Elevatus Welath Management Incresed Positions in Q3 2024

Elevatus Welath Management

  • $306 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
36.8K
+ 2842.3%
$475.2 - $527.7 $17.5M - $19.4M
38K $20.1B
VTV
Vanguard Value ETF

ETFs
73.7K
+ 1265.42%
$159.75 - $174.57 $11.8M - $12.9M
79.5K $13.9B
VUG
Vanguard Growth ETF

ETFs
28.5K
+ 337.99%
$341.08 - $391.94 $9.7M - $11.2M
36.9K $14.2B
GOOG
Alphabet Inc.

Communication Services
24.4K
+ 184.6%
$149.54 - $192.66 $3.65M - $4.7M
37.6K $6.28B
META
Meta Platforms, Inc.

Communication Services
3.38K
+ 16.55%
$453.41 - $572.44 $1.53M - $1.94M
23.8K $13.6B
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
SPY
Spdr S&P 500 ETF Trust

ETFs
889
+ 51.99%
$517.38 - $573.86 $460K - $510K
2.6K $1.49B
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
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
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
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.11%
$233.44 - $279.45 $233 - $279
893 $247M
COST
Costco Wholesale Corp

Consumer Defensive
16
+ 2.91%
$801.83 - $917.05 $12.8K - $14.7K
566 $501M
VZ
Verizon Communications Inc

Communication Services
185
+ 3.15%
$38.89 - $45.0 $7.19K - $8.33K
6.07K $272M
DBJP
Xtrackers Msci Japan Hedged Eq

ETFs
545
+ 17.96%
$62.31 - $79.38 $34K - $43.3K
3.58K $256M
VOT
Vanguard Mid Cap Growth Index

ETFs
6
+ 0.43%
$218.05 - $243.47 $1.31K - $1.46K
1.42K $345M
VIG
Vanguard Dividend Appreciation

ETFs
1
+ 0.09%
$182.15 - $182.15 $182 - $182
1.15K $228M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
76
+ 4.74%
$116.79 - $133.54 $8.88K - $10.1K
1.68K $222M
PEP
Pepsico Inc

Consumer Defensive
15
+ 0.54%
$161.9 - $179.3 $2.43K - $2.69K
2.78K $473M
WM
Waste Management Inc

Industrials
84
+ 8.56%
$196.96 - $223.45 $16.5K - $18.8K
1.07K $221M
HON
Honeywell International Inc

Industrials
33
+ 2.98%
$196.73 - $220.21 $6.49K - $7.27K
1.14K $236M
COP
Conocophillips

Energy
138
+ 6.93%
$102.3 - $116.61 $14.1K - $16.1K
2.13K $224M
AVGO
Broadcom Inc.

Technology
3.74K
+ 138.67%
$136.27 - $1745.86 $510K - $6.54M
6.44K $1.11B
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
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