Elevate Wealth Advisory, Inc Portfolio Holdings by Sector

Elevate Wealth Advisory, Inc

$141 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs ITOT VGIT BSV DFIV STIP IDEV AVUV IEMG 99 stocks	$120 Million 88.44% of portfolio	42	24	6	-	0 Calls 0 Puts
Software—Infrastructure \| Technology FTNT IOT MSFT 3 stocks	$2.77 Million 2.04% of portfolio	3	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$2.71 Million 1.99% of portfolio	1	-	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2.31 Million 1.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services WFC JPM 2 stocks	$1.28 Million 0.94% of portfolio	2	-	2	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG 3 stocks	$1.2 Million 0.89% of portfolio	3	-	3	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX 1 stocks	$954,846 0.7% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$943,888 0.7% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$668,899 0.49% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities SO 1 stocks	$568,778 0.42% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA 1 stocks	$500,451 0.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$370,734 0.27% of portfolio	-	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical YUM 1 stocks	$345,248 0.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$332,197 0.24% of portfolio	-	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$254,595 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$253,807 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$219,644 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts

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