Elevated Capital Advisors, LLC Purchases in Q4 2024

Elevated Capital Advisors, LLC

  • $322 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
4.02K
New
$51.54 - $52.55 $207K - $211K
4.02K $207K
MNST
Monster Beverage Corp

Consumer Defensive
3.95K
New
$49.24 - $56.38 $195K - $223K
3.95K $207K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
4.82K
+ 51.96%
$48.17 - $53.38 $232K - $257K
14.1K $687K
EVR
Evercore Inc.

Financial Services
738
New
$247.66 - $315.67 $183K - $233K
738 $204K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
442
+ 21.05%
$442.29 - $483.08 $195K - $214K
2.54K $1.15M
VNLA
Janus Henderson Short Duration

ETFs
3.78K
+ 2.64%
$48.82 - $49.11 $185K - $186K
147K $7.19M
CSCO
Cisco Systems, Inc.

Technology
2.07K
+ 28.54%
$52.45 - $60.02 $109K - $124K
9.34K $552K
MRK
Merck & Co., Inc.

Healthcare
2.65K
+ 36.07%
$96.31 - $114.76 $256K - $305K
10K $995K
IBM
International Business Machines Corp

Technology
720
+ 14.05%
$204.9 - $238.04 $148K - $171K
5.85K $1.28M
UNP
Union Pacific Corp

Industrials
887
+ 29.2%
$223.15 - $249.32 $198K - $221K
3.93K $895K
JANZ
Listed Fds Tr Trueshares Struc

ETFs
4.11K
+ 40.34%
$34.36 - $36.31 $141K - $149K
14.3K $490K
TYA
Simplify Exchange Traded Fds S

ETFs
10.7K
+ 19.15%
N/A
66.5K $845K
BAC
Bank Of America Corp

Financial Services
2.33K
+ 29.7%
$39.22 - $47.77 $91.2K - $111K
10.2K $446K
SIXO
Aim ETF Tr Allianzim Us Lg Cap

ETFs
3.91K
+ 26.48%
$31.55 - $32.84 $123K - $129K
18.7K $605K
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
4.68K
+ 24.57%
$52.07 - $58.13 $244K - $272K
23.7K $1.24M
WTS
Watts Water Technologies Inc

Industrials
682
+ 44.58%
$190.59 - $221.46 $130K - $151K
2.21K $449K
SJB
Proshares Tr Short High Yield

ETFs
8.11K
+ 29.84%
$16.1 - $16.56 $131K - $134K
35.3K $569K
VLO
Valero Energy Corp

Energy
1.44K
+ 34.47%
$118.59 - $144.02 $171K - $207K
5.62K $688K
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
3.73K
+ 26.68%
$33.07 - $35.18 $123K - $131K
17.7K $591K
CVX
Chevron Corp

Energy
966
+ 10.65%
$141.15 - $162.53 $136K - $157K
10K $1.45M
ATR
Aptargroup, Inc.

Healthcare
798
+ 40.9%
$156.73 - $176.15 $125K - $141K
2.75K $431K
MCD
Mcdonalds Corp

Consumer Cyclical
613
+ 14.9%
$288.47 - $316.54 $177K - $194K
4.73K $1.37M
JULZ
Listed Fds Tr Trueshares Struc

Technology
2.97K
+ 26.31%
N/A
14.2K $553K
JNJ
Johnson & Johnson

Healthcare
1.24K
+ 33.32%
$143.34 - $165.86 $178K - $206K
4.98K $719K
UNH
Unitedhealth Group Inc

Healthcare
350
+ 43.7%
$485.52 - $625.25 $170K - $219K
1.15K $582K
MARZ
Listed Fds Tr Trueshares Struc

ETFs
3.86K
+ 26.49%
$31.35 - $33.73 $121K - $130K
18.4K $578K
HBAN
Huntington Bancshares Inc

Financial Services
1.09K
+ 1.96%
$14.18 - $18.2 $15.5K - $19.9K
57K $927K
EGP
Eastgroup Properties Inc

Real Estate
849
+ 64.17%
$158.74 - $185.14 $135K - $157K
2.17K $348K
GGG
Graco Inc

Industrials
1.18K
+ 49.94%
$81.45 - $92.29 $96.2K - $109K
3.55K $298K
SKOR
Flexshares Tr Credit Scored Us

ETFs
2.39K
+ 13.46%
$47.6 - $49.05 $114K - $117K
20.1K $960K
BEN
Franklin Resources Inc

Financial Services
3.86K
+ 11.9%
$19.35 - $22.76 $74.7K - $87.9K
36.3K $736K
VTV
Vanguard Value ETF

ETFs
1.87K
+ 4.11%
$168.32 - $181.87 $315K - $340K
47.3K $8.01M
D
Dominion Energy, Inc

Utilities
2.47K
+ 16.26%
$52.63 - $60.92 $130K - $150K
17.6K $949K
WST
West Pharmaceutical Services Inc

Healthcare
94
+ 7.23%
$285.69 - $344.0 $26.9K - $32.3K
1.4K $456K
WBA
Walgreens Boots Alliance, Inc.

Healthcare
4.79K
+ 8.94%
$8.24 - $11.07 $39.5K - $53K
58.4K $544K
AVIG
American Centy ETF Tr Avantis

ETFs
2.62K
+ 12.1%
$40.48 - $42.48 $106K - $111K
24.2K $982K
TROW
Price T Rowe Group Inc

Financial Services
259
+ 3.13%
$106.48 - $124.69 $27.6K - $32.3K
8.52K $963K
ETR
Entergy Corp

Utilities
7.18K
+ 82.39%
$73.19 - $156.4 $526K - $1.12M
15.9K $1.21M
T
At&T Inc.

Communication Services
760
+ 1.53%
$21.22 - $23.88 $16.1K - $18.1K
50.5K $1.15M
PAYX
Paychex Inc

Industrials
43
+ 0.55%
$135.86 - $148.73 $5.84K - $6.4K
7.83K $1.1M
RE
Everest Re Group LTD

Financial Services
127
+ 6.15%
N/A
2.19K $812K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
4.62K
+ 19.3%
$27.09 - $32.06 $125K - $148K
28.6K $800K
ADBE
Adobe Inc.

Technology
511
+ 19.75%
$437.39 - $552.96 $224K - $283K
3.1K $1.38M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
425
+ 3.19%
$100.16 - $100.7 $42.6K - $42.8K
13.8K $1.38M
ZROZ
Pimco ETF Tr 25+ Yr Zero Cpn U

ETFs
1.89K
+ 26.71%
$68.62 - $82.57 $130K - $156K
8.97K $615K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
487
+ 13.32%
$61.68 - $67.87 $30K - $33.1K
4.14K $258K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
200
+ 10.91%
$126.68 - $134.74 $25.3K - $26.9K
2.03K $259K
ACN
Accenture PLC

Technology
68
+ 2.35%
$343.9 - $376.86 $23.4K - $25.6K
2.96K $1.04M
VTI
Vanguard Total Stock Market Et

ETFs
28
+ 1.77%
$280.04 - $302.45 $7.84K - $8.47K
1.61K $466K
Activity Summary
Buys All Purchases 153 New Holdings 22 Increased Positions 131 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Elevated Capital Advisors, LLC Portfolio

Follow Elevated Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elevated Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elevated Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email