Elevated Capital Advisors, LLC Incresed Positions in Q3 2025

Elevated Capital Advisors, LLC

  • $338 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
701
+ 1.41%
$202.38 - $256.87 $142K - $180K
50.4K $12.8M
CTA
Simplify Exch Traded Fds Simpl

ETFs
85.4K
+ 44.47%
$26.46 - $28.43 $2.26M - $2.43M
277K $7.76M
SVOL
Simplify ETF Simplify Volatili

ETFs
109K
+ 45.86%
$16.48 - $19.27 $1.79M - $2.09M
346K $6.22M
GOOGL
Alphabet Inc.

Communication Services
1.82K
+ 19.4%
$174.36 - $254.72 $318K - $464K
11.2K $2.73M
VEA
Vanguard Ftse Developed Market

ETFs
4.03K
+ 2.22%
$56.02 - $60.3 $226K - $243K
186K $11.1M
VTV
Vanguard Value ETF

ETFs
1.8K
+ 4.04%
$175.51 - $186.57 $316K - $335K
46.3K $8.63M
ABBV
Abb Vie Inc.

Healthcare
650
+ 5.24%
$184.85 - $231.54 $120K - $151K
13.1K $3.02M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
5.69K
+ 49.41%
$87.07 - $93.06 $495K - $529K
17.2K $1.57M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
1.41K
+ 48.46%
$284.45 - $324.95 $402K - $459K
4.33K $1.39M
UNH
Unitedhealth Group Inc

Healthcare
1.47K
+ 123.86%
$237.77 - $353.61 $349K - $519K
2.66K $916K
FDIS
Fidelity Covington Tr Msci Con

ETFs
3.37K
+ 27.93%
$93.41 - $104.11 $315K - $351K
15.5K $1.59M
MSFT
Microsoft Corp

Technology
98
+ 0.51%
$491.09 - $535.64 $48.1K - $52.5K
19.4K $10M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.2K
+ 3.21%
$49.43 - $54.52 $109K - $120K
70.9K $3.84M
JNJ
Johnson & Johnson

Healthcare
1.5K
+ 30.8%
$155.17 - $185.42 $232K - $277K
6.35K $1.18M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
4.33K
+ 23.68%
$77.92 - $81.94 $337K - $355K
22.6K $1.85M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
4.5K
+ 49.99%
$78.88 - $85.2 $355K - $383K
13.5K $1.12M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
6.13K
+ 44.19%
$52.31 - $56.47 $321K - $346K
20K $1.13M
JPM
Jpmorgan Chase & CO

Financial Services
776
+ 14.16%
$282.78 - $316.06 $219K - $245K
6.26K $1.97M
HD
Home Depot, Inc.

Consumer Cyclical
468
+ 11.16%
$357.4 - $423.42 $167K - $198K
4.66K $1.89M
PG
Procter & Gamble CO

Consumer Defensive
2.51K
+ 36.01%
$150.47 - $161.22 $377K - $404K
9.46K $1.45M
AMD
Advanced Micro Devices Inc

Technology
733
+ 6.95%
$134.8 - $184.42 $98.8K - $135K
11.3K $1.83M
PEP
Pepsico Inc

Consumer Defensive
1.74K
+ 18.98%
$133.81 - $152.16 $232K - $264K
10.9K $1.53M
MCD
Mcdonalds Corp

Consumer Cyclical
783
+ 16.36%
$291.67 - $316.99 $228K - $248K
5.57K $1.69M
MRK
Merck & Co., Inc.

Healthcare
2.82K
+ 25.94%
$77.6 - $87.37 $219K - $247K
13.7K $1.15M
UNP
Union Pacific Corp

Industrials
1.09K
+ 28.7%
$214.91 - $237.16 $235K - $259K
4.9K $1.16M
INTC
Intel Corp

Technology
4.32K
+ 41.0%
$19.31 - $35.5 $83.3K - $153K
14.8K $497K
WTS
Watts Water Technologies Inc

Industrials
665
+ 30.82%
$247.02 - $285.86 $164K - $190K
2.82K $788K
XOM
Exxon Mobil Corp

Energy
1.55K
+ 9.58%
$105.83 - $117.22 $164K - $182K
17.8K $2M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
3.65K
+ 16.22%
$49.48 - $53.78 $181K - $196K
26.1K $1.37M
XLC
Select Sector Spdr Tr Communic

ETFs
1.55K
+ 26.92%
$105.99 - $119.41 $164K - $184K
7.28K $862K
VB
Vanguard Small Cap ETF

ETFs
260
+ 2.78%
$237.58 - $259.17 $61.8K - $67.4K
9.6K $2.44M
CSCO
Cisco Systems, Inc.

Technology
3.43K
+ 37.87%
$66.2 - $71.79 $227K - $246K
12.5K $855K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
8.98K
+ 85.42%
$21.69 - $23.34 $195K - $209K
19.5K $453K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
717
+ 40.39%
$236.25 - $257.69 $169K - $185K
2.49K $639K
BAC
Bank Of America Corp

Financial Services
3.25K
+ 32.89%
$44.92 - $52.42 $146K - $170K
13.1K $676K
CVX
Chevron Corp

Energy
496
+ 4.72%
$145.57 - $161.83 $72.2K - $80.3K
11K $1.71M
EGP
Eastgroup Properties Inc

Real Estate
1.15K
+ 53.63%
$159.46 - $169.88 $184K - $196K
3.3K $558K
FREL
Fidelity Covington Tr Msci Rea

ETFs
6.51K
+ 27.98%
$26.84 - $28.32 $175K - $184K
29.8K $827K
GATX
Gatx Corp

Industrials
782
+ 41.89%
$149.23 - $176.97 $117K - $138K
2.65K $463K
IVE
Ishares S&P 500 Value ETF

ETFs
727
+ 37.42%
$194.44 - $206.51 $141K - $150K
2.67K $551K
VTI
Vanguard Total Stock Market Et

ETFs
396
+ 23.97%
$303.93 - $329.86 $120K - $131K
2.05K $672K
R
Ryder System Inc

Industrials
645
+ 40.59%
$168.66 - $189.57 $109K - $122K
2.23K $421K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
4.53K
+ 64.44%
$30.8 - $37.14 $140K - $168K
11.6K $392K
ATR
Aptargroup, Inc.

Healthcare
1.72K
+ 62.39%
$130.82 - $161.82 $225K - $278K
4.47K $597K
PANW
Palo Alto Networks Inc

Technology
771
+ 47.59%
$167.06 - $208.19 $129K - $161K
2.39K $486K
GGG
Graco Inc

Industrials
1.72K
+ 49.2%
$82.58 - $88.81 $142K - $153K
5.21K $442K
CRM
Salesforce, Inc.

Technology
926
+ 39.67%
$231.66 - $273.65 $215K - $253K
3.26K $772K
META
Meta Platforms, Inc.

Communication Services
171
+ 9.47%
$695.21 - $791.73 $119K - $135K
1.98K $1.45M
ADBE
Adobe Inc.

Technology
638
+ 20.27%
$333.65 - $392.1 $213K - $250K
3.79K $1.34M
Activity Summary
Buys All Purchases 93 New Holdings 17 Increased Positions 76 Sells All Sells 157 Reductions 157 Sold out 0 Options Calls 0 Puts 0
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