Elevate Wealth Advisory, Inc Portfolio Holdings by Sector
Elevate Wealth Advisory, Inc
- $138 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
ITOT BSV VGIT DFIV STIP IEMG AVDV IDEV 95 stocks |
$124 Million
94.39% of portfolio
|
  29  
|
  26  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
FTNT MSFT 2 stocks |
$2.05 Million
1.55% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$1.12 Million
0.85% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
WFC JPM 2 stocks |
$939,956
0.71% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$672,666
0.51% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$530,613
0.4% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX 1 stocks |
$520,490
0.39% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$501,464
0.38% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$453,499
0.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$377,122
0.29% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$229,451
0.17% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|