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
$273B
$626,000 0.2% of portfolio
2,334
Q1 2025 Reduced 5.58%
$0
$593,000 0.19% of portfolio
36,821
Q1 2025 Added 4.39%
$0
$572,000 0.19% of portfolio
14,180
Q1 2025 Reduced 12.43%
$0
$580,000 0.19% of portfolio
19,154
Q1 2025 Added 3.86%
$0
$573,000 0.19% of portfolio
14,753
Q1 2025 Added 3.63%
$0
$575,000 0.19% of portfolio
6,323
Q1 2025 Added 17.9%
$140B
$586,000 0.19% of portfolio
2,513
Q1 2025 Reduced 1.8%
$0
$545,000 0.18% of portfolio
10,941
Q1 2025 Reduced 20.21%
$244B
$559,000 0.18% of portfolio
9,066
Q1 2025 Reduced 2.89%
$0
$553,000 0.18% of portfolio
5,739
Q1 2025 Added 3.85%
$0
$567,000 0.18% of portfolio
18,341
Q1 2025 Added 3.5%
$0
$537,000 0.17% of portfolio
11,192
Q1 2025 Reduced 12.64%
$0
$534,000 0.17% of portfolio
5,347
Q1 2025 Reduced 7.12%
$11.8B
$537,000 0.17% of portfolio
5,087
Q1 2025 Reduced 2.51%
$69.7B
$532,000 0.17% of portfolio
4,843
Q1 2025 Reduced 0.25%
$233B
$476,000 0.16% of portfolio
6,499
Q1 2025 Reduced 25.35%
$150B
$489,000 0.16% of portfolio
1,571
Q1 2025 Reduced 5.59%
$66.8B
$502,000 0.16% of portfolio
4,520
Q4 2022 Added 9.71%
$124B
$495,000 0.16% of portfolio
1,110
Q1 2025 Reduced 0.8%
$0
$498,000 0.16% of portfolio
14,993
Q1 2025 Added 4.98%
$0
$464,000 0.15% of portfolio
6,330
Q1 2025 Reduced 13.34%
$0
$458,000 0.15% of portfolio
20,399
Q1 2025 Added 6.64%
$0
$454,000 0.15% of portfolio
1,652
Q1 2025 Added 2.67%
$2.11B
$460,000 0.15% of portfolio
74,335
Q1 2025 Added 20.19%
$0
$465,000 0.15% of portfolio
832
Q1 2025 Added 0.48%
$0
$423,000 0.14% of portfolio
7,971
Q1 2025 Reduced 3.85%
$232B
$431,000 0.14% of portfolio
3,253
Q1 2025 Added 1.97%
$5.83B
$440,000 0.14% of portfolio
2,158
Q1 2025 Reduced 2.44%
$9.9B
$408,000 0.13% of portfolio
2,752
Q1 2025 Added 0.11%
$0
$414,000 0.13% of portfolio
3,165
Q1 2025 Added 3.13%
$0
$398,000 0.13% of portfolio
8,008
Q1 2025 Reduced 1.34%
$6.39B
$414,000 0.13% of portfolio
5,801
Q1 2019 New
$330B
$412,000 0.13% of portfolio
9,874
Q1 2025 Reduced 2.74%
$0
$370,000 0.12% of portfolio
1,943
Q1 2025 Reduced 9.08%
$0
$370,000 0.12% of portfolio
2,033
Q1 2025 Added 3.15%
$7.27B
$378,000 0.12% of portfolio
2,146
Q1 2025 Reduced 1.2%
$0
$358,000 0.12% of portfolio
1,775
Q1 2025 Reduced 2.31%
$0
$354,000 0.12% of portfolio
3,776
Q1 2025 Reduced 4.5%
$15.6B
$326,000 0.11% of portfolio
1,460
Q1 2025 Added 4.66%
$208B
$328,000 0.11% of portfolio
1,221
Q1 2025 Reduced 16.6%
$0
$349,000 0.11% of portfolio
2,395
Q1 2025 Reduced 8.62%
$0
$328,000 0.11% of portfolio
1,896
Q1 2025 Reduced 1.66%
$0
$333,000 0.11% of portfolio
5,919
Q1 2025 Reduced 12.6%
$0
$320,000 0.1% of portfolio
13,875
Q1 2025 Reduced 20.77%
$0
$293,000 0.1% of portfolio
2,810
Q1 2025 Reduced 3.96%
$17.2B
$315,000 0.1% of portfolio
3,214
Q1 2025 Reduced 2.69%
$0
$299,000 0.1% of portfolio
3,336
Q4 2024 Reduced 22.67%
$0
$315,000 0.1% of portfolio
2,686
Q4 2024 Reduced 17.05%
$13.9B
$291,000 0.09% of portfolio
3,494
Q1 2025 Reduced 1.47%

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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