Elevate Capital Advisors, LLC Reduced Holdings in Q4 2025

Elevate Capital Advisors, LLC

  • $151 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-38.7K
- 52.02%
$91.46 - $91.76 $3.54M - $3.55M
35.7K $3.26B
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
-24.8K
- 87.29%
$115.23 - $126.02 $2.86M - $3.12M
3.61K $459M
ADP
Automatic Data Processing Inc

Industrials
-4.97K
- 38.55%
$250.9 - $292.94 $1.25M - $1.46M
7.93K $2.04B
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-15.9K
- 47.68%
$100.37 - $100.72 $1.6M - $1.6M
17.5K $1.75B
UBER
Uber Technologies, Inc

Technology
-9.68K
- 31.22%
$91.62 - $100.1 $887K - $969K
21.3K $1.74B
CPRT
Copart Inc

Consumer Cyclical
-15K
- 45.7%
$39.98 - $45.76 $598K - $685K
17.8K $696M
DE
Deere & CO

Industrials
-1.67K
- 43.69%
$439.11 - $480.78 $732K - $801K
2.15K $1B
Franklin Templeton Digital H
-2.25K
- 8.07%
N/A
25.6K $1.29B
PM
Philip Morris International Inc.

Consumer Defensive
-2.91K
- 22.96%
$144.33 - $160.86 $420K - $468K
9.76K $1.57B
Arista Networks Inc
-2.02K
- 13.54%
N/A
12.9K $1.69B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-1.23K
- 51.47%
$325.34 - $368.61 $400K - $453K
1.16K $417M
FNV
Franco Nevada Corp

Basic Materials
-153
- 0.97%
$183.97 - $222.27 $28.1K - $34K
15.6K $3.23B
ABBV
Abb Vie Inc.

Healthcare
-1.05K
- 10.94%
$211.96 - $244.38 $223K - $257K
8.57K $1.96B
INTU
Intuit Inc

Technology
-245
- 12.34%
$641.79 - $683.39 $157K - $167K
1.74K $1.15B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-905
- 4.99%
$191.01 - $199.18 $173K - $180K
17.2K $3.42B
SGOL
Abrdn Gold ETF Trust

ETFs
-7.03K
- 12.41%
$36.75 - $41.74 $258K - $294K
49.7K $2.04B
ROIV
Roivant Sciences Ltd.

Healthcare
-36.2K
- 31.85%
$15.75 - $21.32 $571K - $773K
77.5K $1.68B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-55
- 1.86%
$600.51 - $631.95 $33K - $34.8K
2.9K $1.82B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-59
- 7.24%
$524.58 - $588.02 $31K - $34.7K
756 $438M
ACN
Accenture PLC

Technology
-184
- 2.83%
$234.02 - $253.35 $43.1K - $46.6K
6.32K $1.7B
ASML
Asml Holding Nv

Technology
-150
- 5.83%
$936.19 - $1075.45 $140K - $161K
2.42K $2.59B
DG
Dollar General Corp

Consumer Defensive
-5.27K
- 19.25%
$95.94 - $106.44 $505K - $561K
22.1K $2.93B
MNST
Monster Beverage Corp

Consumer Defensive
-1.21K
- 4.74%
$66.31 - $71.91 $80.2K - $86.9K
24.3K $1.86B
GOOGL
Alphabet Inc.

Communication Services
-580
- 4.37%
$236.57 - $291.31 $137K - $169K
12.7K $3.97B
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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