Elevated Capital Advisors, LLC Incresed Positions in Q4 2024

Elevated Capital Advisors, LLC

  • $322 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
46.5K
+ 31.18%
$66.77 - $71.52 $3.1M - $3.32M
195K $13.5M
BNDX
Vanguard Total International B

ETFs
70.3K
+ 68.85%
$48.91 - $50.61 $3.44M - $3.56M
172K $8.46M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
41.9K
+ 69.63%
$77.02 - $78.58 $3.22M - $3.29M
102K $7.88M
AAPL
Apple Inc.

Technology
3.49K
+ 7.77%
$221.69 - $259.02 $773K - $903K
48.4K $12.1M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
36.4K
+ 70.12%
$45.17 - $47.23 $1.64M - $1.72M
88.2K $4M
MSFT
Microsoft Corp

Technology
3.78K
+ 23.75%
$406.35 - $454.46 $1.54M - $1.72M
19.7K $8.31M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
22.6K
+ 70.27%
$68.25 - $75.42 $1.54M - $1.7M
54.8K $3.75M
AMZN
Amazon Com Inc

Consumer Cyclical
2.75K
+ 16.46%
$180.88 - $232.93 $497K - $640K
19.5K $4.27M
VUG
Vanguard Growth ETF

ETFs
362
+ 1.27%
$378.79 - $428.11 $137K - $155K
28.8K $11.8M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
32.9K
+ 114.26%
$28.56 - $30.02 $940K - $988K
61.7K $1.77M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
18.9K
+ 126.07%
$48.5 - $53.31 $915K - $1.01M
33.8K $1.65M
GOOGL
Alphabet Inc.

Communication Services
3.56K
+ 55.83%
$161.86 - $196.66 $576K - $700K
9.94K $1.88M
JPM
Jpmorgan Chase & CO

Financial Services
2.87K
+ 94.14%
$205.18 - $250.29 $590K - $719K
5.93K $1.42M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
31.2K
+ 83.01%
$22.39 - $23.45 $699K - $733K
68.9K $1.58M
FDIS
Fidelity Covington Tr Msci Con

ETFs
6.55K
+ 105.02%
$85.33 - $104.24 $559K - $682K
12.8K $1.25M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
13.1K
+ 117.72%
$47.92 - $55.17 $626K - $721K
24.2K $1.17M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
956
+ 29.41%
$521.84 - $558.82 $499K - $534K
4.21K $2.27M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
6.95K
+ 56.11%
$70.31 - $77.39 $489K - $538K
19.3K $1.36M
EMR
Emerson Electric CO

Industrials
2.37K
+ 26.65%
$108.13 - $134.33 $256K - $318K
11.3K $1.4M
META
Meta Platforms, Inc.

Communication Services
647
+ 50.08%
$554.08 - $632.68 $358K - $409K
1.94K $1.14M
FREL
Fidelity Covington Tr Msci Rea

ETFs
14.7K
+ 152.41%
$26.61 - $29.85 $392K - $440K
24.4K $659K
V
Visa Inc.

Financial Services
320
+ 4.9%
$273.87 - $320.91 $87.6K - $103K
6.84K $2.16M
LLY
Eli Lilly & CO

Healthcare
658
+ 48.24%
$727.2 - $932.06 $478K - $613K
2.02K $1.56M
PG
Procter & Gamble CO

Consumer Defensive
2.23K
+ 46.01%
$161.05 - $179.7 $359K - $400K
7.07K $1.19M
CMBS
Ishares Cmbs ETF

ETFs
7.52K
+ 142.28%
$47.09 - $48.64 $354K - $366K
12.8K $604K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
3.94K
+ 51.2%
$86.65 - $94.9 $341K - $374K
11.6K $1.01M
SIXJ
Aim ETF Prods Tr Allianzim U S
9.98K
+ 42.19%
$29.24 - $30.42 $292K - $304K
33.6K $1.02M
CRM
Salesforce, Inc.

Technology
563
+ 29.49%
$270.87 - $367.87 $152K - $207K
2.47K $826K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
951
+ 47.24%
$278.19 - $315.36 $265K - $300K
2.96K $853K
XOM
Exxon Mobil Corp

Energy
3.68K
+ 28.38%
$105.51 - $125.37 $388K - $461K
16.6K $1.79M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
2.97K
+ 48.18%
$78.43 - $87.17 $233K - $259K
9.14K $733K
DIS
Walt Disney CO

Communication Services
979
+ 11.78%
$92.39 - $117.6 $90.4K - $115K
9.29K $1.03M
MA
Mastercard Inc

Financial Services
210
+ 7.06%
$491.3 - $536.15 $103K - $113K
3.18K $1.68M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
4.82K
+ 51.96%
$48.17 - $53.38 $232K - $257K
14.1K $687K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
442
+ 21.05%
$442.29 - $483.08 $195K - $214K
2.54K $1.15M
VNLA
Janus Henderson Short Duration

ETFs
3.78K
+ 2.64%
$48.82 - $49.11 $185K - $186K
147K $7.19M
CSCO
Cisco Systems, Inc.

Technology
2.07K
+ 28.54%
$52.45 - $60.02 $109K - $124K
9.34K $552K
MRK
Merck & Co., Inc.

Healthcare
2.65K
+ 36.07%
$96.31 - $114.76 $256K - $305K
10K $995K
IBM
International Business Machines Corp

Technology
720
+ 14.05%
$204.9 - $238.04 $148K - $171K
5.85K $1.28M
UNP
Union Pacific Corp

Industrials
887
+ 29.2%
$223.15 - $249.32 $198K - $221K
3.93K $895K
CFG
Citizens Financial Group Inc

Financial Services
2.18K
+ 12.22%
$39.92 - $48.46 $87.1K - $106K
20K $876K
JANZ
Listed Fds Tr Trueshares Struc

ETFs
4.11K
+ 40.34%
$34.36 - $36.31 $141K - $149K
14.3K $490K
TYA
Simplify Exchange Traded Fds S

ETFs
10.7K
+ 19.15%
N/A
66.5K $845K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
4.68K
+ 24.57%
$52.07 - $58.13 $244K - $272K
23.7K $1.24M
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
3.91K
+ 26.48%
$31.55 - $32.84 $123K - $129K
18.7K $605K
BAC
Bank Of America Corp

Financial Services
2.33K
+ 29.7%
$39.22 - $47.77 $91.2K - $111K
10.2K $446K
WTS
Watts Water Technologies Inc

Industrials
682
+ 44.58%
$190.59 - $221.46 $130K - $151K
2.21K $449K
SJB
Proshares Tr Short High Yield

ETFs
8.11K
+ 29.84%
$16.1 - $16.56 $131K - $134K
35.3K $569K
VLO
Valero Energy Corp

Energy
1.44K
+ 34.47%
$118.59 - $144.02 $171K - $207K
5.62K $688K
Activity Summary
Buys All Purchases 153 New Holdings 22 Increased Positions 131 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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