Elevatus Welath Management Portfolio Holdings

Elevatus Welath Management

  • $267 Billion
  • Q2 2024

Elevatus Welath Management has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $267 Billion distributed in 105 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $21.5B, Nvidia Corp with a value of $16.9B, Amazon Com Inc with a value of $14.9B, Powershares Actively Managed with a value of $12.2B, and Meta Platforms, Inc. with a value of $10.3B.

Examining the 13F form we can see an increase of $13.8B in the current position value, from $254B to 267B.

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 $267 Billion
Technology: $85.5 Billion
ETFs: $45.7 Billion
Healthcare: $23.1 Billion
Industrials: $22.1 Billion
Communication Services: $20.9 Billion
Consumer Cyclical: $18.4 Billion
Financial Services: $16 Billion
Real Estate: $7.99 Billion
Other: $15.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.21T
$21.5 Billion 8.05% of portfolio
48,141
Q2 2024 Reduced 9.28%
$303B
$16.9 Billion 6.31% of portfolio
136,499
Q2 2024 Added 444.23%
$1.9T
$14.9 Billion 5.58% of portfolio
77,142
Q2 2024 Added 17.7%
Powershares Actively Managed
-
$12.2 Billion 4.57% of portfolio
-
Q2 2024 New
$1.28T
$10.3 Billion 3.86% of portfolio
20,452
Q2 2024 Reduced 21.36%
$0
$9.87 Billion 3.69% of portfolio
193,903
Q2 2024 New
$0
$9.25 Billion 3.46% of portfolio
183,349
Q2 2024 Added 4,266.49%
$265B
$8.57 Billion 3.2% of portfolio
52,827
Q2 2024 Added 579.01%
$824M
$6.24 Billion 2.33% of portfolio
292,773
Q2 2024 Added 1.74%
$72.7B
$6.14 Billion 2.3% of portfolio
25,818
Q2 2024 Added 48.31%
$102B
$5.71 Billion 2.13% of portfolio
16,830
Q2 2024 New
$842B
$5.48 Billion 2.05% of portfolio
6,048
Q2 2024 Reduced 44.79%
$60.3B
$5.43 Billion 2.03% of portfolio
14,170
Q2 2024 New
$42.6B
$5.19 Billion 1.94% of portfolio
20,438
Q2 2024 New
$45.5B
$5.01 Billion 1.87% of portfolio
22,300
Q2 2024 New
$55.3B
$4.93 Billion 1.85% of portfolio
32,505
Q2 2024 New
$25.3B
$4.39 Billion 1.64% of portfolio
19,763
Q2 2024 New
$69.9B
$4.34 Billion 1.62% of portfolio
2,700
Q2 2024 Added 310.96%
$3.74T
$4.32 Billion 1.62% of portfolio
20,511
Q2 2024 Reduced 2.74%
$39.9B
$4.21 Billion 1.57% of portfolio
30,217
Q2 2024 New
$119B
$4 Billion 1.49% of portfolio
8,524
Q2 2024 New
$113B
$3.99 Billion 1.49% of portfolio
30,358
Q2 2024 Reduced 51.25%
$0
$3.81 Billion 1.42% of portfolio
32,578
Q2 2024 New
$174B
$3.6 Billion 1.34% of portfolio
8,082
Q2 2024 New
$0
$3.58 Billion 1.34% of portfolio
35,428
Q2 2024 New
$15.6B
$3.46 Billion 1.3% of portfolio
25,310
Q2 2024 New
$41.5B
$3.47 Billion 1.3% of portfolio
13,492
Q2 2024 New
$2.64B
$3.38 Billion 1.27% of portfolio
170,435
Q2 2024 New
$167B
$3.3 Billion 1.23% of portfolio
832
Q2 2024 New
$10.6B
$3.22 Billion 1.21% of portfolio
19,391
Q2 2024 New
$0
$3.15 Billion 1.18% of portfolio
8,418
Q2 2024 Reduced 2.68%
$181B
$3.09 Billion 1.15% of portfolio
3,925
Q2 2024 Reduced 20.11%
$40B
$3.06 Billion 1.14% of portfolio
34,324
Q2 2024 New
$48.4B
$2.74 Billion 1.03% of portfolio
23,119
Q2 2024 Added 1.28%
$26.8B
$2.7 Billion 1.01% of portfolio
20,955
Q2 2024 New
$1.19B
$2.57 Billion 0.96% of portfolio
342,567
Q2 2024 Added 1,055.37%
$1.02T
$2.42 Billion 0.91% of portfolio
13,205
Q2 2024 Added 58.73%
$12.6B
$2.26 Billion 0.85% of portfolio
8,356
Q2 2024 New
$175B
$2.13 Billion 0.8% of portfolio
21,475
Q2 2024 Reduced 53.02%
$489B
$2.08 Billion 0.78% of portfolio
18,068
Q2 2024 Added 145.82%
$349B
$1.85 Billion 0.69% of portfolio
10,776
Q2 2024 Added 538.01%
$79.5B
$1.76 Billion 0.66% of portfolio
11,790
Q2 2024 Reduced 52.89%
$450B
$1.68 Billion 0.63% of portfolio
6,388
Q2 2024 Reduced 58.31%
$979B
$1.57 Billion 0.59% of portfolio
8,642
Q2 2024 Added 5.79%
$30.8B
$1.22 Billion 0.46% of portfolio
8,060
Q2 2024 New
$174B
$1.19 Billion 0.45% of portfolio
5,046
Q2 2024 Reduced 83.33%
$0
$1.2 Billion 0.45% of portfolio
2,086
Q2 2024 Reduced 5.22%
$0
$1.13 Billion 0.42% of portfolio
6,848
Q2 2024 New
$173M
$1.01 Billion 0.38% of portfolio
544,533
Q2 2024 Reduced 4.89%

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $267 Billion
  • Prior Value $254 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 32 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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