Elevation Capital Advisory, LLC New Holdings in Q1 2025

Elevation Capital Advisory, LLC

  • $229 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LVHI
Franklin International Low Vol

ETFs
326K
New
$30.53 - $32.85 $9.96M - $10.7M
326K $10.6B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
125K
New
$69.81 - $78.9 $8.69M - $9.82M
125K $9.7B
FDL
First Tr Morningstar Dividend

ETFs
222K
New
$39.69 - $43.83 $8.81M - $9.73M
222K $9.64B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
328K
New
$28.55 - $29.09 $9.35M - $9.53M
328K $9.45B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
122K
New
$69.69 - $79.99 $8.52M - $9.78M
122K $8.73B
FTC
First Tr Lge Cap Growth

ETFs
57.1K
New
$127.87 - $148.89 $7.3M - $8.5M
57.1K $7.5B
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
40.5K
New
$162.48 - $175.37 $6.58M - $7.1M
40.5K $7.04B
ILCB
Ishares Morningstar U.S. Equit

ETFs
88.1K
New
$76.17 - $85.05 $6.71M - $7.49M
88.1K $6.8B
SLQD
Ishares 0 5 Year Investment Gr

ETFs
128K
New
$49.6 - $50.28 $6.36M - $6.45M
128K $6.45B
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
311K
New
$18.46 - $19.19 $5.73M - $5.96M
311K $5.96B
IYLD
Ishares Tr Ishares Morningstar

ETFs
269K
New
$19.42 - $20.31 $5.22M - $5.46M
269K $5.4B
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
28.7K
New
$152.57 - $163.66 $4.37M - $4.69M
28.7K $4.49B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
37.6K
New
$87.68 - $94.52 $3.3M - $3.56M
37.6K $3.52B
MDIV
First Trust Multi Asset Divers

ETFs
193K
New
$16.02 - $16.68 $3.1M - $3.22M
193K $3.16B
TCHP
T Rowe Price Exchange Traded F

Technology
81.5K
New
$37.86 - $44.2 $3.09M - $3.6M
81.5K $3.1B
CORP
Pimco Investment Grade Corp Bd

ETFs
28.6K
New
$93.89 - $97.32 $2.68M - $2.78M
28.6K $2.77B
VGT
Vanguard Information Technolog

ETFs
4.71K
New
$542.38 - $646.34 $2.55M - $3.04M
4.71K $2.55B
VIS
Vanguard Industrial ETF

ETFs
2.73K
New
$243.63 - $273.99 $666K - $749K
2.73K $677M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
8.32K
New
$68.32 - $75.06 $568K - $625K
8.32K $622M
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
6.84K
New
N/A
6.84K $562M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
6.23K
New
$73.11 - $77.43 $456K - $483K
6.23K $473M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.28K
New
$100.59 - $103.47 $430K - $443K
4.28K $443M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
8.98K
New
$48.31 - $49.23 $434K - $442K
8.98K $441M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
8.42K
New
$51.52 - $52.37 $434K - $441K
8.42K $441M
TFLO
Ishares Treasury Floating Rate

ETFs
8.41K
New
$50.48 - $50.68 $424K - $426K
8.41K $426M
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
5.22K
New
$49.93 - $56.52 $260K - $295K
5.22K $263M
VO
Vanguard Mid Cap ETF

ETFs
913
New
$251.87 - $277.95 $230K - $254K
913 $236M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
2.25K
New
$95.35 - $107.82 $215K - $243K
2.25K $216M
Activity Summary
Buys All Purchases 42 New Holdings 29 Increased Positions 13 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Elevation Capital Advisory, LLC Portfolio

Follow Elevation Capital Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elevation Capital Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elevation Capital Advisory, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email