Elevate Capital Advisors, LLC Incresed Positions in Q2 2025

Elevate Capital Advisors, LLC

  • $125 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DG
Dollar General Corp

Consumer Defensive
17.8K
+ 211.21%
$86.02 - $114.95 $1.53M - $2.05M
26.3K $3.01B
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
23K
+ 959.0%
$91.43 - $91.74 $2.1M - $2.11M
25.4K $2.33B
META
Meta Platforms, Inc.

Communication Services
1.35K
+ 30.81%
$484.66 - $738.09 $652K - $993K
5.71K $4.22B
QUAL
Ishares Msci Usa Quality Facto

ETFs
6.34K
+ 67.13%
$152.42 - $182.82 $967K - $1.16M
15.8K $2.89B
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
9.76K
+ 67.98%
$110.55 - $126.65 $1.08M - $1.24M
24.1K $2.96B
NVDA
Nvidia Corp

Technology
5.37K
+ 98.95%
$94.31 - $157.99 $506K - $848K
10.8K $1.71B
MKTX
Marketaxess Holdings Inc

Financial Services
4.76K
+ 106.17%
$203.19 - $231.09 $968K - $1.1M
9.25K $2.07B
MCD
Mcdonalds Corp

Consumer Cyclical
3.68K
+ 99.22%
$285.55 - $321.23 $1.05M - $1.18M
7.39K $2.16B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
8.83K
+ 44.02%
$100.35 - $100.71 $886K - $889K
28.9K $2.91B
Franklin Templeton Digital H
9.37K
+ 59.57%
N/A
25.1K $1.57B
HSY
Hershey CO

Consumer Defensive
3.92K
+ 27.8%
$151.29 - $173.13 $593K - $679K
18K $2.99B
EQT
Eqt Corp

Energy
7.65K
+ 28.23%
$46.11 - $60.44 $353K - $463K
34.8K $2.03B
SGOL
Abrdn Gold ETF Trust

ETFs
14.4K
+ 43.26%
$28.39 - $32.75 $410K - $473K
47.8K $1.51B
MKC
Mccormick & CO Inc

Consumer Defensive
7.44K
+ 44.89%
$71.11 - $82.25 $529K - $612K
24K $1.82B
PM
Philip Morris International Inc.

Consumer Defensive
920
+ 8.38%
$149.23 - $184.95 $137K - $170K
11.9K $2.17B
ASML
Asml Holding Nv

Technology
188
+ 10.71%
$595.37 - $815.24 $112K - $153K
1.94K $1.56B
KMB
Kimberly Clark Corp

Consumer Defensive
4.13K
+ 33.22%
$126.84 - $145.22 $524K - $600K
16.6K $2.14B
ROP
Roper Technologies Inc

Industrials
621
+ 20.6%
$519.19 - $590.78 $322K - $367K
3.64K $2.06B
KO
Coca Cola CO

Consumer Defensive
2.41K
+ 9.66%
$68.37 - $73.9 $165K - $178K
27.4K $1.94B
DE
Deere & CO

Industrials
44
+ 1.39%
$412.99 - $531.48 $18.2K - $23.4K
3.21K $1.63B
AXS
Axis Capital Holdings LTD

Financial Services
485
+ 2.37%
$87.23 - $106.93 $42.3K - $51.9K
20.9K $2.17B
LLY
Eli Lilly & CO

Healthcare
57
+ 17.38%
$713.71 - $898.95 $40.7K - $51.2K
385 $300M
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
391
+ 2.56%
$7.05 - $8.02 $2.76K - $3.14K
15.7K $126M
ABBV
Abb Vie Inc.

Healthcare
290
+ 4.19%
$170.16 - $206.27 $49.3K - $59.8K
7.21K $1.34B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
12
+ 0.26%
$483.48 - $539.8 $5.8K - $6.48K
4.63K $2.25B
Activity Summary
Buys All Purchases 42 New Holdings 16 Increased Positions 26 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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