portfolio
50,356
Q3 2025 Added 1.41%
$3.78T
$10 Million 2.97% of portfolio
19,373
Q3 2025 Added 0.51%
$465B
$4.84 Million 1.43% of portfolio
25,927
Q3 2025 Reduced 0.38%
$2.39T
$4.15 Million 1.23% of portfolio
18,890
Q3 2025 Added 1.27%
$1.29T
$3.24 Million 0.96% of portfolio
7,288
Q3 2025 Reduced 9.67%
$1.74T
$3.2 Million 0.95% of portfolio
13,149
Q3 2025 Reduced 16.07%
$414B
$3.02 Million 0.89% of portfolio
13,057
Q3 2025 Added 5.24%
$1.65T
$2.73 Million 0.81% of portfolio
11,220
Q3 2025 Added 19.4%
$533B
$2.26 Million 0.67% of portfolio
6,616
Q3 2025 Added 2.26%
$490B
$2 Million 0.59% of portfolio
17,774
Q3 2025 Added 9.58%
$881B
$1.97 Million 0.58% of portfolio
6,257
Q3 2025 Added 14.16%
$367B
$1.89 Million 0.56% of portfolio
4,660
Q3 2025 Added 11.16%
$328B
$1.85 Million 0.55% of portfolio
6,141
Q3 2025 Reduced 19.49%
$388B
$1.83 Million 0.54% of portfolio
11,286
Q3 2025 Added 6.95%
$512B
$1.8 Million 0.53% of portfolio
3,169
Q3 2025 Added 4.42%
$303B
$1.71 Million 0.51% of portfolio
11,008
Q3 2025 Added 4.72%
$224B
$1.69 Million 0.5% of portfolio
5,570
Q3 2025 Added 16.36%
$237B
$1.63 Million 0.48% of portfolio
10,077
Q3 2025 Reduced 11.29%
$204B
$1.53 Million 0.45% of portfolio
10,890
Q3 2025 Added 18.98%
$1.37T
$1.45 Million 0.43% of portfolio
1,977
Q3 2025 Added 9.47%
$346B
$1.45 Million 0.43% of portfolio
9,462
Q3 2025 Added 36.01%
$266B
$1.32 Million 0.39% of portfolio
4,678
Q3 2025 Reduced 15.86%
$971B
$1.23 Million 0.36% of portfolio
1,610
Q3 2025 Reduced 12.17%
$522B
$1.18 Million 0.35% of portfolio
6,353
Q3 2025 Added 30.8%
$404B
$1.14 Million 0.34% of portfolio
1,233
Q3 2025 Reduced 11.61%
$235B
$1.15 Million 0.34% of portfolio
13,700
Q3 2025 Added 25.94%
$300B
$916,000 0.27% of portfolio
2,655
Q3 2025 Added 123.86%
$319B
$855,000 0.25% of portfolio
12,499
Q3 2025 Added 37.87%
$237B
$772,000 0.23% of portfolio
3,260
Q3 2025 Added 39.67%
$413B
$676,000 0.2% of portfolio
13,122
Q3 2025 Added 32.89%
$222B
$650,000 0.19% of portfolio
1,342
Q3 2025 Reduced 11.3%
$228B
$486,000 0.14% of portfolio
3,634
Q3 2025 Added 11.71%
$270B
$419,000 0.12% of portfolio
5,859
Q3 2025 Reduced 9.85%
$255B
$420,000 0.12% of portfolio
1,267
Q3 2025 Added 3.77%
$258B
$294,000 0.09% of portfolio
1,759
Q3 2025 Reduced 12.01%

Summary

  • Portfolio
  • No. of Stocks 257
  • Current Value $338 Million
  • Prior Value $322 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 17 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 157 stocks
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