Elevated Capital Advisors, LLC Portfolio Holdings
Elevated Capital Advisors, LLC
- $322 Million
- Q4 2024
Elevated Capital Advisors, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $322 Million distributed in 260 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 $13.5M, Apple Inc. with a value of $12.1M, Vanguard Growth ETF with a value of $11.8M, Vanguard Ftse Developed Market with a value of $9.2M, and Vanguard Total International B with a value of $8.46M.
Examining the 13F form we can see an decrease of $17.6M in the current position value, from $340M 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.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 260
- Current Value $322 Million
- Prior Value $340 Million
- Filing
- Period Q4 2024
- Filing Date January 13, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 22 stocks
- Additional Purchases 131 stocks
- Sold out of 0 stocks
- Reduced holdings in 101 stocks