Elevate Wealth Advisory, Inc Incresed Positions 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
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
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
VGIT
Vanguard Intermediate Term Tre

ETFs
2.32K
+ 1.14%
$57.44 - $59.4 $133K - $138K
207K $12.3B
IEMG
Ishares Inc

ETFs
3.82K
+ 4.26%
N/A
93.6K $5.05B
Dimensional ETF Trust
3.03K
+ 2.85%
N/A
110K $3.35B
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
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
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
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
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
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
41
+ 83.67%
$507.05 - $563.67 $20.8K - $23.1K
90 $46.5M
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
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
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
7
+ 0.16%
$50.87 - $51.09 $356 - $358
4.31K $220M
VT
Vanguard Total World Stk Index

ETFs
18
+ 1.31%
$115.08 - $123.97 $2.07K - $2.23K
1.39K $161M
QUAL
Ishares Msci Usa Quality Facto

ETFs
115
+ 4.09%
$168.16 - $186.21 $19.3K - $21.4K
2.93K $500M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
6
+ 0.05%
$90.0 - $96.32 $540 - $578
11.4K $1.06B
WMT
Walmart Inc.

Consumer Defensive
24
+ 0.84%
$84.5 - $105.05 $2.03K - $2.52K
2.89K $255M
DUHP
Dimensional ETF Tr Dimensional

ETFs
1
+ 0.01%
$32.57 - $35.82 $32.6 - $35.8
9K $298M
IWM
Ishares Russell 2000 ETF

ETFs
1
+ 0.27%
$198.1 - $229.79 $198 - $230
378 $75.4M
IOT
Samsara Inc.

Technology
2.24K
+ 12.01%
$34.06 - $60.96 $76.3K - $137K
20.9K $801M
SOXX
Ishares Semiconductor ETF

ETFs
1
+ 0.13%
$188.17 - $235.81 $188 - $236
801 $151M
AMZN
Amazon Com Inc

Consumer Cyclical
61
+ 4.79%
$190.26 - $242.06 $11.6K - $14.8K
1.33K $254M
NVDA
Nvidia Corp

Technology
77
+ 1.7%
$106.98 - $149.43 $8.24K - $11.5K
4.62K $500M
DFUS
Dimensional ETF Tr U S Equity

ETFs
85
+ 0.19%
$59.61 - $66.71 $5.07K - $5.67K
44.2K $2.67B
DFAT
Dimensional ETF Tr U S Target

ETFs
1.04K
+ 1.62%
$50.44 - $58.1 $52.7K - $60.7K
65.4K $3.37B
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
Track This Portfolio

Track Elevate Wealth Advisory, Inc Portfolio

Follow Elevate Wealth Advisory, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elevate Wealth Advisory, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Elevate Wealth Advisory, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email