Elevation Capital Advisory, LLC Portfolio Holdings

Elevation Capital Advisory, LLC

  • $233 Billion
  • Q4 2024

Elevation Capital Advisory, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $233 Billion distributed in 51 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $24.2B, Collaborative Invt Ser Tr Mind with a value of $23.8B, Invesco Qqq Trust, Series 1 with a value of $15.6B, Vanguard Mega Cap Growth ETF with a value of $13.7B, and Rbb Rf Inc Motley Fool 100 Ind with a value of $12.6B.

Examining the 13F form we can see an increase of $6.87B in the current position value, from $226B to 233B.

Elevation Capital Advisory, LLC is based out at Bend, OR

Below you can find more details about Elevation Capital Advisory, LLC portfolio as well as his latest detailed transactions.

Portfolio value $233 Billion
ETFs: $231 Billion
Consumer Cyclical: $224 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $233 Billion
  • Prior Value $226 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 24 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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