Elevate Capital Advisors, LLC Portfolio Holdings by Sector
Elevate Capital Advisors, LLC
- $125 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
KBWP SGOV QUAL BIL VOO SGOL USMV XLP 11 stocks |
$19.3 Million
16.09% of portfolio
|
9
|
2
|
4
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
TRV WRB AXS L 4 stocks |
$12.6 Million
10.52% of portfolio
|
2
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META YELP GOOGL 3 stocks |
$8.89 Million
7.41% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ADBE VRSN 3 stocks |
$7.39 Million
6.16% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN CPNG 2 stocks |
$6.43 Million
5.36% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
PHYS JPC 2 stocks |
$5.13 Million
4.27% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG KMB 2 stocks |
$4.82 Million
4.02% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
DG COST 2 stocks |
$3.92 Million
3.27% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO MNST PEP 3 stocks |
$3.78 Million
3.15% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$2.99 Million
2.49% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2.88 Million
2.4% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$2.57 Million
2.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER 1 stocks |
$2.53 Million
2.11% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
FNV 1 stocks |
$2.52 Million
2.1% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$2.25 Million
1.87% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
SFM 1 stocks |
$2.23 Million
1.86% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$2.21 Million
1.84% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$2.17 Million
1.81% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$2.16 Million
1.8% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$2.07 Million
1.73% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MKTX 1 stocks |
$2.07 Million
1.72% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROP 1 stocks |
$2.06 Million
1.72% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EQT 1 stocks |
$2.03 Million
1.69% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
MKC 1 stocks |
$1.82 Million
1.52% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB 1 stocks |
$1.71 Million
1.43% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV LLY 2 stocks |
$1.64 Million
1.37% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
$1.63 Million
1.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$1.56 Million
1.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
ROIV 1 stocks |
$1.31 Million
1.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$1.27 Million
1.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$1.13 Million
0.94% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
CHE 1 stocks |
$918,662
0.77% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$661,793
0.55% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$648,650
0.54% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ENB 1 stocks |
$271,920
0.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$268,740
0.22% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
NRZ 1 stocks |
$121,026
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|