Elevate Capital Advisors, LLC Portfolio Holdings by Sector
Elevate Capital Advisors, LLC
- $151 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IGSB SHY QUAL BIL SGOL VOO SGOV XLE 15 stocks |
$34 Million
23.64% of portfolio
|
8
|
7
|
5
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
TRV WRB AXS L CB KNSL PGR 7 stocks |
$17.6 Million
12.2% of portfolio
|
6
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG 3 stocks |
$8.5 Million
5.91% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
PHYS JPC 2 stocks |
$7.11 Million
4.94% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO MNST CELH 3 stocks |
$5.85 Million
4.06% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY ABBV MRK 3 stocks |
$5.79 Million
4.03% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$5.07 Million
3.52% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT QLYS 2 stocks |
$4.79 Million
3.33% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B ACGL ORI 3 stocks |
$4.78 Million
3.32% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4.28 Million
2.97% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$4.1 Million
2.85% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$3.87 Million
2.69% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$3.84 Million
2.67% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD CMG 2 stocks |
$3.59 Million
2.5% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER INTU APP 3 stocks |
$3.24 Million
2.25% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Gold | Basic Materials
FNV 1 stocks |
$3.23 Million
2.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
DG 1 stocks |
$2.93 Million
2.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$2.65 Million
1.84% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$2.59 Million
1.8% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
ROIV DYN ALNY 3 stocks |
$2.57 Million
1.78% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EQT 1 stocks |
$2.51 Million
1.74% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN GDS 2 stocks |
$2.25 Million
1.56% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$2.04 Million
1.42% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$1.57 Million
1.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1.22 Million
0.85% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$999,673
0.69% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$695,970
0.48% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$662,252
0.46% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$438,223
0.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$423,861
0.29% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Airports & Air Services | Industrials
JOBY 1 stocks |
$402,059
0.28% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
NVR 1 stocks |
$368,173
0.26% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|