Elevate Capital Advisors, LLC Portfolio Holdings

Elevate Capital Advisors, LLC

  • $143 Billion
  • Q3 2025

Elevate Capital Advisors, LLC has filed its 13F form on October 27, 2025 for Q3 2025 where it was disclosed a total value porftolio of $143 Billion distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg 1 3 Month T Bil with a value of $6.82B, Sprott Physical Gold Trust with a value of $6.02B, Travelers Companies, Inc. with a value of $4.82B, Meta Platforms, Inc. with a value of $4.2B, and Microsoft Corp with a value of $4.06B.

Examining the 13F form we can see an increase of $18B in the current position value, from $125B to 143B.

Elevate Capital Advisors, LLC is based out at Eagle, CO

Below you can find more details about Elevate Capital Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $143 Billion
Financial Services: $29.8 Billion
ETFs: $23.7 Billion
Technology: $22.6 Billion
Consumer Cyclical: $17.3 Billion
Consumer Defensive: $14.6 Billion
Industrials: $8.13 Billion
Communication Services: $7.43 Billion
Healthcare: $5.57 Billion
Other: $6.78 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$404B
$814 Million 0.57% of portfolio
879
Q3 2025 Reduced 4.97%
$123B
$822 Million 0.57% of portfolio
2,913
Q3 2025 New
$0
$779 Million 0.54% of portfolio
2,388
Q3 2025 Reduced 3.86%
$235B
$726 Million 0.51% of portfolio
8,645
Q3 2025 New
$13.3B
$598 Million 0.42% of portfolio
15,985
Q3 2025 Added 3.6%
Flutter Entmt PLC
-
$560 Million 0.39% of portfolio
-
Q3 2025 Added 3.28%
$139B
$522 Million 0.36% of portfolio
1,583
Q3 2025 Added 19.38%
$971B
$497 Million 0.35% of portfolio
651
Q3 2025 Added 69.09%
$1.29T
$431 Million 0.3% of portfolio
969
Q3 2025 Added 14.54%
$86.1B
$436 Million 0.3% of portfolio
1,258
Q3 2025 Reduced 33.4%
$222B
$395 Million 0.28% of portfolio
815
Q3 2025 New
$18.6B
$366 Million 0.26% of portfolio
7,475
Q3 2025 New
Venture Global Inc
-
$351 Million 0.25% of portfolio
-
Q3 2025 New
$0
$348 Million 0.24% of portfolio
6,102
Q3 2025 New
Blackrock Inc
-
$331 Million 0.23% of portfolio
-
Q2 2025 New
$0
$284 Million 0.2% of portfolio
34,582
Q3 2025 Added 120.39%
$96.7B
$252 Million 0.18% of portfolio
5,000
Q3 2025 Reduced 16.67%
Annaly Capital Management In
-
$247 Million 0.17% of portfolio
-
Q3 2025 New
$174B
$235 Million 0.16% of portfolio
1,584
Q3 2025 New
$204B
$213 Million 0.15% of portfolio
1,518
Q3 2025 Reduced 5.77%
$3.74B
$218 Million 0.15% of portfolio
5,394
Q3 2025 New
Morgan Stanley Direct Lendin
-
$173 Million 0.12% of portfolio
-
Q3 2025 New
$5.08B
$125 Million 0.09% of portfolio
10,941
Q3 2025 Added 2.06%
Two Hbrs Invt Corp
-
$113 Million 0.08% of portfolio
-
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $143 Billion
  • Prior Value $125 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 27, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 17 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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