Elevatus Welath Management Portfolio Holdings

Elevatus Welath Management

  • $292 Billion
  • Q4 2024

Elevatus Welath Management has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $292 Billion distributed in 107 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $33.7B, Microsoft Corp with a value of $23B, Spdr Portfolio S&P 600 Small C with a value of $22.9B, Nvidia Corp with a value of $19.8B, and Amazon Com Inc with a value of $14.8B.

Examining the 13F form we can see an decrease of $13.7B in the current position value, from $306B to 292B.

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 $292 Billion
ETFs: $121 Billion
Technology: $65.8 Billion
Communication Services: $30.5 Billion
Consumer Cyclical: $16.3 Billion
Industrials: $14.5 Billion
Healthcare: $7.35 Billion
Financial Services: $4.61 Billion
Energy: $2.95 Billion
Other: $6.82 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.8T
$23 Billion 7.86% of portfolio
54,474
Q4 2024 Added 22.48%
$270B
$19.8 Billion 6.76% of portfolio
147,204
Q4 2024 Added 33.0%
$1.94T
$14.8 Billion 5.08% of portfolio
67,625
Q4 2024 Added 3.12%
$1.3T
$14.4 Billion 4.93% of portfolio
24,591
Q4 2024 Added 3.17%
$951B
$13.7 Billion 4.7% of portfolio
72,194
Q4 2024 Added 92.1%
$3.57T
$11.9 Billion 4.05% of portfolio
47,322
Q4 2024 Added 130.01%
$36.4B
$6.89 Billion 2.36% of portfolio
21,815
Q4 2024 Added 0.18%
$223B
$4.96 Billion 1.7% of portfolio
22,584
Q4 2024 Reduced 30.92%
$175B
$4.39 Billion 1.5% of portfolio
8,412
Q4 2024 Added 2.72%
$55.6B
$3.18 Billion 1.09% of portfolio
22,713
Q4 2024 Reduced 0.82%
$12.2B
$2.92 Billion 1.0% of portfolio
8,225
Q4 2024 Reduced 1.57%
$42B
$2.36 Billion 0.81% of portfolio
17,983
Q4 2024 Reduced 49.0%
$161B
$2.27 Billion 0.78% of portfolio
2,142
Q4 2024 Reduced 0.7%
$496B
$2.04 Billion 0.7% of portfolio
18,995
Q4 2024 Added 5.17%
$72.3B
$1.77 Billion 0.61% of portfolio
7,546
Q4 2024 Reduced 2.0%
$30.9B
$1.5 Billion 0.51% of portfolio
7,989
Q4 2024 Reduced 3.35%
$922B
$1.49 Billion 0.51% of portfolio
7,862
Q4 2024 Reduced 8.9%
$720B
$1.19 Billion 0.41% of portfolio
4,962
Q4 2024 Added 15.85%
$818B
$1 Billion 0.34% of portfolio
2,484
Q4 2024 Added 33.33%
$377B
$925 Million 0.32% of portfolio
5,549
Q4 2024 Added 1.82%
$683B
$810 Million 0.28% of portfolio
1,788
Q4 2024 Added 95.41%
$149B
$784 Million 0.27% of portfolio
3,416
Q4 2024 Added 0.09%
$327B
$672 Million 0.23% of portfolio
4,639
Q4 2024 Added 2.25%
$419B
$659 Million 0.23% of portfolio
719
Q4 2024 Added 27.03%
$238B
$603 Million 0.21% of portfolio
6,671
Q4 2024 Added 30.57%
$195B
$573 Million 0.2% of portfolio
1,101
Q3 2024 Reduced 9.53%
$523B
$521 Million 0.18% of portfolio
990
Q4 2024 Added 42.65%
$125B
$534 Million 0.18% of portfolio
3,285
Q4 2024 Reduced 29.26%
$785B
$497 Million 0.17% of portfolio
644
Q4 2024 Reduced 86.92%
$370B
$455 Million 0.16% of portfolio
2,560
Q4 2024 Added 84.84%
$166B
$461 Million 0.16% of portfolio
6,094
Q4 2024 Reduced 39.19%
$490B
$425 Million 0.15% of portfolio
840
Q4 2024 Added 56.42%
$310B
$422 Million 0.14% of portfolio
6,772
Q4 2024 Added 28.16%
$207B
$407 Million 0.14% of portfolio
2,676
Q4 2024 Reduced 3.81%
$415B
$373 Million 0.13% of portfolio
419
Q4 2024 New
$142B
$377 Million 0.13% of portfolio
1,668
Q4 2024 Added 46.06%
$404B
$349 Million 0.12% of portfolio
2,081
Q4 2024 Added 59.59%
$573B
$360 Million 0.12% of portfolio
1,139
Q4 2024 Added 0.09%
$75.9B
$313 Million 0.11% of portfolio
3,317
Q3 2024 New
$246B
$250 Million 0.09% of portfolio
2,080
Q4 2024 Added 4.79%
$177B
$260 Million 0.09% of portfolio
1,386
Q4 2024 New
$127B
$262 Million 0.09% of portfolio
893
Q3 2024 Added 0.11%
$191B
$264 Million 0.09% of portfolio
6,592
Q4 2024 Added 8.65%
$375B
$274 Million 0.09% of portfolio
705
Q4 2024 New
$434B
$220 Million 0.08% of portfolio
1,523
Q4 2024 Added 8.01%
$102B
$221 Million 0.08% of portfolio
1,250
Q4 2024 New
$230B
$223 Million 0.08% of portfolio
769
Q4 2024 Added 5.34%
$0
$225 Million 0.08% of portfolio
10,288
Q4 2024 Added 1.97%
-
$226 Million 0.08% of portfolio
-
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 107
  • Current Value $292 Billion
  • Prior Value $306 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 18 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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