Elevatus Welath Management Portfolio Holdings

Elevatus Welath Management

  • $292 Billion
  • Q4 2024

Elevatus Welath Management has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $292 Billion distributed in 107 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $33.7B, Microsoft Corp with a value of $23B, Spdr Portfolio S&P 600 Small C with a value of $22.9B, Nvidia Corp with a value of $19.8B, and Amazon Com Inc with a value of $14.8B.

Examining the 13F form we can see an decrease of $13.7B in the current position value, from $306B to 292B.

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 $292 Billion
ETFs: $121 Billion
Technology: $65.8 Billion
Communication Services: $30.5 Billion
Consumer Cyclical: $16.3 Billion
Industrials: $14.5 Billion
Healthcare: $7.35 Billion
Financial Services: $4.61 Billion
Energy: $2.95 Billion
Other: $6.82 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $292 Billion
  • Prior Value $306 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 18 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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