Elevate Wealth Advisory, Inc Portfolio Holdings

Elevate Wealth Advisory, Inc

  • $135 Billion
  • Q3 2024

Elevate Wealth Advisory, Inc has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $135 Billion distributed in 121 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $13.5B, Vanguard Intermediate Term Tre with a value of $12.2B, Vanguard Bd Index Fd Inc Short with a value of $11.1B, Dimensional ETF Tr with a value of $8.85B, and Ishares Barclays 0 5 Year Tips with a value of $7.64B.

Examining the 13F form we can see an increase of $11.5B in the current position value, from $123B to 135B.

Elevate Wealth Advisory, Inc is based out at Athens, GA

Below you can find more details about Elevate Wealth Advisory, Inc portfolio as well as his latest detailed transactions.

Portfolio value $135 Billion
ETFs: $118 Billion
Technology: $4.54 Billion
Industrials: $2.66 Billion
Financial Services: $1.72 Billion
Consumer Cyclical: $929 Million
Consumer Defensive: $896 Million
Utilities: $548 Million
Real Estate: $263 Million
Other: $206 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.08B
$782 Million 0.58% of portfolio
16,260
Q3 2024 Added 9.19%

Summary

  • Portfolio
  • No. of Stocks 121
  • Current Value $135 Billion
  • Prior Value $123 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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