Elevate Capital Advisors, LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $108 Billion distributed in 58 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Travelers Companies, Inc. with a value of $4.91B, Sprott Physical Gold Trust with a value of $4.86B, Microsoft Corp with a value of $4.61B, Amazon Com Inc with a value of $4.16B, and Apple Inc. with a value of $4.09B.

Examining the 13F form we can see an decrease of $5.42B in the current position value, from $114B to 108B.

Elevate Capital Advisors, LLC is based out at Eagle, CO

Below you can find more details about Elevate Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $108 Billion
Financial Services: $25.8 Billion
Consumer Defensive: $15.6 Billion
Technology: $15.2 Billion
ETFs: $13.9 Billion
Consumer Cyclical: $9.77 Billion
Communication Services: $9.24 Billion
Healthcare: $4.86 Billion
Industrials: $4.61 Billion
Other: $7.09 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 58
  • Current Value $108 Billion
  • Prior Value $114 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 25, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
Track This Portfolio

Track Elevate Capital Advisors, LLC Portfolio

Follow Elevate Capital Advisors, LLC 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 Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elevate Capital Advisors, LLC with notifications on news.