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 Market Cap. of $50 Millions to $300 Millions

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

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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