Elevatus Welath Management Portfolio Holdings

Elevatus Welath Management

  • $292 Billion
  • Q4 2024

Elevatus Welath Management has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $292 Billion distributed in 107 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $33.7B, Microsoft Corp with a value of $23B, Spdr Portfolio S&P 600 Small C with a value of $22.9B, Nvidia Corp with a value of $19.8B, and Amazon Com Inc with a value of $14.8B.

Examining the 13F form we can see an decrease of $13.7B in the current position value, from $306B to 292B.

Elevatus Welath Management is based out at Victor, NY

Below you can find more details about Elevatus Welath Management portfolio as well as his latest detailed transactions.

Portfolio value $292 Billion
ETFs: $121 Billion
Technology: $65.8 Billion
Communication Services: $30.5 Billion
Consumer Cyclical: $16.3 Billion
Industrials: $14.5 Billion
Healthcare: $7.35 Billion
Financial Services: $4.61 Billion
Energy: $2.95 Billion
Other: $6.82 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$33.7 Billion 11.52% of portfolio
62,469
Q4 2024 Added 64.2%
$3.04T
$23 Billion 7.86% of portfolio
54,474
Q4 2024 Added 22.48%
$0
$22.9 Billion 7.84% of portfolio
509,825
Q4 2024 Reduced 28.93%
$346B
$19.8 Billion 6.76% of portfolio
147,204
Q4 2024 Added 33.0%
$2.33T
$14.8 Billion 5.08% of portfolio
67,625
Q4 2024 Added 3.12%
$1.66T
$14.4 Billion 4.93% of portfolio
24,591
Q4 2024 Added 3.17%
$1.14T
$13.7 Billion 4.7% of portfolio
72,194
Q4 2024 Added 92.1%
$0
$12.8 Billion 4.36% of portfolio
31,080
Q4 2024 Reduced 15.7%
$3.93T
$11.9 Billion 4.05% of portfolio
47,322
Q4 2024 Added 130.01%
Invesco Actively Managed Exc
-
$11.3 Billion 3.87% of portfolio
-
Q4 2024 Added 7.21%
$0
$10.3 Billion 3.52% of portfolio
202,971
Q4 2024 Added 9.55%
$0
$7.38 Billion 2.52% of portfolio
76,122
Q4 2024 New
$40.8B
$6.89 Billion 2.36% of portfolio
21,815
Q4 2024 Added 0.18%
$0
$5.99 Billion 2.05% of portfolio
76,211
Q4 2024 New
Ishares Bitcoin Trust ETF
-
$5.27 Billion 1.8% of portfolio
-
Q4 2024 New
Blackrock Inc
-
$5.26 Billion 1.8% of portfolio
-
Q4 2024 New
$210B
$4.39 Billion 1.5% of portfolio
8,412
Q4 2024 Added 2.72%
$53.1B
$3.18 Billion 1.09% of portfolio
22,713
Q4 2024 Reduced 0.82%
$12.4B
$2.92 Billion 1.0% of portfolio
8,225
Q4 2024 Reduced 1.57%
$0
$2.77 Billion 0.95% of portfolio
43,820
Q4 2024 Added 692.84%
$0
$2.41 Billion 0.82% of portfolio
47,801
Q4 2024 Added 84.01%
$46.2B
$2.36 Billion 0.81% of portfolio
17,983
Q4 2024 Reduced 49.0%
$199B
$2.27 Billion 0.78% of portfolio
2,142
Q4 2024 Reduced 0.7%
$451B
$2.04 Billion 0.7% of portfolio
18,995
Q4 2024 Added 5.17%
$0
$1.88 Billion 0.64% of portfolio
3,216
Q4 2024 Added 23.74%
$0
$1.85 Billion 0.63% of portfolio
44,204
Q4 2024 New
$75.4B
$1.77 Billion 0.61% of portfolio
7,546
Q4 2024 Reduced 2.0%
$34.4B
$1.5 Billion 0.51% of portfolio
7,989
Q4 2024 Reduced 3.35%
$94.4B
$1.5 Billion 0.51% of portfolio
6,451
Q4 2024 Added 0.11%
$1.11T
$1.49 Billion 0.51% of portfolio
7,862
Q4 2024 Reduced 8.9%
$0
$1.43 Billion 0.49% of portfolio
2,297
Q4 2024 Reduced 0.22%
$811B
$1.19 Billion 0.41% of portfolio
4,962
Q4 2024 Added 15.85%
$0
$1.13 Billion 0.39% of portfolio
4,295
Q4 2024 Added 223.18%
$0
$1.11 Billion 0.38% of portfolio
2,181
Q4 2024 Added 0.32%
$0
$1.07 Billion 0.37% of portfolio
4,462
Q4 2024 Reduced 7.6%
$1.12T
$1 Billion 0.34% of portfolio
2,484
Q4 2024 Added 33.33%
$470B
$925 Million 0.32% of portfolio
5,549
Q4 2024 Added 1.82%
$0
$913 Million 0.31% of portfolio
5,393
Q4 2024 Reduced 93.22%
$0
$903 Million 0.31% of portfolio
2,249
Q2 2024 Reduced 12.86%
$0
$859 Million 0.29% of portfolio
11,611
Q3 2023 New
$624B
$810 Million 0.28% of portfolio
1,788
Q4 2024 Added 95.41%
$0
$815 Million 0.28% of portfolio
10,543
Q4 2024 Added 106.36%
$150B
$784 Million 0.27% of portfolio
3,416
Q4 2024 Added 0.09%
$0
$773 Million 0.26% of portfolio
16,168
Q4 2024 Reduced 1.55%
$0
$718 Million 0.25% of portfolio
10,216
Q4 2024 Reduced 11.19%
$304B
$672 Million 0.23% of portfolio
4,639
Q4 2024 Added 2.25%
$474B
$659 Million 0.23% of portfolio
719
Q4 2024 Added 27.03%
$0
$603 Million 0.21% of portfolio
7,417
Q4 2023 Reduced 50.0%
$282B
$603 Million 0.21% of portfolio
6,671
Q4 2024 Added 30.57%

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $292 Billion
  • Prior Value $306 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 18 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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