Elevated Financial Group LLC Portfolio Holdings by Sector
Elevated Financial Group LLC
- $289 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV IUSB IVW DYNF QUAL IVE OEF EFV 50 stocks |
$230 Million
82.35% of portfolio
|
50
|
- |
50
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.75 Million
1.35% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL TWLO META GOOG 4 stocks |
$3.43 Million
1.23% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM APP UBER 3 stocks |
$3.29 Million
1.18% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
AXP SYF COF EZPW 4 stocks |
$2.66 Million
0.96% of portfolio
|
4
|
- |
4
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA MU AVGO 3 stocks |
$2.5 Million
0.9% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$2.48 Million
0.89% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS FOXA 3 stocks |
$1.98 Million
0.71% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$1.93 Million
0.69% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM WFC 2 stocks |
$1.88 Million
0.67% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV JNJ 3 stocks |
$1.82 Million
0.65% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B EQH 2 stocks |
$1.69 Million
0.61% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL SKYW 2 stocks |
$1.6 Million
0.57% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.55 Million
0.56% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
STRL WLDN AMRC 3 stocks |
$1.38 Million
0.49% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$1.37 Million
0.49% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA GM 2 stocks |
$1.1 Million
0.4% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$1.09 Million
0.39% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$1.09 Million
0.39% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
FDX 1 stocks |
$1.02 Million
0.37% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$988,324
0.35% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
SSRM CDE KGC 3 stocks |
$951,483
0.34% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CRDO COMM 2 stocks |
$897,888
0.32% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX EAT 2 stocks |
$848,816
0.3% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$815,517
0.29% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
$772,309
0.28% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$725,271
0.26% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
CCL EXPE 2 stocks |
$692,048
0.25% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
ARQT 1 stocks |
$565,060
0.2% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
AMG STT 2 stocks |
$548,710
0.2% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$533,196
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$489,379
0.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MFC 1 stocks |
$441,963
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
ALL 1 stocks |
$425,285
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$346,553
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
UNFI 1 stocks |
$329,663
0.12% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
CFG 1 stocks |
$320,028
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
TTMI 1 stocks |
$314,847
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Education & Training Services | Consumer Defensive
ATGE 1 stocks |
$301,822
0.11% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
R 1 stocks |
$283,066
0.1% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|