Elevatus Welath Management Portfolio Holdings

Elevatus Welath Management

  • $176 Billion
  • Q1 2025

Elevatus Welath Management has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $176 Billion distributed in 104 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core U.S. Aggregate Bo with a value of $17.5B, Jp Morgan ETF Tr Ultra Short I with a value of $16.9B, Invesco Actively Managed Exc with a value of $16.8B, Janus Detroit Str Tr Janus Hen with a value of $11.6B, and Trans Digm Group Inc with a value of $9.75B.

Examining the 13F form we can see an decrease of $116B in the current position value, from $292B to 176B.

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 $176 Billion
ETFs: $84.1 Billion
Technology: $22.5 Billion
Industrials: $17.2 Billion
Energy: $7.14 Billion
Consumer Defensive: $6.51 Billion
Communication Services: $6.38 Billion
Financial Services: $6.15 Billion
Consumer Cyclical: $4.1 Billion
Other: $4.99 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$78.1B
$9.75 Billion 5.53% of portfolio
7,047
Q1 2025 New
$3.42T
$7.72 Billion 4.37% of portfolio
20,555
Q1 2025 Reduced 62.27%
$338B
$4.66 Billion 2.64% of portfolio
43,015
Q1 2025 Reduced 70.78%
$3.36T
$4.41 Billion 2.5% of portfolio
19,841
Q1 2025 Reduced 58.07%
$57B
$3.51 Billion 1.99% of portfolio
22,753
Q1 2025 Added 0.18%
$2.1T
$3.19 Billion 1.81% of portfolio
16,763
Q1 2025 Reduced 75.21%
$241B
$2.76 Billion 1.56% of portfolio
11,089
Q1 2025 Reduced 50.9%
$1.44T
$2.72 Billion 1.54% of portfolio
4,716
Q1 2025 Reduced 80.82%
$9.75B
$2.67 Billion 1.51% of portfolio
1,974
Q1 2025 New
$16.1B
$2.61 Billion 1.48% of portfolio
8,225
Q4 2024 Reduced 1.57%
$67.3B
$2.25 Billion 1.28% of portfolio
20,237
Q1 2025 New
$21.4B
$2.18 Billion 1.24% of portfolio
58,356
Q1 2025 New
$17.7B
$2.03 Billion 1.15% of portfolio
6,622
Q1 2025 New
$444B
$2.03 Billion 1.15% of portfolio
17,029
Q1 2025 Reduced 10.35%
$39.4B
$1.91 Billion 1.08% of portfolio
38,612
Q1 2025 New
$1.02T
$1.78 Billion 1.01% of portfolio
11,417
Q1 2025 Reduced 84.19%
$694B
$1.17 Billion 0.67% of portfolio
2,204
Q1 2025 Added 23.27%
$93.4B
$1.17 Billion 0.66% of portfolio
6,991
Q1 2025 Added 8.37%
$993B
$1.17 Billion 0.66% of portfolio
7,554
Q1 2025 Reduced 3.92%
$777B
$1.01 Billion 0.57% of portfolio
4,116
Q1 2025 Reduced 17.05%
$430B
$774 Million 0.44% of portfolio
5,533
Q1 2025 Reduced 0.29%
$271B
$780 Million 0.44% of portfolio
4,665
Q1 2025 Added 0.56%
$143B
$701 Million 0.4% of portfolio
3,420
Q1 2025 Added 0.12%
$32.4B
$638 Million 0.36% of portfolio
3,567
Q1 2025 Reduced 55.35%
$458B
$602 Million 0.34% of portfolio
637
Q1 2025 Reduced 11.4%
$162B
$548 Million 0.31% of portfolio
1,102
Q1 2025 Added 0.09%
$311B
$491 Million 0.28% of portfolio
6,857
Q1 2025 Added 1.26%
$248B
$479 Million 0.27% of portfolio
5,670
Q1 2025 Reduced 6.96%
$268B
$437 Million 0.25% of portfolio
2,753
Q1 2025 Added 32.36%
$328B
$442 Million 0.25% of portfolio
2,110
Q1 2025 Reduced 17.58%
$1.08T
$445 Million 0.25% of portfolio
1,719
Q1 2025 Reduced 30.8%
$530B
$411 Million 0.23% of portfolio
441
Q1 2025 Added 5.25%
$182B
$399 Million 0.23% of portfolio
2,659
Q1 2025 Reduced 0.64%
$559B
$390 Million 0.22% of portfolio
711
Q1 2025 Reduced 28.18%
$295B
$387 Million 0.22% of portfolio
740
Q1 2025 Reduced 11.9%
$602B
$370 Million 0.21% of portfolio
1,057
Q1 2025 Reduced 7.2%
$151B
$347 Million 0.2% of portfolio
1,638
Q1 2025 Reduced 1.8%
$390B
$329 Million 0.19% of portfolio
1,928
Q1 2025 Reduced 7.35%
$82.6B
$310 Million 0.18% of portfolio
3,217
Q1 2025 Reduced 3.01%
$186B
$296 Million 0.17% of portfolio
6,531
Q1 2025 Reduced 0.93%
$143B
$258 Million 0.15% of portfolio
1,777
Q1 2025 Reduced 45.91%
$134B
$273 Million 0.15% of portfolio
894
Q1 2025 Added 0.11%
$115B
$246 Million 0.14% of portfolio
2,346
Q1 2025 Added 0.26%
$236B
$247 Million 0.14% of portfolio
790
Q1 2025 Added 2.73%
-
$247 Million 0.14% of portfolio
-
Q3 2024 New
$95.2B
$251 Million 0.14% of portfolio
1,083
Q1 2025 Added 0.19%
$399B
$253 Million 0.14% of portfolio
1,528
Q1 2025 Added 0.33%
$11.4B
$221 Million 0.13% of portfolio
1,220
Q1 2025 Added 0.16%
$237B
$204 Million 0.12% of portfolio
1,539
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 104
  • Current Value $176 Billion
  • Prior Value $292 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 13 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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