Elevate Capital Advisors, LLC Incresed Positions 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
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
FNV
Franco Nevada Corp

Basic Materials
361
+ 2.35%
$154.4 - $222.91 $55.7K - $80.5K
15.7K $3.51B
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
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
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
ADBE
Adobe Inc.

Technology
1.23K
+ 23.81%
$333.65 - $392.1 $411K - $483K
6.41K $2.26B
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
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
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
NKE
Nike, Inc.

Consumer Cyclical
2.11K
+ 6.78%
$69.24 - $79.24 $146K - $167K
33.3K $2.32B
NRZ
New Residential Investment Corp.

Real Estate
221
+ 2.06%
N/A
10.9K $125M
META
Meta Platforms, Inc.

Communication Services
14
+ 0.25%
$695.21 - $791.73 $9.73K - $11.1K
5.73K $4.2B
Flutter Entmt PLC
70
+ 3.28%
N/A
2.2K $560M
DKNG
Draft Kings Inc.

Consumer Cyclical
555
+ 3.6%
$37.4 - $48.23 $20.8K - $26.8K
16K $598M
AXS
Axis Capital Holdings LTD

Financial Services
675
+ 3.23%
$93.33 - $102.44 $63K - $69.1K
21.6K $2.07B
PM
Philip Morris International Inc.

Consumer Defensive
771
+ 6.48%
$157.77 - $183.27 $122K - $141K
12.7K $2.05B
ABNB
Airbnb, Inc.

Consumer Cyclical
62
+ 0.48%
$118.3 - $142.16 $7.33K - $8.81K
13K $1.58B
DG
Dollar General Corp

Consumer Defensive
1.09K
+ 4.13%
$101.86 - $116.32 $111K - $126K
27.4K $2.83B
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
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