Elevatus Welath Management Incresed Positions in Q4 2024

Elevatus Welath Management

  • $292 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
24.4K
+ 64.2%
$521.84 - $558.82 $12.7M - $13.6M
62.5K $33.7B
GOOG
Alphabet Inc.

Communication Services
34.6K
+ 92.1%
$163.08 - $198.16 $5.64M - $6.86M
72.2K $13.7B
AAPL
Apple Inc.

Technology
26.7K
+ 130.01%
$221.69 - $259.02 $5.93M - $6.93M
47.3K $11.9B
NVDA
Nvidia Corp

Technology
36.5K
+ 33.0%
$117.0 - $148.88 $4.27M - $5.44M
147K $19.8B
MSFT
Microsoft Corp

Technology
10K
+ 22.48%
$406.35 - $454.46 $4.06M - $4.54M
54.5K $23B
AMZN
Amazon Com Inc

Consumer Cyclical
2.05K
+ 3.12%
$180.88 - $232.93 $370K - $477K
67.6K $14.8B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
38.3K
+ 692.84%
N/A
43.8K $2.77B
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
21.8K
+ 84.01%
$50.37 - $50.6 $1.1M - $1.1M
47.8K $2.41B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
17.7K
+ 9.55%
$50.62 - $50.97 $895K - $902K
203K $10.3B
VO
Vanguard Mid Cap ETF

ETFs
2.97K
+ 223.18%
$261.5 - $284.63 $776K - $844K
4.3K $1.13B
META
Meta Platforms, Inc.

Communication Services
755
+ 3.17%
$554.08 - $632.68 $418K - $478K
24.6K $14.4B
TSLA
Tesla, Inc.

Consumer Cyclical
621
+ 33.33%
$213.65 - $479.86 $133K - $298K
2.48K $1B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
5.43K
+ 106.36%
$77.02 - $78.58 $419K - $427K
10.5K $815M
PWR
Quanta Services, Inc.

Industrials
40
+ 0.18%
$296.05 - $346.6 $11.8K - $13.9K
21.8K $6.89B
SPY
Spdr S&P 500 ETF Trust

ETFs
617
+ 23.74%
$567.81 - $607.81 $350K - $375K
3.22K $1.88B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
873
+ 95.41%
$442.29 - $483.08 $386K - $422K
1.79K $810M
AVGO
Broadcom Inc.

Technology
7
+ 0.11%
$159.67 - $250.0 $1.12K - $1.75K
6.45K $1.5B
ISRG
Intuitive Surgical Inc

Healthcare
223
+ 2.72%
$471.27 - $550.62 $105K - $123K
8.41K $4.39B
JPM
Jpmorgan Chase & CO

Financial Services
679
+ 15.85%
$205.18 - $250.29 $139K - $170K
4.96K $1.19B
WMT
Walmart Inc.

Consumer Defensive
1.56K
+ 30.57%
$79.1 - $95.7 $124K - $149K
6.67K $603M
ABBV
Abb Vie Inc.

Healthcare
1.18K
+ 84.84%
$164.99 - $203.87 $194K - $240K
2.56K $455M
MA
Mastercard Inc

Financial Services
296
+ 42.65%
$491.3 - $536.15 $145K - $159K
990 $521M
COST
Costco Wholesale Corp

Consumer Defensive
153
+ 27.03%
$873.59 - $994.69 $134K - $152K
719 $659M
HON
Honeywell International Inc

Industrials
526
+ 46.06%
$202.84 - $236.0 $107K - $124K
1.67K $377M
PG
Procter & Gamble CO

Consumer Defensive
777
+ 59.59%
$161.05 - $179.7 $125K - $140K
2.08K $349M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
729
+ 43.39%
$129.96 - $144.97 $94.7K - $106K
2.41K $336M
UNH
Unitedhealth Group Inc

Healthcare
303
+ 56.42%
$485.52 - $625.25 $147K - $189K
840 $425M
QQQ
Invesco Qqq Trust, Series 1

ETFs
7
+ 0.32%
$481.22 - $538.17 $3.37K - $3.77K
2.18K $1.11B
V
Visa Inc.

Financial Services
1
+ 0.09%
$273.87 - $320.91 $274 - $321
1.14K $360M
KO
Coca Cola CO

Consumer Defensive
1.49K
+ 28.16%
$61.74 - $71.71 $91.9K - $107K
6.77K $422M
XLC
Select Sector Spdr Tr Communic

ETFs
1
+ 0.02%
$89.66 - $102.16 $89.7 - $102
5.07K $491M
ARCC
Ares Capital Corp

Financial Services
199
+ 1.97%
$20.74 - $22.27 $4.13K - $4.43K
10.3K $225M
PM
Philip Morris International Inc.

Consumer Defensive
95
+ 4.79%
$118.38 - $133.06 $11.2K - $12.6K
2.08K $250M
COP
Conocophillips

Energy
210
+ 9.86%
$95.12 - $114.72 $20K - $24.1K
2.34K $232M
CVX
Chevron Corp

Energy
102
+ 2.25%
$141.15 - $162.53 $14.4K - $16.6K
4.64K $672M
MCD
Mcdonalds Corp

Consumer Cyclical
39
+ 5.34%
$288.47 - $316.54 $11.3K - $12.3K
769 $223M
VIG
Vanguard Dividend Appreciation

ETFs
2
+ 0.17%
N/A
1.15K $226M
WM
Waste Management Inc

Industrials
16
+ 1.5%
$201.79 - $228.46 $3.23K - $3.66K
1.08K $218M
ORCL
Oracle Corp

Technology
99
+ 1.82%
$165.41 - $192.43 $16.4K - $19.1K
5.55K $925M
XLE
Energy Sector Spdr

ETFs
1
+ 0.04%
$83.32 - $97.27 $83.3 - $97.3
2.43K $208M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2
+ 0.08%
$91.94 - $100.02 $184 - $200
2.62K $243M
JNJ
Johnson & Johnson

Healthcare
113
+ 8.01%
$143.34 - $165.86 $16.2K - $18.7K
1.52K $220M
VZ
Verizon Communications Inc

Communication Services
525
+ 8.65%
$39.6 - $45.21 $20.8K - $23.7K
6.59K $264M
XLV
Select Sector Spdr Fund Health

ETFs
1
+ 0.03%
$136.28 - $154.74 $136 - $155
3.82K $526M
XOM
Exxon Mobil Corp

Energy
933
+ 5.17%
$105.51 - $125.37 $98.4K - $117K
19K $2.04B
DHR
Danaher Corp

Healthcare
3
+ 0.09%
$226.16 - $274.52 $678 - $824
3.42K $784M
Activity Summary
Buys All Purchases 65 New Holdings 18 Increased Positions 47 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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