Elevate Capital Advisors, LLC Portfolio Holdings

Elevate Capital Advisors, LLC

  • $125 Billion
  • Q2 2025

Elevate Capital Advisors, LLC has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $125 Billion distributed in 67 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sprott Physical Gold Trust with a value of $5B, Travelers Companies, Inc. with a value of $4.68B, Meta Platforms, Inc. with a value of $4.22B, Microsoft Corp with a value of $3.88B, and Berkley W R Corp with a value of $3.7B.

Examining the 13F form we can see an increase of $17.3B in the current position value, from $108B to 125B.

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 $125 Billion
Financial Services: $25.9 Billion
Consumer Defensive: $21.7 Billion
ETFs: $19.3 Billion
Technology: $16.4 Billion
Consumer Cyclical: $13.4 Billion
Communication Services: $8.89 Billion
Industrials: $4.82 Billion
Healthcare: $3.86 Billion
Other: $5.59 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 67
  • Current Value $125 Billion
  • Prior Value $108 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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