Elevate Wealth Advisory, Inc Purchases in Q1 2025

Elevate Wealth Advisory, Inc

  • $141 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IDEV
Ishares Core Msci Intl Develop

ETFs
13.7K
+ 21.0%
$63.77 - $71.36 $873K - $976K
78.9K $5.43B
WFC
Wells Fargo & Company

Financial Services
15K
New
$66.78 - $81.42 $999K - $1.22M
15K $1.07B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.02K
+ 25.04%
$442.66 - $534.52 $451K - $544K
5.08K $2.71B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.39K
+ 4.47%
$76.94 - $78.28 $492K - $500K
149K $11.7B
META
Meta Platforms, Inc.

Communication Services
1.13K
New
$576.36 - $736.67 $652K - $834K
1.13K $653M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.13K
+ 4.11%
$100.59 - $103.47 $315K - $324K
79.3K $8.21B
AVUS
American Centy ETF Tr Avantis

ETFs
6.51K
+ 254.41%
$90.7 - $101.57 $591K - $662K
9.07K $838M
GOOGL
Alphabet Inc.

Communication Services
3.34K
New
$154.33 - $206.19 $515K - $689K
3.34K $516M
American Centy ETF Tr
6.99K
New
N/A
6.99K $429M
VGIT
Vanguard Intermediate Term Tre

ETFs
2.32K
+ 1.14%
$57.44 - $59.4 $133K - $138K
207K $12.3B
XLE
Energy Sector Spdr

ETFs
2.58K
New
$85.7 - $93.96 $221K - $243K
2.58K $241M
Dimensional ETF Trust
3.03K
+ 2.85%
N/A
110K $3.35B
XOM
Exxon Mobil Corp

Energy
1.85K
New
$105.44 - $118.93 $195K - $220K
1.85K $220M
JPM
Jpmorgan Chase & CO

Financial Services
845
New
$225.19 - $279.95 $190K - $237K
845 $207M
ITA
Ishares Tr

ETFs
1.3K
+ 256.72%
$144.84 - $159.5 $188K - $207K
1.81K $276M
VNQ
Vanguard Specialized Funds Van

ETFs
1.01K
+ 2.53%
$85.55 - $94.34 $86.6K - $95.5K
41.1K $3.72B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
989
+ 5.79%
$87.68 - $94.52 $86.7K - $93.5K
18.1K $1.69B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.92K
+ 7.38%
$27.01 - $28.54 $106K - $112K
57K $1.59B
AAPL
Apple Inc.

Technology
1.68K
+ 19.31%
$209.68 - $247.1 $353K - $416K
10.4K $2.31B
RTX
Raytheon Technologies Corp

Industrials
1
+ 0.01%
$114.1 - $135.66 $114 - $136
7.21K $955M
VGT
Vanguard Information Technolog

ETFs
221
+ 613.89%
$542.38 - $646.34 $120K - $143K
257 $140M
Dimensional ETF Trust
1.86K
New
N/A
1.86K $114M
KO
Coca Cola CO

Consumer Defensive
19
+ 0.21%
$60.81 - $72.32 $1.16K - $1.37K
9.27K $669M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
371
+ 0.85%
$48.43 - $49.9 $18K - $18.5K
43.8K $2.19B
IYW
Ishares Dj Us Tech ETF

ETFs
545
New
$140.44 - $166.79 $76.5K - $90.9K
545 $76.5M
DFAX
Dimensional ETF Tr
20
+ 0.04%
$24.45 - $27.2 $489 - $544
48.6K $1.27B
SUB
Ishares Short Term National Mu

ETFs
606
+ 14.45%
$105.3 - $106.24 $63.8K - $64.4K
4.8K $507M
DISV
Dimensional ETF Tr Dimensional

ETFs
589
+ 4.04%
$26.09 - $30.21 $15.4K - $17.8K
15.2K $442M
YUM
Yum Brands Inc

Consumer Cyclical
1
+ 0.05%
$123.25 - $162.53 $123 - $163
2.19K $345M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.03K
+ 6.5%
$49.25 - $50.66 $50.6K - $52K
16.8K $835M
GOOG
Alphabet Inc.

Communication Services
218
New
$156.06 - $207.71 $34K - $45.3K
218 $34.1M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
163
+ 1.22%
$110.75 - $119.78 $18.1K - $19.5K
13.5K $1.56B
DFIC
Dimensional ETF Tr Dimensional

ETFs
922
+ 33.44%
$25.54 - $28.79 $23.5K - $26.5K
3.68K $102M
FTNT
Fortinet, Inc.

Technology
5
+ 0.04%
$92.49 - $114.57 $462 - $573
12.7K $1.22B
VPU
Vanguard Utilities ETF

ETFs
41
+ 1.92%
$161.24 - $173.33 $6.61K - $7.11K
2.18K $372M
Dimensional ETF Trust
374
New
N/A
374 $20M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
41
+ 83.67%
$507.05 - $563.67 $20.8K - $23.1K
90 $46.5M
XLY
Select Sector Spdr Consumer Di

ETFs
90
New
$192.6 - $233.2 $17.3K - $21K
90 $17.8M
AOA
Ishares Tr Core Aggressive All

ETFs
219
+ 33.74%
$75.7 - $80.01 $16.6K - $17.5K
868 $66.4M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
280
+ 22.33%
$51.52 - $52.37 $14.4K - $14.7K
1.53K $80.3M
DFIS
Dimensional ETF Tr Dimensional

ETFs
2
+ 0.02%
$23.92 - $26.89 $47.8 - $53.8
11.1K $288M
DFAR
Dimensional ETF Tr Dimensional

ETFs
215
+ 1.21%
$22.35 - $24.52 $4.81K - $5.27K
17.9K $426M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
39
+ 0.76%
$126.11 - $135.06 $4.92K - $5.27K
5.16K $665M
Dimensional ETF Trust
192
New
N/A
192 $11.8M
DFAE
Dimensional ETF Tr

ETFs
123
+ 1.0%
$24.64 - $26.86 $3.03K - $3.3K
12.4K $321M
MSFT
Microsoft Corp

Technology
239
+ 13.67%
$375.39 - $447.2 $89.7K - $107K
1.99K $746M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
26
+ 0.23%
$39.96 - $43.3 $1.04K - $1.13K
11.1K $457M
AOR
Ishares Tr Core Growth Allocat

ETFs
28
+ 0.44%
$56.63 - $59.39 $1.59K - $1.66K
6.34K $365M
PFF
Ishares Trust Ishares Pfd And

ETFs
92
New
$30.73 - $32.26 $2.83K - $2.97K
92 $2.83M
Activity Summary
Buys All Purchases 66 New Holdings 17 Increased Positions 49 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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