Elevatus Welath Management Purchases in Q3 2025

Elevatus Welath Management

  • $346 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
XLE
Energy Sector Spdr

ETFs
2.33K
New
$84.25 - $91.99 $196K - $214K
2.33K $208M
VONV
Vanguard Russell 1000 Value Et

ETFs
1.96K
+ 26.43%
$84.55 - $89.54 $166K - $175K
9.38K $838M
YLD
Principal Exchange Traded Fds

ETFs
10.6K
New
$19.14 - $19.46 $203K - $206K
10.6K $206M
Astera Labs Inc
1.03K
New
N/A
1.03K $201M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.66K
New
$108.08 - $121.73 $179K - $202K
1.66K $200M
VO
Vanguard Mid Cap ETF

ETFs
551
+ 22.22%
$279.83 - $293.74 $154K - $162K
3.03K $890M
VGT
Vanguard Information Technolog

ETFs
3
+ 0.13%
$656.44 - $753.15 $1.97K - $2.26K
2.3K $1.72B
XOM
Exxon Mobil Corp

Energy
786
+ 4.47%
$105.83 - $117.22 $83.2K - $92.1K
18.4K $2.07B
TRIN
Trinity Capital Inc.

Financial Services
11.1K
New
$14.03 - $16.47 $156K - $183K
11.1K $172M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
309
+ 19.3%
$224.68 - $282.71 $69.4K - $87.4K
1.91K $533M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1K
+ 47.15%
$108.46 - $120.63 $109K - $121K
3.12K $371M
Invesco Actively Managed Exc
5.35K
+ 12.53%
N/A
48K $1.23B
TMC
Tmc The Metals CO Inc.

Basic Materials
19.7K
New
$4.67 - $8.1 $92.1K - $160K
19.7K $126M
RTX
Raytheon Technologies Corp

Industrials
386
+ 13.89%
$144.19 - $167.33 $55.7K - $64.6K
3.16K $529M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.38K
+ 8.51%
$50.53 - $50.82 $120K - $121K
30.3K $1.54B
AES
Aes Corp

Utilities
6.52K
+ 52.33%
$10.77 - $13.94 $70.3K - $90.9K
19K $250M
VB
Vanguard Small Cap ETF

ETFs
245
+ 8.29%
$237.58 - $259.17 $58.2K - $63.5K
3.2K $814M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 0.09%
$420.11 - $472.68 $840 - $945
2.25K $1.05B
AMZN
Amazon Com Inc

Consumer Cyclical
389
+ 1.12%
$211.65 - $238.24 $82.3K - $92.7K
35K $7.7B
LLY
Eli Lilly & CO

Healthcare
118
+ 34.4%
$625.65 - $812.69 $73.8K - $95.9K
461 $352M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
270
+ 10.03%
$148.97 - $165.88 $40.2K - $44.8K
2.96K $487M
VZ
Verizon Communications Inc

Communication Services
1.61K
+ 20.17%
$40.84 - $45.06 $65.9K - $72.7K
9.62K $423M
RSP
Invesco S&P 500 Equal Weight E

ETFs
305
+ 22.73%
$181.56 - $190.33 $55.4K - $58.1K
1.65K $313M
PEP
Pepsico Inc

Consumer Defensive
322
+ 12.82%
$133.81 - $152.16 $43.1K - $49K
2.83K $398M
HD
Home Depot, Inc.

Consumer Cyclical
103
+ 16.67%
$357.4 - $423.42 $36.8K - $43.6K
721 $292M
IEFA
Ishares Tr

ETFs
230
+ 2.25%
$81.7 - $87.53 $18.8K - $20.1K
10.4K $912M
XLC
Select Sector Spdr Tr Communic

ETFs
18
+ 0.35%
$105.99 - $119.41 $1.91K - $2.15K
5.09K $602M
JNJ
Johnson & Johnson

Healthcare
6
+ 0.39%
$155.17 - $185.42 $931 - $1.11K
1.54K $285M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
2.73K
+ 18.92%
$16.46 - $17.1 $45K - $46.7K
17.2K $292M
V
Visa Inc.

Financial Services
179
+ 13.84%
$332.09 - $358.86 $59.4K - $64.2K
1.47K $502M
EW
Edwards Lifesciences Corp

Healthcare
728
+ 2.28%
$73.75 - $81.83 $53.7K - $59.6K
32.6K $2.54B
XLY
Select Sector Spdr Consumer Di

ETFs
3
+ 0.16%
$216.09 - $242.18 $648 - $727
1.88K $450M
TXN
Texas Instruments Inc

Technology
369
+ 31.95%
N/A
1.52K $280M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
189
+ 7.19%
$94.17 - $99.95 $17.8K - $18.9K
2.82K $282M
HCA
Hca Healthcare, Inc.

Healthcare
3
+ 0.53%
$334.32 - $426.2 $1K - $1.28K
568 $242M
XLV
Select Sector Spdr Fund Health

ETFs
18
+ 0.47%
$129.01 - $139.72 $2.32K - $2.51K
3.84K $535M
XLF
Financial Sector Spdr

ETFs
37
+ 0.33%
$51.37 - $54.25 $1.9K - $2.01K
11.2K $604M
VIS
Vanguard Industrial ETF

ETFs
2
+ 0.2%
$281.0 - $296.29 $562 - $593
987 $293M
MCD
Mcdonalds Corp

Consumer Cyclical
3
+ 0.37%
$291.67 - $316.99 $875 - $951
812 $247M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
2
+ 0.03%
N/A
5.76K $385M
MA
Mastercard Inc

Financial Services
1
+ 0.14%
$550.18 - $598.96 $550 - $599
725 $413M
WM
Waste Management Inc

Industrials
32
+ 3.29%
$213.88 - $237.1 $6.84K - $7.59K
1.01K $222M
PG
Procter & Gamble CO

Consumer Defensive
57
+ 2.72%
$150.47 - $161.22 $8.58K - $9.19K
2.15K $330M
COST
Costco Wholesale Corp

Consumer Defensive
26
+ 4.8%
$915.95 - $994.57 $23.8K - $25.9K
568 $525M
HON
Honeywell International Inc

Industrials
4
+ 0.35%
$207.7 - $240.4 $831 - $962
1.15K $242M
CRS
Carpenter Technology Corp

Industrials
1
+ 0.12%
$232.4 - $287.42 $232 - $287
857 $210M
PAYX
Paychex Inc

Industrials
136
+ 0.6%
$126.69 - $147.99 $17.2K - $20.1K
22.9K $2.91B
Activity Summary
Buys All Purchases 98 New Holdings 23 Increased Positions 75 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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