Elevate Wealth Advisory, Inc Incresed Positions in Q3 2024

Elevate Wealth Advisory, Inc

  • $135 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
5.53K
+ 2.81%
$57.8 - $60.8 $320K - $336K
202K $12.2B
ITOT
Ishares Core S&P Total U.S. St

ETFs
2
+ 0.0%
$113.41 - $125.62 $227 - $251
107K $13.5B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.99K
+ 3.66%
$76.38 - $78.87 $381K - $394K
141K $11.1B
DFIV
Dimensional ETF Tr

ETFs
4.22K
+ 1.85%
$34.66 - $38.38 $146K - $162K
233K $8.85B
VNQ
Vanguard Specialized Funds Van

ETFs
367
+ 0.92%
$82.97 - $98.97 $30.4K - $36.3K
40.1K $3.94B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10.3K
+ 195.26%
$49.93 - $51.15 $512K - $524K
15.5K $793M
AVUV
American Centy ETF Tr Avantis

ETFs
1.39K
+ 2.23%
$88.24 - $99.7 $123K - $139K
63.9K $6.13B
AVDV
American Centy ETF Tr Avantis

ETFs
1.61K
+ 2.3%
$62.52 - $71.12 $101K - $115K
71.5K $5.05B
IEMG
Ishares Inc

ETFs
1.15K
+ 1.34%
$53.64 - $53.64 $61.4K - $61.4K
86.5K $4.97B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.48K
+ 3.4%
$98.99 - $101.51 $245K - $252K
75.4K $7.64B
DFAT
Dimensional ETF Tr U S Target

ETFs
272
+ 0.45%
$51.0 - $57.07 $13.9K - $15.5K
61.3K $3.41B
FTNT
Fortinet, Inc.

Technology
6
+ 0.05%
$55.39 - $77.55 $332 - $465
12.8K $993M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.15K
+ 7.96%
$83.76 - $91.82 $96.3K - $106K
15.6K $1.42B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.48K
+ 10.97%
$77.02 - $85.06 $114K - $126K
15K $1.27B
AAPL
Apple Inc.

Technology
2
+ 0.02%
$207.23 - $234.82 $414 - $470
8.34K $1.94B
DFUS
Dimensional ETF Tr U S Equity

ETFs
611
+ 1.43%
$56.04 - $62.2 $34.2K - $38K
43.4K $2.7B
ICSH
Blackrock Ultra Short Term Bon

ETFs
2.77K
+ 26.93%
$50.32 - $50.75 $139K - $141K
13.1K $663M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
624
+ 14.81%
$117.9 - $128.2 $73.6K - $80K
4.84K $620M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
51
+ 0.38%
$112.99 - $126.45 $5.76K - $6.45K
13.5K $1.69B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
165
+ 0.41%
$47.7 - $48.54 $7.87K - $8.01K
40.5K $1.97B
VT
Vanguard Total World Stk Index

ETFs
254
+ 23.01%
$107.72 - $119.96 $27.4K - $30.5K
1.36K $163M
QUAL
Ishares Msci Usa Quality Facto

ETFs
86
+ 4.29%
$162.64 - $179.3 $14K - $15.4K
2.09K $375M
DFSV
Dimensional ETF Tr Dimensional

ETFs
389
+ 4.89%
$28.25 - $31.7 $11K - $12.3K
8.34K $257M
AOR
Ishares Tr Core Growth Allocat

ETFs
20
+ 0.32%
$55.15 - $59.31 $1.1K - $1.19K
6.36K $377M
DIHP
Dimensional ETF Tr Dimensional

ETFs
147
+ 1.57%
$25.23 - $27.94 $3.71K - $4.11K
9.51K $264M
DUHP
Dimensional ETF Tr Dimensional

ETFs
1
+ 0.01%
$30.74 - $34.07 $30.7 - $34.1
7.37K $251M
AVUS
American Centy ETF Tr Avantis

ETFs
5
+ 0.2%
$86.27 - $95.15 $431 - $476
2.57K $244M
SOXX
Ishares Semiconductor ETF

ETFs
102
+ 14.63%
$199.29 - $265.49 $20.3K - $27.1K
799 $184M
DFIS
Dimensional ETF Tr Dimensional

ETFs
4
+ 0.07%
$24.06 - $26.97 $96.2 - $108
5.45K $146M
DFIC
Dimensional ETF Tr Dimensional

ETFs
236
+ 10.09%
$25.36 - $28.37 $5.98K - $6.7K
2.58K $72.5M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
43
+ 0.65%
$25.73 - $28.81 $1.11K - $1.24K
6.71K $191M
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.27%
$200.87 - $224.6 $201 - $225
376 $83M
XOM
Exxon Mobil Corp

Energy
5
+ 0.29%
$109.72 - $119.0 $549 - $595
1.76K $206M
DFIP
Dimensional ETF Tr Inflation P

ETFs
34
+ 1.77%
$40.69 - $42.46 $1.38K - $1.44K
1.95K $82.6M
AVDE
American Centy ETF Tr Avantis

ETFs
5
+ 0.88%
$60.09 - $67.67 $300 - $338
575 $38.5M
AOA
Ishares Tr Core Aggressive All

ETFs
25
+ 14.29%
$72.11 - $79.05 $1.8K - $1.98K
200 $15.8M
DFSU
Dimensional ETF Tr Dimen Us Su
44
+ 15.02%
N/A
337 $12.5M
AVES
American Centy ETF Tr Avantis

ETFs
7
+ 4.24%
$46.0 - $52.55 $322 - $368
172 $8.97M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
13
+ 0.3%
$50.63 - $51.11 $658 - $664
4.29K $219M
AVEM
American Centy ETF Tr Avantis

ETFs
3
+ 7.14%
$57.2 - $65.59 $172 - $197
45 $2.91M
NVDA
Nvidia Corp

Technology
27
+ 0.64%
$98.91 - $134.91 $2.67K - $3.64K
4.24K $515M
AMZN
Amazon Com Inc

Consumer Cyclical
2
+ 0.17%
$161.02 - $200.0 $322 - $400
1.16K $216M
Activity Summary
Buys All Purchases 53 New Holdings 10 Increased Positions 43 Sells All Sells 27 Reductions 27 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