Elevate Capital Advisors, LLC Purchases in Q4 2025

Elevate Capital Advisors, LLC

  • $151 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
240K
New
$52.76 - $53.18 $12.7M - $12.8M
240K $12.7B
SHY
Ishares Barclays 1 3 Year Trea

ETFs
62.4K
New
$82.69 - $83.12 $5.16M - $5.19M
62.4K $5.17B
LLY
Eli Lilly & CO

Healthcare
1.78K
+ 273.58%
$799.57 - $1025.28 $1.42M - $1.83M
2.43K $2.61B
AMZN
Amazon Com Inc

Consumer Cyclical
5.73K
+ 35.35%
$213.04 - $254.0 $1.22M - $1.46M
21.9K $5.07B
ACGL
Arch Capital Group Ltd.

Financial Services
14.6K
New
$84.72 - $94.1 $1.24M - $1.38M
14.6K $1.4B
CELH
Celsius Holdings, Inc.

Consumer Defensive
28K
New
$41.52 - $64.86 $1.16M - $1.82M
28K $1.28B
KNSL
Kinsale Capital Group, Inc.

Financial Services
2.76K
New
$388.45 - $478.99 $1.07M - $1.32M
2.76K $1.08B
AVGO
Broadcom Inc.

Technology
2.82K
+ 178.4%
$324.63 - $385.98 $917K - $1.09M
4.41K $1.53B
PHYS
Sprott Physical Gold Trust

Financial Services
3.56K
+ 1.75%
$29.62 - $33.31 $105K - $118K
207K $6.82B
AXS
Axis Capital Holdings LTD

Financial Services
5.19K
+ 24.05%
$88.25 - $102.69 $458K - $533K
26.8K $2.87B
TSLA
Tesla, Inc.

Consumer Cyclical
1.74K
+ 179.77%
$401.99 - $468.37 $700K - $816K
2.71K $1.22B
QLYS
Qualys, Inc.

Technology
5.03K
New
$121.21 - $153.8 $610K - $774K
5.03K $668M
Qnity Electronics Inc
7.94K
New
N/A
7.94K $648M
PGR
Progressive Corp

Financial Services
2.78K
New
$203.7 - $246.46 $566K - $684K
2.78K $632M
KO
Coca Cola CO

Consumer Defensive
7.15K
+ 22.72%
$66.1 - $71.61 $473K - $512K
38.6K $2.7B
GDS
Gds Holdings LTD

Technology
15.8K
New
$29.66 - $41.35 $469K - $654K
15.8K $552M
AAPL
Apple Inc.

Technology
1.01K
+ 6.88%
$245.27 - $275.25 $248K - $279K
15.7K $4.28B
MRK
Merck & Co., Inc.

Healthcare
2.99K
+ 34.56%
$82.49 - $92.93 $246K - $278K
11.6K $1.22B
TRV
Travelers Companies, Inc.

Financial Services
1.05K
+ 6.09%
$261.57 - $287.42 $275K - $302K
18.3K $5.32B
Tko Group Holdings Inc
2.3K
New
N/A
2.3K $480M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
944
+ 19.41%
$475.68 - $513.11 $449K - $484K
5.81K $2.92B
DYN
Dyne Therapeutics, Inc.

Healthcare
24.1K
New
$12.5 - $24.29 $301K - $586K
24.1K $472M
ORI
Old Republic International Corp

Financial Services
10K
New
$38.4 - $44.35 $384K - $444K
10K $456M
BND
Vanguard Bd Index Fd Inc Total

ETFs
6.03K
New
$74.09 - $75.1 $447K - $453K
6.03K $447M
UNH
Unitedhealth Group Inc

Healthcare
1.28K
New
$320.52 - $369.92 $412K - $475K
1.28K $424M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
1.04K
New
$423.47 - $491.22 $440K - $510K
1.04K $413M
JOBY
Joby Aviation, Inc.

Industrials
30.5K
New
$14.32 - $19.57 $436K - $596K
30.5K $402M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
5.15K
+ 144.5%
$71.9 - $75.9 $370K - $391K
8.71K $652M
NVR
Nvr Inc

Consumer Cyclical
50
New
$7072.32 - $8178.0 $354K - $409K
50 $368M
CME
Cme Group Inc.

Financial Services
1.18K
+ 13.86%
$261.53 - $285.04 $309K - $337K
9.7K $2.65B
APP
App Lovin Corp

Technology
508
New
$552.64 - $704.09 $281K - $358K
508 $342M
VEA
Vanguard Ftse Developed Market

ETFs
4.68K
New
$59.18 - $62.09 $277K - $290K
4.68K $292M
L
Loews Corp

Financial Services
1.69K
+ 7.41%
$97.8 - $104.41 $165K - $176K
24.5K $2.58B
Grayscale Bitcoin Mini Tr Et
7.29K
New
N/A
7.29K $282M
NVDA
Nvidia Corp

Technology
1.51K
+ 13.81%
$179.83 - $207.04 $271K - $312K
12.4K $2.31B
MCD
Mcdonalds Corp

Consumer Cyclical
854
+ 11.08%
$293.81 - $310.11 $251K - $265K
8.56K $2.62B
GOOG
Alphabet Inc.

Communication Services
800
New
$237.49 - $291.74 $190K - $233K
800 $251M
SLV
I Shares Silver Trust

ETFs
3.49K
New
$42.4 - $49.17 $148K - $172K
3.49K $225M
Ishares Bitcoin Trust ETF
11.7K
+ 46.91%
N/A
36.7K $1.82B
PRME
Prime Medicine, Inc.
42.7K
New
$3.33 - $6.67 $142K - $285K
42.7K $148M
V
Visa Inc.

Financial Services
126
+ 1.16%
$325.75 - $352.42 $41K - $44.4K
11K $3.87B
HSY
Hershey CO

Consumer Defensive
1.28K
+ 6.02%
$162.31 - $195.56 $208K - $251K
22.5K $4.1B
META
Meta Platforms, Inc.

Communication Services
760
+ 13.28%
$609.01 - $751.67 $463K - $571K
6.49K $4.28B
DKNG
Draft Kings Inc.

Consumer Cyclical
3.23K
+ 20.23%
$27.92 - $35.5 $90.3K - $115K
19.2K $662M
MSFT
Microsoft Corp

Technology
678
+ 8.65%
$496.82 - $542.07 $337K - $368K
8.52K $4.12B
Flutter Entmt PLC
661
+ 30.0%
N/A
2.86K $616M
EQT
Eqt Corp

Energy
1.62K
+ 3.58%
$51.8 - $60.84 $83.9K - $98.5K
46.8K $2.51B
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
729
+ 2.11%
$8.07 - $8.23 $5.88K - $6K
35.3K $286M
JEPI
J P Morgan Exchange Traded Fd

ETFs
21
+ 0.34%
$56.0 - $57.6 $1.18K - $1.21K
6.12K $351M
Activity Summary
Buys All Purchases 51 New Holdings 23 Increased Positions 28 Sells All Sells 25 Reductions 25 Sold out 0 Options Calls 0 Puts 0
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