Elevate Wealth Advisory, Inc Sells in Q2 2025

Elevate Wealth Advisory, Inc

  • $141 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VGIT
Vanguard Intermediate Term Tre

ETFs
-24.8K
- 11.99%
$58.63 - $59.9 $1.45M - $1.48M
182K $10.9B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-12.2K
- 8.2%
$77.74 - $78.78 $951K - $964K
137K $10.8B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-7.06K
- 8.9%
$102.02 - $103.5 $720K - $730K
72.3K $7.44B
AVUS
American Centy ETF Tr Avantis

ETFs
-6.96K
- 76.71%
$81.38 - $100.82 $566K - $702K
2.11K $213M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-632
- 12.43%
$483.48 - $539.8 $306K - $341K
4.45K $2.16B
WFC
Wells Fargo & Company

Financial Services
-7.2K
- 48.16%
$60.98 - $80.12 $439K - $577K
7.75K $621M
VNQ
Vanguard Specialized Funds Van

ETFs
-2.97K
- 7.22%
$79.79 - $91.42 $237K - $271K
38.1K $3.39B
AAPL
Apple Inc.

Technology
-654
- 6.29%
$172.42 - $223.89 $113K - $146K
9.75K $2B
IDEV
Ishares Core Msci Intl Develop

ETFs
-10.6K
- 13.4%
$61.79 - $76.67 $653K - $810K
68.3K $5.19B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-4.67K
- 10.65%
$49.57 - $50.27 $231K - $235K
39.1K $1.97B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-3.44K
- 79.83%
$50.1 - $51.02 $172K - $176K
869 $44.4M
IWD
Ishares Russell 1000 Val ETF

ETFs
-995
- 16.67%
$166.82 - $194.23 $166K - $193K
4.98K $966M
GOOGL
Alphabet Inc.

Communication Services
-1.13K
- 33.8%
$144.7 - $178.6 $163K - $202K
2.21K $390M
META
Meta Platforms, Inc.

Communication Services
-402
- 35.51%
$484.66 - $738.09 $195K - $297K
730 $539M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-2.75K
- 19.61%
$41.1 - $42.37 $113K - $116K
11.3K $476M
DISV
Dimensional ETF Tr Dimensional

ETFs
-4.78K
- 31.53%
$25.93 - $32.91 $124K - $157K
10.4K $342M
NVDA
Nvidia Corp

Technology
-1.89K
- 40.89%
$94.31 - $157.99 $178K - $298K
2.73K $431M
HD
Home Depot, Inc.

Consumer Cyclical
-152
- 15.02%
$335.24 - $380.78 $51K - $57.9K
860 $315M
Dimensional ETF Trust
-3.3K
- 3.01%
N/A
106K $3.3B
XLE
Energy Sector Spdr

ETFs
-58
- 2.25%
$76.44 - $94.13 $4.43K - $5.46K
2.53K $214M
DFAE
Dimensional ETF Tr

ETFs
-2.25K
- 18.15%
$22.87 - $28.95 $51.4K - $65.1K
10.1K $293M
AVDE
American Centy ETF Tr Avantis

ETFs
-382
- 63.35%
$59.32 - $74.36 $22.7K - $28.4K
221 $16.4M
AOA
Ishares Tr Core Aggressive All

ETFs
-328
- 37.79%
$69.46 - $83.4 $22.8K - $27.4K
540 $45M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-440
- 3.84%
$81.46 - $94.63 $35.8K - $41.6K
11K $1.04B
AMZN
Amazon Com Inc

Consumer Cyclical
-245
- 18.37%
$167.32 - $223.3 $41K - $54.7K
1.09K $239M
FNDX
Schwab Fundamental U S Large C

ETFs
-939
- 10.58%
$20.84 - $24.54 $19.6K - $23K
7.94K $195M
DFSD
Dimensional ETF Tr Short Durat

ETFs
-456
- 2.98%
$47.09 - $48.01 $21.5K - $21.9K
14.9K $714M
AVLV
American Centy ETF Tr Avantis
-217
- 78.06%
$56.85 - $68.21 $12.3K - $14.8K
61 $4.16M
SUB
Ishares Short Term National Mu

ETFs
-90
- 1.88%
$104.77 - $106.34 $9.43K - $9.57K
4.71K $501M
AVES
American Centy ETF Tr Avantis

ETFs
-112
- 65.12%
$42.02 - $53.63 $4.71K - $6.01K
60 $3.21M
AVGE
American Centy ETF Tr Avantis
-1
- 3.7%
N/A
26 $2.01M
VPU
Vanguard Utilities ETF

ETFs
-46
- 2.11%
$158.36 - $178.82 $7.28K - $8.23K
2.13K $376M
DFIS
Dimensional ETF Tr Dimensional

ETFs
-993
- 8.92%
$23.2 - $29.84 $23K - $29.6K
10.1K $303M
AVUV
American Centy ETF Tr Avantis

ETFs
-2.35K
- 4.02%
$75.17 - $91.21 $176K - $214K
56K $5.1B
DFUS
Dimensional ETF Tr U S Equity

ETFs
-3.68K
- 8.33%
$53.65 - $67.02 $198K - $247K
40.5K $2.72B
DFAS
Dimensional ETF Tr U S Small C

ETFs
-964
- 3.31%
$52.31 - $63.72 $50.4K - $61.4K
28.2K $1.79B
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-1.41K
- 10.46%
$104.23 - $134.39 $147K - $190K
12.1K $1.62B
IEMG
Ishares Inc

ETFs
-8.06K
- 8.61%
N/A
85.5K $5.13B
FTNT
Fortinet, Inc.

Technology
-22
- 0.17%
$84.71 - $108.69 $1.86K - $2.39K
12.7K $1.34B
CAT
Caterpillar Inc

Industrials
-125
- 4.37%
$273.94 - $388.21 $34.2K - $48.5K
2.74K $1.06B
EFV
Msci Eafe Value ETF

ETFs
-3.59K
- 4.35%
$52.4 - $64.65 $188K - $232K
79K $5.01B
AVDV
American Centy ETF Tr Avantis

ETFs
-4.84K
- 6.94%
$61.76 - $79.32 $299K - $384K
64.8K $5.14B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-2.34K
- 2.18%
$108.12 - $135.04 $253K - $316K
105K $14.2B
Activity Summary
Buys All Purchases 56 New Holdings 7 Increased Positions 49 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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