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 $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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