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.
Stock Holdings Table Market Cap. of Under $50 Millions
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