Elevate Capital Advisors, LLC Reduced Holdings in Q1 2025

Elevate Capital Advisors, LLC

  • $108 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLE
Energy Sector Spdr

ETFs
-22.9K
- 56.46%
$85.7 - $93.96 $1.96M - $2.15M
17.7K $1.65B
AAPL
Apple Inc.

Technology
-1.65K
- 8.22%
$209.68 - $247.1 $346K - $408K
18.4K $4.09B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-1.04K
- 12.75%
$507.05 - $563.67 $525K - $583K
7.08K $3.64B
JPM
Jpmorgan Chase & CO

Financial Services
-2.24K
- 42.51%
$225.19 - $279.95 $503K - $626K
3.02K $741M
Ishares Bitcoin Trust ETF
-5.99K
- 18.72%
N/A
26K $1.22B
ROIV
Roivant Sciences Ltd.

Healthcare
-1.46K
- 0.82%
$10.09 - $12.08 $14.7K - $17.6K
177K $1.79B
ADI
Analog Devices Inc

Technology
-1.19K
- 21.33%
$201.56 - $243.82 $241K - $291K
4.41K $888M
EQT
Eqt Corp

Energy
-10.7K
- 28.33%
$46.16 - $54.25 $495K - $581K
27.1K $1.45B
DE
Deere & CO

Industrials
-937
- 22.86%
$408.57 - $509.27 $383K - $477K
3.16K $1.48B
ABNB
Airbnb, Inc.

Consumer Cyclical
-298
- 1.86%
$119.38 - $161.42 $35.6K - $48.1K
15.7K $1.87B
CPNG
Coupang, Inc.

Consumer Cyclical
-1.9K
- 1.6%
$21.34 - $25.52 $40.5K - $48.5K
117K $2.57B
ADP
Automatic Data Processing Inc

Industrials
-243
- 5.22%
$286.85 - $318.64 $69.7K - $77.4K
4.41K $1.35B
SHW
Sherwin Williams CO

Basic Materials
-103
- 2.39%
$330.16 - $365.55 $34K - $37.7K
4.2K $1.47B
LLY
Eli Lilly & CO

Healthcare
-12
- 3.53%
$725.72 - $929.72 $8.71K - $11.2K
328 $271M
V
Visa Inc.

Financial Services
-522
- 6.46%
$306.92 - $362.71 $160K - $189K
7.56K $2.65B
CME
Cme Group Inc.

Financial Services
-289
- 5.07%
$225.82 - $266.54 $65.3K - $77K
5.41K $1.43B
ABBV
Abb Vie Inc.

Healthcare
-315
- 4.36%
$169.2 - $216.66 $53.3K - $68.2K
6.92K $1.45B
FNV
Franco Nevada Corp

Basic Materials
-4K
- 19.74%
$120.72 - $157.56 $483K - $631K
16.3K $2.56B
AXS
Axis Capital Holdings LTD

Financial Services
-324
- 1.56%
$85.54 - $100.24 $27.7K - $32.5K
20.4K $2.05B
VRSN
Verisign Inc

Technology
-410
- 6.13%
$205.1 - $254.74 $84.1K - $104K
6.28K $1.59B
TRV
Travelers Companies, Inc.

Financial Services
-649
- 3.38%
$232.43 - $265.13 $151K - $172K
18.6K $4.91B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-138
- 2.9%
$442.66 - $534.52 $61.1K - $73.8K
4.62K $2.46B
PM
Philip Morris International Inc.

Consumer Defensive
-636
- 5.48%
$117.15 - $158.79 $74.5K - $101K
11K $1.74B
PHYS
Sprott Physical Gold Trust

Financial Services
-17.6K
- 8.03%
$20.25 - $24.06 $357K - $425K
202K $4.86B
WRB
Berkley W R Corp

Financial Services
-2.56K
- 4.57%
$56.7 - $71.27 $145K - $183K
53.5K $3.81B
Activity Summary
Buys All Purchases 32 New Holdings 8 Increased Positions 24 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Elevate Capital Advisors, LLC Portfolio

Follow Elevate Capital Advisors, 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 Elevate Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elevate Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email