Elevate Wealth Advisory, Inc Purchases in Q2 2025

Elevate Wealth Advisory, Inc

  • $141 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
8.93K
+ 17.83%
$34.04 - $42.36 $304K - $378K
59K $2.5B
DFAI
Dimensional ETF Tr

ETFs
9.1K
+ 26.65%
$28.02 - $34.71 $255K - $316K
43.3K $1.5B
DFAT
Dimensional ETF Tr U S Target

ETFs
4.26K
+ 6.51%
$44.8 - $53.97 $191K - $230K
69.6K $3.76B
MSFT
Microsoft Corp

Technology
125
+ 6.29%
$354.56 - $497.45 $44.3K - $62.2K
2.11K $1.05B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
4.99K
+ 455.98%
$47.89 - $48.65 $239K - $243K
6.09K $296M
CARR
Carrier Global Corp

Industrials
3.04K
New
$55.55 - $75.83 $169K - $231K
3.04K $223M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
3.85K
New
N/A
3.85K $203M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.81K
+ 10.01%
$85.42 - $94.39 $154K - $171K
19.9K $1.86B
DFAX
Dimensional ETF Tr
87
+ 0.18%
$23.37 - $29.39 $2.03K - $2.56K
48.7K $1.43B
ITA
Ishares Tr

ETFs
412
+ 22.83%
$135.31 - $188.64 $55.7K - $77.7K
2.22K $418M
DUHP
Dimensional ETF Tr Dimensional

ETFs
3.04K
+ 33.83%
$29.36 - $35.56 $89.4K - $108K
12K $428M
VGT
Vanguard Information Technolog

ETFs
149
+ 57.98%
$470.37 - $663.28 $70.1K - $98.8K
406 $270M
IOT
Samsara Inc.

Technology
2.49K
+ 11.9%
$33.46 - $47.74 $83.1K - $119K
23.4K $930M
ICSH
Blackrock Ultra Short Term Bon

ETFs
2.4K
+ 18.45%
$50.48 - $50.71 $121K - $122K
15.4K $782M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.38K
New
$72.02 - $73.82 $99.2K - $102K
1.38K $101M
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.01%
$113.75 - $148.48 $114 - $148
7.21K $1.05B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.65K
+ 11.67%
$24.32 - $27.87 $162K - $185K
63.6K $1.69B
IVV
Ishares Core S&P 500 ETF

ETFs
127
+ 74.27%
$498.8 - $620.9 $63.3K - $78.9K
298 $185M
VUG
Vanguard Growth ETF

ETFs
145
+ 55.13%
$329.49 - $438.4 $47.8K - $63.6K
408 $179M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
2.78K
+ 70.93%
$25.04 - $25.18 $69.7K - $70.1K
6.71K $169M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
20
+ 0.09%
$29.12 - $35.84 $582 - $717
23.3K $837M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
604
+ 544.14%
$90.56 - $109.49 $54.7K - $66.1K
715 $78.1M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
909
+ 1782.35%
$57.14 - $72.68 $51.9K - $66.1K
960 $69.8M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
1.48K
+ 4.29%
$46.77 - $47.89 $69.1K - $70.8K
36K $1.71B
DIHP
Dimensional ETF Tr Dimensional

ETFs
1.69K
+ 30.18%
$24.32 - $29.74 $41.1K - $50.2K
7.29K $215M
QQQ
Invesco Qqq Trust, Series 1

ETFs
32
+ 6.05%
$416.06 - $551.64 $13.3K - $17.7K
561 $310M
JPM
Jpmorgan Chase & CO

Financial Services
78
+ 9.23%
$210.28 - $289.91 $16.4K - $22.6K
923 $267M
DFIC
Dimensional ETF Tr Dimensional

ETFs
1.28K
+ 34.82%
$24.94 - $31.15 $31.9K - $39.9K
4.96K $154M
QUAL
Ishares Msci Usa Quality Facto

ETFs
90
+ 3.07%
$152.42 - $182.82 $13.7K - $16.5K
3.02K $552M
SOXX
Ishares Semiconductor ETF

ETFs
2
+ 0.25%
$154.86 - $239.07 $310 - $478
803 $192M
HYG
Ishares Tr

ETFs
485
New
$75.75 - $80.65 $36.7K - $39.1K
485 $39.1M
VTI
Vanguard Total Stock Market Et

ETFs
6
+ 0.5%
$243.75 - $303.93 $1.46K - $1.82K
1.22K $370M
EFG
Msci Eafe Growth ETF

ETFs
338
New
$89.8 - $112.0 $30.4K - $37.9K
338 $37.9M
SO
Southern CO

Utilities
417
+ 6.74%
$84.91 - $92.56 $35.4K - $38.6K
6.6K $606M
WMT
Walmart Inc.

Consumer Defensive
56
+ 1.94%
$81.79 - $99.98 $4.58K - $5.6K
2.95K $288M
DGRO
Ishares Core Dividend Growth E

ETFs
512
+ 166.23%
$55.22 - $63.94 $28.3K - $32.7K
820 $52.4M
VB
Vanguard Small Cap ETF

ETFs
64
+ 6.0%
$193.73 - $237.37 $12.4K - $15.2K
1.13K $269M
AOR
Ishares Tr Core Growth Allocat

ETFs
64
+ 1.01%
$53.36 - $61.57 $3.42K - $3.94K
6.4K $394M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
40
+ 0.78%
$114.78 - $133.31 $4.59K - $5.33K
5.2K $693M
Dimensional ETF Trust
384
+ 200.0%
N/A
576 $38.5M
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
91
+ 3.02%
$73.0 - $85.5 $6.64K - $7.78K
3.11K $261M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
789
New
$22.92 - $28.05 $18.1K - $22.1K
789 $22.1M
VT
Vanguard Total World Stk Index

ETFs
11
+ 0.79%
$103.16 - $128.52 $1.13K - $1.41K
1.4K $180M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
88
+ 0.79%
$36.25 - $42.28 $3.19K - $3.72K
11.2K $473M
VBR
Vanguard Small Cap Value ETF

ETFs
78
New
$162.76 - $195.77 $12.7K - $15.3K
78 $15.3M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
93
+ 2.29%
$26.69 - $33.44 $2.48K - $3.11K
4.15K $137M
DFSV
Dimensional ETF Tr Dimensional

ETFs
15
+ 0.15%
$24.21 - $29.47 $363 - $442
9.87K $291M
Dimensional ETF Trust
211
+ 56.42%
N/A
585 $31.9M
GOOG
Alphabet Inc.

Communication Services
1
+ 0.46%
$146.58 - $180.01 $147 - $180
219 $38.8M
Activity Summary
Buys All Purchases 56 New Holdings 7 Increased Positions 49 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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