Elevate Wealth Advisory, Inc Portfolio Holdings

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.