Elevatus Welath Management Portfolio Holdings

Elevatus Welath Management

  • $306 Billion
  • Q3 2024

Elevatus Welath Management has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $306 Billion distributed in 101 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 600 Small C with a value of $32.6B, Vanguard Index Fds S&P 500 ETF with a value of $20.1B, Microsoft Corp with a value of $19.1B, Direxion Daily Small Cap Bull with a value of $15.3B, and Vanguard Growth ETF with a value of $14.2B.

Examining the 13F form we can see an increase of $38.6B in the current position value, from $267B to 306B.

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 $306 Billion
ETFs: $137 Billion
Technology: $61.4 Billion
Communication Services: $21.6 Billion
Healthcare: $19.8 Billion
Industrials: $13.3 Billion
Consumer Cyclical: $12.9 Billion
Real Estate: $10.9 Billion
Financial Services: $10.7 Billion
Other: $7.44 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$187B
$7.23 Billion 2.36% of portfolio
32,691
Q3 2024 New
$158B
$7.05 Billion 2.3% of portfolio
7,420
Q3 2024 Added 21.38%
$47B
$6.49 Billion 2.12% of portfolio
21,775
Q3 2024 New
$59.2B
$6.48 Billion 2.12% of portfolio
38,340
Q3 2024 Added 17.95%
$106B
$6.06 Billion 1.98% of portfolio
58,443
Q3 2024 Added 92.51%
$79.5B
$5.01 Billion 1.64% of portfolio
27,887
Q3 2024 Added 136.53%
$42.6B
$4.39 Billion 1.43% of portfolio
35,264
Q3 2024 Added 2.74%
$188B
$4.02 Billion 1.31% of portfolio
8,189
Q3 2024 Added 1.32%
$15.6B
$3.92 Billion 1.28% of portfolio
25,267
Q3 2024 Reduced 0.17%
$51.1B
$3.07 Billion 1.0% of portfolio
22,901
Q3 2024 Reduced 0.94%
$13.8B
$2.75 Billion 0.9% of portfolio
8,356
Q2 2024 New
$70.1B
$1.97 Billion 0.64% of portfolio
7,700
Q3 2024 Reduced 70.18%
$37.1B
$1.47 Billion 0.48% of portfolio
8,266
Q3 2024 Added 2.56%
$67.1B
$1.11 Billion 0.36% of portfolio
6,444
Q3 2024 Added 138.67%
$147B
$938 Million 0.31% of portfolio
4,644
Q3 2024 Reduced 7.97%
$167B
$949 Million 0.31% of portfolio
3,413
Q3 2024 Added 1.01%
$120B
$373 Million 0.12% of portfolio
10,022
Q3 2024 Added 5.25%
$96.4B
$271 Million 0.09% of portfolio
666
Q2 2024 Added 0.15%
$177B
$272 Million 0.09% of portfolio
6,067
Q3 2024 Added 3.15%
$154B
$236 Million 0.08% of portfolio
1,142
Q3 2024 Added 2.98%
$139B
$242 Million 0.08% of portfolio
414
Q3 2024 New
$124B
$247 Million 0.08% of portfolio
893
Q3 2024 Added 0.11%
$74.3B
$257 Million 0.08% of portfolio
3,317
Q3 2024 New
$89.6B
$221 Million 0.07% of portfolio
1,065
Q3 2024 Added 8.56%
$145B
$224 Million 0.07% of portfolio
2,130
Q3 2024 Added 6.93%
$12.2B
$229 Million 0.07% of portfolio
2,041
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 101
  • Current Value $306 Billion
  • Prior Value $267 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 19 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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