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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$0
$3.81 Billion 1.42% of portfolio
32,578
Q2 2024 New
$0
$3.58 Billion 1.34% of portfolio
35,428
Q2 2024 New
$0
$3.15 Billion 1.18% of portfolio
8,418
Q2 2024 Reduced 2.68%
$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
$0
$997 Million 0.37% of portfolio
2,080
Q2 2024 New
$0
$931 Million 0.35% of portfolio
1,710
Q2 2024 Reduced 14.76%
$0
$934 Million 0.35% of portfolio
5,824
Q2 2024 New
$0
$874 Million 0.33% of portfolio
17,680
Q4 2023 New
$0
$837 Million 0.31% of portfolio
11,611
Q3 2023 New
$0
$820 Million 0.31% of portfolio
2,249
Q2 2024 Reduced 12.86%
$0
$757 Million 0.28% of portfolio
7,093
Q2 2024 Added 0.01%
$0
$713 Million 0.27% of portfolio
9,810
Q2 2024 Added 0.24%
$0
$706 Million 0.26% of portfolio
9,012
Q2 2024 Added 31.33%
$0
$568 Million 0.21% of portfolio
7,417
Q4 2023 Reduced 50.0%
$0
$505 Million 0.19% of portfolio
3,467
Q2 2024 Added 0.03%
$0
$406 Million 0.15% of portfolio
9,866
Q4 2023 Reduced 6.88%
$0
$392 Million 0.15% of portfolio
4,579
Q2 2024 Reduced 0.63%
$0
$335 Million 0.13% of portfolio
1,839
Q1 2024 Added 0.05%
$0
$348 Million 0.13% of portfolio
5,527
Q4 2023 New
$0
$323 Million 0.12% of portfolio
1,409
Q2 2024 Reduced 96.34%
$0
$293 Million 0.11% of portfolio
1,345
Q2 2024 Reduced 51.44%
$0
$306 Million 0.11% of portfolio
1,508
Q4 2023 New
$0
$277 Million 0.1% of portfolio
5,192
Q2 2024 Reduced 30.9%
$0
$229 Million 0.09% of portfolio
3,035
Q2 2024 New
$0
$231 Million 0.09% of portfolio
2,623
Q2 2024 Added 0.08%
$0
$237 Million 0.09% of portfolio
433
Q2 2024 Added 2.12%
$0
$206 Million 0.08% of portfolio
874
Q1 2024 New
$0
$204 Million 0.08% of portfolio
1,604
Q2 2024 New
$0
$210 Million 0.08% of portfolio
1,150
Q2 2024 New
$0
$225 Million 0.08% of portfolio
2,006
Q4 2023 New
$0
$202 Million 0.08% of portfolio
4,900
Q1 2024 New

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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