Elevate Wealth Advisory, Inc Purchases in Q4 2024

Elevate Wealth Advisory, Inc

  • $133 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
1.04K
+ 147.94%
$406.35 - $454.46 $424K - $474K
1.75K $737M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.25K
+ 1.16%
$124.26 - $134.12 $156K - $168K
109K $13.9B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
795
+ 24.3%
$442.29 - $483.08 $352K - $384K
4.07K $1.84B
IBM
International Business Machines Corp

Technology
1.23K
New
$204.9 - $238.04 $251K - $292K
1.23K $269M
AAPL
Apple Inc.

Technology
376
+ 4.51%
$221.69 - $259.02 $83.4K - $97.4K
8.72K $2.18B
DFAT
Dimensional ETF Tr U S Target

ETFs
3.08K
+ 5.02%
$54.54 - $61.04 $168K - $188K
64.3K $3.58B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
38.1K
+ 254.45%
$26.93 - $84.95 $1.03M - $3.24M
53.1K $1.43B
DFIS
Dimensional ETF Tr Dimensional

ETFs
5.68K
+ 104.18%
$24.25 - $26.7 $138K - $152K
11.1K $273M
QUAL
Ishares Msci Usa Quality Facto

ETFs
724
+ 34.66%
$176.42 - $186.91 $128K - $135K
2.81K $501M
DFUS
Dimensional ETF Tr U S Equity

ETFs
704
+ 1.62%
$61.52 - $66.5 $43.3K - $46.8K
44.1K $2.81B
AVIE
American Centy ETF Tr Avantis
1.36K
+ 242.58%
N/A
1.92K $115M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.47K
+ 9.41%
$88.59 - $94.57 $130K - $139K
17.1K $1.5B
DFAR
Dimensional ETF Tr Dimensional

ETFs
4.16K
+ 30.76%
$22.72 - $25.76 $94.6K - $107K
17.7K $412M
AMZN
Amazon Com Inc

Consumer Cyclical
113
+ 9.74%
$180.88 - $232.93 $20.4K - $26.3K
1.27K $279M
DUHP
Dimensional ETF Tr Dimensional

ETFs
1.63K
+ 22.16%
$33.62 - $35.69 $54.9K - $58.2K
9K $304M
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.55K
+ 18.56%
$30.18 - $33.87 $46.7K - $52.4K
9.89K $304M
DFAE
Dimensional ETF Tr

ETFs
2.29K
+ 23.01%
$25.36 - $28.15 $58.2K - $64.5K
12.3K $311M
SUB
Ishares Short Term National Mu

ETFs
353
+ 9.19%
$104.94 - $106.2 $37K - $37.5K
4.19K $442M
AOA
Ishares Tr Core Aggressive All

ETFs
449
+ 224.5%
$76.61 - $79.88 $34.4K - $35.9K
649 $49.7M
ICSH
Blackrock Ultra Short Term Bon

ETFs
738
+ 5.65%
$50.35 - $50.69 $37.2K - $37.4K
13.8K $696M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
283
+ 5.85%
$126.68 - $134.74 $35.9K - $38.1K
5.12K $653M
IOT
Samsara Inc.

Technology
2.39K
+ 14.7%
$42.67 - $56.35 $102K - $135K
18.7K $815M
WMT
Walmart Inc.

Consumer Defensive
35
+ 1.24%
$79.1 - $95.7 $2.77K - $3.35K
2.87K $260M
VUG
Vanguard Growth ETF

ETFs
49
+ 21.03%
$378.79 - $428.11 $18.6K - $21K
282 $116M
Dimensional ETF Trust
5.95K
+ 5.91%
N/A
107K $3.12B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
775
+ 1.91%
$47.65 - $48.6 $36.9K - $37.7K
41.3K $1.97B
MUB
Ishares National Muni Bond ETF

ETFs
118
+ 2.08%
$105.78 - $108.7 $12.5K - $12.8K
5.79K $617M
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.27%
$216.13 - $242.4 $216 - $242
377 $83.3M
AVEM
American Centy ETF Tr Avantis

ETFs
8
+ 17.78%
$58.59 - $66.14 $469 - $529
53 $3.12M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
8
+ 23.53%
$26.16 - $28.82 $209 - $231
42 $1.1M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
15
+ 0.35%
$50.73 - $51.08 $761 - $766
4.3K $219M
FNDA
Schwab Fundamental U S Small C

ETFs
1.07K
+ 100.0%
$29.26 - $59.11 $31.2K - $63K
2.13K $63.3M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
297
+ 1.92%
$49.79 - $51.14 $14.8K - $15.2K
15.8K $792M
DFIC
Dimensional ETF Tr Dimensional

ETFs
181
+ 7.03%
$25.61 - $28.0 $4.64K - $5.07K
2.76K $71.3M
AVDE
American Centy ETF Tr Avantis

ETFs
28
+ 4.87%
$60.9 - $66.69 $1.71K - $1.87K
603 $37M
VT
Vanguard Total World Stk Index

ETFs
13
+ 0.96%
$117.09 - $123.07 $1.52K - $1.6K
1.37K $161M
FNDX
Schwab Fundamental U S Large C

ETFs
6.56K
+ 200.0%
$23.49 - $71.77 $154K - $471K
9.84K $233M
REET
Ishares Global Reit ETF

ETFs
78
+ 2.68%
$23.43 - $26.54 $1.83K - $2.07K
2.99K $71.7M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
83
+ 2.09%
$26.65 - $29.34 $2.21K - $2.44K
4.06K $110M
SOXX
Ishares Semiconductor ETF

ETFs
1
+ 0.13%
$211.27 - $239.8 $211 - $240
800 $172M
HD
Home Depot, Inc.

Consumer Cyclical
11
+ 1.1%
$385.02 - $431.37 $4.24K - $4.75K
1.01K $394M
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.05%
$130.36 - $139.54 $130 - $140
2.19K $294M
AVUV
American Centy ETF Tr Avantis

ETFs
464
+ 0.73%
$94.37 - $106.41 $43.8K - $49.4K
64.3K $6.11B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
496
+ 1.16%
$48.33 - $49.08 $24K - $24.3K
43.4K $2.1B
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.07K
+ 147.33%
$22.01 - $66.82 $45.6K - $139K
3.48K $79M
VPU
Vanguard Utilities ETF

ETFs
3
+ 0.14%
$160.52 - $179.11 $482 - $537
2.14K $349M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
45
+ 0.32%
$41.17 - $43.34 $1.85K - $1.95K
14.2K $586M
DISV
Dimensional ETF Tr Dimensional

ETFs
17
+ 0.12%
$26.18 - $28.77 $445 - $489
14.6K $387M
CARR
Carrier Global Corp

Industrials
4
+ 0.13%
$66.69 - $82.65 $267 - $331
3.01K $206M
Activity Summary
Buys All Purchases 63 New Holdings 1 Increased Positions 62 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Elevate Wealth Advisory, Inc Portfolio

Follow Elevate Wealth Advisory, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elevate Wealth Advisory, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Elevate Wealth Advisory, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email