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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Listed Fd Tr
-
$200 Million 0.07% of portfolio
-
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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