Elevate Wealth Advisory, Inc Portfolio Holdings

Elevate Wealth Advisory, Inc

  • $123 Billion
  • Q2 2024

Elevate Wealth Advisory, Inc has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $123 Billion distributed in 111 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 $12.8B, Vanguard Intermediate Term Tre with a value of $11.4B, Vanguard Bd Index Fd Inc Short with a value of $10.5B, Dimensional ETF Tr with a value of $8.21B, and Ishares Barclays 0 5 Year Tips with a value of $7.26B.

Examining the 13F form we can see an increase of $8.37B in the current position value, from $115B to 123B.

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.

Portfolio value $123 Billion
ETFs: $109 Billion
Technology: $3.87 Billion
Industrials: $2.05 Billion
Financial Services: $1.33 Billion
Consumer Cyclical: $859 Million
Consumer Defensive: $636 Million
Utilities: $472 Million
Real Estate: $220 Million
Other: $202 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$199B
$1.32 Billion 1.07% of portfolio
3,950
Q2 2024 Added 0.03%
$62.2B
$771 Million 0.63% of portfolio
12,793
Q2 2024 New
$173B
$733 Million 0.59% of portfolio
7,304
Q2 2024 Added 66.64%
$95.9B
$472 Million 0.38% of portfolio
6,089
Q2 2024 Added 85.24%
$37.8B
$290 Million 0.24% of portfolio
2,192
Q1 2024 Added 31.41%
$23.5B
$220 Million 0.18% of portfolio
7,758
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $123 Billion
  • Prior Value $115 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 12, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 8 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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