Elevated Capital Advisors, LLC Portfolio Holdings

Elevated Capital Advisors, LLC

  • $322 Million
  • Q4 2024

Elevated Capital Advisors, LLC has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $322 Million distributed in 260 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $13.5M, Apple Inc. with a value of $12.1M, Vanguard Growth ETF with a value of $11.8M, Vanguard Ftse Developed Market with a value of $9.2M, and Vanguard Total International B with a value of $8.46M.

Examining the 13F form we can see an decrease of $17.6M in the current position value, from $340M to 322M.

Elevated Capital Advisors, LLC is based out at Sandy, UT

Below you can find more details about Elevated Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $322 Million
ETFs: $170 Million
Technology: $37.2 Million
Financial Services: $35.4 Million
Consumer Cyclical: $16 Million
Utilities: $12.6 Million
Communication Services: $11.2 Million
Healthcare: $10.7 Million
Industrials: $10.5 Million
Other: $17 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.79T
$12.1 Million 3.76% of portfolio
48,358
Q4 2024 Added 7.77%
$3.09T
$8.31 Million 2.58% of portfolio
19,710
Q4 2024 Added 23.75%
$0
$5.28 Million 1.64% of portfolio
393,107
Q4 2024 Reduced 0.38%
$0
$4.78 Million 1.48% of portfolio
444,027
Q4 2024 Added 0.78%
$2.42T
$4.27 Million 1.32% of portfolio
19,454
Q4 2024 Added 16.46%
$1.28T
$3.24 Million 1.01% of portfolio
8,031
Q4 2024 Reduced 8.57%
$1.25T
$3.12 Million 0.97% of portfolio
16,396
Q4 2024 Reduced 3.13%
$299B
$3.01 Million 0.93% of portfolio
22,391
Q4 2024 Added 26.05%
$325B
$2.33 Million 0.72% of portfolio
13,089
Q4 2024 Added 11.76%
$559B
$2.16 Million 0.67% of portfolio
6,844
Q4 2024 Added 4.9%
$0
$2.08 Million 0.64% of portfolio
133,918
Q4 2024 Reduced 1.39%
$1.2T
$1.88 Million 0.58% of portfolio
9,937
Q4 2024 Added 55.83%
$89.6B
$1.8 Million 0.56% of portfolio
7,748
Q4 2024 Reduced 9.91%
$445B
$1.79 Million 0.55% of portfolio
16,639
Q4 2024 Added 28.38%
$422B
$1.67 Million 0.52% of portfolio
4,294
Q4 2024 Added 2.75%
$530B
$1.68 Million 0.52% of portfolio
3,183
Q4 2024 Added 7.06%
$202B
$1.47 Million 0.46% of portfolio
12,251
Q4 2024 Added 0.27%
$292B
$1.45 Million 0.45% of portfolio
10,039
Q4 2024 Added 10.65%
$784B
$1.42 Million 0.44% of portfolio
5,927
Q4 2024 Added 94.14%
$77.1B
$1.4 Million 0.43% of portfolio
11,267
Q4 2024 Added 26.65%
$203B
$1.38 Million 0.43% of portfolio
3,098
Q4 2024 Added 19.75%
$208B
$1.4 Million 0.43% of portfolio
9,217
Q4 2024 Added 10.58%
$222B
$1.38 Million 0.43% of portfolio
8,252
Q4 2024 Reduced 3.27%
$212B
$1.37 Million 0.42% of portfolio
4,728
Q4 2024 Added 14.9%
$434B
$1.32 Million 0.41% of portfolio
1,440
Q4 2024 Reduced 7.34%
$229B
$1.28 Million 0.4% of portfolio
5,845
Q4 2024 Added 14.05%
$44.2B
$1.31 Million 0.4% of portfolio
9,964
Q4 2024 Added 4.54%
$20.3B
$1.25 Million 0.39% of portfolio
23,294
Q4 2024 Reduced 4.88%
$187B
$1.24 Million 0.39% of portfolio
10,299
Q4 2024 Added 13.94%
$165B
$1.23 Million 0.38% of portfolio
30,787
Q4 2024 Added 6.25%
$206B
$1.21 Million 0.38% of portfolio
1,145
Q4 2024 Reduced 7.06%
$14.5B
$1.21 Million 0.38% of portfolio
6,548
Q4 2024 Reduced 8.66%
$16.5B
$1.21 Million 0.37% of portfolio
15,904
Q4 2024 Added 82.39%
$393B
$1.19 Million 0.37% of portfolio
7,070
Q4 2024 Added 46.01%
$155B
$1.16 Million 0.36% of portfolio
7,153
Q4 2024 Added 3.86%
$615B
$1.15 Million 0.36% of portfolio
2,542
Q4 2024 Added 21.05%
$169B
$1.15 Million 0.36% of portfolio
50,470
Q4 2024 Added 1.53%
$1.54T
$1.14 Million 0.35% of portfolio
1,939
Q4 2024 Added 50.08%
$15.3B
$1.08 Million 0.34% of portfolio
29,436
Q4 2024 Reduced 5.36%
$71B
$1.09 Million 0.34% of portfolio
22,815
Q4 2024 Reduced 3.09%
$53.4B
$1.1 Million 0.34% of portfolio
7,826
Q4 2024 Added 0.55%
$45.2B
$1.07 Million 0.33% of portfolio
3,887
Q3 2024 Reduced 7.1%
$45.3B
$1.06 Million 0.33% of portfolio
8,920
Q4 2024 Added 1.19%
$243B
$1.04 Million 0.32% of portfolio
2,959
Q4 2024 Added 2.35%
$24.7B
$1.05 Million 0.32% of portfolio
11,610
Q4 2024 Reduced 2.0%
$5.5B
$1.03 Million 0.32% of portfolio
20,413
Q1 2022 New
$206B
$1.03 Million 0.32% of portfolio
9,291
Q4 2024 Added 11.78%
$20.3B
$1.02 Million 0.32% of portfolio
11,787
Q4 2024 Added 6.42%
$24.8B
$1.01 Million 0.31% of portfolio
13,603
Q4 2024 Added 12.89%

Summary

  • Portfolio
  • No. of Stocks 260
  • Current Value $322 Million
  • Prior Value $340 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 22 stocks
  • Additional Purchases 131 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 101 stocks
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