Elevated Capital Advisors, LLC Purchases in Q4 2025

Elevated Capital Advisors, LLC

  • $360 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
RHS
Invesco ETF Tr S&P 500 Equal W

ETFs
80
New
N/A
80 $0
IT
Gartner Inc

Technology
3
New
$226.44 - $258.17 $679 - $775
3 $0
AJG
Arthur J. Gallagher & Co.

Financial Services
2
New
$242.98 - $310.48 $486 - $621
2 $0
Invesco Exchange Traded Fd T
25
New
N/A
25 $0
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
38
New
$18.77 - $18.93 $713 - $719
38 $0
IQV
Iqvia Holdings Inc.

Healthcare
2
New
$198.17 - $223.55 $396 - $447
2 $0
ACWF
Ishares Msci Global Multifacto

ETFs
1.14K
New
N/A
1.14K $0
Ishares Bitcoin Trust ETF
1.4K
New
N/A
1.4K $0
FAST
Fastenal CO

Industrials
16
New
$40.45 - $48.17 $647 - $771
16 $0
ESS
Essex Property Trust, Inc.

Real Estate
1
New
N/A
1 $0
PNOV
Innovator U.S. Equity Power Bu
180
New
N/A
180 $0
IEP
Icahn Enterprises L.P.

Industrials
8
New
$8.06 - $9.15 $64.5 - $73.2
8 $0
Gsk PLC
34
New
N/A
34 $0
Ishares Tr
648
New
N/A
648 $0
JBHT
Hunt J B Transport Services Inc

Industrials
6
New
$132.68 - $172.64 $796 - $1.04K
6 $0
PSEP
Innovator U.S. Equity Power Bu
1.9K
New
N/A
1.9K $0
HMC
Honda Motor CO LTD

Consumer Cyclical
18
New
$29.48 - $31.93 $531 - $575
18 $0
HIG
Hartford Financial Services Group, Inc.

Financial Services
6
New
$122.36 - $133.85 $734 - $803
6 $0
JKHY
Henry Jack & Associates Inc

Technology
1
New
$146.26 - $167.17 $146 - $167
1 $0
BEN
Franklin Resources Inc

Financial Services
1.41K
+ 4.13%
$22.1 - $23.8 $31.1K - $33.5K
35.4K $785K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
358
+ 0.74%
$47.97 - $49.62 $17.2K - $17.8K
48.9K $2.39M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
18
+ 0.49%
$63.25 - $66.24 $1.14K - $1.19K
3.69K $236K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9
+ 0.33%
$114.27 - $121.15 $1.03K - $1.09K
2.71K $316K
MDIV
First Trust Multi Asset Divers

ETFs
192
+ 0.28%
$15.59 - $16.13 $2.99K - $3.1K
69.5K $1.11M
FITB
Fifth Third Bancorp

Financial Services
593
+ 3.32%
$40.36 - $44.41 $23.9K - $26.3K
18.5K $786K
WSO
Watsco Inc

Industrials
325
+ 16.23%
$343.12 - $414.9 $112K - $135K
2.33K $798K
NWL
Newell Brands Inc.

Consumer Defensive
34.7K
+ 43.52%
$3.11 - $5.39 $108K - $187K
114K $390K
KMB
Kimberly Clark Corp

Consumer Defensive
1.58K
+ 16.54%
$100.05 - $123.23 $158K - $195K
11.1K $1.16M
KEY
Keycorp

Financial Services
789
+ 1.67%
$16.78 - $18.63 $13.2K - $14.7K
47.9K $844K
USB
Us Bancorp \De\

Financial Services
367
+ 1.73%
$45.28 - $48.26 $16.6K - $17.7K
21.5K $979K
V
Visa Inc.

Financial Services
162
+ 2.45%
$325.75 - $352.42 $52.8K - $57.1K
6.78K $2.21M
MO
Altria Group, Inc.

Consumer Defensive
488
+ 4.5%
$56.38 - $66.65 $27.5K - $32.5K
11.3K $658K
HBAN
Huntington Bancshares Inc

Financial Services
1.23K
+ 2.41%
$15.16 - $17.21 $18.6K - $21.1K
52.1K $819K
IP
International Paper CO

Consumer Cyclical
3.97K
+ 17.06%
$36.32 - $49.1 $144K - $195K
27.2K $1.02M
T
At&T Inc.

Communication Services
194
+ 0.49%
$24.44 - $27.55 $4.74K - $5.34K
39.5K $1.01M
DSU
Blackrock Debt Strategies Fund, Inc.

Financial Services
5.32K
+ 1.32%
$10.15 - $10.65 $54K - $56.6K
407K $4.16M
PCN
Pimco Corporate & Income Strategy Fund

Financial Services
1.44K
+ 0.4%
$12.52 - $13.44 $18.1K - $19.4K
363K $4.57M
Activity Summary
Buys All Purchases 688 New Holdings 577 Increased Positions 111 Sells All Sells 133 Reductions 133 Sold out 0 Options Calls 0 Puts 0
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