Elevate Wealth Advisory, Inc Purchases and Sells in Q2 2025

Elevate Wealth Advisory, Inc

$141 Billion
Q2 2025

Top Buys

Incresed Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DFAU	8.93K + 17.83%	$34.04 - $42.36 $304K - $378K	59K $2.5B
DFAI	9.1K + 26.65%	$28.02 - $34.71 $255K - $316K	43.3K $1.5B
DFAT	4.26K + 6.51%	$44.8 - $53.97 $191K - $230K	69.6K $3.76B
MSFT	125 + 6.29%	$354.56 - $497.45 $44.3K - $62.2K	2.11K $1.05B
ISTB	4.99K + 455.98%	$47.89 - $48.65 $239K - $243K	6.09K $296M
USMV	1.81K + 10.01%	$85.42 - $94.39 $154K - $171K	19.9K $1.86B

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
CARR	3.04K New	$55.55 - $75.83 $169K - $231K	3.04K $223M
FIVG	3.85K New	N/A	3.85K $203M
BND	1.38K New	$72.02 - $73.82 $99.2K - $102K	1.38K $101M
HYG	485 New	$75.75 - $80.65 $36.7K - $39.1K	485 $39.1M
EFG	338 New	$89.8 - $112.0 $30.4K - $37.9K	338 $37.9M
SCHM	789 New	$22.92 - $28.05 $18.1K - $22.1K	789 $22.1M

Top Sells

Reduced Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
VGIT	-24.8K - 11.99%	$58.63 - $59.9 $1.45M - $1.48M	182K $10.9B
BSV	-12.2K - 8.2%	$77.74 - $78.78 $951K - $964K	137K $10.8B
STIP	-7.06K - 8.9%	$102.02 - $103.5 $720K - $730K	72.3K $7.44B
AVUS	-6.96K - 76.71%	$81.38 - $100.82 $566K - $702K	2.11K $213M
BRK-B	-632 - 12.43%	$483.48 - $539.8 $306K - $341K	4.45K $2.16B
WFC	-7.2K - 48.16%	$60.98 - $80.12 $439K - $577K	7.75K $621M

Activity Summary All Purchases 56 New Holdings 7 Increased Positions 49 All Sells 44 Reductions 44 Sold out 0 Calls 0 Puts 0

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