Elevatus Welath Management Portfolio Holdings

Elevatus Welath Management

  • $306 Billion
  • Q3 2024

Elevatus Welath Management has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $306 Billion distributed in 101 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 600 Small C with a value of $32.6B, Vanguard Index Fds S&P 500 ETF with a value of $20.1B, Microsoft Corp with a value of $19.1B, Direxion Daily Small Cap Bull with a value of $15.3B, and Vanguard Growth ETF with a value of $14.2B.

Examining the 13F form we can see an increase of $38.6B in the current position value, from $267B to 306B.

Elevatus Welath Management is based out at Victor, NY

Below you can find more details about Elevatus Welath Management portfolio as well as his latest detailed transactions.

Portfolio value $306 Billion
ETFs: $137 Billion
Technology: $61.4 Billion
Communication Services: $21.6 Billion
Healthcare: $19.8 Billion
Industrials: $13.3 Billion
Consumer Cyclical: $12.9 Billion
Real Estate: $10.9 Billion
Financial Services: $10.7 Billion
Other: $7.44 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$32.6 Billion 10.67% of portfolio
717,327
Q3 2024 New
$0
$20.1 Billion 6.56% of portfolio
38,044
Q3 2024 Added 2,842.3%
$3.27T
$19.1 Billion 6.26% of portfolio
44,475
Q3 2024 Reduced 7.62%
$0
$15.3 Billion 5.02% of portfolio
346,126
Q3 2024 New
$0
$14.2 Billion 4.63% of portfolio
36,870
Q3 2024 Added 337.99%
$0
$13.9 Billion 4.54% of portfolio
79,522
Q3 2024 Added 1,265.42%
$1.37T
$13.6 Billion 4.46% of portfolio
23,836
Q3 2024 Added 16.55%
$349B
$13.4 Billion 4.39% of portfolio
110,679
Q3 2024 Reduced 18.92%
$0
$12.3 Billion 4.02% of portfolio
125,340
Q3 2024 New
$2.33T
$12.2 Billion 3.99% of portfolio
65,577
Q3 2024 Reduced 14.99%
Invesco Actively Managed Exc
-
$10.5 Billion 3.45% of portfolio
-
Q3 2024 Reduced 13.7%
$0
$9.43 Billion 3.08% of portfolio
185,284
Q3 2024 Reduced 4.45%
$201B
$7.23 Billion 2.36% of portfolio
32,691
Q3 2024 New
$159B
$7.05 Billion 2.3% of portfolio
7,420
Q3 2024 Added 21.38%
$47.3B
$6.49 Billion 2.12% of portfolio
21,775
Q3 2024 New
$56.7B
$6.48 Billion 2.12% of portfolio
38,340
Q3 2024 Added 17.95%
$97.1B
$6.06 Billion 1.98% of portfolio
58,443
Q3 2024 Added 92.51%
$79.5B
$5.01 Billion 1.64% of portfolio
27,887
Q3 2024 Added 136.53%
$4.15T
$4.79 Billion 1.57% of portfolio
20,574
Q3 2024 Added 0.31%
$8.31B
$4.73 Billion 1.55% of portfolio
19,141
Q3 2024 New
$42.4B
$4.39 Billion 1.43% of portfolio
35,264
Q3 2024 Added 2.74%
$756B
$4.36 Billion 1.43% of portfolio
4,923
Q3 2024 Reduced 18.6%
$190B
$4.02 Billion 1.31% of portfolio
8,189
Q3 2024 Added 1.32%
$15.6B
$3.92 Billion 1.28% of portfolio
25,267
Q3 2024 Reduced 0.17%
$51B
$3.07 Billion 1.0% of portfolio
22,901
Q3 2024 Reduced 0.94%
$13.9B
$2.75 Billion 0.9% of portfolio
8,356
Q2 2024 New
$443B
$2.12 Billion 0.69% of portfolio
18,062
Q3 2024 Reduced 0.03%
$68.6B
$1.97 Billion 0.64% of portfolio
7,700
Q3 2024 Reduced 70.18%
$223B
$1.93 Billion 0.63% of portfolio
2,157
Q3 2024 Reduced 45.04%
$0
$1.49 Billion 0.49% of portfolio
2,599
Q3 2024 Added 51.99%
$33B
$1.47 Billion 0.48% of portfolio
8,266
Q3 2024 Added 2.56%
$1.17T
$1.43 Billion 0.47% of portfolio
8,630
Q3 2024 Reduced 0.14%
$0
$1.35 Billion 0.44% of portfolio
2,302
Q3 2024 Added 10.35%
$0
$1.32 Billion 0.43% of portfolio
25,977
Q3 2024 Reduced 85.83%
$0
$1.15 Billion 0.37% of portfolio
4,829
Q3 2024 Added 259.03%
$97.1B
$1.11 Billion 0.36% of portfolio
6,444
Q3 2024 Added 138.67%
$0
$1.06 Billion 0.35% of portfolio
2,174
Q3 2024 New
$145B
$938 Million 0.31% of portfolio
4,644
Q3 2024 Reduced 7.97%
$168B
$949 Million 0.31% of portfolio
3,413
Q3 2024 Added 1.01%
$462B
$929 Million 0.3% of portfolio
5,450
Q3 2024 Added 3.87%
$711B
$903 Million 0.3% of portfolio
4,283
Q3 2024 Added 108.22%
$0
$898 Million 0.29% of portfolio
11,503
Q3 2024 Added 17.26%
$0
$844 Million 0.28% of portfolio
2,249
Q2 2024 Reduced 12.86%
$0
$851 Million 0.28% of portfolio
11,611
Q3 2023 New
$0
$867 Million 0.28% of portfolio
16,422
Q3 2024 Reduced 7.12%
$0
$714 Million 0.23% of portfolio
3,984
Q3 2024 Reduced 41.82%
$207B
$681 Million 0.22% of portfolio
1,101
Q3 2024 Reduced 9.53%
$282B
$668 Million 0.22% of portfolio
4,537
Q3 2024 Reduced 0.26%
$0
$628 Million 0.21% of portfolio
7,513
Q3 2024 Reduced 16.63%

Summary

  • Portfolio
  • No. of Stocks 101
  • Current Value $306 Billion
  • Prior Value $267 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 19 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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