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
XLU
Utilities Sector Spdr

ETFs
62
New
$87.89 - $92.9 $5.45K - $5.76K
62 $5K
VONG
Vanguard Russell 1000 Growth E

ETFs
44
New
$118.2 - $126.51 $5.2K - $5.57K
44 $5K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
100
New
$50.55 - $50.74 $5.06K - $5.07K
100 $5K
VPN
Global X Fds Data Ctr Reits &

ETFs
341
New
N/A
341 $5K
IBND
Spdr Bloomberg International C

ETFs
184
New
$31.51 - $32.3 $5.8K - $5.94K
184 $5K
FLRN
Spdr Bloomberg Investment Grad

ETFs
183
New
$30.72 - $30.86 $5.62K - $5.65K
183 $5K
DTE
Dte Energy CO

Utilities
190
+ 3.83%
$133.44 - $143.32 $25.4K - $27.2K
5.15K $705K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
58
New
$99.87 - $101.27 $5.79K - $5.87K
58 $5K
GRMN
Garmin LTD

Technology
29
New
$194.13 - $259.77 $5.63K - $7.53K
29 $5K
FICO
Fair Isaac Corp

Technology
3
New
$1512.71 - $1879.55 $4.54K - $5.64K
3 $5K
VT
Vanguard Total World Stk Index

ETFs
36
New
$135.16 - $141.78 $4.87K - $5.1K
36 $5K
TFLO
Ishares Treasury Floating Rate

ETFs
100
New
$50.42 - $50.61 $5.04K - $5.06K
100 $5K
MAR
Marriott International Inc

Consumer Cyclical
18
New
$259.04 - $291.9 $4.66K - $5.25K
18 $5K
LPLA
Lpl Financial Holdings Inc.

Financial Services
14
New
$312.18 - $378.94 $4.37K - $5.31K
14 $5K
CB
Chubb LTD

Financial Services
17
New
$268.2 - $296.22 $4.56K - $5.04K
17 $5K
D
Dominion Energy, Inc

Utilities
248
+ 1.56%
$58.49 - $61.69 $14.5K - $15.3K
16.1K $975K
CBRE
Cbre Group, Inc.

Real Estate
33
New
$149.99 - $164.2 $4.95K - $5.42K
33 $5K
OGE
Oge Energy Corp.

Utilities
608
+ 4.07%
$44.05 - $47.04 $26.8K - $28.6K
15.6K $696K
JCI
Johnson Controls International PLC

Industrials
48
New
$105.55 - $122.66 $5.07K - $5.89K
48 $5K
USFD
Us Foods Holding Corp.

Consumer Defensive
58
New
$71.4 - $77.21 $4.14K - $4.48K
58 $4K
SYF
Synchrony Financial

Financial Services
60
New
$68.02 - $75.49 $4.08K - $4.53K
60 $4K
SCHW
Schwab Charles Corp

Financial Services
47
New
$91.91 - $97.71 $4.32K - $4.59K
47 $4K
APH
Amphenol Corp

Technology
32
New
$121.7 - $143.85 $3.89K - $4.6K
32 $4K
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
74
New
N/A
74 $4K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
104
New
$45.45 - $48.31 $4.73K - $5.02K
104 $4K
MSCI
Msci Inc.

Financial Services
8
New
$533.34 - $593.76 $4.27K - $4.75K
8 $4K
ITW
Illinois Tool Works Inc

Industrials
18
New
$242.03 - $260.73 $4.36K - $4.69K
18 $4K
URI
United Rentals, Inc.

Industrials
6
New
$806.61 - $1020.0 $4.84K - $6.12K
6 $4K
CI
Cigna Corp

Healthcare
17
New
$244.41 - $311.0 $4.15K - $5.29K
17 $4K
ELD
Wisdomtree Emerging Local Debt

ETFs
165
New
$28.49 - $28.96 $4.7K - $4.78K
165 $4K
GIL
Gildan Activewear Inc.

Consumer Cyclical
81
New
$55.39 - $61.52 $4.49K - $4.98K
81 $4K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
44
New
$91.46 - $91.76 $4.02K - $4.04K
44 $4K
GD
General Dynamics Corp

Industrials
14
New
$330.59 - $353.77 $4.63K - $4.95K
14 $4K
MSM
Msc Industrial Direct CO Inc

Industrials
51
New
$84.21 - $92.1 $4.29K - $4.7K
51 $4K
TFC
Truist Financial Corp

Financial Services
417
+ 2.52%
$41.09 - $45.64 $17.1K - $19K
17K $761K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
New
$4804.01 - $5424.55 $4.8K - $5.42K
1 $4K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
49
New
$72.17 - $75.74 $3.54K - $3.71K
49 $3K
PSX
Phillips 66

Energy
26
New
$126.76 - $142.32 $3.3K - $3.7K
26 $3K
MCO
Moodys Corp

Financial Services
7
New
$468.56 - $495.08 $3.28K - $3.47K
7 $3K
SAN
Banco Santander, S.A.

Financial Services
333
New
$9.65 - $11.03 $3.21K - $3.67K
333 $3K
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
67
New
$44.95 - $52.86 $3.01K - $3.54K
67 $3K
SNA
Snap On Inc

Industrials
11
New
$327.33 - $349.13 $3.6K - $3.84K
11 $3K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
36
New
$100.8 - $103.83 $3.63K - $3.74K
36 $3K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
60
New
$56.33 - $59.22 $3.38K - $3.55K
60 $3K
BP
Bp PLC

Energy
91
New
$32.78 - $37.35 $2.98K - $3.4K
91 $3K
AVY
Avery Dennison Corp

Industrials
23
New
$157.49 - $186.28 $3.62K - $4.28K
23 $3K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
83
New
$46.2 - $46.85 $3.83K - $3.89K
83 $3K
ADSK
Autodesk, Inc.

Technology
13
New
N/A
13 $3K
BDX
Becton Dickinson & CO

Healthcare
18
New
$176.39 - $193.93 $3.18K - $3.49K
18 $3K
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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