Elevated Capital Advisors, LLC Portfolio Holdings

Elevated Capital Advisors, LLC

  • $338 Million
  • Q3 2025

Elevated Capital Advisors, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $338 Million distributed in 257 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $13.1M, Apple Inc. with a value of $12.8M, Vanguard Growth ETF with a value of $12.6M, Vanguard Ftse Developed Market with a value of $11.1M, and Microsoft Corp with a value of $10M.

Examining the 13F form we can see an increase of $16.1M in the current position value, from $322M to 338M.

Elevated Capital Advisors, LLC is based out at Sandy, UT

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

Portfolio value $338 Million
ETFs: $178 Million
Technology: $43.3 Million
Financial Services: $35.4 Million
Consumer Cyclical: $16 Million
Utilities: $13.3 Million
Communication Services: $12.5 Million
Healthcare: $11.2 Million
Industrials: $10.3 Million
Other: $17.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13.1 Million 3.88% of portfolio
167,349
Q3 2025 Reduced 15.3%
$4.3T
$12.8 Million 3.79% of portfolio
50,356
Q3 2025 Added 1.41%
$0
$12.6 Million 3.73% of portfolio
26,291
Q3 2025 Reduced 1.81%
$0
$11.1 Million 3.29% of portfolio
185,919
Q3 2025 Added 2.22%
$3.78T
$10 Million 2.97% of portfolio
19,373
Q3 2025 Added 0.51%
$0
$8.63 Million 2.55% of portfolio
46,262
Q3 2025 Added 4.04%
$0
$7.76 Million 2.3% of portfolio
277,459
Q3 2025 Added 44.47%
$0
$6.93 Million 2.05% of portfolio
358,418
Q3 2025 Reduced 4.26%
$0
$6.7 Million 1.98% of portfolio
135,558
Q3 2025 Reduced 8.08%
$0
$6.29 Million 1.86% of portfolio
79,661
Q3 2025 Reduced 8.32%
$0
$6.22 Million 1.84% of portfolio
345,650
Q3 2025 Added 45.86%
$0
$4.98 Million 1.47% of portfolio
100,981
Q3 2025 Reduced 11.27%
$0
$4.83 Million 1.43% of portfolio
361,168
Q3 2025 Reduced 0.37%
$465B
$4.84 Million 1.43% of portfolio
25,927
Q3 2025 Reduced 0.38%
$0
$4.32 Million 1.28% of portfolio
99,577
Q3 2025 Reduced 5.03%
$0
$4.27 Million 1.26% of portfolio
401,963
Q3 2025 Reduced 2.81%
$0
$3.95 Million 1.17% of portfolio
190,678
Q3 2025 New
$0
$3.84 Million 1.14% of portfolio
70,901
Q3 2025 Added 3.21%
$0
$3.87 Million 1.14% of portfolio
41,477
Q3 2025 Reduced 11.44%
$0
$3.38 Million 1.0% of portfolio
5,051
Q3 2025 Reduced 9.5%
$0
$3.27 Million 0.97% of portfolio
69,579
Q3 2025 Reduced 7.64%
$1.29T
$3.24 Million 0.96% of portfolio
7,288
Q3 2025 Reduced 9.67%
$0
$3.22 Million 0.95% of portfolio
41,195
Q3 2025 Reduced 8.24%
$1.74T
$3.2 Million 0.95% of portfolio
13,149
Q3 2025 Reduced 16.07%
$0
$3.1 Million 0.92% of portfolio
43,709
Q3 2025 Reduced 6.91%
$414B
$3.02 Million 0.89% of portfolio
13,057
Q3 2025 Added 5.24%
$0
$2.99 Million 0.89% of portfolio
64,749
Q3 2025 Reduced 4.73%
$1.65T
$2.73 Million 0.81% of portfolio
11,220
Q3 2025 Added 19.4%
$0
$2.76 Million 0.81% of portfolio
4,590
Q3 2025 Reduced 3.47%
$0
$2.44 Million 0.72% of portfolio
9,596
Q3 2025 Added 2.78%
$0
$2.39 Million 0.71% of portfolio
48,547
Q3 2025 Reduced 2.61%
$0
$2.36 Million 0.7% of portfolio
3,853
Q3 2025 Reduced 12.01%
$533B
$2.26 Million 0.67% of portfolio
6,616
Q3 2025 Added 2.26%
$0
$2.15 Million 0.63% of portfolio
11,030
Q3 2025 Reduced 11.31%
$53.3B
$2.09 Million 0.62% of portfolio
8,849
Q3 2025 Reduced 30.6%
$490B
$2 Million 0.59% of portfolio
17,774
Q3 2025 Added 9.58%
$0
$1.97 Million 0.58% of portfolio
116,501
Q3 2025 Reduced 4.7%
$881B
$1.97 Million 0.58% of portfolio
6,257
Q3 2025 Added 14.16%
$139B
$1.89 Million 0.56% of portfolio
5,732
Q3 2025 Reduced 19.72%
$367B
$1.89 Million 0.56% of portfolio
4,660
Q3 2025 Added 11.16%
$328B
$1.85 Million 0.55% of portfolio
6,141
Q3 2025 Reduced 19.49%
$0
$1.85 Million 0.55% of portfolio
22,611
Q3 2025 Added 23.68%
$388B
$1.83 Million 0.54% of portfolio
11,286
Q3 2025 Added 6.95%
$512B
$1.8 Million 0.53% of portfolio
3,169
Q3 2025 Added 4.42%
$0
$1.8 Million 0.53% of portfolio
46,904
Q3 2025 Reduced 5.81%
$303B
$1.71 Million 0.51% of portfolio
11,008
Q3 2025 Added 4.72%
$662B
$1.72 Million 0.51% of portfolio
3,412
Q3 2025 Added 34.86%
$224B
$1.69 Million 0.5% of portfolio
5,570
Q3 2025 Added 16.36%
$237B
$1.63 Million 0.48% of portfolio
10,077
Q3 2025 Reduced 11.29%

Summary

  • Portfolio
  • No. of Stocks 257
  • Current Value $338 Million
  • Prior Value $322 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 17 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 157 stocks
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