Elevatus Welath Management Portfolio Holdings

Elevatus Welath Management

  • $254 Billion
  • Q1 2024

Elevatus Welath Management has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $254 Billion distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $22.7B, Microsoft Corp with a value of $22.3B, Meta Platforms, Inc. with a value of $12.6B, Amazon Com Inc with a value of $11.8B, and Vanguard Mid Cap Growth Index with a value of $9.09B.

Examining the 13F form we can see an increase of $33.4B in the current position value, from $220B to 254B.

Elevatus Welath Management is based out at Victor, NY

Below you can find more details about Elevatus Welath Management portfolio as well as his latest detailed transactions.

Portfolio value $254 Billion
Technology: $82 Billion
ETFs: $43.5 Billion
Healthcare: $24.6 Billion
Industrials: $24.6 Billion
Communication Services: $21.2 Billion
Consumer Cyclical: $16.6 Billion
Real Estate: $13 Billion
Financial Services: $12.6 Billion
Other: $8.33 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$308B
$22.7 Billion 8.94% of portfolio
25,081
Q1 2024 Added 1.95%
$3.33T
$22.3 Billion 8.81% of portfolio
53,065
Q1 2024 Added 1.45%
$1.13T
$12.6 Billion 4.98% of portfolio
26,006
Q1 2024 Added 21.31%
$1.97T
$11.8 Billion 4.66% of portfolio
65,541
Q1 2024 Added 24.25%
$0
$9.09 Billion 3.58% of portfolio
38,545
Q1 2024 Added 4.88%
$0
$8.97 Billion 3.54% of portfolio
209,026
Q1 2024 Added 15.11%
$26.8B
$8.84 Billion 3.49% of portfolio
66,140
Q1 2024 Added 85.11%
$39.3B
$8.54 Billion 3.37% of portfolio
33,750
Q1 2024 New
$860B
$8.52 Billion 3.36% of portfolio
10,955
Q1 2024 Added 1,370.47%
$49.7B
$8.22 Billion 3.24% of portfolio
357,153
Q1 2024 Added 2,712.23%
$21B
$7.47 Billion 2.94% of portfolio
207,884
Q1 2024 Added 137.61%
$143B
$7.34 Billion 2.9% of portfolio
62,272
Q1 2024 New
$0
$7.1 Billion 2.8% of portfolio
75,062
Q1 2024 Reduced 48.27%
-
$6.94 Billion 2.74% of portfolio
-
Q1 2024 New
$36.3B
$6.37 Billion 2.51% of portfolio
24,513
Q1 2024 Added 7.03%
$6.84B
$6.25 Billion 2.46% of portfolio
97,313
Q1 2024 New
$901M
$5.85 Billion 2.31% of portfolio
287,765
Q1 2024 New
$181B
$5.59 Billion 2.21% of portfolio
45,714
Q1 2024 New
$20.8B
$5.56 Billion 2.19% of portfolio
37,826
Q1 2024 New
$37.5B
$4.69 Billion 1.85% of portfolio
59,723
Q1 2024 Added 44.67%
$429B
$4.28 Billion 1.69% of portfolio
15,321
Q1 2024 Added 6.16%
$128B
$4.03 Billion 1.59% of portfolio
39,776
Q1 2024 Added 64.13%
$67.8B
$4.02 Billion 1.59% of portfolio
17,408
Q1 2024 Added 5.48%
$79.5B
$4 Billion 1.58% of portfolio
25,029
Q1 2024 Added 3.21%
$159B
$3.75 Billion 1.48% of portfolio
4,913
Q1 2024 Added 9.45%
$3.38T
$3.62 Billion 1.43% of portfolio
21,089
Q1 2024 Reduced 66.85%
$0
$2.98 Billion 1.17% of portfolio
8,650
Q1 2024 Added 6.12%
$42.7B
$2.8 Billion 1.11% of portfolio
22,827
Q1 2024 Added 1.01%
$262B
$1.4 Billion 0.55% of portfolio
7,780
Q1 2024 Added 0.39%
$1.12T
$1.27 Billion 0.5% of portfolio
8,319
Q1 2024 Reduced 85.94%
$1.09T
$1.23 Billion 0.49% of portfolio
8,169
Q1 2024 Reduced 11.25%
$141M
$1.22 Billion 0.48% of portfolio
572,533
Q1 2024 Added 1,574.95%
$0
$1.15 Billion 0.46% of portfolio
2,201
Q1 2024 Added 4.81%
$0
$1.05 Billion 0.41% of portfolio
2,006
Q1 2024 Reduced 88.8%
$0
$887 Million 0.35% of portfolio
17,680
Q4 2023 New
$480B
$854 Million 0.34% of portfolio
7,350
Q1 2024 Reduced 0.61%
$0
$870 Million 0.34% of portfolio
2,581
Q4 2023 Added 0.86%
$650B
$871 Million 0.34% of portfolio
657
Q1 2024 Reduced 4.92%
$182B
$843 Million 0.33% of portfolio
3,375
Q1 2024 Added 0.09%
$0
$832 Million 0.33% of portfolio
1,874
Q1 2024 Added 0.11%
$0
$797 Million 0.31% of portfolio
11,611
Q3 2023 New
$0
$784 Million 0.31% of portfolio
7,092
Q1 2024 Added 109.08%
$0
$726 Million 0.29% of portfolio
9,787
Q1 2024 Reduced 8.16%
$0
$741 Million 0.29% of portfolio
12,500
Q1 2024 New
$217B
$707 Million 0.28% of portfolio
1,216
Q1 2024 Added 2.53%
$381B
$658 Million 0.26% of portfolio
5,235
Q1 2024 Added 3.7%
$0
$633 Million 0.25% of portfolio
2,770
Q1 2024 Added 73.67%
$0
$603 Million 0.24% of portfolio
1,254
Q1 2024 Added 16.43%
$0
$583 Million 0.23% of portfolio
7,417
Q4 2023 Reduced 50.0%

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $254 Billion
  • Prior Value $220 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 19 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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