Elevated Capital Advisors, LLC Reduced Holdings in Q3 2025

Elevated Capital Advisors, LLC

  • $338 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TROW
Price T Rowe Group Inc

Financial Services
-663
- 7.87%
$98.67 - $111.52 $65.4K - $73.9K
7.76K $796K
LMT
Lockheed Martin Corp

Industrials
-113
- 10.18%
$410.74 - $499.21 $46.4K - $56.4K
997 $497K
BND
Vanguard Bd Index Fd Inc Total

ETFs
-272
- 4.3%
$72.57 - $74.72 $19.7K - $20.3K
6.06K $450K
F
Ford Motor CO

Consumer Cyclical
-8.01K
- 10.08%
$10.82 - $12.09 $86.6K - $96.8K
71.4K $853K
AMAT
Applied Materials Inc

Technology
-773
- 11.13%
$156.25 - $204.95 $121K - $158K
6.17K $1.26M
FNF
Fidelity National Financial, Inc.

Financial Services
-1.24K
- 8.02%
$51.22 - $61.07 $63.5K - $75.7K
14.2K $860K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-1.8K
- 7.99%
$35.42 - $38.65 $63.8K - $69.6K
20.7K $788K
SGOL
Abrdn Gold ETF Trust

ETFs
-1.13K
- 15.54%
$31.18 - $36.81 $35.2K - $41.6K
6.14K $226K
LOW
Lowes Companies Inc

Consumer Cyclical
-307
- 12.22%
$215.01 - $273.02 $66K - $83.8K
2.21K $554K
Series Portfolios Tr
-2.28K
- 11.5%
N/A
17.6K $0
Pimco ETF Tr
-2.4K
- 10.38%
N/A
20.7K $0
Pimco ETF Tr
-3.83K
- 9.15%
N/A
38.1K $0
Blackrock ETF Trust Ii
-259
- 5.44%
N/A
4.5K $0
First Tr Exchng Traded Fd Vi
-8.08K
- 13.53%
N/A
51.6K $0
Ge Vernova Inc
-209
- 22.74%
N/A
710 $0
Elevation Series Trust
-5.44K
- 13.21%
N/A
35.7K $0
Aim ETF Products Trust
-16.6K
- 15.5%
N/A
90.5K $0
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
-9.32K
- 14.42%
N/A
55.3K $0
Flagstar Financial Inc
-6.42K
- 11.12%
N/A
51.4K $0
Aim ETF Products Trust
-21K
- 14.08%
N/A
128K $0
Aim ETF Products Trust
-205
- 2.39%
N/A
8.38K $0
Elevation Series Trust
-5.49K
- 11.97%
N/A
40.4K $0
Pimco ETF Tr
-24.1K
- 11.62%
N/A
183K $0
Aim ETF Products Trust
-2.15K
- 8.22%
N/A
24K $0
Aim ETF Products Trust
-24.9K
- 13.89%
N/A
154K $0
RTX
Raytheon Technologies Corp

Industrials
-240
- 12.01%
$144.19 - $167.33 $34.6K - $40.2K
1.76K $294K
IYW
Ishares Dj Us Tech ETF

ETFs
-201
- 10.5%
$171.38 - $197.01 $34.4K - $39.6K
1.71K $335K
FTQI
First Trust ETF Vi First Trust

ETFs
-2K
- 4.48%
$19.5 - $20.79 $39K - $41.6K
42.7K $879K
TDIV
First Trust Nasdaq Technology

ETFs
-792
- 7.52%
$89.27 - $100.33 $70.7K - $79.5K
9.74K $960K
VZ
Verizon Communications Inc

Communication Services
-216
- 0.68%
$40.84 - $45.06 $8.82K - $9.73K
31.7K $1.39M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-114
- 4.06%
$108.46 - $120.63 $12.4K - $13.8K
2.7K $320K
XLI
Industrial Sector Spdr

ETFs
-35
- 1.11%
$147.94 - $154.99 $5.18K - $5.42K
3.13K $482K
PFE
Pfizer Inc

Healthcare
-486
- 1.99%
$23.29 - $25.88 $11.3K - $12.6K
23.9K $609K
FE
Firstenergy Corp

Utilities
-1.55K
- 9.63%
$39.76 - $45.82 $61.7K - $71.2K
14.6K $667K
CMA
Comerica Inc

Financial Services
-1.61K
- 10.96%
$60.93 - $71.05 $98K - $114K
13.1K $895K
RDVY
First Trust Rising Dividend Ac

ETFs
-1.03K
- 5.14%
$62.38 - $67.29 $64.3K - $69.3K
19K $1.28M
IAU
Ishares Gold Trust

ETFs
-113
- 3.1%
$61.62 - $72.77 $6.96K - $8.22K
3.54K $257K
CFG
Citizens Financial Group Inc

Financial Services
-2.56K
- 12.76%
$46.1 - $53.65 $118K - $137K
17.5K $928K
WSM
Williams Sonoma Inc

Consumer Cyclical
-820
- 13.52%
$163.62 - $210.2 $134K - $172K
5.25K $1.03M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-171
- 11.3%
$404.94 - $499.99 $69.2K - $85.5K
1.34K $650K
TOL
Toll Brothers, Inc.

Consumer Cyclical
-572
- 11.24%
$113.78 - $148.0 $65.1K - $84.7K
4.52K $623K
XLK
Technology Sector Spdr

ETFs
-92
- 3.78%
$250.97 - $282.66 $23.1K - $26K
2.34K $660K
EIX
Edison International

Utilities
-61
- 0.46%
$50.42 - $56.35 $3.08K - $3.44K
13.1K $725K
WST
West Pharmaceutical Services Inc

Healthcare
-72
- 4.93%
$210.08 - $279.1 $15.1K - $20.1K
1.39K $364K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-887
- 2.99%
$24.02 - $27.91 $21.3K - $24.8K
28.8K $803K
VLO
Valero Energy Corp

Energy
-736
- 12.74%
$131.77 - $175.63 $97K - $129K
5.04K $858K
OMC
Omnicom Group Inc.

Communication Services
-37
- 0.37%
$70.41 - $81.53 $2.61K - $3.02K
10.1K $821K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-165
- 3.47%
$546.99 - $602.2 $90.3K - $99.4K
4.59K $2.76M
IVZ
Invesco Ltd.

Financial Services
-6.87K
- 16.72%
$16.17 - $23.0 $111K - $158K
34.2K $784K
Activity Summary
Buys All Purchases 93 New Holdings 17 Increased Positions 76 Sells All Sells 157 Reductions 157 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