Elevate Wealth Advisory, Inc Sells in Q1 2025

Elevate Wealth Advisory, Inc

  • $141 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
-5.98K
- 9.29%
$84.95 - $100.62 $508K - $602K
58.4K $5.09B
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.17K
- 1.07%
$120.29 - $134.6 $140K - $157K
108K $13.1B
CAT
Caterpillar Inc

Industrials
-1.05K
- 26.86%
$326.75 - $407.63 $343K - $428K
2.86K $944M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-6.8K
- 16.46%
$47.35 - $48.24 $322K - $328K
34.5K $1.64B
DFAU
Dimensional ETF Tr

ETFs
-1.73K
- 3.34%
$37.84 - $42.29 $65.5K - $73.2K
50.1K $1.93B
DFAS
Dimensional ETF Tr U S Small C

ETFs
-128
- 0.44%
$58.81 - $68.2 $7.53K - $8.73K
29.1K $1.74B
DFSD
Dimensional ETF Tr Short Durat

ETFs
-3.37K
- 18.03%
$46.74 - $47.55 $158K - $160K
15.3K $728M
DIHP
Dimensional ETF Tr Dimensional

ETFs
-3.92K
- 41.16%
$25.1 - $27.85 $98.3K - $109K
5.6K $151M
DFEV
Dimensional ETF Tr Emerging Mk

ETFs
-3.2K
- 47.72%
$25.44 - $27.95 $81.4K - $89.5K
3.51K $94.9M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-36
- 0.15%
$32.42 - $36.13 $1.17K - $1.3K
23.3K $770M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-32
- 0.32%
$27.56 - $32.1 $882 - $1.03K
9.86K $277M
VB
Vanguard Small Cap ETF

ETFs
-28
- 2.56%
$217.89 - $252.64 $6.1K - $7.07K
1.07K $237M
HD
Home Depot, Inc.

Consumer Cyclical
-2
- 0.2%
$347.25 - $424.87 $695 - $850
1.01K $371M
FNDX
Schwab Fundamental U S Large C

ETFs
-966
- 9.82%
$23.03 - $25.01 $22.2K - $24.2K
8.87K $210M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-777
- 22.33%
$21.23 - $23.75 $16.5K - $18.5K
2.7K $58.2M
VUG
Vanguard Growth ETF

ETFs
-19
- 6.74%
$369.1 - $427.61 $7.01K - $8.12K
263 $97.5M
AVIE
American Centy ETF Tr Avantis
-265
- 13.84%
N/A
1.65K $106M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-114
- 17.92%
$42.5 - $46.71 $4.85K - $5.32K
522 $23.6M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-103
- 8.6%
$47.59 - $48.35 $4.9K - $4.98K
1.1K $52.9M
AVLV
American Centy ETF Tr Avantis
-8
- 2.8%
$63.51 - $70.42 $508 - $563
278 $18.1M
TIP
Ishares Tr Tips Bd ETF

ETFs
-22
- 4.26%
$106.22 - $111.09 $2.34K - $2.44K
494 $54.9M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
-191
- 1.34%
$40.79 - $42.32 $7.79K - $8.08K
14K $589M
IWD
Ishares Russell 1000 Val ETF

ETFs
-5
- 0.08%
$182.82 - $196.21 $914 - $981
5.97K $1.12B
SO
Southern CO

Utilities
-14
- 0.23%
$80.96 - $92.96 $1.13K - $1.3K
6.19K $569M
DFAI
Dimensional ETF Tr

ETFs
-228
- 0.66%
$28.88 - $32.4 $6.58K - $7.39K
34.2K $1.07B
AVDV
American Centy ETF Tr Avantis

ETFs
-4.34K
- 5.87%
$63.74 - $71.96 $277K - $312K
69.6K $4.86B
EFV
Msci Eafe Value ETF

ETFs
-1.01K
- 1.21%
$51.88 - $60.73 $52.3K - $61.2K
82.6K $4.87B
DFIV
Dimensional ETF Tr

ETFs
-23
- 0.01%
$35.33 - $40.77 $813 - $938
248K $9.76B
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
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