Elevate Wealth Advisory, Inc Purchases in Q2 2024

Elevate Wealth Advisory, Inc

  • $123 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
6.66K
+ 6.61%
$108.78 - $119.23 $725K - $794K
107K $12.8B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
9.22K
+ 14.47%
$98.69 - $99.57 $910K - $918K
73K $7.26B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
11.4K
+ 9.08%
$75.81 - $76.76 $861K - $872K
136K $10.5B
FTNT
Fortinet, Inc.

Technology
12.8K
New
$57.94 - $71.32 $741K - $912K
12.8K $771M
VGIT
Vanguard Intermediate Term Tre

ETFs
14.1K
+ 7.73%
$57.14 - $58.53 $806K - $826K
197K $11.4B
DFIV
Dimensional ETF Tr

ETFs
20.9K
+ 10.1%
$35.5 - $38.02 $743K - $796K
228K $8.21B
IEMG
Ishares Inc

ETFs
6.76K
+ 8.6%
$50.02 - $54.95 $338K - $371K
85.4K $4.57B
KO
Coca Cola CO

Consumer Defensive
6.34K
+ 177.22%
$58.06 - $64.15 $368K - $407K
9.92K $636M
IDEV
Ishares Core Msci Intl Develop

ETFs
7.22K
+ 12.9%
$64.09 - $68.74 $463K - $497K
63.2K $4.15B
AAPL
Apple Inc.

Technology
20
+ 0.24%
$165.0 - $216.67 $3.3K - $4.33K
8.34K $1.76B
RTX
Raytheon Technologies Corp

Industrials
2.92K
+ 66.64%
$97.55 - $108.44 $285K - $317K
7.3K $733M
DFAT
Dimensional ETF Tr U S Target

ETFs
8.03K
+ 15.17%
$50.18 - $54.47 $403K - $438K
61K $3.16B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.25K
New
$49.55 - $50.44 $260K - $265K
5.25K $263M
QQQ
Invesco Qqq Trust, Series 1

ETFs
529
New
$414.65 - $485.21 $219K - $257K
529 $254M
SO
Southern CO

Utilities
2.8K
+ 85.24%
$67.77 - $80.71 $190K - $226K
6.09K $472M
AMZN
Amazon Com Inc

Consumer Cyclical
1.16K
New
$173.67 - $197.85 $201K - $229K
1.16K $224M
SUB
Ishares Short Term National Mu

ETFs
2.13K
+ 116.18%
$104.04 - $104.8 $221K - $223K
3.95K $413M
AVDV
American Centy ETF Tr Avantis

ETFs
4.14K
+ 6.29%
$63.81 - $68.36 $264K - $283K
69.9K $4.54B
XOM
Exxon Mobil Corp

Energy
1.75K
New
$108.36 - $122.2 $190K - $214K
1.75K $202M
NVDA
Nvidia Corp

Technology
3.81K
+ 947.51%
$118.11 - $1224.4 $450K - $4.66M
4.21K $520M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
774
+ 22.5%
$114.71 - $121.51 $88.8K - $94K
4.21K $500M
Dimensional ETF Trust
6.15K
+ 6.51%
N/A
101K $2.91B
DFSB
Dimensional ETF Tr Dimensional
1.31K
New
N/A
1.31K $67.1M
MSFT
Microsoft Corp

Technology
102
+ 16.89%
$389.33 - $452.85 $39.7K - $46.2K
706 $316M
DFSD
Dimensional ETF Tr Short Durat

ETFs
1.16K
+ 5.94%
$46.64 - $47.15 $54K - $54.6K
20.6K $970M
SOXX
Ishares Semiconductor ETF

ETFs
97
+ 16.17%
$198.39 - $259.28 $19.2K - $25.2K
697 $172M
AVIE
American Centy ETF Tr Avantis
559
New
N/A
559 $34.7M
DFAX
Dimensional ETF Tr
1.24K
+ 2.58%
$24.57 - $26.36 $30.4K - $32.6K
49.1K $1.25B
IOT
Samsara Inc.

Technology
2.37K
+ 18.97%
$28.07 - $42.06 $66.6K - $99.9K
14.9K $502M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
628
+ 1.58%
$47.4 - $48.0 $29.8K - $30.1K
40.3K $1.93B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
73
+ 0.55%
$112.27 - $120.96 $8.2K - $8.83K
13.4K $1.57B
QUAL
Ishares Msci Usa Quality Facto

ETFs
22
+ 1.11%
$154.56 - $173.19 $3.4K - $3.81K
2K $342M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
239
+ 0.89%
$30.09 - $32.37 $7.19K - $7.74K
27K $869M
DFSU
Dimensional ETF Tr Dimen Us Su
293
New
N/A
293 $10.2M
DUHP
Dimensional ETF Tr Dimensional

ETFs
134
+ 1.85%
$29.72 - $32.4 $3.98K - $4.34K
7.36K $236M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
423
+ 3.24%
$75.81 - $80.15 $32.1K - $33.9K
13.5K $1.06B
ICSH
Blackrock Ultra Short Term Bon

ETFs
99
+ 0.97%
$50.32 - $50.55 $4.98K - $5K
10.3K $520M
VT
Vanguard Total World Stk Index

ETFs
12
+ 1.1%
$104.94 - $113.51 $1.26K - $1.36K
1.1K $124M
REET
Ishares Global Reit ETF

ETFs
207
+ 7.65%
$21.86 - $23.58 $4.53K - $4.88K
2.91K $67.7M
DFAR
Dimensional ETF Tr Dimensional

ETFs
236
+ 1.77%
$20.41 - $22.23 $4.82K - $5.25K
13.5K $299M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
12
+ 0.28%
$50.82 - $51.15 $610 - $614
4.27K $218M
AVDE
American Centy ETF Tr Avantis

ETFs
19
+ 3.45%
$61.17 - $65.29 $1.16K - $1.24K
570 $35.5M
AVEM
American Centy ETF Tr Avantis

ETFs
2
+ 5.0%
$56.42 - $62.42 $113 - $125
42 $2.57M
DFIS
Dimensional ETF Tr Dimensional

ETFs
17
+ 0.31%
$24.08 - $25.86 $409 - $440
5.45K $134M
DIHP
Dimensional ETF Tr Dimensional

ETFs
129
+ 1.4%
$25.66 - $27.34 $3.31K - $3.53K
9.37K $247M
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.27%
$192.84 - $209.44 $193 - $209
375 $76M
MUB
Ishares National Muni Bond ETF

ETFs
25
+ 0.44%
$105.37 - $107.16 $2.63K - $2.68K
5.67K $605M
DFSV
Dimensional ETF Tr Dimensional

ETFs
42
+ 0.53%
$27.81 - $30.13 $1.17K - $1.27K
7.95K $229M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
28
+ 0.24%
$38.53 - $40.76 $1.08K - $1.14K
11.8K $463M
Activity Summary
Buys All Purchases 52 New Holdings 8 Increased Positions 44 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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