Elevate Wealth Advisory, Inc Purchases and Sells in Q1 2025

Elevate Wealth Advisory, Inc

$141 Billion
Q1 2025

Top Buys

Incresed Positions

49 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IDEV	13.7K + 21.0%	$63.77 - $71.36 $873K - $976K	78.9K $5.43B
BRK-B	1.02K + 25.04%	$442.66 - $534.52 $451K - $544K	5.08K $2.71B
BSV	6.39K + 4.47%	$76.94 - $78.28 $492K - $500K	149K $11.7B
STIP	3.13K + 4.11%	$100.59 - $103.47 $315K - $324K	79.3K $8.21B
AVUS	6.51K + 254.41%	$90.7 - $101.57 $591K - $662K	9.07K $838M
VGIT	2.32K + 1.14%	$57.44 - $59.4 $133K - $138K	207K $12.3B

New Holdings

17 operations

Stock	Shares change	Price Range	Shares Held	Trade History
WFC	15K New	$66.78 - $81.42 $999K - $1.22M	15K $1.07B
META	1.13K New	$576.36 - $736.67 $652K - $834K	1.13K $653M
GOOGL	3.34K New	$154.33 - $206.19 $515K - $689K	3.34K $516M
AMERICAN CENTY ETF TR	6.99K New	N/A	6.99K $429M
XLE	2.58K New	$85.7 - $93.96 $221K - $243K	2.58K $241M
XOM	1.85K New	$105.44 - $118.93 $195K - $220K	1.85K $220M

Top Sells

Reduced Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVUV	-5.98K - 9.29%	$84.95 - $100.62 $508K - $602K	58.4K $5.09B
ITOT	-1.17K - 1.07%	$120.29 - $134.6 $140K - $157K	108K $13.1B
CAT	-1.05K - 26.86%	$326.75 - $407.63 $343K - $428K	2.86K $944M
DFNM	-6.8K - 16.46%	$47.35 - $48.24 $322K - $328K	34.5K $1.64B
DFAU	-1.73K - 3.34%	$37.84 - $42.29 $65.5K - $73.2K	50.1K $1.93B
DFAS	-128 - 0.44%	$58.81 - $68.2 $7.53K - $8.73K	29.1K $1.74B

Activity Summary All Purchases 66 New Holdings 17 Increased Positions 49 All Sells 29 Reductions 29 Sold out 0 Calls 0 Puts 0

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