Elevate Wealth Advisory, Inc New Holdings in Q3 2024

Elevate Wealth Advisory, Inc

  • $135 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
10.6K
New
$25.04 - $25.21 $267K - $268K
10.6K $268M
CARR
Carrier Global Corp

Industrials
3.01K
New
$61.9 - $80.88 $186K - $243K
3.01K $242M
WMT
Walmart Inc.

Consumer Defensive
2.83K
New
$66.91 - $81.4 $190K - $231K
2.83K $229M
AFL
Aflac Inc

Financial Services
1.91K
New
$88.52 - $111.8 $169K - $214K
1.91K $214M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.62K
New
$74.26 - $78.84 $195K - $207K
2.62K $205M
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
8.37K
New
$23.88 - $24.01 $200K - $201K
8.37K $201M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
3.93K
New
$24.78 - $25.11 $97.3K - $98.6K
3.93K $98.5M
Dimensional ETF Trust
946
New
N/A
946 $51.9M
VDE
Vanguard Energy ETF

ETFs
77
New
$117.44 - $131.06 $9.04K - $10.1K
77 $9.51M
VAW
Vanguard Materials ETF

ETFs
24
New
$189.89 - $213.71 $4.56K - $5.13K
24 $5.1M
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
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