Elevate Capital Advisors, LLC Portfolio Holdings

Elevate Capital Advisors, LLC

  • $114 Billion
  • Q4 2024

Elevate Capital Advisors, LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $114 Billion distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $5.03B, Alphabet Inc. with a value of $4.76B, Amazon Com Inc with a value of $4.68B, Travelers Companies, Inc. with a value of $4.63B, and Sprott Physical Gold Trust with a value of $4.43B.

Examining the 13F form we can see an increase of $114B in the current position value.

Elevate Capital Advisors, LLC is based out at Eagle, CO

Below you can find more details about Elevate Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $114 Billion
Financial Services: $23.4 Billion
Technology: $16.6 Billion
ETFs: $15 Billion
Consumer Defensive: $13.5 Billion
Consumer Cyclical: $13.5 Billion
Industrials: $7.31 Billion
Healthcare: $6.73 Billion
Communication Services: $6.06 Billion
Other: $7.48 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.57T
$5.03 Billion 4.43% of portfolio
20,083
Q4 2024 New
$922B
$4.76 Billion 4.19% of portfolio
25,136
Q4 2024 New
$1.94T
$4.68 Billion 4.12% of portfolio
21,335
Q4 2024 New
$62B
$4.63 Billion 4.08% of portfolio
19,209
Q4 2024 New
$0
$4.43 Billion 3.9% of portfolio
219,837
Q4 2024 New
$0
$4.37 Billion 3.85% of portfolio
8,116
Q4 2024 New
$2.8T
$4.28 Billion 3.77% of portfolio
10,165
Q4 2024 New
$0
$3.47 Billion 3.06% of portfolio
40,565
Q4 2024 New
$18.9B
$3.28 Billion 2.89% of portfolio
56,110
Q4 2024 New
$18.8B
$3 Billion 2.64% of portfolio
6,890
Q4 2024 New
$34.9B
$2.62 Billion 2.31% of portfolio
119,102
Q4 2024 New
$573B
$2.55 Billion 2.25% of portfolio
8,081
Q4 2024 New
$30.2B
$2.38 Billion 2.1% of portfolio
20,278
Q4 2024 New
$683B
$2.16 Billion 1.9% of portfolio
4,755
Q4 2024 New
$7.31B
$2.12 Billion 1.86% of portfolio
178,853
Q4 2024 New
$47.7B
$2.1 Billion 1.85% of portfolio
15,979
Q4 2024 New
$25.1B
$1.94 Billion 1.71% of portfolio
11,448
Q4 2024 New
$75.5B
$1.93 Billion 1.7% of portfolio
22,616
Q4 2024 New
$1.97B
$1.89 Billion 1.66% of portfolio
90,205
Q4 2024 New
$8.43B
$1.84 Billion 1.62% of portfolio
20,765
Q4 2024 New
$0
$1.78 Billion 1.56% of portfolio
66,350
Q4 2024 New
$19.6B
$1.74 Billion 1.54% of portfolio
37,830
Q4 2024 New
$142B
$1.74 Billion 1.53% of portfolio
4,099
Q4 2024 New
Ishares Bitcoin Trust ETF
-
$1.7 Billion 1.5% of portfolio
-
Q4 2024 New
$49.9B
$1.62 Billion 1.43% of portfolio
7,794
Q4 2024 New
$30.8B
$1.62 Billion 1.43% of portfolio
30,892
Q4 2024 New
Coherent Corp
-
$1.56 Billion 1.38% of portfolio
-
Q4 2024 New
$310B
$1.52 Billion 1.34% of portfolio
24,348
Q4 2024 New
$62.5B
$1.5 Billion 1.32% of portfolio
2,892
Q4 2024 New
$90.5B
$1.46 Billion 1.29% of portfolio
4,303
Q4 2024 New
$0
$1.41 Billion 1.24% of portfolio
14,060
Q4 2024 New
$246B
$1.4 Billion 1.23% of portfolio
11,613
Q4 2024 New
$26.9B
$1.38 Billion 1.22% of portfolio
6,689
Q4 2024 New
$0
$1.37 Billion 1.21% of portfolio
7,710
Q4 2024 New
$127B
$1.36 Billion 1.2% of portfolio
4,654
Q4 2024 New
$95.4B
$1.32 Billion 1.17% of portfolio
5,697
Q4 2024 New
$0
$1.3 Billion 1.15% of portfolio
11,233
Q4 2024 New
$370B
$1.29 Billion 1.13% of portfolio
7,233
Q4 2024 New
$720B
$1.26 Billion 1.11% of portfolio
5,257
Q4 2024 New
$20.6B
$1.24 Billion 1.09% of portfolio
16,258
Q4 2024 New
$104B
$1.19 Billion 1.05% of portfolio
5,599
Q4 2024 New
$157B
$1.13 Billion 1.0% of portfolio
13,167
Q4 2024 New
$61.9B
$1.12 Billion 0.98% of portfolio
34,589
Q4 2024 New
$419B
$1.11 Billion 0.98% of portfolio
1,211
Q4 2024 New
$48B
$1.11 Billion 0.98% of portfolio
8,500
Q4 2024 New
$9.17B
$1.11 Billion 0.97% of portfolio
2,087
Q4 2024 New
$53.1B
$1.09 Billion 0.96% of portfolio
3,676
Q4 2024 New
$162B
$1.08 Billion 0.95% of portfolio
28,754
Q4 2024 New
$230B
$1.07 Billion 0.94% of portfolio
3,681
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $114 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 65 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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