Elevated Capital Advisors, LLC Incresed Positions in Q4 2025

Elevated Capital Advisors, LLC

  • $360 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NOW
Service Now, Inc.

Technology
3.18K
+ 330.25%
$835.79 - $946.29 $2.66M - $3.01M
4.14K $3.46M
CTA
Simplify Exch Traded Fds Simpl

ETFs
54.7K
+ 19.7%
$26.88 - $29.21 $1.47M - $1.6M
332K $9.06M
SVOL
Simplify ETF Simplify Volatili

ETFs
67.9K
+ 19.66%
$16.9 - $18.34 $1.15M - $1.25M
414K $7.24M
AGGH
Simp Exch.Tra.Fds Simplify Agg

ETFs
42.8K
+ 22.45%
$20.66 - $21.02 $884K - $900K
233K $4.84M
XLK
Technology Sector Spdr

ETFs
2.29K
+ 97.78%
$278.39 - $304.13 $638K - $697K
4.64K $1.34M
GOOGL
Alphabet Inc.

Communication Services
930
+ 8.29%
$236.57 - $291.31 $220K - $271K
12.2K $3.36M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
6.96K
+ 40.48%
$88.9 - $93.29 $619K - $649K
24.2K $2.18M
PG
Procter & Gamble CO

Consumer Defensive
3.8K
+ 40.19%
$145.5 - $153.18 $553K - $583K
13.3K $1.93M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
6.21K
+ 27.47%
$80.0 - $83.46 $497K - $518K
28.8K $2.33M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
7.91K
+ 39.5%
$56.88 - $60.06 $450K - $475K
27.9K $1.6M
ADBE
Adobe Inc.

Technology
1.69K
+ 44.52%
$325.07 - $359.91 $548K - $606K
5.47K $1.78M
MCD
Mcdonalds Corp

Consumer Cyclical
1.42K
+ 25.57%
$293.81 - $310.11 $418K - $442K
6.99K $2.13M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
5.56K
+ 41.21%
$80.59 - $84.32 $448K - $469K
19K $1.56M
OMC
Omnicom Group Inc.

Communication Services
7.01K
+ 69.61%
$72.23 - $81.23 $507K - $570K
17.1K $1.23M
XLE
Energy Sector Spdr

ETFs
4K
+ 128.85%
$85.22 - $92.02 $341K - $368K
7.1K $653K
CSCO
Cisco Systems, Inc.

Technology
3.32K
+ 26.57%
$67.46 - $78.0 $224K - $259K
15.8K $1.23M
FDIS
Fidelity Covington Tr Msci Con

ETFs
4.48K
+ 28.98%
$97.86 - $103.65 $438K - $464K
19.9K $1.96M
JNJ
Johnson & Johnson

Healthcare
1.41K
+ 22.19%
$185.98 - $199.58 $262K - $281K
7.76K $1.55M
XOM
Exxon Mobil Corp

Energy
2.24K
+ 12.57%
$110.64 - $119.78 $247K - $268K
20K $2.35M
MRK
Merck & Co., Inc.

Healthcare
2.16K
+ 15.8%
$82.49 - $92.93 $179K - $201K
15.9K $1.47M
PEP
Pepsico Inc

Consumer Defensive
1.63K
+ 14.99%
$138.84 - $153.71 $227K - $251K
12.5K $1.85M
AMZN
Amazon Com Inc

Consumer Cyclical
149
+ 0.79%
$213.04 - $254.0 $31.7K - $37.8K
19K $4.47M
NVDA
Nvidia Corp

Technology
1.7K
+ 6.56%
$179.83 - $207.04 $306K - $352K
27.6K $5.16M
UNH
Unitedhealth Group Inc

Healthcare
1.19K
+ 44.86%
$320.52 - $369.92 $382K - $441K
3.85K $1.23M
CVX
Chevron Corp

Energy
1.83K
+ 16.63%
$148.9 - $157.72 $273K - $289K
12.8K $1.99M
XLY
Select Sector Spdr Consumer Di

ETFs
1.23K
+ 93.62%
$228.75 - $242.18 $282K - $298K
2.55K $588K
UNP
Union Pacific Corp

Industrials
1.54K
+ 31.43%
$216.37 - $237.41 $333K - $365K
6.44K $1.42M
EGP
Eastgroup Properties Inc

Real Estate
1.35K
+ 41.04%
$166.12 - $182.72 $225K - $247K
4.65K $821K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
6.26K
+ 23.92%
$49.2 - $52.74 $308K - $330K
32.4K $1.62M
ATR
Aptargroup, Inc.

Healthcare
2.62K
+ 58.6%
$113.12 - $134.14 $296K - $351K
7.09K $840K
FREL
Fidelity Covington Tr Msci Rea

ETFs
9.55K
+ 32.1%
$26.82 - $28.15 $256K - $269K
39.3K $1.07M
WTS
Watts Water Technologies Inc

Industrials
928
+ 32.87%
$263.55 - $282.91 $245K - $263K
3.75K $1.01M
JPM
Jpmorgan Chase & CO

Financial Services
1.03K
+ 16.48%
$294.11 - $320.41 $303K - $330K
7.29K $2.19M
CRM
Salesforce, Inc.

Technology
877
+ 26.9%
$235.69 - $263.41 $207K - $231K
4.14K $980K
PANW
Palo Alto Networks Inc

Technology
950
+ 39.73%
$204.77 - $221.38 $195K - $210K
3.34K $685K
VTI
Vanguard Total Stock Market Et

ETFs
566
+ 27.64%
$321.8 - $337.95 $182K - $191K
2.61K $862K
BAC
Bank Of America Corp

Financial Services
3.43K
+ 26.13%
$48.65 - $54.11 $167K - $186K
16.6K $852K
GGG
Graco Inc

Industrials
2.41K
+ 46.13%
$80.15 - $84.86 $193K - $204K
7.62K $610K
TPH
Tri Pointe Homes, Inc.

Consumer Cyclical
5.59K
+ 48.29%
$30.9 - $34.65 $173K - $194K
17.2K $547K
LYB
Lyondell Basell Industries N.V.

Basic Materials
4.62K
+ 26.26%
$42.38 - $49.47 $196K - $229K
22.2K $1.01M
VZ
Verizon Communications Inc

Communication Services
5.21K
+ 16.46%
$38.4 - $43.83 $200K - $228K
36.9K $1.51M
GATX
Gatx Corp

Industrials
1.05K
+ 39.71%
$152.11 - $176.26 $160K - $185K
3.7K $581K
QCOM
Qualcomm Inc

Technology
672
+ 39.16%
$153.59 - $187.68 $103K - $126K
2.39K $398K
UGI
Ugi Corp

Utilities
2.78K
+ 38.02%
$31.75 - $34.96 $88.4K - $97.3K
10.1K $352K
EIX
Edison International

Utilities
968
+ 7.38%
$52.12 - $59.08 $50.5K - $57.2K
14.1K $827K
PRU
Prudential Financial Inc

Financial Services
607
+ 6.7%
$99.13 - $107.85 $60.2K - $65.5K
9.66K $1.04M
F
Ford Motor CO

Consumer Cyclical
565
+ 0.79%
$11.41 - $13.84 $6.45K - $7.82K
72K $949K
MA
Mastercard Inc

Financial Services
367
+ 11.58%
$536.85 - $580.45 $197K - $213K
3.54K $1.9M
R
Ryder System Inc

Industrials
833
+ 37.29%
$160.2 - $194.22 $133K - $162K
3.07K $504K
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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