Elevatus Welath Management Sells in Q1 2025

Elevatus Welath Management

  • $176 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-58.2K
- 93.09%
$507.05 - $563.67 $29.5M - $32.8M
4.32K $2.22B
MSFT
Microsoft Corp

Technology
-33.9K
- 62.27%
$375.39 - $447.2 $12.7M - $15.2M
20.6K $7.72B
NVDA
Nvidia Corp

Technology
-104K
- 70.78%
$106.98 - $149.43 $11.1M - $15.6M
43K $4.66B
GOOG
Alphabet Inc.

Communication Services
-60.8K
- 84.19%
$156.06 - $207.71 $9.48M - $12.6M
11.4K $1.78B
META
Meta Platforms, Inc.

Communication Services
-19.9K
- 80.82%
$576.36 - $736.67 $11.5M - $14.6M
4.72K $2.72B
AMZN
Amazon Com Inc

Consumer Cyclical
-50.9K
- 75.21%
$190.26 - $242.06 $9.68M - $12.3M
16.8K $3.19B
VUG
Vanguard Growth ETF

ETFs
-19.3K
- 62.23%
$369.1 - $427.61 $7.14M - $8.27M
11.7K $4.35B
AAPL
Apple Inc.

Technology
-27.5K
- 58.07%
$209.68 - $247.1 $5.76M - $6.79M
19.8K $4.41B
HYG
Ishares Tr

ETFs
-70.7K
- 92.8%
$78.51 - $80.11 $5.55M - $5.67M
5.49K $433M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
-37K
- 84.38%
N/A
6.84K $439M
MTB
M&T Bank Corp

Financial Services
-4.42K
- 55.35%
$170.47 - $201.98 $754K - $893K
3.57K $638M
VB
Vanguard Small Cap ETF

ETFs
-3.21K
- 71.99%
$217.89 - $252.64 $700K - $811K
1.25K $277M
VO
Vanguard Mid Cap ETF

ETFs
-2.41K
- 56.14%
$251.87 - $277.95 $607K - $670K
1.88K $487M
TSLA
Tesla, Inc.

Consumer Cyclical
-765
- 30.8%
$222.15 - $428.22 $170K - $328K
1.72K $445M
GOOGL
Alphabet Inc.

Communication Services
-308
- 3.92%
$154.33 - $206.19 $47.5K - $63.5K
7.55K $1.17B
LLY
Eli Lilly & CO

Healthcare
-384
- 59.63%
$725.72 - $929.72 $279K - $357K
260 $215M
AMAT
Applied Materials Inc

Technology
-1.51K
- 45.91%
$145.06 - $195.51 $219K - $295K
1.78K $258M
JPM
Jpmorgan Chase & CO

Financial Services
-846
- 17.05%
$225.19 - $279.95 $191K - $237K
4.12K $1.01B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-183
- 8.39%
$468.34 - $539.52 $85.7K - $98.7K
2K $937M
ORCL
Oracle Corp

Technology
-16
- 0.29%
$139.81 - $186.47 $2.24K - $2.98K
5.53K $774M
MA
Mastercard Inc

Financial Services
-279
- 28.18%
$504.67 - $576.31 $141K - $161K
711 $390M
COST
Costco Wholesale Corp

Consumer Defensive
-82
- 11.4%
$890.62 - $1076.86 $73K - $88.3K
637 $602M
XLY
Select Sector Spdr Consumer Di

ETFs
-25
- 1.32%
$192.6 - $233.2 $4.82K - $5.83K
1.87K $370M
HD
Home Depot, Inc.

Consumer Cyclical
-108
- 15.32%
$347.25 - $424.87 $37.5K - $45.9K
597 $219M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-193
- 8.01%
$126.86 - $146.45 $24.5K - $28.3K
2.22K $282M
UNH
Unitedhealth Group Inc

Healthcare
-100
- 11.9%
$461.52 - $548.18 $46.2K - $54.8K
740 $387M
HON
Honeywell International Inc

Industrials
-30
- 1.8%
$202.75 - $226.52 $6.08K - $6.8K
1.64K $347M
ARCC
Ares Capital Corp

Financial Services
-1.16K
- 11.29%
$21.28 - $23.81 $24.7K - $27.7K
9.13K $202M
VOT
Vanguard Mid Cap Growth Index

ETFs
-38
- 2.78%
$237.72 - $276.98 $9.03K - $10.5K
1.33K $325M
PG
Procter & Gamble CO

Consumer Defensive
-153
- 7.35%
$158.56 - $176.26 $24.3K - $27K
1.93K $329M
XOM
Exxon Mobil Corp

Energy
-1.97K
- 10.35%
$105.44 - $118.93 $207K - $234K
17K $2.03B
IVV
Ishares Core S&P 500 ETF

ETFs
-9
- 2.18%
$554.06 - $615.85 $4.99K - $5.54K
404 $227M
ABBV
Abb Vie Inc.

Healthcare
-450
- 17.58%
$169.2 - $216.66 $76.1K - $97.5K
2.11K $442M
PEP
Pepsico Inc

Consumer Defensive
-17
- 0.64%
$142.64 - $156.42 $2.42K - $2.66K
2.66K $399M
FTNT
Fortinet, Inc.

Technology
-100
- 3.01%
$92.49 - $114.57 $9.25K - $11.5K
3.22K $310M
XLE
Energy Sector Spdr

ETFs
-122
- 5.01%
$85.7 - $93.96 $10.5K - $11.5K
2.31K $216M
V
Visa Inc.

Financial Services
-82
- 7.2%
$306.92 - $362.71 $25.2K - $29.7K
1.06K $370M
PLTR
Palantir Technologies Inc.

Technology
-424
- 6.96%
$64.98 - $124.62 $27.6K - $52.8K
5.67K $479M
VZ
Verizon Communications Inc

Communication Services
-61
- 0.93%
$37.81 - $46.49 $2.31K - $2.84K
6.53K $296M
Activity Summary
Buys All Purchases 47 New Holdings 13 Increased Positions 34 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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