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 Market Cap. of $200 Billions or more
