Elevated Capital Advisors, LLC Reduced Holdings in Q1 2025

Elevated Capital Advisors, LLC

  • $307 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VUG
Vanguard Growth ETF

ETFs
-2.06K
- 7.14%
$369.1 - $427.61 $760K - $880K
26.8K $9.93M
VNLA
Janus Henderson Short Duration

ETFs
-33.3K
- 22.63%
$48.89 - $49.21 $1.63M - $1.64M
114K $5.59M
BNDX
Vanguard Total International B

ETFs
-24.9K
- 14.45%
$48.33 - $49.5 $1.2M - $1.23M
147K $7.2M
BOND
Pimco Active Bond Exchange Tra

ETFs
-13.2K
- 21.95%
$89.27 - $92.9 $1.18M - $1.22M
46.8K $4.33M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-15.1K
- 14.79%
$76.94 - $78.28 $1.16M - $1.18M
86.9K $6.8M
MSFT
Microsoft Corp

Technology
-435
- 2.21%
$375.39 - $447.2 $163K - $195K
19.3K $7.24M
AMZN
Amazon Com Inc

Consumer Cyclical
-801
- 4.12%
$190.26 - $242.06 $152K - $194K
18.7K $3.55M
GOOG
Alphabet Inc.

Communication Services
-729
- 4.45%
$156.06 - $207.71 $114K - $151K
15.7K $2.45M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
-32.4K
- 7.97%
$18.54 - $18.88 $601K - $612K
374K $7M
AVGO
Broadcom Inc.

Technology
-608
- 7.85%
$167.43 - $244.7 $102K - $149K
7.14K $1.2M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-12.9K
- 14.58%
$44.68 - $46.49 $575K - $598K
75.3K $3.49M
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
-30.5K
- 6.86%
$10.43 - $10.86 $318K - $331K
414K $4.32M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-7.8K
- 14.24%
$66.9 - $71.57 $522K - $558K
47K $3.31M
GOOGL
Alphabet Inc.

Communication Services
-540
- 5.43%
$154.33 - $206.19 $83.3K - $111K
9.4K $1.45M
NOW
Service Now, Inc.

Technology
-46
- 4.02%
$783.83 - $1170.39 $36.1K - $53.8K
1.1K $874K
VTV
Vanguard Value ETF

ETFs
-2.86K
- 6.05%
$167.73 - $179.21 $480K - $513K
44.5K $7.68M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
-30.6K
- 7.79%
$13.34 - $13.81 $408K - $423K
363K $4.95M
VB
Vanguard Small Cap ETF

ETFs
-615
- 6.18%
$217.89 - $252.64 $134K - $155K
9.34K $2.07M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-3.18K
- 23.09%
$100.34 - $100.68 $319K - $320K
10.6K $1.07M
FVD
First Tr Value Line Divid Inde

ETFs
-7.95K
- 10.47%
$42.61 - $45.51 $339K - $362K
68K $3.03M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-157
- 3.2%
$468.34 - $539.52 $73.5K - $84.7K
4.76K $2.23M
WSM
Williams Sonoma Inc

Consumer Cyclical
-482
- 7.36%
$158.1 - $217.71 $76.2K - $105K
6.07K $959K
FDIS
Fidelity Covington Tr Msci Con

ETFs
-699
- 5.47%
$82.77 - $101.84 $57.9K - $71.2K
12.1K $1.02M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-657
- 5.02%
$168.16 - $186.21 $110K - $122K
12.4K $2.13M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-4.35K
- 8.02%
$49.22 - $51.73 $214K - $225K
49.8K $2.52M
CRM
Salesforce, Inc.

Technology
-138
- 5.58%
$268.36 - $359.95 $37K - $49.7K
2.33K $626K
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
-7.43K
- 12.04%
$28.27 - $29.28 $210K - $218K
54.3K $1.58M
TROW
Price T Rowe Group Inc

Financial Services
-96
- 1.13%
$91.57 - $116.93 $8.79K - $11.2K
8.43K $774K
IVW
Ishares S&P 500 Growth ETF

ETFs
-915
- 7.72%
$92.45 - $106.69 $84.6K - $97.6K
10.9K $1.02M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-7.84K
- 11.38%
$22.25 - $23.0 $174K - $180K
61K $1.4M
EMR
Emerson Electric CO

Industrials
-158
- 1.4%
$108.64 - $131.17 $17.2K - $20.7K
11.1K $1.22M
FDL
First Tr Morningstar Dividend

ETFs
-12.6K
- 10.7%
$39.69 - $43.83 $498K - $550K
105K $4.55M
RDVY
First Trust Rising Dividend Ac

ETFs
-2.5K
- 11.07%
$57.22 - $63.39 $143K - $158K
20.1K $1.17M
TDIV
First Trust Nasdaq Technology

ETFs
-1.38K
- 11.55%
$73.39 - $83.95 $101K - $115K
10.5K $775K
AMAT
Applied Materials Inc

Technology
-210
- 2.94%
$145.06 - $195.51 $30.5K - $41.1K
6.94K $1.01M
FTQI
First Trust ETF Vi First Trust

ETFs
-3.13K
- 6.54%
$18.72 - $21.32 $58.6K - $66.7K
44.7K $842K
DIS
Walt Disney CO

Communication Services
-293
- 3.15%
$96.87 - $114.0 $28.4K - $33.4K
9K $888K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
-3.8K
- 11.23%
$47.59 - $50.79 $181K - $193K
30K $1.5M
ACN
Accenture PLC

Technology
-84
- 2.84%
$300.91 - $398.25 $25.3K - $33.5K
2.88K $897K
EMLP
First Tr Exchange Traded Iv

ETFs
-6.43K
- 11.43%
$35.79 - $38.28 $230K - $246K
49.8K $1.87M
HD
Home Depot, Inc.

Consumer Cyclical
-102
- 2.38%
$347.25 - $424.87 $35.4K - $43.3K
4.19K $1.54M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-1.68K
- 7.91%
$48.06 - $53.73 $80.5K - $90K
19.5K $950K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
-11.7K
- 8.72%
$15.63 - $16.23 $182K - $190K
122K $1.95M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-131
- 2.51%
$103.02 - $140.69 $13.5K - $18.4K
5.09K $537K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-2.77K
- 20.21%
$48.43 - $49.9 $134K - $138K
10.9K $545K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-1.64K
- 6.77%
$32.49 - $37.99 $53.2K - $62.2K
22.5K $754K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-1.05K
- 5.45%
$67.43 - $75.54 $71.1K - $79.6K
18.3K $1.25M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-46
- 1.55%
$254.58 - $302.92 $11.7K - $13.9K
2.92K $745K
AXP
American Express CO

Financial Services
-243
- 16.6%
$255.39 - $325.87 $62.1K - $79.2K
1.22K $328K
Activity Summary
Buys All Purchases 94 New Holdings 3 Increased Positions 91 Sells All Sells 152 Reductions 152 Sold out 0 Options Calls 0 Puts 0
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