Elevation Capital Advisory, LLC Purchases in Q1 2025

Elevation Capital Advisory, LLC

  • $229 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LVHI
Franklin International Low Vol

ETFs
326K
New
$30.53 - $32.85 $9.96M - $10.7M
326K $10.6B
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
125K
New
$69.81 - $78.9 $8.69M - $9.82M
125K $9.7B
FDL
First Tr Morningstar Dividend

ETFs
222K
New
$39.69 - $43.83 $8.81M - $9.73M
222K $9.64B
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
328K
New
$28.55 - $29.09 $9.35M - $9.53M
328K $9.45B
NULG
Nuveen Esg Large Cap Growth Et

ETFs
115K
+ 2852.73%
$77.67 - $90.15 $8.92M - $10.4M
119K $9.31B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
122K
New
$69.69 - $79.99 $8.52M - $9.78M
122K $8.73B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
74.8K
+ 674.58%
$110.9 - $132.93 $8.29M - $9.94M
85.9K $9.77B
MOAT
Vaneck Morningstar Wide Moat E

ETFs
94.6K
+ 680.33%
N/A
109K $9.55B
FTC
First Tr Lge Cap Growth

ETFs
57.1K
New
$127.87 - $148.89 $7.3M - $8.5M
57.1K $7.5B
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
40.5K
New
$162.48 - $175.37 $6.58M - $7.1M
40.5K $7.04B
SLQD
Ishares 0 5 Year Investment Gr

ETFs
128K
New
$49.6 - $50.28 $6.36M - $6.45M
128K $6.45B
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
311K
New
$18.46 - $19.19 $5.73M - $5.96M
311K $5.96B
SHV
Ishares Tr

ETFs
51.5K
New
$110.11 - $110.51 $5.67M - $5.69M
51.5K $5.69B
IYLD
Ishares Tr Ishares Morningstar

ETFs
269K
New
$19.42 - $20.31 $5.22M - $5.46M
269K $5.4B
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
28.7K
New
$152.57 - $163.66 $4.37M - $4.69M
28.7K $4.49B
USMV
Ishares Msci Usa Min Vol Facto

ETFs
37.6K
New
$87.68 - $94.52 $3.3M - $3.56M
37.6K $3.52B
MDIV
First Trust Multi Asset Divers

ETFs
193K
New
$16.02 - $16.68 $3.1M - $3.22M
193K $3.16B
TCHP
T Rowe Price Exchange Traded F

Technology
81.5K
New
$37.86 - $44.2 $3.09M - $3.6M
81.5K $3.1B
CORP
Pimco Investment Grade Corp Bd

ETFs
28.6K
New
$93.89 - $97.32 $2.68M - $2.78M
28.6K $2.77B
VGT
Vanguard Information Technolog

ETFs
4.71K
New
$542.38 - $646.34 $2.55M - $3.04M
4.71K $2.55B
IWL
Ishares Tr Russell 200 ETF

ETFs
12.4K
+ 26.49%
$135.83 - $151.73 $1.68M - $1.87M
59K $8.1B
MFUL
Collaborative Invt Ser Tr Mind

ETFs
54.1K
+ 4.89%
$21.42 - $21.78 $1.16M - $1.18M
1.16M $25.1B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
10.3K
+ 269.77%
$65.27 - $71.18 $670K - $730K
14.1K $933M
VIS
Vanguard Industrial ETF

ETFs
2.73K
New
$243.63 - $273.99 $666K - $749K
2.73K $677M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
8.32K
New
$68.32 - $75.06 $568K - $625K
8.32K $622M
DEF
Invesco Et Self Idxd Fd Tr Def

ETFs
6.84K
New
N/A
6.84K $562M
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
6.23K
New
$73.11 - $77.43 $456K - $483K
6.23K $473M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.28K
New
$100.59 - $103.47 $430K - $443K
4.28K $443M
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
8.98K
New
$48.31 - $49.23 $434K - $442K
8.98K $441M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
8.42K
New
$51.52 - $52.37 $434K - $441K
8.42K $441M
TFLO
Ishares Treasury Floating Rate

ETFs
8.41K
New
$50.48 - $50.68 $424K - $426K
8.41K $426M
VIG
Vanguard Dividend Appreciation

ETFs
1.92K
+ 102.08%
N/A
3.8K $737M
USSG
Dbx ETF Tr Xtrackers Msci Usa

ETFs
5.22K
New
$49.93 - $56.52 $260K - $295K
5.22K $263M
VO
Vanguard Mid Cap ETF

ETFs
913
New
$251.87 - $277.95 $230K - $254K
913 $236M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
2.25K
New
$95.35 - $107.82 $215K - $243K
2.25K $216M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.57K
+ 7.61%
$27.01 - $28.54 $96.3K - $102K
50.5K $1.41B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.25K
+ 7.81%
$78.0 - $84.37 $97.2K - $105K
17.2K $1.37B
OMFL
Invesco Exchange Traded Self I

ETFs
812
+ 3.28%
$52.19 - $57.45 $42.4K - $46.6K
25.5K $1.36B
SPGP
Invesco Exchange Traded Fd Tr

ETFs
1.11K
+ 4.69%
$96.88 - $111.25 $107K - $123K
24.8K $2.47B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
247
+ 3.72%
$507.05 - $563.67 $125K - $139K
6.89K $3.54B
OEF
Ishares S&P 100 ETF

ETFs
27
+ 0.1%
N/A
25.8K $6.99B
Activity Summary
Buys All Purchases 42 New Holdings 29 Increased Positions 13 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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