Elevate Wealth Advisory, Inc Reduced Holdings in Q1 2025

Elevate Wealth Advisory, Inc

  • $141 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
-5.98K
- 9.29%
$84.95 - $100.62 $508K - $602K
58.4K $5.09B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.17K
- 1.07%
$120.29 - $134.6 $140K - $157K
108K $13.1B
CAT
Caterpillar Inc

Industrials
-1.05K
- 26.86%
$326.75 - $407.63 $343K - $428K
2.86K $944M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-6.8K
- 16.46%
$47.35 - $48.24 $322K - $328K
34.5K $1.64B
DFAU
Dimensional ETF Tr

ETFs
-1.73K
- 3.34%
$37.84 - $42.29 $65.5K - $73.2K
50.1K $1.93B
DFAS
Dimensional ETF Tr U S Small C

ETFs
-128
- 0.44%
$58.81 - $68.2 $7.53K - $8.73K
29.1K $1.74B
DFSD
Dimensional ETF Tr Short Durat

ETFs
-3.37K
- 18.03%
$46.74 - $47.55 $158K - $160K
15.3K $728M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-3.92K
- 41.16%
$25.1 - $27.85 $98.3K - $109K
5.6K $151M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-3.2K
- 47.72%
$25.44 - $27.95 $81.4K - $89.5K
3.51K $94.9M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-36
- 0.15%
$32.42 - $36.13 $1.17K - $1.3K
23.3K $770M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-32
- 0.32%
$27.56 - $32.1 $882 - $1.03K
9.86K $277M
VB
Vanguard Small Cap ETF

ETFs
-28
- 2.56%
$217.89 - $252.64 $6.1K - $7.07K
1.07K $237M
HD
Home Depot, Inc.

Consumer Cyclical
-2
- 0.2%
$347.25 - $424.87 $695 - $850
1.01K $371M
FNDX
Schwab Fundamental U S Large C

ETFs
-966
- 9.82%
$23.03 - $25.01 $22.2K - $24.2K
8.87K $210M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-777
- 22.33%
$21.23 - $23.75 $16.5K - $18.5K
2.7K $58.2M
VUG
Vanguard Growth ETF

ETFs
-19
- 6.74%
$369.1 - $427.61 $7.01K - $8.12K
263 $97.5M
AVIE
American Centy ETF Tr Avantis
-265
- 13.84%
N/A
1.65K $106M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-114
- 17.92%
$42.5 - $46.71 $4.85K - $5.32K
522 $23.6M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-103
- 8.6%
$47.59 - $48.35 $4.9K - $4.98K
1.1K $52.9M
AVLV
American Centy ETF Tr Avantis
-8
- 2.8%
$63.51 - $70.42 $508 - $563
278 $18.1M
TIP
Ishares Tr Tips Bd ETF

ETFs
-22
- 4.26%
$106.22 - $111.09 $2.34K - $2.44K
494 $54.9M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-191
- 1.34%
$40.79 - $42.32 $7.79K - $8.08K
14K $589M
IWD
Ishares Russell 1000 Val ETF

ETFs
-5
- 0.08%
$182.82 - $196.21 $914 - $981
5.97K $1.12B
SO
Southern CO

Utilities
-14
- 0.23%
$80.96 - $92.96 $1.13K - $1.3K
6.19K $569M
DFAI
Dimensional ETF Tr

ETFs
-228
- 0.66%
$28.88 - $32.4 $6.58K - $7.39K
34.2K $1.07B
AVDV
American Centy ETF Tr Avantis

ETFs
-4.34K
- 5.87%
$63.74 - $71.96 $277K - $312K
69.6K $4.86B
EFV
Msci Eafe Value ETF

ETFs
-1.01K
- 1.21%
$51.88 - $60.73 $52.3K - $61.2K
82.6K $4.87B
DFIV
Dimensional ETF Tr

ETFs
-23
- 0.01%
$35.33 - $40.77 $813 - $938
248K $9.76B
Activity Summary
Buys All Purchases 66 New Holdings 17 Increased Positions 49 Sells All Sells 29 Reductions 29 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