Elevation Capital Advisory, LLC Portfolio Holdings

Elevation Capital Advisory, LLC

  • $226 Billion
  • Q3 2024

Elevation Capital Advisory, LLC has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $226 Billion distributed in 56 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Collaborative Invt Ser Tr Mind with a value of $22.8B, Rbb Rf Inc Motley Fool 100 Ind with a value of $11.7B, Ishares Tr Russell 200 Growth with a value of $11.1B, Global X Fds Global X Consciou with a value of $10.6B, and Vaneck Morningstar Wide Moat E with a value of $10.3B.

Examining the 13F form we can see an increase of $7.41B in the current position value, from $219B to 226B.

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 $226 Billion
ETFs: $224 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 56
  • Current Value $226 Billion
  • Prior Value $219 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 35 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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