Elevate Capital Advisors, LLC Sells in Q2 2025

Elevate Capital Advisors, LLC

  • $125 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-4.2K
- 59.29%
$456.74 - $568.03 $1.92M - $2.38M
2.88K $1.64B
GOOGL
Alphabet Inc.

Communication Services
-12.6K
- 49.01%
$144.7 - $178.6 $1.82M - $2.24M
13.1K $2.3B
AAPL
Apple Inc.

Technology
-4.41K
- 23.94%
$172.42 - $223.89 $761K - $988K
14K $2.88B
AMZN
Amazon Com Inc

Consumer Cyclical
-6.68K
- 30.52%
$167.32 - $223.3 $1.12M - $1.49M
15.2K $3.34B
SHW
Sherwin Williams CO

Basic Materials
-2.31K
- 55.02%
$313.51 - $363.51 $725K - $840K
1.89K $649M
MSFT
Microsoft Corp

Technology
-4.49K
- 36.5%
$354.56 - $497.45 $1.59M - $2.23M
7.8K $3.88B
ROIV
Roivant Sciences Ltd.

Healthcare
-61.4K
- 34.59%
$9.08 - $11.62 $557K - $713K
116K $1.31B
XLE
Energy Sector Spdr

ETFs
-3.79K
- 21.43%
$76.44 - $94.13 $289K - $356K
13.9K $1.18B
CHE
Chemed Corp

Healthcare
-311
- 14.15%
$486.93 - $619.21 $151K - $193K
1.89K $919M
YELP
Yelp Inc

Communication Services
-5.44K
- 7.28%
$32.56 - $40.93 $177K - $222K
69.3K $2.37B
TRV
Travelers Companies, Inc.

Financial Services
-1.06K
- 5.7%
$233.83 - $276.34 $247K - $292K
17.5K $4.68B
ADP
Automatic Data Processing Inc

Industrials
-746
- 16.91%
$276.76 - $326.81 $206K - $244K
3.67K $1.13B
CME
Cme Group Inc.

Financial Services
-808
- 14.94%
$252.37 - $290.71 $204K - $235K
4.6K $1.27B
ABNB
Airbnb, Inc.

Consumer Cyclical
-2.75K
- 17.52%
$105.69 - $140.64 $290K - $386K
12.9K $1.71B
COST
Costco Wholesale Corp

Consumer Defensive
-181
- 16.37%
$908.13 - $1056.85 $164K - $191K
925 $916M
WRB
Berkley W R Corp

Financial Services
-3.16K
- 5.91%
$64.28 - $75.17 $203K - $238K
50.4K $3.7B
VRSN
Verisign Inc

Technology
-1.06K
- 16.95%
$234.49 - $288.8 $249K - $307K
5.22K $1.51B
V
Visa Inc.

Financial Services
-317
- 4.19%
$308.27 - $373.31 $97.7K - $118K
7.24K $2.57B
FNV
Franco Nevada Corp

Basic Materials
-900
- 5.53%
$143.04 - $178.17 $129K - $160K
15.4K $2.52B
AVGO
Broadcom Inc.

Technology
-150
- 10.16%
$146.29 - $275.65 $21.9K - $41.3K
1.33K $365M
PHYS
Sprott Physical Gold Trust

Financial Services
-4.99K
- 2.47%
$22.82 - $26.29 $114K - $131K
197K $5B
Ishares Bitcoin Trust ETF
-2.1K
- 8.05%
N/A
23.9K $1.47B
UBER
Uber Technologies, Inc

Technology
-627
- 2.26%
$64.62 - $93.3 $40.5K - $58.5K
27.1K $2.53B
CPNG
Coupang, Inc.

Consumer Cyclical
-13.9K
- 11.86%
$19.76 - $30.81 $275K - $428K
103K $3.09B
Activity Summary
Buys All Purchases 42 New Holdings 16 Increased Positions 26 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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