Elevated Capital Advisors, LLC Portfolio Holdings

Elevated Capital Advisors, LLC

  • $322 Million
  • Q2 2025

Elevated Capital Advisors, LLC has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $322 Million distributed in 259 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 $14.4M, Vanguard Growth ETF with a value of $11.7M, Vanguard Ftse Developed Market with a value of $10.4M, Apple Inc. with a value of $10.2M, and Microsoft Corp with a value of $9.59M.

Examining the 13F form we can see an increase of $15.1M in the current position value, from $307M 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: $38.8 Million
Financial Services: $34.2 Million
Consumer Cyclical: $14.5 Million
Utilities: $14.1 Million
Communication Services: $11 Million
Healthcare: $9.99 Million
Industrials: $9.8 Million
Other: $17.5 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.4 Million 4.46% of portfolio
197,581
Q1 2025 Added 1.11%
$0
$11.7 Million 3.65% of portfolio
26,775
Q1 2025 Reduced 7.14%
$0
$10.4 Million 3.22% of portfolio
181,887
Q1 2025 Reduced 5.49%
$0
$7.86 Million 2.44% of portfolio
44,464
Q1 2025 Reduced 6.05%
$0
$7.3 Million 2.27% of portfolio
147,478
Q1 2025 Reduced 14.45%
$0
$7.11 Million 2.21% of portfolio
374,347
Q1 2025 Reduced 7.97%
$0
$6.84 Million 2.12% of portfolio
86,892
Q1 2025 Reduced 14.79%
$0
$5.6 Million 1.74% of portfolio
113,802
Q1 2025 Reduced 22.63%
$0
$5.14 Million 1.59% of portfolio
192,050
Q1 2025 Added 320.8%
$0
$4.39 Million 1.36% of portfolio
104,846
Q1 2025 Reduced 10.7%
$0
$4.36 Million 1.35% of portfolio
236,968
Q1 2025 Added 375.3%
$0
$4.32 Million 1.34% of portfolio
46,833
Q1 2025 Reduced 21.95%
$0
$3.47 Million 1.08% of portfolio
5,581
Q1 2025 Added 1.77%
$0
$3.49 Million 1.08% of portfolio
75,332
Q1 2025 Reduced 14.58%
$0
$3.47 Million 1.08% of portfolio
44,895
Q1 2025 Reduced 15.7%
$0
$3.4 Million 1.05% of portfolio
68,698
Q1 2025 Reduced 4.83%
$0
$3.04 Million 0.94% of portfolio
67,961
Q1 2025 Reduced 10.47%
$0
$2.62 Million 0.81% of portfolio
4,755
Q1 2025 Reduced 3.2%
$0
$2.49 Million 0.77% of portfolio
4,379
Q1 2025 Added 4.09%
$0
$2.45 Million 0.76% of portfolio
49,847
Q1 2025 Reduced 8.02%
$0
$2.27 Million 0.71% of portfolio
12,436
Q1 2025 Reduced 5.02%
$0
$2.21 Million 0.69% of portfolio
9,336
Q1 2025 Reduced 6.18%
$0
$1.87 Million 0.58% of portfolio
49,797
Q1 2025 Reduced 11.43%
$0
$1.59 Million 0.49% of portfolio
54,287
Q1 2025 Reduced 12.04%
$0
$1.47 Million 0.46% of portfolio
30,023
Q1 2025 Reduced 11.23%
$0
$1.45 Million 0.45% of portfolio
52,634
Q1 2025 Reduced 8.33%
$0
$1.42 Million 0.44% of portfolio
18,282
Q1 2025 Reduced 5.45%
$0
$1.4 Million 0.44% of portfolio
61,040
Q1 2025 Reduced 11.38%
$0
$1.27 Million 0.39% of portfolio
24,165
Q1 2025 Added 1.86%
$0
$1.26 Million 0.39% of portfolio
20,050
Q1 2025 Reduced 11.07%
$0
$1.2 Million 0.37% of portfolio
10,937
Q1 2025 Reduced 7.72%
$0
$1.12 Million 0.35% of portfolio
22,497
Q1 2025 Reduced 6.95%
$0
$1.14 Million 0.35% of portfolio
12,080
Q1 2025 Reduced 5.47%
$0
$1.14 Million 0.35% of portfolio
72,300
Q1 2025 Reduced 8.32%
$0
$1.09 Million 0.34% of portfolio
34,182
Q1 2025 Added 1.64%
$0
$1.07 Million 0.33% of portfolio
10,584
Q1 2025 Reduced 23.09%
$0
$1.06 Million 0.33% of portfolio
19,489
Q1 2025 Reduced 7.91%
$0
$1 Million 0.31% of portfolio
11,512
Q1 2025 Reduced 1.06%
$0
$978,000 0.3% of portfolio
36,814
Q1 2025 Reduced 7.69%
$0
$949,000 0.29% of portfolio
10,530
Q1 2025 Reduced 11.55%
$0
$928,000 0.29% of portfolio
7,795
Q1 2025 Reduced 5.76%
$0
$914,000 0.28% of portfolio
21,965
Q1 2025 Reduced 9.33%
$0
$875,000 0.27% of portfolio
17,982
Q1 2025 Reduced 10.7%
$0
$874,000 0.27% of portfolio
44,703
Q1 2025 Reduced 6.54%
$0
$834,000 0.26% of portfolio
2,918
Q1 2025 Reduced 1.55%
$0
$848,000 0.26% of portfolio
66,729
Q1 2025 Added 0.3%
$0
$794,000 0.25% of portfolio
22,530
Q1 2025 Reduced 6.77%
$0
$767,000 0.24% of portfolio
49,419
Q1 2025 Reduced 11.61%
$0
$730,000 0.23% of portfolio
13,881
Q1 2025 Reduced 1.55%

Summary

  • Portfolio
  • No. of Stocks 259
  • Current Value $322 Million
  • Prior Value $307 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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