Elevate Wealth Advisory, Inc has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $141 Billion distributed in 132 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $13.1B, Vanguard Intermediate Term Tre with a value of $12.3B, Vanguard Bd Index Fd Inc Short with a value of $11.7B, Dimensional ETF Tr with a value of $9.76B, and Ishares Barclays 0 5 Year Tips with a value of $8.21B.
Examining the 13F form we can see an increase of $7.82B in the current position value, from $133B to 141B.
Elevate Wealth Advisory, Inc is based out at Athens, GA
Below you can find more details about Elevate Wealth Advisory, Inc portfolio as well as his latest detailed transactions.
