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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.5 Million 4.18% of portfolio
195,412
Q4 2024 Added 31.18%
$0
$11.8 Million 3.67% of portfolio
28,834
Q4 2024 Added 1.27%
$0
$9.2 Million 2.85% of portfolio
192,444
Q4 2024 Added 6.67%
$0
$8.46 Million 2.62% of portfolio
172,392
Q4 2024 Added 68.85%
$0
$8.01 Million 2.48% of portfolio
47,327
Q4 2024 Added 4.11%
$0
$7.88 Million 2.44% of portfolio
101,973
Q4 2024 Added 69.63%
$0
$7.61 Million 2.36% of portfolio
406,786
Q4 2024 Added 0.12%
$0
$7.19 Million 2.23% of portfolio
147,087
Q4 2024 Added 2.64%
$0
$5.43 Million 1.68% of portfolio
60,006
Q4 2024 Added 2.64%
$0
$4.73 Million 1.47% of portfolio
117,403
Q4 2024 Reduced 2.05%
$0
$4 Million 1.24% of portfolio
88,192
Q4 2024 Added 70.12%
$0
$3.98 Million 1.23% of portfolio
53,257
Q4 2024 Reduced 4.84%
$0
$3.75 Million 1.16% of portfolio
54,752
Q4 2024 Added 70.27%
$0
$3.31 Million 1.03% of portfolio
75,906
Q4 2024 Reduced 1.78%
$0
$3.23 Million 1.0% of portfolio
5,484
Q4 2024 Reduced 25.79%
$0
$3.18 Million 0.99% of portfolio
72,182
Q4 2024 Added 4.97%
$0
$2.51 Million 0.78% of portfolio
4,912
Q4 2024 Reduced 73.45%
$0
$2.39 Million 0.74% of portfolio
9,951
Q4 2024 Reduced 22.91%
$0
$2.33 Million 0.72% of portfolio
13,093
Q4 2024 Reduced 46.43%
$0
$2.27 Million 0.7% of portfolio
4,207
Q4 2024 Added 29.41%
$0
$2 Million 0.62% of portfolio
56,225
Q4 2024 Reduced 4.77%
$0
$1.77 Million 0.55% of portfolio
61,721
Q4 2024 Added 114.26%
$0
$1.65 Million 0.51% of portfolio
33,823
Q4 2024 Added 126.07%
$0
$1.58 Million 0.49% of portfolio
68,876
Q4 2024 Added 83.01%
$0
$1.38 Million 0.43% of portfolio
13,761
Q4 2024 Added 3.19%
$0
$1.36 Million 0.42% of portfolio
19,336
Q4 2024 Added 56.11%
$0
$1.33 Million 0.41% of portfolio
22,547
Q4 2024 Reduced 2.33%
$0
$1.28 Million 0.4% of portfolio
57,418
Q4 2024 Reduced 0.27%
$0
$1.27 Million 0.39% of portfolio
78,863
Q4 2024 Reduced 0.72%
$0
$1.25 Million 0.39% of portfolio
12,779
Q4 2024 Added 105.02%
$0
$1.27 Million 0.39% of portfolio
45,639
Q4 2024 New
$0
$1.24 Million 0.38% of portfolio
23,724
Q4 2024 Added 24.57%
$0
$1.2 Million 0.37% of portfolio
11,852
Q4 2024 Reduced 13.2%
$0
$1.17 Million 0.36% of portfolio
24,178
Q4 2024 Added 117.72%
$0
$1.08 Million 0.34% of portfolio
21,164
Q4 2024 Reduced 12.61%
$0
$1.04 Million 0.32% of portfolio
49,856
Q4 2024 New
$0
$1.04 Million 0.32% of portfolio
39,881
Q4 2024 Reduced 10.0%
$0
$1.02 Million 0.32% of portfolio
33,629
Q4 2024 Added 42.19%
$0
$995,000 0.31% of portfolio
47,832
Q4 2024 Reduced 0.15%
$0
$1.01 Million 0.31% of portfolio
11,635
Q4 2024 Added 51.2%
$0
$982,000 0.3% of portfolio
24,225
Q4 2024 Added 12.1%
$0
$955,000 0.3% of portfolio
8,271
Q4 2024 Reduced 64.98%
$0
$960,000 0.3% of portfolio
20,137
Q4 2024 Added 13.46%
$0
$934,000 0.29% of portfolio
11,905
Q4 2024 Reduced 1.37%
$0
$866,000 0.27% of portfolio
24,167
Q4 2024 Reduced 38.59%
$0
$845,000 0.26% of portfolio
66,530
Q4 2024 Added 19.15%
$0
$853,000 0.26% of portfolio
2,964
Q4 2024 Added 47.24%
$0
$733,000 0.23% of portfolio
9,141
Q4 2024 Added 48.18%
$0
$663,000 0.21% of portfolio
13,712
Q4 2024 Reduced 0.91%

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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