Elevatus Welath Management Incresed Positions in Q4 2025

Elevatus Welath Management

  • $366 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
VONV
Vanguard Russell 1000 Value Et

ETFs
88
+ 0.94%
$87.55 - $91.32 $7.7K - $8.04K
9.47K $874M
BA
Boeing CO

Industrials
94
+ 9.11%
$191.81 - $225.32 $18K - $21.2K
1.13K $244M
LMT
Lockheed Martin Corp

Industrials
66
+ 9.13%
$452.1 - $514.24 $29.8K - $33.9K
789 $381M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
23
+ 0.78%
$161.21 - $171.97 $3.71K - $3.96K
2.99K $501M
XLF
Financial Sector Spdr

ETFs
39
+ 0.35%
$51.76 - $53.77 $2.02K - $2.1K
11.3K $617M
IWF
Ishares Russell 1000 Gr ETF

ETFs
2
+ 0.09%
$459.47 - $491.71 $919 - $983
2.25K $1.07B
IUSV
Ishares Core S&P U.S. Value Et

ETFs
14
+ 0.5%
$98.0 - $102.56 $1.37K - $1.44K
2.83K $290M
VONG
Vanguard Russell 1000 Growth E

ETFs
30
+ 1.81%
$118.2 - $126.51 $3.55K - $3.8K
1.69K $206M
MCD
Mcdonalds Corp

Consumer Cyclical
11
+ 1.35%
$293.81 - $310.11 $3.23K - $3.41K
823 $252M
RSP
Invesco S&P 500 Equal Weight E

ETFs
6
+ 0.36%
$185.12 - $192.11 $1.11K - $1.15K
1.65K $317M
VIS
Vanguard Industrial ETF

ETFs
3
+ 0.3%
$289.12 - $301.69 $867 - $905
990 $295M
MA
Mastercard Inc

Financial Services
3
+ 0.41%
$536.85 - $580.45 $1.61K - $1.74K
728 $415M
XLE
Energy Sector Spdr

ETFs
2.37K
+ 101.54%
$85.22 - $92.02 $202K - $218K
4.7K $210M
ABBV
Abb Vie Inc.

Healthcare
43
+ 1.29%
$211.96 - $244.38 $9.11K - $10.5K
3.38K $771M
XLY
Select Sector Spdr Consumer Di

ETFs
1.88K
+ 100.32%
$228.75 - $242.18 $431K - $456K
3.76K $449M
XLC
Select Sector Spdr Tr Communic

ETFs
17
+ 0.33%
$111.33 - $117.16 $1.89K - $1.99K
5.11K $601M
Tidal Trust Iii
123
+ 0.55%
N/A
22.4K $439M
PG
Procter & Gamble CO

Consumer Defensive
113
+ 5.26%
$145.5 - $153.18 $16.4K - $17.3K
2.26K $324M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
800
+ 27.59%
$73.78 - $98.43 $59K - $78.7K
3.7K $253M
TRIN
Trinity Capital Inc.

Financial Services
120
+ 1.08%
$14.41 - $15.58 $1.73K - $1.87K
11.2K $165M
COST
Costco Wholesale Corp

Consumer Defensive
8
+ 1.41%
$910.94 - $954.99 $7.29K - $7.64K
576 $497M
MSFT
Microsoft Corp

Technology
2.39K
+ 6.24%
$496.82 - $542.07 $1.19M - $1.3M
40.7K $19.7B
ORCL
Oracle Corp

Technology
2
+ 0.03%
$217.57 - $313.0 $435 - $626
6.29K $1.23B
NFLX
Netflix Inc

Communication Services
1.39K
+ 59.66%
$110.29 - $1241.35 $153K - $1.72M
3.72K $349M
Activity Summary
Buys All Purchases 112 New Holdings 37 Increased Positions 75 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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