Elevate Wealth Advisory, Inc Reduced Holdings in Q3 2025

Elevate Wealth Advisory, Inc

  • $138 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-3.11K
- 69.95%
$459.11 - $506.91 $1.43M - $1.58M
1.34K $673M
AAPL
Apple Inc.

Technology
-7.67K
- 78.63%
$202.38 - $256.87 $1.55M - $1.97M
2.08K $531M
RTX
Raytheon Technologies Corp

Industrials
-4.1K
- 56.85%
$144.19 - $167.33 $591K - $686K
3.11K $520M
FTNT
Fortinet, Inc.

Technology
-46
- 0.36%
$74.39 - $107.65 $3.42K - $4.95K
12.6K $1.06B
KO
Coca Cola CO

Consumer Defensive
-2.63K
- 27.92%
$65.67 - $71.67 $173K - $188K
6.79K $453M
VGIT
Vanguard Intermediate Term Tre

ETFs
-4.19K
- 2.3%
$58.97 - $60.36 $247K - $253K
178K $10.7B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.87K
- 2.58%
$102.4 - $103.88 $191K - $194K
70.4K $7.28B
IVV
Ishares Core S&P 500 ETF

ETFs
-127
- 42.62%
$620.67 - $670.08 $78.8K - $85.1K
171 $114M
MSFT
Microsoft Corp

Technology
-212
- 10.04%
$491.09 - $535.64 $104K - $114K
1.9K $984M
AMZN
Amazon Com Inc

Consumer Cyclical
-44
- 4.04%
$211.65 - $238.24 $9.31K - $10.5K
1.05K $229M
VDC
Vanguard Consumer Staples ETF

ETFs
-19
- 25.33%
$212.64 - $225.25 $4.04K - $4.28K
56 $12M
META
Meta Platforms, Inc.

Communication Services
-2
- 0.27%
$695.21 - $791.73 $1.39K - $1.58K
728 $535M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-6
- 1.15%
$49.43 - $54.52 $297 - $327
516 $28M
VB
Vanguard Small Cap ETF

ETFs
-62
- 5.48%
$237.58 - $259.17 $14.7K - $16.1K
1.07K $273M
SOXX
Ishares Semiconductor ETF

ETFs
-82
- 10.21%
$236.93 - $271.12 $19.4K - $22.2K
721 $196M
VTI
Vanguard Total Stock Market Et

ETFs
-69
- 5.68%
$303.93 - $329.86 $21K - $22.8K
1.15K $377M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-396
- 3.54%
$41.91 - $44.87 $16.6K - $17.8K
10.8K $482M
AVUS
American Centy ETF Tr Avantis

ETFs
-42
- 1.99%
$101.2 - $109.16 $4.25K - $4.58K
2.07K $225M
GOOG
Alphabet Inc.

Communication Services
-6
- 2.74%
$175.16 - $255.24 $1.05K - $1.53K
213 $51.9M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-90
- 2.98%
$182.33 - $194.5 $16.4K - $17.5K
2.93K $570M
DFAE
Dimensional ETF Tr

ETFs
-185
- 1.83%
$28.84 - $31.84 $5.34K - $5.89K
9.95K $314M
JPM
Jpmorgan Chase & CO

Financial Services
-3
- 0.33%
$282.78 - $316.06 $848 - $948
920 $290M
IWD
Ishares Russell 1000 Val ETF

ETFs
-113
- 2.27%
$192.76 - $203.86 $21.8K - $23K
4.86K $990M
WFC
Wells Fargo & Company

Financial Services
-1
- 0.01%
$77.05 - $85.16 $77.1 - $85.2
7.75K $650M
VNQ
Vanguard Specialized Funds Van

ETFs
-324
- 0.85%
$88.47 - $93.24 $28.7K - $30.2K
37.8K $3.45B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-78
- 0.33%
$36.04 - $38.78 $2.81K - $3.02K
23.3K $898M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-210
- 1.74%
$133.48 - $144.38 $28K - $30.3K
11.9K $1.69B
NVDA
Nvidia Corp

Technology
-41
- 1.5%
$153.3 - $186.58 $6.29K - $7.65K
2.69K $501M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-504
- 1.79%
$63.41 - $69.69 $32K - $35.1K
27.7K $1.89B
GOOGL
Alphabet Inc.

Communication Services
-30
- 1.36%
$174.36 - $254.72 $5.23K - $7.64K
2.18K $530M
DFAU
Dimensional ETF Tr

ETFs
-1.17K
- 1.99%
$42.42 - $45.96 $49.8K - $53.9K
57.9K $2.65B
DFUS
Dimensional ETF Tr U S Equity

ETFs
-669
- 1.65%
$67.01 - $72.84 $44.8K - $48.7K
39.9K $2.89B
IDEV
Ishares Core Msci Intl Develop

ETFs
-1.01K
- 1.48%
$74.68 - $80.26 $75.7K - $81.4K
67.3K $5.39B
AVUV
American Centy ETF Tr Avantis

ETFs
-2.46K
- 4.39%
$90.37 - $102.12 $222K - $251K
53.5K $5.33B
EFV
Msci Eafe Value ETF

ETFs
-1.63K
- 2.06%
$62.79 - $68.42 $102K - $111K
77.4K $5.25B
AVDV
American Centy ETF Tr Avantis

ETFs
-3.11K
- 4.8%
$79.24 - $89.03 $246K - $277K
61.7K $5.49B
DFIV
Dimensional ETF Tr

ETFs
-6.56K
- 2.93%
$42.66 - $46.53 $280K - $305K
217K $10B
IEMG
Ishares Inc

ETFs
-570
- 0.67%
N/A
84.9K $5.6B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.09K
- 1.99%
$135.0 - $146.02 $282K - $305K
103K $15B
Activity Summary
Buys All Purchases 36 New Holdings 2 Increased Positions 34 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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