Elevate Wealth Advisory, Inc New Holdings in Q2 2024

Elevate Wealth Advisory, Inc

  • $123 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
FTNT
Fortinet, Inc.

Technology
12.8K
New
$57.94 - $71.32 $741K - $912K
12.8K $771M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.25K
New
$49.55 - $50.44 $260K - $265K
5.25K $263M
QQQ
Invesco Qqq Trust, Series 1

ETFs
529
New
$414.65 - $485.21 $219K - $257K
529 $254M
AMZN
Amazon Com Inc

Consumer Cyclical
1.16K
New
$173.67 - $197.85 $201K - $229K
1.16K $224M
XOM
Exxon Mobil Corp

Energy
1.75K
New
$108.36 - $122.2 $190K - $214K
1.75K $202M
DFSB
Dimensional ETF Tr Dimensional
1.31K
New
N/A
1.31K $67.1M
AVIE
American Centy ETF Tr Avantis
559
New
N/A
559 $34.7M
DFSU
Dimensional ETF Tr Dimen Us Su
293
New
N/A
293 $10.2M
Activity Summary
Buys All Purchases 52 New Holdings 8 Increased Positions 44 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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