Elevate Capital Advisors, LLC Portfolio Holdings by Sector
Elevate Capital Advisors, LLC
- $143 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
BIL QUAL KBWP SGOV SGOL VOO XLE SMH 10 stocks |
$23.7 Million
17.43% of portfolio
|
8
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
TRV WRB L AXS CB 5 stocks |
$13.8 Million
10.14% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$7.43 Million
5.46% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ADBE VRSN 3 stocks |
$7.24 Million
5.32% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN CPNG CHWY 3 stocks |
$7.19 Million
5.29% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
PHYS JPC 2 stocks |
$6.3 Million
4.63% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER INTU TTD SHOP 4 stocks |
$4.99 Million
3.67% of portfolio
|
4
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO MNST PEP 3 stocks |
$4.02 Million
2.95% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$3.98 Million
2.92% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$3.79 Million
2.78% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.75 Million
2.76% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$3.72 Million
2.74% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD CMG 2 stocks |
$3.7 Million
2.72% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
DG COST 2 stocks |
$3.64 Million
2.68% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
FNV 1 stocks |
$3.51 Million
2.58% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV MRK LLY 3 stocks |
$3.45 Million
2.54% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
BAH 1 stocks |
$2.6 Million
1.91% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO 2 stocks |
$2.56 Million
1.88% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$2.49 Million
1.83% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EQT 1 stocks |
$2.46 Million
1.81% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$2.44 Million
1.8% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$2.32 Million
1.7% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$2.3 Million
1.69% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$2.05 Million
1.51% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$1.74 Million
1.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Biotechnology | Healthcare
ROIV 1 stocks |
$1.72 Million
1.27% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
ACN 1 stocks |
$1.6 Million
1.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
ABNB 1 stocks |
$1.58 Million
1.16% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
CPRT 1 stocks |
$1.47 Million
1.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MKTX 1 stocks |
$1.27 Million
0.94% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$953,718
0.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Gambling | Consumer Cyclical
DKNG 1 stocks |
$597,839
0.44% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
SHW 1 stocks |
$435,617
0.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$430,934
0.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
TMO 1 stocks |
$395,291
0.29% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ENB 1 stocks |
$252,300
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
NRZ 1 stocks |
$124,623
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|