Elevated Capital Advisors, LLC Portfolio Holdings

Elevated Capital Advisors, LLC

  • $307 Million
  • Q1 2025

Elevated Capital Advisors, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $307 Million distributed in 252 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $13M, Apple Inc. with a value of $11M, Vanguard Growth ETF with a value of $9.93M, Vanguard Ftse Developed Market with a value of $9.25M, and Vanguard Value ETF with a value of $7.68M.

Examining the 13F form we can see an decrease of $15.5M in the current position value, from $322M to 307M.

Elevated Capital Advisors, LLC is based out at Sandy, UT

Below you can find more details about Elevated Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $307 Million
ETFs: $162 Million
Financial Services: $33.9 Million
Technology: $33 Million
Utilities: $13.8 Million
Consumer Cyclical: $13.7 Million
Healthcare: $10.9 Million
Communication Services: $10.2 Million
Industrials: $9.11 Million
Other: $18.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$223B
$1.38 Million 0.45% of portfolio
5,560
Q1 2025 Reduced 4.88%
$741B
$1.34 Million 0.44% of portfolio
5,481
Q1 2025 Reduced 7.52%
$694B
$1.35 Million 0.44% of portfolio
2,530
Q1 2025 Reduced 0.47%
$0
$1.33 Million 0.43% of portfolio
24,165
Q1 2025 Added 1.86%
$17.2B
$1.33 Million 0.43% of portfolio
15,557
Q1 2025 Reduced 2.18%
$449B
$1.32 Million 0.43% of portfolio
1,395
Q1 2025 Reduced 3.13%
$196B
$1.29 Million 0.42% of portfolio
45,761
Q1 2025 Reduced 9.33%
$15.7B
$1.28 Million 0.42% of portfolio
24,044
Q1 2025 Added 3.22%
$0
$1.25 Million 0.41% of portfolio
18,282
Q1 2025 Reduced 5.45%
$0
$1.27 Million 0.41% of portfolio
52,634
Q1 2025 Reduced 8.33%
$64.1B
$1.22 Million 0.4% of portfolio
11,109
Q1 2025 Reduced 1.4%
$0
$1.18 Million 0.39% of portfolio
72,300
Q1 2025 Reduced 8.32%
$376B
$1.19 Million 0.39% of portfolio
6,957
Q1 2025 Reduced 1.6%
$177B
$1.21 Million 0.39% of portfolio
3,147
Q1 2025 Added 1.58%
$81.3B
$1.2 Million 0.39% of portfolio
7,140
Q1 2025 Reduced 7.85%
$0
$1.17 Million 0.38% of portfolio
20,050
Q1 2025 Reduced 11.07%
$53.9B
$1.14 Million 0.37% of portfolio
7,381
Q1 2025 Reduced 5.69%
$0
$1.09 Million 0.35% of portfolio
22,497
Q1 2025 Reduced 6.95%
$0
$1.07 Million 0.35% of portfolio
10,584
Q1 2025 Reduced 23.09%
$19.3B
$1.08 Million 0.35% of portfolio
12,751
Q1 2025 Added 8.18%
$162B
$1.08 Million 0.35% of portfolio
10,553
Q1 2025 Added 2.47%
$27.3B
$1.07 Million 0.35% of portfolio
11,178
Q1 2025 Reduced 3.72%
$1.25T
$1.04 Million 0.34% of portfolio
1,806
Q1 2025 Reduced 6.86%
$38.2B
$1.05 Million 0.34% of portfolio
9,419
Q1 2025 Added 5.59%
$18.3B
$1.05 Million 0.34% of portfolio
14,896
Q1 2025 Added 9.51%
$133B
$1.01 Million 0.33% of portfolio
6,943
Q1 2025 Reduced 2.94%
$0
$1.02 Million 0.33% of portfolio
34,182
Q1 2025 Added 1.64%
$0
$1 Million 0.33% of portfolio
36,814
Q1 2025 Reduced 7.69%
$45.7B
$1.01 Million 0.33% of portfolio
21,946
Q1 2025 Added 0.88%
$17.8B
$1.01 Million 0.33% of portfolio
15,457
Q1 2025 Reduced 0.19%
$45.3B
$1.01 Million 0.33% of portfolio
18,080
Q1 2025 Added 2.53%
$0
$1.02 Million 0.33% of portfolio
12,080
Q1 2025 Reduced 5.47%
$0
$1.02 Million 0.33% of portfolio
10,937
Q1 2025 Reduced 7.72%
$61.6B
$991,000 0.32% of portfolio
23,481
Q1 2025 Added 2.92%
$39.1B
$967,000 0.32% of portfolio
11,760
Q1 2025 Added 4.25%
$15.9B
$974,000 0.32% of portfolio
1,918
Q1 2025 Added 5.33%
$210B
$976,000 0.32% of portfolio
10,878
Q1 2025 Added 8.65%
$35.8B
$989,000 0.32% of portfolio
9,968
Q1 2025 Added 3.48%
$0
$950,000 0.31% of portfolio
19,489
Q1 2025 Reduced 7.91%
$42.1B
$943,000 0.31% of portfolio
19,547
Q1 2025 Reduced 1.81%
$21.2B
$962,000 0.31% of portfolio
12,819
Q1 2025 Added 2.86%
$10.6B
$959,000 0.31% of portfolio
6,066
Q1 2025 Reduced 7.36%
$0
$920,000 0.3% of portfolio
7,795
Q1 2025 Reduced 5.76%
$0
$909,000 0.3% of portfolio
21,965
Q1 2025 Reduced 9.33%
$0
$914,000 0.3% of portfolio
11,512
Q1 2025 Reduced 1.06%
$133B
$898,000 0.29% of portfolio
3,805
Q1 2025 Reduced 3.06%
$15.3B
$888,000 0.29% of portfolio
13,801
Q1 2025 Added 2.12%
$4.62B
$902,000 0.29% of portfolio
20,413
Q1 2022 New
$165B
$903,000 0.29% of portfolio
1,778
Q1 2025 Reduced 5.02%

Summary

  • Portfolio
  • No. of Stocks 252
  • Current Value $307 Million
  • Prior Value $322 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 91 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 152 stocks
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