Elevated Capital Advisors, LLC Purchases in Q4 2025

Elevated Capital Advisors, LLC

  • $360 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IXC
Ishares Tr Global Energy ETF

ETFs
972
New
$40.23 - $43.56 $39.1K - $42.3K
972 $42K
NEE
Nextera Energy Inc

Utilities
487
New
$78.18 - $86.03 $38.1K - $41.9K
487 $41K
PEG
Public Service Enterprise Group Inc

Utilities
563
+ 5.25%
$79.86 - $84.83 $45K - $47.8K
11.3K $935K
CMS
Cms Energy Corp

Utilities
435
+ 3.84%
$71.83 - $75.31 $31.2K - $32.8K
11.8K $869K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
395
New
$100.33 - $100.69 $39.6K - $39.8K
395 $39K
FDN
First Tr Fd Dow Jones

ETFs
142
New
$269.33 - $285.7 $38.2K - $40.6K
142 $38K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
80
New
$454.87 - $482.76 $36.4K - $38.6K
80 $37K
FIGS
Figs, Inc.

Consumer Cyclical
4K
New
$6.78 - $10.02 $27.1K - $40.1K
4K $36K
PLTR
Palantir Technologies Inc.

Technology
207
New
$172.14 - $207.18 $35.6K - $42.9K
207 $36K
RL
Ralph Lauren Corp

Consumer Cyclical
100
New
$309.29 - $340.21 $30.9K - $34K
100 $33K
IWM
Ishares Russell 2000 ETF

ETFs
136
New
$236.79 - $250.33 $32.2K - $34K
136 $32K
KGC
Kinross Gold Corp

Basic Materials
1.28K
New
$22.47 - $27.58 $28.7K - $35.2K
1.28K $32K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
279
New
$117.68 - $124.18 $32.8K - $34.6K
279 $32K
KO
Coca Cola CO

Consumer Defensive
435
New
$66.1 - $71.61 $28.8K - $31.2K
435 $30K
EEM
Ishares Msci Emerging Markets

ETFs
564
New
$51.94 - $56.01 $29.3K - $31.6K
564 $30K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
623
New
$49.74 - $58.65 $31K - $36.5K
623 $30K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.45K
New
$20.77 - $20.97 $30.1K - $30.3K
1.45K $30K
MS
Morgan Stanley

Financial Services
188
New
$151.86 - $169.92 $28.5K - $31.9K
188 $29K
FV
First Trust Dorsey Wright Focu

ETFs
475
New
$60.63 - $62.78 $28.8K - $29.8K
475 $28K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
306
New
$92.34 - $95.43 $28.3K - $29.2K
306 $28K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
269
New
$103.32 - $112.12 $27.8K - $30.2K
269 $27K
PINS
Pinterest, Inc.

Communication Services
1K
New
$25.75 - $35.24 $25.8K - $35.2K
1K $26K
SHEL
Shell PLC

Energy
22
+ 0.38%
$71.37 - $77.01 $1.57K - $1.69K
5.88K $445K
DHI
Horton D R Inc

Consumer Cyclical
189
New
$142.43 - $174.95 $26.9K - $33.1K
189 $26K
ETN
Eaton Corp PLC

Industrials
118
+ 15.49%
$352.39 - $387.75 $41.6K - $45.8K
880 $310K
DVY
Ishares Tr

ETFs
184
New
$138.1 - $143.11 $25.4K - $26.3K
184 $25K
DHR
Danaher Corp

Healthcare
112
New
$202.46 - $223.01 $22.7K - $25K
112 $24K
IEMG
Ishares Inc

ETFs
463
New
N/A
463 $24K
XLI
Industrial Sector Spdr

ETFs
203
+ 6.49%
$149.9 - $155.79 $30.4K - $31.6K
3.33K $506K
IEF
Ishares Barclays

ETFs
259
New
$96.12 - $97.72 $24.9K - $25.3K
259 $24K
WM
Waste Management Inc

Industrials
112
New
$196.77 - $219.98 $22K - $24.6K
112 $23K
VNQI
Vanguard Global Ex U.S. Real

ETFs
494
New
$46.68 - $48.34 $23.1K - $23.9K
494 $23K
FE
Firstenergy Corp

Utilities
427
+ 2.93%
$45.46 - $47.69 $19.4K - $20.4K
15K $689K
JEPI
J P Morgan Exchange Traded Fd

ETFs
392
New
$56.0 - $57.6 $22K - $22.6K
392 $22K
NBTB
Nbt Bancorp Inc

Financial Services
533
New
$39.27 - $42.18 $20.9K - $22.5K
533 $21K
FID
First Tr Exchange Trded Fd Vi

ETFs
1.08K
New
$19.48 - $20.38 $20.9K - $21.9K
1.08K $21K
CDW
Cdw Corp

Technology
150
New
$141.56 - $159.42 $21.2K - $23.9K
150 $21K
BLOK
Amplify ETF Tr Trnsformational

ETFs
349
New
$59.79 - $74.1 $20.9K - $25.9K
349 $20K
SPYG
Spdr Portfolio

ETFs
191
New
$102.4 - $109.39 $19.6K - $20.9K
191 $20K
DAL
Delta Air Lines, Inc.

Industrials
344
New
$55.65 - $62.32 $19.1K - $21.4K
344 $20K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
371
New
$54.27 - $56.85 $20.1K - $21.1K
371 $20K
NSC
Norfolk Southern Corp

Industrials
71
New
$279.53 - $300.15 $19.8K - $21.3K
71 $20K
PPL
Ppl Corp

Utilities
722
+ 3.79%
$36.25 - $37.97 $26.2K - $27.4K
19.8K $727K
XEL
Xcel Energy Inc

Utilities
242
New
$79.6 - $81.85 $19.3K - $19.8K
242 $19K
NGD
New Gold Inc.

Basic Materials
2.72K
New
$6.32 - $7.58 $17.2K - $20.6K
2.72K $19K
MSFT
Microsoft Corp

Technology
436
+ 2.25%
$496.82 - $542.07 $217K - $236K
19.8K $10.1M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
73
New
$252.87 - $320.26 $18.5K - $23.4K
73 $18K
AOA
Ishares Tr Core Aggressive All

ETFs
192
New
$86.51 - $90.12 $16.6K - $17.3K
192 $17K
CMCSA
Comcast Corp

Communication Services
627
New
$26.98 - $31.09 $16.9K - $19.5K
627 $17K
Activity Summary
Buys All Purchases 688 New Holdings 577 Increased Positions 111 Sells All Sells 133 Reductions 133 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Elevated Capital Advisors, LLC Portfolio

Follow Elevated Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elevated Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elevated Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email