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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.84B
$2.12 Billion 1.86% of portfolio
178,853
Q4 2024 New
$2.63B
$1.89 Billion 1.66% of portfolio
90,205
Q4 2024 New
$7.62B
$1.84 Billion 1.62% of portfolio
20,765
Q4 2024 New
$8.31B
$1.11 Billion 0.97% of portfolio
2,087
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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