Elevate Capital Advisors, LLC Purchases in Q3 2025

Elevate Capital Advisors, LLC

  • $143 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
49K
+ 192.66%
$91.44 - $91.77 $4.48M - $4.49M
74.4K $6.82B
ADP
Automatic Data Processing Inc

Industrials
9.23K
+ 251.95%
$288.69 - $310.94 $2.67M - $2.87M
12.9K $3.79B
BAH
Booz Allen Hamilton Holding Corp

Industrials
26K
New
$97.53 - $115.95 $2.54M - $3.01M
26K $2.6B
ACN
Accenture PLC

Technology
6.5K
New
$232.56 - $304.78 $1.51M - $1.98M
6.5K $1.6B
CPRT
Copart Inc

Consumer Cyclical
32.7K
New
$44.6 - $49.97 $1.46M - $1.64M
32.7K $1.47B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
34.6K
New
$38.58 - $58.24 $1.34M - $2.02M
34.6K $1.36B
INTU
Intuit Inc

Technology
1.99K
New
$646.03 - $807.39 $1.28M - $1.6M
1.99K $1.36B
V
Visa Inc.

Financial Services
3.66K
+ 50.54%
$332.09 - $358.86 $1.22M - $1.31M
10.9K $3.72B
CME
Cme Group Inc.

Financial Services
3.92K
+ 85.2%
$258.83 - $287.1 $1.01M - $1.13M
8.52K $2.3B
PHYS
Sprott Physical Gold Trust

Financial Services
5.9K
+ 2.99%
$25.02 - $29.62 $148K - $175K
203K $6.02B
HSY
Hershey CO

Consumer Defensive
3.24K
+ 17.99%
$161.95 - $193.45 $525K - $627K
21.3K $3.98B
ASML
Asml Holding Nv

Technology
629
+ 32.37%
$689.63 - $968.09 $434K - $609K
2.57K $2.49B
GOOGL
Alphabet Inc.

Communication Services
198
+ 1.52%
$174.36 - $254.72 $34.5K - $50.4K
13.3K $3.22B
ABBV
Abb Vie Inc.

Healthcare
2.41K
+ 33.42%
$184.85 - $231.54 $445K - $558K
9.62K $2.23B
AAPL
Apple Inc.

Technology
704
+ 5.02%
$202.38 - $256.87 $142K - $181K
14.7K $3.75B
CB
Chubb LTD

Financial Services
2.91K
New
$265.99 - $289.59 $775K - $844K
2.91K $822M
MRK
Merck & Co., Inc.

Healthcare
8.65K
New
$77.6 - $87.37 $671K - $755K
8.65K $726M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.33K
+ 14.73%
$182.33 - $194.5 $424K - $453K
18.1K $3.52B
SGOL
Abrdn Gold ETF Trust

ETFs
8.88K
+ 18.57%
$31.18 - $36.81 $277K - $327K
56.7K $2.09B
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
4.3K
+ 17.82%
$116.43 - $123.68 $500K - $531K
28.4K $3.51B
UBER
Uber Technologies, Inc

Technology
3.9K
+ 14.41%
$86.91 - $99.57 $339K - $389K
31K $3.04B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
4.47K
+ 15.48%
$100.37 - $100.74 $449K - $450K
33.4K $3.36B
EQT
Eqt Corp

Energy
10.4K
+ 29.99%
$49.19 - $59.19 $513K - $617K
45.2K $2.46B
TMO
Thermo Fisher Scientific Inc.

Healthcare
815
New
$404.94 - $499.99 $330K - $407K
815 $395M
TTD
Trade Desk, Inc.

Technology
7.48K
New
$43.93 - $89.76 $328K - $671K
7.48K $366M
Venture Global Inc
24.8K
New
N/A
24.8K $351M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.1K
New
$55.61 - $57.37 $339K - $350K
6.1K $348M
NVDA
Nvidia Corp

Technology
101
+ 0.94%
$153.3 - $186.58 $15.5K - $18.8K
10.9K $2.03B
CPNG
Coupang, Inc.

Consumer Cyclical
2.76K
+ 2.67%
$27.67 - $33.53 $76.3K - $92.4K
106K $3.42B
Franklin Templeton Digital H
2.73K
+ 10.88%
N/A
27.8K $1.84B
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
3.56K
New
$68.27 - $75.58 $243K - $269K
3.56K $265M
ADBE
Adobe Inc.

Technology
1.23K
+ 23.81%
$333.65 - $392.1 $411K - $483K
6.41K $2.26B
Annaly Capital Management In
12.2K
New
N/A
12.2K $247M
SHOP
Shopify Inc.

Technology
1.58K
New
$112.11 - $157.12 $178K - $249K
1.58K $235M
L
Loews Corp

Financial Services
363
+ 1.62%
$89.82 - $100.39 $32.6K - $36.4K
22.8K $2.29B
AMZN
Amazon Com Inc

Consumer Cyclical
1.01K
+ 6.66%
$211.65 - $238.24 $214K - $241K
16.2K $3.56B
CHWY
Chewy, Inc.

Consumer Cyclical
5.39K
New
$34.27 - $42.33 $185K - $228K
5.39K $218M
LLY
Eli Lilly & CO

Healthcare
266
+ 69.09%
$625.65 - $812.69 $166K - $216K
651 $497M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
234
+ 5.06%
$459.11 - $506.91 $107K - $119K
4.86K $2.44B
MCD
Mcdonalds Corp

Consumer Cyclical
319
+ 4.32%
$291.67 - $316.99 $93K - $101K
7.71K $2.34B
MSFT
Microsoft Corp

Technology
39
+ 0.5%
$491.09 - $535.64 $19.2K - $20.9K
7.84K $4.06B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
76
+ 2.64%
$567.77 - $614.76 $43.2K - $46.7K
2.96K $1.81B
Morgan Stanley Direct Lendin
10.8K
New
N/A
10.8K $173M
TSLA
Tesla, Inc.

Consumer Cyclical
123
+ 14.54%
$293.94 - $444.72 $36.2K - $54.7K
969 $431M
Ishares Bitcoin Trust ETF
1.08K
+ 4.51%
N/A
25K $1.63B
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
18.9K
+ 120.39%
$7.98 - $8.29 $151K - $157K
34.6K $284M
AVGO
Broadcom Inc.

Technology
257
+ 19.38%
$264.74 - $369.57 $68K - $95K
1.58K $522M
KO
Coca Cola CO

Consumer Defensive
4.08K
+ 14.89%
$65.67 - $71.67 $268K - $292K
31.5K $2.09B
DE
Deere & CO

Industrials
607
+ 18.93%
$457.26 - $524.37 $278K - $318K
3.81K $1.74B
Activity Summary
Buys All Purchases 60 New Holdings 17 Increased Positions 43 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Elevate Capital Advisors, LLC Portfolio

Follow Elevate Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elevate Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elevate Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email