Elevate Capital Advisors, LLC Portfolio Holdings by Sector
Elevate Capital Advisors, LLC
- $108 Billion
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VOO SGOV KBWP URA XLE QUAL SGOL BIL 9 stocks |
$13.9 Million
13.1% of portfolio
|
7
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
TRV WRB AXS 3 stocks |
$10.8 Million
10.14% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL YELP META 3 stocks |
$9.24 Million
8.71% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN CPNG 2 stocks |
$6.73 Million
6.34% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT VRSN 2 stocks |
$6.21 Million
5.85% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
PHYS JPC 2 stocks |
$4.99 Million
4.7% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG KMB CLX 3 stocks |
$4.63 Million
4.36% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V PYPL 2 stocks |
$4.46 Million
4.2% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4.09 Million
3.86% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
MNST KO 2 stocks |
$3.71 Million
3.5% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
FNV 1 stocks |
$2.56 Million
2.42% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$2.46 Million
2.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$2.41 Million
2.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER 1 stocks |
$2.02 Million
1.9% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB 1 stocks |
$1.87 Million
1.76% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
ROIV 1 stocks |
$1.79 Million
1.69% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST DG 2 stocks |
$1.79 Million
1.69% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROP 1 stocks |
$1.78 Million
1.67% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$1.74 Million
1.64% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
ADI NVDA AVGO 3 stocks |
$1.72 Million
1.62% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV LLY 2 stocks |
$1.72 Million
1.62% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
LAMR 1 stocks |
$1.61 Million
1.52% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$1.48 Million
1.4% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$1.47 Million
1.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EQT 1 stocks |
$1.45 Million
1.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$1.43 Million
1.35% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Packaged Foods | Consumer Defensive
MKC 1 stocks |
$1.36 Million
1.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
CHE 1 stocks |
$1.35 Million
1.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$1.35 Million
1.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$1.16 Million
1.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$1.16 Million
1.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MKTX 1 stocks |
$970,528
0.91% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$741,414
0.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|