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

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%
$4.32T
$10.2 Million 3.16% of portfolio
49,655
Q1 2025 Added 2.68%
$3.85T
$9.59 Million 2.98% of portfolio
19,275
Q1 2025 Reduced 2.21%
$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
$4.6 Million 1.43% of portfolio
362,500
Q1 2025 Reduced 7.79%
$0
$4.37 Million 1.36% of portfolio
413,571
Q1 2025 Reduced 6.86%
$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%
$2.59T
$4.09 Million 1.27% of portfolio
18,653
Q1 2025 Reduced 4.12%
$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
$3.27 Million 1.01% of portfolio
46,954
Q1 2025 Reduced 14.24%
$0
$3.04 Million 0.94% of portfolio
67,961
Q1 2025 Reduced 10.47%
$1.73T
$2.78 Million 0.86% of portfolio
15,667
Q1 2025 Reduced 4.45%
$0
$2.62 Million 0.81% of portfolio
4,755
Q1 2025 Reduced 3.2%
$1.48T
$2.56 Million 0.8% of portfolio
8,068
Q1 2025 Added 0.46%
$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%
$375B
$2.3 Million 0.71% of portfolio
12,407
Q1 2025 Reduced 5.21%
$551B
$2.3 Million 0.71% of portfolio
6,470
Q1 2025 Reduced 5.46%
$0
$2.21 Million 0.69% of portfolio
9,336
Q1 2025 Reduced 6.18%
$224B
$2.07 Million 0.64% of portfolio
11,360
Q1 2025 Reduced 7.27%
$0
$1.99 Million 0.62% of portfolio
122,242
Q1 2025 Reduced 8.72%
$147B
$1.97 Million 0.61% of portfolio
7,140
Q1 2025 Reduced 7.85%
$337B
$1.96 Million 0.61% of portfolio
7,628
Q1 2025 Reduced 7.56%
$0
$1.87 Million 0.58% of portfolio
49,797
Q1 2025 Reduced 11.43%
$54.8B
$1.84 Million 0.57% of portfolio
12,751
Q1 2025 Added 8.18%
$41B
$1.79 Million 0.56% of portfolio
11,178
Q1 2025 Reduced 3.72%
$474B
$1.75 Million 0.54% of portfolio
16,220
Q1 2025 Reduced 2.52%
$519B
$1.71 Million 0.53% of portfolio
3,035
Q1 2025 Reduced 4.65%
$273B
$1.64 Million 0.51% of portfolio
5,560
Q1 2025 Reduced 4.88%
$1.68T
$1.66 Million 0.51% of portfolio
9,397
Q1 2025 Reduced 5.43%
$907B
$1.59 Million 0.49% of portfolio
5,481
Q1 2025 Reduced 7.52%
$0
$1.59 Million 0.49% of portfolio
54,287
Q1 2025 Reduced 12.04%
$387B
$1.54 Million 0.48% of portfolio
4,192
Q1 2025 Reduced 2.38%
$302B
$1.51 Million 0.47% of portfolio
10,512
Q1 2025 Added 4.71%
$0
$1.47 Million 0.46% of portfolio
30,023
Q1 2025 Reduced 11.23%
$419B
$1.5 Million 0.46% of portfolio
10,553
Q1 2025 Added 2.47%

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
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