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
WU
Western Union CO

Financial Services
-992
- 1.67%
$10.24 - $11.62 $10.2K - $11.5K
58.4K $617K
XLV
Select Sector Spdr Fund Health

ETFs
-226
- 8.62%
$137.61 - $149.68 $31.1K - $33.8K
2.4K $349K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-32
- 1.66%
$169.43 - $182.84 $5.42K - $5.85K
1.9K $328K
WTS
Watts Water Technologies Inc

Industrials
-54
- 2.44%
$195.28 - $224.67 $10.5K - $12.1K
2.16K $440K
STLD
Steel Dynamics Inc

Basic Materials
-89
- 2.69%
N/A
3.21K $315K
MBB
Ishares Tr

ETFs
-178
- 4.5%
$90.37 - $94.08 $16.1K - $16.7K
3.78K $354K
GGG
Graco Inc

Industrials
-52
- 1.47%
$80.53 - $87.54 $4.19K - $4.55K
3.49K $291K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-388
- 7.0%
$41.61 - $44.72 $16.1K - $17.4K
5.15K $223K
MNST
Monster Beverage Corp

Consumer Defensive
-462
- 11.69%
$46.16 - $58.58 $21.3K - $27.1K
3.49K $204K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
-4.78K
- 8.33%
$21.95 - $24.74 $105K - $118K
52.6K $1.27M
COST
Costco Wholesale Corp

Consumer Defensive
-45
- 3.13%
$890.62 - $1076.86 $40.1K - $48.5K
1.4K $1.32M
Blackrock ETF Trust Ii
-348
- 6.81%
N/A
4.76K $0
AZBJ
Aim ETF Prods Tr Allianzim Us

ETFs
-1.14K
- 3.91%
N/A
27.9K $0
Aim ETF Products Trust
-255
- 3.03%
N/A
8.17K $0
Aim ETF Products Trust
-2.53K
- 8.8%
N/A
26.2K $0
AZBA
Aim ETF Prods Tr Allianzim U S

ETFs
-893
- 3.97%
N/A
21.6K $0
Aim ETF Products Trust
-1.41K
- 3.81%
N/A
35.6K $0
Aim ETF Products Trust
-377
- 3.91%
N/A
9.27K $0
Aim ETF Products Trust
-621
- 3.93%
N/A
15.2K $0
Series Portfolios Tr
-5.77K
- 22.51%
N/A
19.9K $0
Series Portfolios Tr
-915
- 9.19%
N/A
9.04K $0
Pimco ETF Tr
-60K
- 22.44%
N/A
207K $0
PG
Procter & Gamble CO

Consumer Defensive
-113
- 1.6%
$158.56 - $176.26 $17.9K - $19.9K
6.96K $1.19M
Ge Vernova Inc
-106
- 10.34%
N/A
919 $0
RTX
Raytheon Technologies Corp

Industrials
-263
- 11.63%
$114.1 - $135.66 $30K - $35.7K
2K $264K
UNP
Union Pacific Corp

Industrials
-120
- 3.06%
$225.21 - $254.42 $27K - $30.5K
3.81K $898K
XLF
Financial Sector Spdr

ETFs
-109
- 1.34%
$47.32 - $52.19 $5.16K - $5.69K
8.01K $398K
CSCO
Cisco Systems, Inc.

Technology
-270
- 2.89%
$58.74 - $64.87 $15.9K - $17.5K
9.07K $559K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-219
- 1.55%
$48.13 - $51.78 $10.5K - $11.3K
13.9K $707K
NRG
Nrg Energy, Inc.

Utilities
-432
- 3.72%
$84.82 - $113.33 $36.6K - $49K
11.2K $1.07M
EGP
Eastgroup Properties Inc

Real Estate
-26
- 1.2%
$155.63 - $187.46 $4.05K - $4.87K
2.15K $378K
FDD
First Trust Stoxx European Sel

ETFs
-6.49K
- 11.61%
$11.08 - $13.94 $71.9K - $90.5K
49.4K $670K
PAYX
Paychex Inc

Industrials
-445
- 5.69%
$136.06 - $154.52 $60.5K - $68.8K
7.38K $1.14M
VEA
Vanguard Ftse Developed Market

ETFs
-10.6K
- 5.49%
$47.4 - $52.99 $500K - $559K
182K $9.25M
AMGN
Amgen Inc

Healthcare
-93
- 5.59%
$258.59 - $327.36 $24K - $30.4K
1.57K $489K
WEC
Wec Energy Group, Inc.

Utilities
-280
- 3.95%
$92.12 - $108.98 $25.8K - $30.5K
6.8K $741K
JNJ
Johnson & Johnson

Healthcare
-121
- 2.43%
$142.06 - $167.7 $17.2K - $20.3K
4.86K $805K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
-1.7K
- 2.9%
$9.19 - $12.93 $15.6K - $21.9K
56.7K $633K
NI
Nisource Inc.

Utilities
-146
- 0.5%
$35.57 - $41.23 $5.19K - $6.02K
29.3K $1.17M
IBM
International Business Machines Corp

Technology
-285
- 4.88%
$217.4 - $264.74 $62K - $75.5K
5.56K $1.38M
AMT
American Tower Corp

Real Estate
-150
- 3.73%
$173.46 - $217.6 $26K - $32.6K
3.87K $842K
V
Visa Inc.

Financial Services
-374
- 5.46%
$306.92 - $362.71 $115K - $136K
6.47K $2.27M
ETR
Entergy Corp

Utilities
-347
- 2.18%
$75.26 - $87.89 $26.1K - $30.5K
15.6K $1.33M
FNF
Fidelity National Financial, Inc.

Financial Services
-30
- 0.19%
$54.25 - $65.27 $1.63K - $1.96K
15.5K $1.01M
XOM
Exxon Mobil Corp

Energy
-419
- 2.52%
$105.44 - $118.93 $44.2K - $49.8K
16.2K $1.93M
T
At&T Inc.

Communication Services
-4.71K
- 9.33%
$21.56 - $28.28 $102K - $133K
45.8K $1.29M
GE
General Electric CO

Industrials
-624
- 7.56%
$168.59 - $212.13 $105K - $132K
7.63K $1.53M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-12
- 0.47%
$442.66 - $534.52 $5.31K - $6.41K
2.53K $1.35M
NEM
Newmont Corp

Basic Materials
-361
- 1.81%
$37.79 - $48.39 $13.6K - $17.5K
19.5K $943K
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
Track This Portfolio

Track Elevated Capital Advisors, LLC Portfolio

Follow Elevated Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elevated Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elevated Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email