Elevate Wealth Advisory, Inc Purchases in Q3 2024

Elevate Wealth Advisory, Inc

  • $135 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
5.53K
+ 2.81%
$57.8 - $60.8 $320K - $336K
202K $12.2B
ITOT
Ishares Core S&P Total U.S. St

ETFs
2
+ 0.0%
$113.41 - $125.62 $227 - $251
107K $13.5B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.99K
+ 3.66%
$76.38 - $78.87 $381K - $394K
141K $11.1B
DFIV
Dimensional ETF Tr

ETFs
4.22K
+ 1.85%
$34.66 - $38.38 $146K - $162K
233K $8.85B
VNQ
Vanguard Specialized Funds Van

ETFs
367
+ 0.92%
$82.97 - $98.97 $30.4K - $36.3K
40.1K $3.94B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
10.3K
+ 195.26%
$49.93 - $51.15 $512K - $524K
15.5K $793M
AVUV
American Centy ETF Tr Avantis

ETFs
1.39K
+ 2.23%
$88.24 - $99.7 $123K - $139K
63.9K $6.13B
AVDV
American Centy ETF Tr Avantis

ETFs
1.61K
+ 2.3%
$62.52 - $71.12 $101K - $115K
71.5K $5.05B
IEMG
Ishares Inc

ETFs
1.15K
+ 1.34%
$53.64 - $53.64 $61.4K - $61.4K
86.5K $4.97B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.48K
+ 3.4%
$98.99 - $101.51 $245K - $252K
75.4K $7.64B
IBDP
Ishares Ibonds Dec 2024 Term C

ETFs
10.6K
New
$25.04 - $25.21 $267K - $268K
10.6K $268M
DFAT
Dimensional ETF Tr U S Target

ETFs
272
+ 0.45%
$51.0 - $57.07 $13.9K - $15.5K
61.3K $3.41B
CARR
Carrier Global Corp

Industrials
3.01K
New
$61.9 - $80.88 $186K - $243K
3.01K $242M
WMT
Walmart Inc.

Consumer Defensive
2.83K
New
$66.91 - $81.4 $190K - $231K
2.83K $229M
FTNT
Fortinet, Inc.

Technology
6
+ 0.05%
$55.39 - $77.55 $332 - $465
12.8K $993M
AFL
Aflac Inc

Financial Services
1.91K
New
$88.52 - $111.8 $169K - $214K
1.91K $214M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.15K
+ 7.96%
$83.76 - $91.82 $96.3K - $106K
15.6K $1.42B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
2.62K
New
$74.26 - $78.84 $195K - $207K
2.62K $205M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.48K
+ 10.97%
$77.02 - $85.06 $114K - $126K
15K $1.27B
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
8.37K
New
$23.88 - $24.01 $200K - $201K
8.37K $201M
AAPL
Apple Inc.

Technology
2
+ 0.02%
$207.23 - $234.82 $414 - $470
8.34K $1.94B
DFUS
Dimensional ETF Tr U S Equity

ETFs
611
+ 1.43%
$56.04 - $62.2 $34.2K - $38K
43.4K $2.7B
ICSH
Blackrock Ultra Short Term Bon

ETFs
2.77K
+ 26.93%
$50.32 - $50.75 $139K - $141K
13.1K $663M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
624
+ 14.81%
$117.9 - $128.2 $73.6K - $80K
4.84K $620M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
51
+ 0.38%
$112.99 - $126.45 $5.76K - $6.45K
13.5K $1.69B
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
3.93K
New
$24.78 - $25.11 $97.3K - $98.6K
3.93K $98.5M
Dimensional ETF Trust
946
New
N/A
946 $51.9M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
165
+ 0.41%
$47.7 - $48.54 $7.87K - $8.01K
40.5K $1.97B
VT
Vanguard Total World Stk Index

ETFs
254
+ 23.01%
$107.72 - $119.96 $27.4K - $30.5K
1.36K $163M
QUAL
Ishares Msci Usa Quality Facto

ETFs
86
+ 4.29%
$162.64 - $179.3 $14K - $15.4K
2.09K $375M
DFSV
Dimensional ETF Tr Dimensional

ETFs
389
+ 4.89%
$28.25 - $31.7 $11K - $12.3K
8.34K $257M
AOR
Ishares Tr Core Growth Allocat

ETFs
20
+ 0.32%
$55.15 - $59.31 $1.1K - $1.19K
6.36K $377M
DIHP
Dimensional ETF Tr Dimensional

ETFs
147
+ 1.57%
$25.23 - $27.94 $3.71K - $4.11K
9.51K $264M
DUHP
Dimensional ETF Tr Dimensional

ETFs
1
+ 0.01%
$30.74 - $34.07 $30.7 - $34.1
7.37K $251M
AVUS
American Centy ETF Tr Avantis

ETFs
5
+ 0.2%
$86.27 - $95.15 $431 - $476
2.57K $244M
SOXX
Ishares Semiconductor ETF

ETFs
102
+ 14.63%
$199.29 - $265.49 $20.3K - $27.1K
799 $184M
DFIS
Dimensional ETF Tr Dimensional

ETFs
4
+ 0.07%
$24.06 - $26.97 $96.2 - $108
5.45K $146M
DFIC
Dimensional ETF Tr Dimensional

ETFs
236
+ 10.09%
$25.36 - $28.37 $5.98K - $6.7K
2.58K $72.5M
VDE
Vanguard Energy ETF

ETFs
77
New
$117.44 - $131.06 $9.04K - $10.1K
77 $9.51M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
43
+ 0.65%
$25.73 - $28.81 $1.11K - $1.24K
6.71K $191M
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.27%
$200.87 - $224.6 $201 - $225
376 $83M
VAW
Vanguard Materials ETF

ETFs
24
New
$189.89 - $213.71 $4.56K - $5.13K
24 $5.1M
XOM
Exxon Mobil Corp

Energy
5
+ 0.29%
$109.72 - $119.0 $549 - $595
1.76K $206M
DFIP
Dimensional ETF Tr Inflation P

ETFs
34
+ 1.77%
$40.69 - $42.46 $1.38K - $1.44K
1.95K $82.6M
AVDE
American Centy ETF Tr Avantis

ETFs
5
+ 0.88%
$60.09 - $67.67 $300 - $338
575 $38.5M
AOA
Ishares Tr Core Aggressive All

ETFs
25
+ 14.29%
$72.11 - $79.05 $1.8K - $1.98K
200 $15.8M
DFSU
Dimensional ETF Tr Dimen Us Su
44
+ 15.02%
N/A
337 $12.5M
AVES
American Centy ETF Tr Avantis

ETFs
7
+ 4.24%
$46.0 - $52.55 $322 - $368
172 $8.97M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
13
+ 0.3%
$50.63 - $51.11 $658 - $664
4.29K $219M
Activity Summary
Buys All Purchases 53 New Holdings 10 Increased Positions 43 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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