Elevatus Welath Management Purchases in Q3 2024

Elevatus Welath Management

  • $306 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
717K
New
$41.02 - $46.01 $29.4M - $33M
717K $32.6B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
36.8K
+ 2842.3%
$475.2 - $527.7 $17.5M - $19.4M
38K $20.1B
TNA
Direxion Daily Small Cap Bull

ETFs
346K
New
$34.86 - $49.09 $12.1M - $17M
346K $15.3B
VTV
Vanguard Value ETF

ETFs
73.7K
+ 1265.42%
$159.75 - $174.57 $11.8M - $12.9M
79.5K $13.9B
TLT
Ishares Barclays 20+ Year Trea

ETFs
125K
New
$89.91 - $101.33 $11.3M - $12.7M
125K $12.3B
VUG
Vanguard Growth ETF

ETFs
28.5K
+ 337.99%
$341.08 - $391.94 $9.7M - $11.2M
36.9K $14.2B
IBM
International Business Machines Corp

Technology
32.7K
New
$175.1 - $223.38 $5.72M - $7.3M
32.7K $7.23B
PWR
Quanta Services, Inc.

Industrials
21.8K
New
$239.58 - $298.23 $5.22M - $6.49M
21.8K $6.49B
TFX
Teleflex Inc

Healthcare
19.1K
New
$211.25 - $247.28 $4.04M - $4.73M
19.1K $4.73B
GOOG
Alphabet Inc.

Communication Services
24.4K
+ 184.6%
$149.54 - $192.66 $3.65M - $4.7M
37.6K $6.28B
FISV
Fiserv Inc

Technology
16.1K
+ 136.53%
N/A
27.9K $5.01B
BLK
Black Rock Inc.

Financial Services
1.31K
+ 21.38%
$782.27 - $949.51 $1.02M - $1.24M
7.42K $7.05B
MU
Micron Technology Inc

Technology
28.1K
+ 92.51%
$86.27 - $136.82 $2.42M - $3.84M
58.4K $6.06B
SPG
Simon Property Group Inc

Real Estate
5.84K
+ 17.95%
$146.09 - $170.11 $852K - $993K
38.3K $6.48B
CBRE
Cbre Group, Inc.

Real Estate
940
+ 2.74%
$85.97 - $124.48 $80.8K - $117K
35.3K $4.39B
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.17K
New
$434.77 - $502.96 $945K - $1.09M
2.17K $1.06B
VB
Vanguard Small Cap ETF

ETFs
3.48K
+ 259.03%
$214.77 - $237.72 $748K - $828K
4.83K $1.15B
SPY
Spdr S&P 500 ETF Trust

ETFs
889
+ 51.99%
$517.38 - $573.86 $460K - $510K
2.6K $1.49B
PRF
Invesco Exchange Traded Fd Tr

ETFs
12.2K
New
$37.33 - $40.63 $457K - $497K
12.2K $497M
JPM
Jpmorgan Chase & CO

Financial Services
2.23K
+ 108.22%
$194.9 - $224.8 $434K - $500K
4.28K $903M
AAPL
Apple Inc.

Technology
63
+ 0.31%
$207.23 - $234.82 $13.1K - $14.8K
20.6K $4.79B
ISRG
Intuitive Surgical Inc

Healthcare
107
+ 1.32%
$416.14 - $494.01 $44.5K - $52.9K
8.19K $4.02B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.11K
New
$76.38 - $78.87 $390K - $403K
5.11K $402M
VO
Vanguard Mid Cap ETF

ETFs
1.33K
New
$237.84 - $263.83 $316K - $351K
1.33K $351M
FTNT
Fortinet, Inc.

Technology
3.32K
New
$55.39 - $77.55 $184K - $257K
3.32K $257M
MTB
M&T Bank Corp

Financial Services
206
+ 2.56%
$146.49 - $179.85 $30.2K - $37K
8.27K $1.47B
TSLA
Tesla, Inc.

Consumer Cyclical
630
+ 51.09%
$191.76 - $263.26 $121K - $166K
1.86K $487M
LMT
Lockheed Martin Corp

Industrials
414
New
$460.3 - $584.56 $191K - $242K
414 $242M
DBEZ
Xtrackers Msci Eurozone Hedged
4.96K
New
N/A
4.96K $232M
EMN
Eastman Chemical CO

Basic Materials
2.04K
New
$93.82 - $113.74 $191K - $232K
2.04K $229M
PG
Procter & Gamble CO

Consumer Defensive
1.3K
New
$160.76 - $177.82 $210K - $232K
1.3K $226M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
5.37K
New
$38.33 - $42.48 $206K - $228K
5.37K $226M
MCD
Mcdonalds Corp

Consumer Cyclical
730
New
$245.82 - $304.51 $179K - $222K
730 $222M
XLE
Energy Sector Spdr

ETFs
2.43K
New
$84.35 - $93.39 $205K - $227K
2.43K $214M
Listed Fd Tr
4.2K
New
N/A
4.2K $200M
ORCL
Oracle Corp

Technology
203
+ 3.87%
$125.9 - $170.35 $25.6K - $34.6K
5.45K $929M
IEFA
Ishares Tr

ETFs
1.69K
+ 17.26%
$70.09 - $78.74 $119K - $133K
11.5K $898M
VGT
Vanguard Information Technolog

ETFs
216
+ 10.35%
$514.43 - $606.85 $111K - $131K
2.3K $1.35B
PLTR
Palantir Technologies Inc.

Technology
500
+ 5.25%
$24.09 - $37.95 $12K - $19K
10K $373M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
164
+ 21.84%
$405.19 - $478.57 $66.5K - $78.5K
915 $421M
DHR
Danaher Corp

Healthcare
34
+ 1.01%
$239.25 - $280.76 $8.13K - $9.55K
3.41K $949M
XLF
Financial Sector Spdr

ETFs
1.32K
+ 13.33%
$40.84 - $45.74 $53.7K - $60.1K
11.2K $507M
XLV
Select Sector Spdr Fund Health

ETFs
354
+ 10.21%
$143.3 - $157.24 $50.7K - $55.7K
3.82K $588M
XLY
Select Sector Spdr Consumer Di

ETFs
250
+ 13.59%
$170.05 - $200.86 $42.5K - $50.2K
2.09K $418M
WMT
Walmart Inc.

Consumer Defensive
144
+ 2.9%
$66.91 - $81.4 $9.64K - $11.7K
5.11K $413M
UNH
Unitedhealth Group Inc

Healthcare
68
+ 14.5%
$488.01 - $604.18 $33.2K - $41.1K
537 $314M
XLC
Select Sector Spdr Tr Communic

ETFs
489
+ 10.68%
$82.16 - $90.4 $40.2K - $44.2K
5.07K $458M
IWM
Ishares Russell 2000 ETF

ETFs
162
+ 10.74%
$200.87 - $224.6 $32.5K - $36.4K
1.67K $369M
VIS
Vanguard Industrial ETF

ETFs
111
+ 12.7%
$232.12 - $260.07 $25.8K - $28.9K
985 $256M
Activity Summary
Buys All Purchases 62 New Holdings 19 Increased Positions 43 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Elevatus Welath Management Portfolio

Follow Elevatus Welath Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elevatus Welath Management, based on Form 13F filings with the SEC.

News

Stay updated on Elevatus Welath Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email