Elevatus Welath Management Purchases in Q4 2024

Elevatus Welath Management

  • $292 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
24.4K
+ 64.2%
$521.84 - $558.82 $12.7M - $13.6M
62.5K $33.7B
GOOG
Alphabet Inc.

Communication Services
34.6K
+ 92.1%
$163.08 - $198.16 $5.64M - $6.86M
72.2K $13.7B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
76.1K
New
$96.64 - $101.23 $7.36M - $7.71M
76.1K $7.38B
AAPL
Apple Inc.

Technology
26.7K
+ 130.01%
$221.69 - $259.02 $5.93M - $6.93M
47.3K $11.9B
NVDA
Nvidia Corp

Technology
36.5K
+ 33.0%
$117.0 - $148.88 $4.27M - $5.44M
147K $19.8B
HYG
Ishares Tr

ETFs
76.2K
New
$78.09 - $80.04 $5.95M - $6.1M
76.2K $5.99B
Ishares Bitcoin Trust ETF
99.4K
New
N/A
99.4K $5.27B
Blackrock Inc
5.13K
New
N/A
5.13K $5.26B
MSFT
Microsoft Corp

Technology
10K
+ 22.48%
$406.35 - $454.46 $4.06M - $4.54M
54.5K $23B
AMZN
Amazon Com Inc

Consumer Cyclical
2.05K
+ 3.12%
$180.88 - $232.93 $370K - $477K
67.6K $14.8B
EEM
Ishares Msci Emerging Markets

ETFs
44.2K
New
$41.82 - $47.36 $1.85M - $2.09M
44.2K $1.85B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
21.8K
+ 84.01%
$50.37 - $50.6 $1.1M - $1.1M
47.8K $2.41B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
17.7K
+ 9.55%
$50.62 - $50.97 $895K - $902K
203K $10.3B
VO
Vanguard Mid Cap ETF

ETFs
2.97K
+ 223.18%
$261.5 - $284.63 $776K - $844K
4.3K $1.13B
Invesco Actively Managed Exc
29.7K
+ 7.21%
N/A
441K $11.3B
META
Meta Platforms, Inc.

Communication Services
755
+ 3.17%
$554.08 - $632.68 $418K - $478K
24.6K $14.4B
TSLA
Tesla, Inc.

Consumer Cyclical
621
+ 33.33%
$213.65 - $479.86 $133K - $298K
2.48K $1B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
6.3K
New
$74.5 - $78.37 $469K - $493K
6.3K $470M
IXUS
Ishares Tr

ETFs
6.42K
New
$65.95 - $72.56 $424K - $466K
6.42K $425M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.43K
+ 106.36%
$77.02 - $78.58 $419K - $427K
10.5K $815M
PWR
Quanta Services, Inc.

Industrials
40
+ 0.18%
$296.05 - $346.6 $11.8K - $13.9K
21.8K $6.89B
SPY
Spdr S&P 500 ETF Trust

ETFs
617
+ 23.74%
$567.81 - $607.81 $350K - $375K
3.22K $1.88B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
873
+ 95.41%
$442.29 - $483.08 $386K - $422K
1.79K $810M
AVGO
Broadcom Inc.

Technology
7
+ 0.11%
$159.67 - $250.0 $1.12K - $1.75K
6.45K $1.5B
Direxion Shs ETF Tr
3.44K
New
N/A
3.44K $377M
NFLX
Netflix Inc

Communication Services
419
New
$687.65 - $936.56 $288K - $392K
419 $373M
ISRG
Intuitive Surgical Inc

Healthcare
223
+ 2.72%
$471.27 - $550.62 $105K - $123K
8.41K $4.39B
JPM
Jpmorgan Chase & CO

Financial Services
679
+ 15.85%
$205.18 - $250.29 $139K - $170K
4.96K $1.19B
HD
Home Depot, Inc.

Consumer Cyclical
705
New
$385.02 - $431.37 $271K - $304K
705 $274M
TXN
Texas Instruments Inc

Technology
1.39K
New
N/A
1.39K $260M
GLD
Spdr Gold Trust

ETFs
999
New
$236.59 - $257.5 $236K - $257K
999 $242M
BA
Boeing CO

Industrials
1.25K
New
$138.14 - $180.72 $173K - $226K
1.25K $221M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.9K
New
$47.29 - $84.74 $137K - $246K
2.9K $215M
CRS
Carpenter Technology Corp

Industrials
1.22K
New
$149.5 - $196.14 $182K - $239K
1.22K $207M
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
7.2K
New
$28.25 - $28.72 $203K - $207K
7.2K $204M
LYV
Live Nation Entertainment, Inc.

Communication Services
1.57K
New
$109.06 - $140.54 $171K - $221K
1.57K $203M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
10.8K
New
$17.93 - $18.8 $194K - $204K
10.8K $197M
WMT
Walmart Inc.

Consumer Defensive
1.56K
+ 30.57%
$79.1 - $95.7 $124K - $149K
6.67K $603M
ABBV
Abb Vie Inc.

Healthcare
1.18K
+ 84.84%
$164.99 - $203.87 $194K - $240K
2.56K $455M
MA
Mastercard Inc

Financial Services
296
+ 42.65%
$491.3 - $536.15 $145K - $159K
990 $521M
COST
Costco Wholesale Corp

Consumer Defensive
153
+ 27.03%
$873.59 - $994.69 $134K - $152K
719 $659M
HON
Honeywell International Inc

Industrials
526
+ 46.06%
$202.84 - $236.0 $107K - $124K
1.67K $377M
PG
Procter & Gamble CO

Consumer Defensive
777
+ 59.59%
$161.05 - $179.7 $125K - $140K
2.08K $349M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
729
+ 43.39%
$129.96 - $144.97 $94.7K - $106K
2.41K $336M
UNH
Unitedhealth Group Inc

Healthcare
303
+ 56.42%
$485.52 - $625.25 $147K - $189K
840 $425M
QQQ
Invesco Qqq Trust, Series 1

ETFs
7
+ 0.32%
$481.22 - $538.17 $3.37K - $3.77K
2.18K $1.11B
V
Visa Inc.

Financial Services
1
+ 0.09%
$273.87 - $320.91 $274 - $321
1.14K $360M
KO
Coca Cola CO

Consumer Defensive
1.49K
+ 28.16%
$61.74 - $71.71 $91.9K - $107K
6.77K $422M
XLC
Select Sector Spdr Tr Communic

ETFs
1
+ 0.02%
$89.66 - $102.16 $89.7 - $102
5.07K $491M
Activity Summary
Buys All Purchases 65 New Holdings 18 Increased Positions 47 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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