Elevated Capital Advisors, LLC Incresed Positions in Q4 2024

Elevated Capital Advisors, LLC

  • $322 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
UNH
Unitedhealth Group Inc

Healthcare
350
+ 43.7%
$485.52 - $625.25 $170K - $219K
1.15K $582K
JNJ
Johnson & Johnson

Healthcare
1.24K
+ 33.32%
$143.34 - $165.86 $178K - $206K
4.98K $719K
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
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
VTI
Vanguard Total Stock Market Et

ETFs
28
+ 1.77%
$280.04 - $302.45 $7.84K - $8.47K
1.61K $466K
ACN
Accenture PLC

Technology
68
+ 2.35%
$343.9 - $376.86 $23.4K - $25.6K
2.96K $1.04M
ABBV
Abb Vie Inc.

Healthcare
1.38K
+ 11.76%
$164.99 - $203.87 $227K - $281K
13.1K $2.33M
UPS
United Parcel Service Inc

Industrials
417
+ 9.4%
$122.65 - $138.35 $51.1K - $57.7K
4.86K $612K
STLD
Steel Dynamics Inc

Basic Materials
43
+ 1.32%
N/A
3.3K $324K
ABT
Abbott Laboratories

Healthcare
49
+ 1.56%
$111.93 - $119.39 $5.48K - $5.85K
3.19K $360K
Series Portfolios Tr
599
+ 2.39%
N/A
25.6K $0
TUA
Simpl Exch Traded Fds Sht Term
31.8K
+ 34.11%
N/A
125K $0
BUCK
Simplify Exchange Traded Fds S
49.2K
+ 267.81%
N/A
67.5K $0
Pimco ETF Tr
5.4K
+ 31.87%
N/A
22.3K $0
Series Portfolios Tr
948
+ 10.52%
N/A
9.96K $0
Pimco ETF Tr
7.64K
+ 22.85%
N/A
41.1K $0
Listed Fd Tr
3.99K
+ 39.03%
N/A
14.2K $0
Elevation Series Trust
11.4K
+ 41.38%
N/A
39.1K $0
Elevation Series Trust
11.8K
+ 36.33%
N/A
44.2K $0
NOVZ
Listed Fds Tr Trueshares Struc
3.03K
+ 26.21%
N/A
14.6K $0
AZBL
Aim ETF Prods Tr Allianzim Us

Technology
18.2K
+ 41.48%
N/A
62K $0
Aim ETF Products Trust
39.1K
+ 36.99%
N/A
145K $0
Listed Fd Tr
6.89K
+ 26.51%
N/A
32.9K $0
Aim ETF Products Trust
37.7K
+ 60.31%
N/A
100K $0
Pimco ETF Tr
6.89K
+ 2.65%
N/A
267K $0
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
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