Elevated Capital Advisors, LLC Reduced Holdings in Q4 2024

Elevated Capital Advisors, LLC

  • $322 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-13.6K
- 73.45%
$481.22 - $538.17 $6.54M - $7.31M
4.91K $2.51M
RIGS
Riverfront Strategic Income Fd

ETFs
-256K
- 93.61%
$22.67 - $23.54 $5.81M - $6.03M
17.5K $398K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-34.6K
- 82.58%
$71.75 - $75.11 $2.48M - $2.6M
7.3K $525K
XLV
Select Sector Spdr Fund Health

ETFs
-16.1K
- 86.01%
$136.28 - $154.74 $2.2M - $2.49M
2.62K $360K
XLK
Technology Sector Spdr

ETFs
-10.4K
- 80.5%
$220.26 - $241.44 $2.29M - $2.51M
2.52K $585K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-11.3K
- 46.43%
$176.42 - $186.91 $2M - $2.12M
13.1K $2.33M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-15.3K
- 64.98%
$115.08 - $119.55 $1.77M - $1.83M
8.27K $955K
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
-69.5K
- 88.88%
$24.55 - $25.16 $1.71M - $1.75M
8.7K $214K
XLY
Select Sector Spdr Consumer Di

ETFs
-6.45K
- 82.53%
$194.8 - $239.43 $1.26M - $1.55M
1.37K $306K
IVV
Ishares Core S&P 500 ETF

ETFs
-1.91K
- 25.79%
$570.51 - $610.59 $1.09M - $1.16M
5.48K $3.23M
XLC
Select Sector Spdr Tr Communic

ETFs
-9.53K
- 63.29%
$89.66 - $102.16 $854K - $973K
5.53K $534K
VB
Vanguard Small Cap ETF

ETFs
-2.96K
- 22.91%
$233.76 - $261.58 $691K - $774K
9.95K $2.39M
XLF
Financial Sector Spdr

ETFs
-15.1K
- 65.04%
$44.89 - $51.34 $678K - $775K
8.12K $392K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-15.2K
- 38.59%
$35.45 - $40.33 $538K - $612K
24.2K $866K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.78K
- 59.02%
$174.22 - $187.62 $484K - $521K
1.93K $337K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-2.71K
- 4.84%
$74.5 - $78.37 $202K - $212K
53.3K $3.98M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-4.42K
- 66.17%
N/A
2.26K $193K
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
-1.51K
- 0.38%
$13.32 - $14.3 $20.1K - $21.6K
393K $5.28M
FDL
First Tr Morningstar Dividend

ETFs
-2.46K
- 2.05%
$39.59 - $43.95 $97.4K - $108K
117K $4.73M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-335
- 0.61%
$50.06 - $55.0 $16.8K - $18.4K
54.2K $2.72M
SPTL
Spdr Portfolio Long Term Treas

ETFs
-4.43K
- 10.0%
$26.05 - $29.17 $115K - $129K
39.9K $1.04M
GE
General Electric CO

Industrials
-279
- 3.27%
$159.95 - $194.23 $44.6K - $54.2K
8.25K $1.38M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-374
- 6.69%
$123.8 - $167.8 $46.3K - $62.8K
5.22K $657K
FVD
First Tr Value Line Divid Inde

ETFs
-1.37K
- 1.78%
$43.4 - $46.7 $59.6K - $64.1K
75.9K $3.31M
RFDA
Alps ETF Tr Riverfront Dynamic

ETFs
-3.34K
- 28.7%
$54.24 - $58.67 $181K - $196K
8.29K $464K
FFC
Flaherty & Crumrine Preferred & Income Securities Fund Inc

Financial Services
-1.89K
- 1.39%
$15.43 - $16.42 $29.2K - $31K
134K $2.08M
PAVE
Global X Fds Us Infrastructure

ETFs
-3.35K
- 38.27%
$40.41 - $45.95 $135K - $154K
5.4K $218K
EFG
Msci Eafe Growth ETF

ETFs
-679
- 10.55%
$96.83 - $106.88 $65.7K - $72.6K
5.76K $557K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-157
- 0.27%
$21.96 - $24.21 $3.45K - $3.8K
57.4K $1.28M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-3.05K
- 12.61%
$49.03 - $53.35 $150K - $163K
21.2K $1.08M
FNF
Fidelity National Financial, Inc.

Financial Services
-335
- 2.12%
$55.19 - $63.83 $18.5K - $21.4K
15.5K $869K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.8K
- 13.2%
$94.43 - $105.47 $170K - $190K
11.9K $1.2M
FTCS
First Trust Capital Strength E

ETFs
-978
- 22.67%
$87.62 - $94.03 $85.7K - $92K
3.34K $293K
PEG
Public Service Enterprise Group Inc

Utilities
-389
- 3.33%
$81.87 - $94.51 $31.8K - $36.8K
11.3K $953K
AEP
American Electric Power CO Inc

Utilities
-28
- 0.35%
$90.91 - $102.21 $2.55K - $2.86K
7.96K $733K
EIX
Edison International

Utilities
-107
- 1.02%
$77.93 - $88.36 $8.34K - $9.45K
10.4K $831K
MBB
Ishares Tr

ETFs
-683
- 14.73%
$91.26 - $95.82 $62.3K - $65.4K
3.95K $362K
PFG
Principal Financial Group Inc

Financial Services
-39
- 0.43%
$74.91 - $91.26 $2.92K - $3.56K
8.98K $694K
IVE
Ishares S&P 500 Value ETF

ETFs
-302
- 12.38%
$189.5 - $206.17 $57.2K - $62.3K
2.14K $407K
FE
Firstenergy Corp

Utilities
-69
- 0.45%
$39.14 - $44.52 $2.7K - $3.07K
15.4K $611K
EXC
Exelon Corp

Utilities
-134
- 0.61%
$36.22 - $40.97 $4.85K - $5.49K
21.8K $818K
SHEL
Shell PLC

Energy
-553
- 5.97%
$60.63 - $70.23 $33.5K - $38.8K
8.71K $545K
LOW
Lowes Companies Inc

Consumer Cyclical
-14
- 0.54%
$244.52 - $284.07 $3.42K - $3.98K
2.56K $631K
CMS
Cms Energy Corp

Utilities
-168
- 1.33%
$65.76 - $71.94 $11K - $12.1K
12.5K $830K
COST
Costco Wholesale Corp

Consumer Defensive
-114
- 7.34%
$873.59 - $994.69 $99.6K - $113K
1.44K $1.32M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-439
- 7.94%
$55.45 - $61.08 $24.3K - $26.8K
5.09K $282K
DTE
Dte Energy CO

Utilities
-51
- 0.92%
$117.04 - $129.77 $5.97K - $6.62K
5.47K $660K
MDIV
First Trust Multi Asset Divers

ETFs
-571
- 0.72%
$15.95 - $16.94 $9.11K - $9.67K
78.9K $1.27M
CMA
Comerica Inc

Financial Services
-1.18K
- 7.69%
$57.88 - $72.73 $68.5K - $86K
14.2K $878K
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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