Elevatus Welath Management Portfolio Holdings

Elevatus Welath Management

  • $267 Billion
  • Q2 2024

Elevatus Welath Management has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $267 Billion distributed in 105 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $21.5B, Nvidia Corp with a value of $16.9B, Amazon Com Inc with a value of $14.9B, Powershares Actively Managed with a value of $12.2B, and Meta Platforms, Inc. with a value of $10.3B.

Examining the 13F form we can see an increase of $13.8B in the current position value, from $254B to 267B.

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 $267 Billion
Technology: $85.5 Billion
ETFs: $45.7 Billion
Healthcare: $23.1 Billion
Industrials: $22.1 Billion
Communication Services: $20.9 Billion
Consumer Cyclical: $18.4 Billion
Financial Services: $16 Billion
Real Estate: $7.99 Billion
Other: $15.5 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$134M
$1.01 Billion 0.38% of portfolio
544,533
Q2 2024 Reduced 4.89%

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $267 Billion
  • Prior Value $254 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 32 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
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