Elevated Financial Group LLC Purchases in Q4 2025

Elevated Financial Group LLC

  • $289 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
51.3K
New
$656.2 - $690.71 $33.7M - $35.4M
51.3K $35.1B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
437K
New
$46.57 - $47.16 $20.4M - $20.6M
437K $20.3B
IVW
Ishares S&P 500 Growth ETF

ETFs
163K
New
$118.29 - $126.28 $19.3M - $20.6M
163K $20.1B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
289K
New
$57.9 - $61.26 $16.7M - $17.7M
289K $17.6B
QUAL
Ishares Msci Usa Quality Facto

ETFs
82.7K
New
$191.01 - $199.18 $15.8M - $16.5M
82.7K $16.4B
IVE
Ishares S&P 500 Value ETF

ETFs
74.6K
New
$202.52 - $212.07 $15.1M - $15.8M
74.6K $15.8B
OEF
Ishares S&P 100 ETF

ETFs
43K
New
N/A
43K $14.8B
EFV
Msci Eafe Value ETF

ETFs
204K
New
$66.73 - $70.99 $13.6M - $14.5M
204K $14.6B
IEMG
Ishares Inc

ETFs
169K
New
N/A
169K $11.4B
IYW
Ishares Dj Us Tech ETF

ETFs
40.1K
New
$192.8 - $211.27 $7.74M - $8.48M
40.1K $8.02B
MBB
Ishares Tr

ETFs
68.7K
New
$94.9 - $96.23 $6.52M - $6.61M
68.7K $6.54B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
57.8K
New
$102.37 - $105.36 $5.91M - $6.08M
57.8K $5.87B
SCHG
Schwab Strategic Tr Us Large C

ETFs
153K
New
$31.41 - $33.69 $4.79M - $5.14M
153K $4.98B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
81.8K
New
$51.27 - $51.8 $4.19M - $4.24M
81.8K $4.09B
Blackrock ETF Trust Ii
75.5K
New
N/A
75.5K $3.98B
AAPL
Apple Inc.

Technology
13.8K
New
$245.27 - $275.25 $3.38M - $3.8M
13.8K $3.75B
IAU
Ishares Gold Trust

ETFs
45.5K
New
$72.65 - $82.5 $3.31M - $3.76M
45.5K $3.7B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
25.8K
New
$102.72 - $103.6 $2.65M - $2.68M
25.8K $2.65B
CRM
Salesforce, Inc.

Technology
9.01K
New
$235.69 - $263.41 $2.12M - $2.37M
9.01K $2.39B
GOOGL
Alphabet Inc.

Communication Services
7.38K
New
$236.57 - $291.31 $1.74M - $2.15M
7.38K $2.31B
Ea Series Trust
18.3K
New
N/A
18.3K $2.11B
VBK
Vanguard Small Cap Growth ETF

ETFs
6.87K
New
$291.71 - $309.36 $2M - $2.12M
6.87K $2.07B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
77.5K
New
$23.02 - $24.23 $1.78M - $1.88M
77.5K $1.86B
BKUI
Bny Mellon ETF Tr Ultra Short

ETFs
34K
New
$49.75 - $49.95 $1.69M - $1.7M
34K $1.69B
NVDA
Nvidia Corp

Technology
8.97K
New
$179.83 - $207.04 $1.61M - $1.86M
8.97K $1.67B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
51K
New
$32.35 - $34.37 $1.65M - $1.75M
51K $1.67B
MSFT
Microsoft Corp

Technology
3.42K
New
$496.82 - $542.07 $1.7M - $1.85M
3.42K $1.65B
AMZN
Amazon Com Inc

Consumer Cyclical
6.74K
New
$213.04 - $254.0 $1.43M - $1.71M
6.74K $1.55B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.95K
New
$475.68 - $513.11 $1.4M - $1.51M
2.95K $1.48B
EMB
Ishares Tr

ETFs
15.1K
New
$94.63 - $97.03 $1.43M - $1.46M
15.1K $1.45B
VTI
Vanguard Total Stock Market Et

ETFs
4.08K
New
$321.8 - $337.95 $1.31M - $1.38M
4.08K $1.37B
JPM
Jpmorgan Chase & CO

Financial Services
4.16K
New
$294.11 - $320.41 $1.22M - $1.33M
4.16K $1.34B
WMT
Walmart Inc.

Consumer Defensive
11.9K
New
$101.18 - $109.03 $1.21M - $1.3M
11.9K $1.33B
LLY
Eli Lilly & CO

Healthcare
1.18K
New
$799.57 - $1025.28 $943K - $1.21M
1.18K $1.27B
DAL
Delta Air Lines, Inc.

Industrials
17.5K
New
$55.65 - $62.32 $977K - $1.09M
17.5K $1.22B
AXP
American Express CO

Financial Services
3.23K
New
$316.26 - $372.77 $1.02M - $1.2M
3.23K $1.19B
ITOT
Ishares Core S&P Total U.S. St

ETFs
8K
New
$142.79 - $150.05 $1.14M - $1.2M
8K $1.19B
COST
Costco Wholesale Corp

Consumer Defensive
1.34K
New
$910.94 - $954.99 $1.22M - $1.27M
1.34K $1.15B
VTV
Vanguard Value ETF

ETFs
5.85K
New
$182.87 - $189.72 $1.07M - $1.11M
5.85K $1.12B
GS
Goldman Sachs Group Inc

Financial Services
1.24K
New
$744.6 - $838.97 $923K - $1.04M
1.24K $1.09B
MAR
Marriott International Inc

Consumer Cyclical
3.5K
New
$259.04 - $291.9 $908K - $1.02M
3.5K $1.09B
FDX
Fedex Corp

Industrials
3.54K
New
$224.63 - $268.67 $795K - $950K
3.54K $1.02B
Blackrock Inc
952
New
N/A
952 $1.02B
KO
Coca Cola CO

Consumer Defensive
14.1K
New
$66.1 - $71.61 $934K - $1.01M
14.1K $988M
Blackrock ETF Trust
35.2K
New
N/A
35.2K $900M
NFLX
Netflix Inc

Communication Services
9.33K
New
$110.29 - $1241.35 $1.03M - $11.6M
9.33K $874M
STRL
Sterling Construction CO Inc

Industrials
2.72K
New
$326.6 - $411.07 $889K - $1.12M
2.72K $834M
HD
Home Depot, Inc.

Consumer Cyclical
2.37K
New
$358.03 - $397.02 $849K - $941K
2.37K $816M
PG
Procter & Gamble CO

Consumer Defensive
5.39K
New
$145.5 - $153.18 $784K - $825K
5.39K $772M
Activity Summary
Buys All Purchases 126 New Holdings 126 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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