Elevated Capital Advisors, LLC Portfolio Holdings

Elevated Capital Advisors, LLC

  • $322 Million
  • Q4 2024

Elevated Capital Advisors, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $322 Million distributed in 260 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $13.5M, Apple Inc. with a value of $12.1M, Vanguard Growth ETF with a value of $11.8M, Vanguard Ftse Developed Market with a value of $9.2M, and Vanguard Total International B with a value of $8.46M.

Examining the 13F form we can see an decrease of $17.6M in the current position value, from $340M to 322M.

Elevated Capital Advisors, LLC is based out at Sandy, UT

Below you can find more details about Elevated Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $322 Million
ETFs: $170 Million
Technology: $37.2 Million
Financial Services: $35.4 Million
Consumer Cyclical: $16 Million
Utilities: $12.6 Million
Communication Services: $11.2 Million
Healthcare: $10.7 Million
Industrials: $10.5 Million
Other: $17 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.5 Million 4.18% of portfolio
195,412
Q4 2024 Added 31.18%
$3.79T
$12.1 Million 3.76% of portfolio
48,358
Q4 2024 Added 7.77%
$0
$11.8 Million 3.67% of portfolio
28,834
Q4 2024 Added 1.27%
$0
$9.2 Million 2.85% of portfolio
192,444
Q4 2024 Added 6.67%
$0
$8.46 Million 2.62% of portfolio
172,392
Q4 2024 Added 68.85%
$3.09T
$8.31 Million 2.58% of portfolio
19,710
Q4 2024 Added 23.75%
$0
$8.01 Million 2.48% of portfolio
47,327
Q4 2024 Added 4.11%
$0
$7.88 Million 2.44% of portfolio
101,973
Q4 2024 Added 69.63%
$0
$7.61 Million 2.36% of portfolio
406,786
Q4 2024 Added 0.12%
$0
$7.19 Million 2.23% of portfolio
147,087
Q4 2024 Added 2.64%
$0
$5.43 Million 1.68% of portfolio
60,006
Q4 2024 Added 2.64%
$0
$5.28 Million 1.64% of portfolio
393,107
Q4 2024 Reduced 0.38%
$0
$4.78 Million 1.48% of portfolio
444,027
Q4 2024 Added 0.78%
$0
$4.73 Million 1.47% of portfolio
117,403
Q4 2024 Reduced 2.05%
$2.42T
$4.27 Million 1.32% of portfolio
19,454
Q4 2024 Added 16.46%
$0
$4 Million 1.24% of portfolio
88,192
Q4 2024 Added 70.12%
$0
$3.75 Million 1.16% of portfolio
54,752
Q4 2024 Added 70.27%
$0
$3.31 Million 1.03% of portfolio
75,906
Q4 2024 Reduced 1.78%
$1.28T
$3.24 Million 1.01% of portfolio
8,031
Q4 2024 Reduced 8.57%
$0
$3.23 Million 1.0% of portfolio
5,484
Q4 2024 Reduced 25.79%
$0
$3.18 Million 0.99% of portfolio
72,182
Q4 2024 Added 4.97%
$1.25T
$3.12 Million 0.97% of portfolio
16,396
Q4 2024 Reduced 3.13%
$299B
$3.01 Million 0.93% of portfolio
22,391
Q4 2024 Added 26.05%
$0
$2.72 Million 0.84% of portfolio
54,193
Q4 2024 Reduced 0.61%
$0
$2.51 Million 0.78% of portfolio
4,912
Q4 2024 Reduced 73.45%
$0
$2.39 Million 0.74% of portfolio
9,951
Q4 2024 Reduced 22.91%
$325B
$2.33 Million 0.72% of portfolio
13,089
Q4 2024 Added 11.76%
$0
$2.33 Million 0.72% of portfolio
13,093
Q4 2024 Reduced 46.43%
$0
$2.27 Million 0.7% of portfolio
4,207
Q4 2024 Added 29.41%
$559B
$2.16 Million 0.67% of portfolio
6,844
Q4 2024 Added 4.9%
$0
$2.08 Million 0.64% of portfolio
133,918
Q4 2024 Reduced 1.39%
$0
$2 Million 0.62% of portfolio
56,225
Q4 2024 Reduced 4.77%
$1.22T
$1.88 Million 0.58% of portfolio
9,937
Q4 2024 Added 55.83%
$89.6B
$1.8 Million 0.56% of portfolio
7,748
Q4 2024 Reduced 9.91%
$445B
$1.79 Million 0.55% of portfolio
16,639
Q4 2024 Added 28.38%
$0
$1.77 Million 0.55% of portfolio
61,721
Q4 2024 Added 114.26%
$422B
$1.67 Million 0.52% of portfolio
4,294
Q4 2024 Added 2.75%
$530B
$1.68 Million 0.52% of portfolio
3,183
Q4 2024 Added 7.06%
$0
$1.65 Million 0.51% of portfolio
33,823
Q4 2024 Added 126.07%
$0
$1.58 Million 0.49% of portfolio
68,876
Q4 2024 Added 83.01%
$771B
$1.56 Million 0.48% of portfolio
2,022
Q4 2024 Added 48.24%
$202B
$1.47 Million 0.46% of portfolio
12,251
Q4 2024 Added 0.27%
$292B
$1.45 Million 0.45% of portfolio
10,039
Q4 2024 Added 10.65%
$784B
$1.42 Million 0.44% of portfolio
5,927
Q4 2024 Added 94.14%
$76.8B
$1.4 Million 0.43% of portfolio
11,267
Q4 2024 Added 26.65%
$0
$1.38 Million 0.43% of portfolio
13,761
Q4 2024 Added 3.19%
$203B
$1.38 Million 0.43% of portfolio
3,098
Q4 2024 Added 19.75%
$208B
$1.4 Million 0.43% of portfolio
9,217
Q4 2024 Added 10.58%
$222B
$1.38 Million 0.43% of portfolio
8,252
Q4 2024 Reduced 3.27%

Summary

  • Portfolio
  • No. of Stocks 260
  • Current Value $322 Million
  • Prior Value $340 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 22 stocks
  • Additional Purchases 131 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 101 stocks
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