Elevatus Welath Management Purchases in Q1 2025

Elevatus Welath Management

  • $176 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
286K
+ 598.58%
$50.39 - $50.66 $14.4M - $14.5M
334K $16.9B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
101K
+ 132.36%
$95.85 - $99.25 $9.66M - $10M
177K $17.5B
TDG
Trans Digm Group Inc

Industrials
7.05K
New
$1251.32 - $1394.11 $8.82M - $9.82M
7.05K $9.75B
GLD
Spdr Gold Trust

ETFs
20.3K
+ 2035.44%
$243.19 - $288.14 $4.95M - $5.86M
21.3K $6.15B
Invesco Actively Managed Exc
218K
+ 49.35%
N/A
658K $16.8B
EFA
Ishares Tr Msci Eafe ETF

ETFs
33.8K
+ 450.5%
$74.85 - $84.89 $2.53M - $2.87M
41.4K $3.38B
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
1.97K
New
$1227.6 - $1458.46 $2.42M - $2.88M
1.97K $2.67B
AFL
Aflac Inc

Financial Services
20.2K
New
$100.99 - $111.19 $2.04M - $2.25M
20.2K $2.25B
DVN
Devon Energy Corp

Energy
58.4K
New
$33.15 - $38.55 $1.93M - $2.25M
58.4K $2.18B
ESS
Essex Property Trust, Inc.

Real Estate
6.62K
New
N/A
6.62K $2.03B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
24.8K
+ 12.22%
$50.48 - $51.04 $1.25M - $1.27M
228K $11.6B
WMT
Walmart Inc.

Consumer Defensive
11.4K
+ 170.23%
$84.5 - $105.05 $960K - $1.19M
18K $1.58B
EEM
Ishares Msci Emerging Markets

ETFs
18.6K
+ 41.98%
$40.81 - $45.34 $757K - $841K
62.8K $2.74B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.8K
New
$126.11 - $135.06 $479K - $513K
3.8K $490M
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.36K
New
$56.17 - $59.71 $414K - $440K
7.36K $421M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
416
+ 23.27%
$442.66 - $534.52 $184K - $222K
2.2K $1.17B
PAYX
Paychex Inc

Industrials
40
+ 0.18%
$136.06 - $154.52 $5.44K - $6.18K
22.8K $3.51B
Direxion Shs ETF Tr
40K
New
N/A
40K $292M
VTV
Vanguard Value ETF

ETFs
1.36K
+ 25.25%
$167.73 - $179.21 $228K - $244K
6.76K $1.17B
HCA
Hca Healthcare, Inc.

Healthcare
601
New
$296.7 - $345.55 $178K - $208K
601 $208M
ABT
Abbott Laboratories

Healthcare
1.54K
New
$111.1 - $140.22 $171K - $216K
1.54K $204M
PM
Philip Morris International Inc.

Consumer Defensive
673
+ 32.36%
$117.15 - $158.79 $78.8K - $107K
2.75K $437M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.4K
+ 22.3%
$73.78 - $76.59 $104K - $108K
7.7K $590M
CION
Cion Investment Corp

Financial Services
11.1K
New
$10.35 - $12.55 $115K - $139K
11.1K $115M
CVX
Chevron Corp

Energy
26
+ 0.56%
$146.71 - $167.97 $3.81K - $4.37K
4.67K $780M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
6.71K
+ 61.97%
$16.57 - $18.85 $111K - $126K
17.5K $292M
KO
Coca Cola CO

Consumer Defensive
85
+ 1.26%
$60.81 - $72.32 $5.17K - $6.15K
6.86K $491M
IXUS
Ishares Tr

ETFs
627
+ 9.76%
$65.06 - $72.31 $40.8K - $45.3K
7.05K $492M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
472
+ 4.48%
$76.94 - $78.28 $36.3K - $36.9K
11K $862M
EOSE
Eos Energy Enterprises, Inc.

Industrials
10.2K
New
$3.78 - $6.08 $38.7K - $62.3K
10.2K $38.7M
NFLX
Netflix Inc

Communication Services
22
+ 5.25%
$828.4 - $1058.6 $18.2K - $23.3K
441 $411M
JNJ
Johnson & Johnson

Healthcare
5
+ 0.33%
$142.06 - $167.7 $710 - $839
1.53K $253M
WM
Waste Management Inc

Industrials
2
+ 0.19%
$200.54 - $233.78 $401 - $468
1.08K $251M
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.03%
$137.61 - $149.68 $138 - $150
3.82K $558M
MCD
Mcdonalds Corp

Consumer Cyclical
21
+ 2.73%
$279.74 - $321.29 $5.87K - $6.75K
790 $247M
COP
Conocophillips

Energy
6
+ 0.26%
$88.6 - $105.85 $532 - $635
2.35K $246M
CRS
Carpenter Technology Corp

Industrials
2
+ 0.16%
$172.39 - $212.53 $345 - $425
1.22K $221M
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.11%
$286.85 - $318.64 $287 - $319
894 $273M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2
+ 0.08%
$90.0 - $96.32 $180 - $193
2.63K $242M
XLC
Select Sector Spdr Tr Communic

ETFs
1
+ 0.02%
$94.84 - $105.31 $94.8 - $105
5.07K $489M
BA
Boeing CO

Industrials
22
+ 1.76%
$148.15 - $186.25 $3.26K - $4.1K
1.27K $217M
SPY
Spdr S&P 500 ETF Trust

ETFs
145
+ 4.51%
$551.42 - $612.93 $80K - $88.9K
3.36K $1.88B
TMO
Thermo Fisher Scientific Inc.

Healthcare
1
+ 0.09%
$497.6 - $606.74 $498 - $607
1.1K $548M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1
+ 0.03%
$102.49 - $119.96 $102 - $120
3.4K $355M
DHR
Danaher Corp

Healthcare
4
+ 0.12%
$201.62 - $250.59 $806 - $1K
3.42K $701M
AVGO
Broadcom Inc.

Technology
540
+ 8.37%
$167.43 - $244.7 $90.4K - $132K
6.99K $1.17B
Activity Summary
Buys All Purchases 47 New Holdings 13 Increased Positions 34 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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