Elevation Capital Advisory, LLC Purchases in Q2 2025

Elevation Capital Advisory, LLC

  • $249 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHG
Schwab Strategic Tr Us Large C

ETFs
418K
New
$22.27 - $29.21 $9.31M - $12.2M
418K $12.2B
QQQ
Invesco Qqq Trust, Series 1

ETFs
19.2K
+ 147.63%
$416.06 - $551.64 $8M - $10.6M
32.3K $17.8B
TCHP
T Rowe Price Exchange Traded F

Technology
207K
+ 254.21%
$34.07 - $45.35 $7.06M - $9.4M
289K $13.1B
AOK
Ishares Tr Core Conservative A

ETFs
237K
New
$36.09 - $39.07 $8.55M - $9.26M
237K $9.26B
VUG
Vanguard Growth ETF

ETFs
21.1K
New
$329.49 - $438.4 $6.95M - $9.25M
21.1K $9.25B
PWB
Invesco Exchange Traded Fd Tr

ETFs
76.5K
New
$86.24 - $117.44 $6.6M - $8.99M
76.5K $8.99B
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
111K
New
$60.22 - $80.1 $6.7M - $8.92M
111K $8.92B
XLG
Invesco Exchange Traded Fd Tr

ETFs
159K
+ 1632.88%
$40.94 - $52.1 $6.51M - $8.29M
169K $8.79B
FDG
American Centy ETF Tr Focused

ETFs
74.8K
New
$81.22 - $109.26 $6.07M - $8.17M
74.8K $8.17B
QUAL
Ishares Msci Usa Quality Facto

ETFs
38.8K
New
$152.42 - $182.82 $5.91M - $7.09M
38.8K $7.09B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
71.3K
+ 414.68%
$71.28 - $83.74 $5.08M - $5.97M
88.5K $7.41B
MGC
Vanguard Mega Cap ETF

ETFs
26.7K
New
$179.23 - $224.92 $4.79M - $6.01M
26.7K $6.01B
FPE
First Tr Pfd Secs & Income ETF

ETFs
299K
New
$16.93 - $17.81 $5.06M - $5.32M
299K $5.32B
OEF
Ishares S&P 100 ETF

ETFs
12.6K
+ 48.9%
N/A
38.4K $11.7B
SPYG
Spdr Portfolio

ETFs
38K
New
$71.83 - $95.32 $2.73M - $3.62M
38K $3.62B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
23.5K
New
$113.67 - $150.4 $2.67M - $3.53M
23.5K $3.53B
CWB
Spdr Bloomberg Convertible Sec

ETFs
37.7K
New
$71.86 - $82.66 $2.71M - $3.11M
37.7K $3.11B
TFLO
Ishares Treasury Floating Rate

ETFs
45.9K
+ 545.75%
$50.47 - $50.66 $2.32M - $2.32M
54.3K $2.75B
ITOT
Ishares Core S&P Total U.S. St

ETFs
14.3K
New
$108.12 - $135.04 $1.55M - $1.93M
14.3K $1.93B
ILCG
Ishares Morningstar Growth ETF
18.7K
New
N/A
18.7K $1.81B
VOOG
Vanguard S&P 500 Growth ETF

ETFs
4.37K
New
$299.15 - $396.54 $1.31M - $1.73M
4.37K $1.73B
VGSH
Vanguard

ETFs
27.4K
New
$58.32 - $58.95 $1.6M - $1.62M
27.4K $1.61B
MGK
Vanguard Mega Cap Growth ETF

ETFs
3.82K
New
$273.67 - $366.17 $1.05M - $1.4M
3.82K $1.4B
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
67.9K
+ 21.86%
$18.83 - $19.22 $1.28M - $1.3M
378K $7.24B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
22.5K
+ 267.19%
$51.68 - $52.76 $1.16M - $1.19M
30.9K $1.63B
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
23.9K
+ 266.07%
$48.5 - $49.35 $1.16M - $1.18M
32.9K $1.62B
IWY
Ishares Tr Russell 200 Growth

ETFs
2.33K
+ 14.34%
$187.5 - $246.51 $437K - $574K
18.6K $4.58B
PKW
Invesco Exchange Traded Fd Tr

ETFs
8.24K
+ 142.24%
$98.58 - $123.6 $812K - $1.02M
14K $1.73B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
842
+ 12.22%
$456.74 - $568.03 $385K - $478K
7.73K $4.39B
TMFC
Rbb Rf Inc Motley Fool 100 Ind

ETFs
4.28K
+ 9.83%
$49.85 - $64.51 $213K - $276K
47.8K $3.08B
SPGP
Invesco Exchange Traded Fd Tr

ETFs
2.53K
+ 10.24%
$86.05 - $107.7 $218K - $273K
27.3K $2.94B
AAPL
Apple Inc.

Technology
2.17K
New
$172.42 - $223.89 $373K - $485K
2.17K $444M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
3.55K
+ 3.74%
$91.43 - $91.74 $325K - $326K
98.4K $9.03B
Franklin Templeton ETF Tr
6.41K
New
N/A
6.41K $282M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.8K
New
$108.06 - $135.3 $195K - $244K
1.8K $244M
PLDR
Putnam ETF Tr Putnam Sustainab

ETFs
6.81K
New
$27.09 - $33.77 $184K - $230K
6.81K $230M
AMZN
Amazon Com Inc

Consumer Cyclical
1K
New
$167.32 - $223.3 $167K - $223K
1K $219M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.79K
New
$58.41 - $72.69 $163K - $203K
2.79K $203M
OMFL
Invesco Exchange Traded Self I

ETFs
1.04K
+ 4.07%
$48.43 - $57.78 $50.3K - $60K
26.6K $1.54B
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
34
+ 0.65%
$45.13 - $56.88 $1.53K - $1.93K
5.25K $299M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
123
+ 4.03%
$75.05 - $77.34 $9.23K - $9.51K
3.17K $245M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.19K
+ 2.36%
$24.32 - $27.87 $28.9K - $33.1K
51.6K $1.37B
Activity Summary
Buys All Purchases 43 New Holdings 24 Increased Positions 19 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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