Elevatus Welath Management Portfolio Holdings

Elevatus Welath Management

  • $267 Billion
  • Q2 2024

Elevatus Welath Management has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $267 Billion distributed in 105 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $21.5B, Nvidia Corp with a value of $16.9B, Amazon Com Inc with a value of $14.9B, Powershares Actively Managed with a value of $12.2B, and Meta Platforms, Inc. with a value of $10.3B.

Examining the 13F form we can see an increase of $13.8B in the current position value, from $254B to 267B.

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 $267 Billion
Technology: $85.5 Billion
ETFs: $45.7 Billion
Healthcare: $23.1 Billion
Industrials: $22.1 Billion
Communication Services: $20.9 Billion
Consumer Cyclical: $18.4 Billion
Financial Services: $16 Billion
Real Estate: $7.99 Billion
Other: $15.5 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$997 Million 0.37% of portfolio
2,080
Q2 2024 New
$0
$931 Million 0.35% of portfolio
1,710
Q2 2024 Reduced 14.76%
$0
$934 Million 0.35% of portfolio
5,824
Q2 2024 New
$0
$874 Million 0.33% of portfolio
17,680
Q4 2023 New
$182B
$844 Million 0.32% of portfolio
3,379
Q2 2024 Added 0.12%
$0
$837 Million 0.31% of portfolio
11,611
Q3 2023 New
$0
$820 Million 0.31% of portfolio
2,249
Q2 2024 Reduced 12.86%
$463B
$741 Million 0.28% of portfolio
5,247
Q2 2024 Added 0.23%
$0
$757 Million 0.28% of portfolio
7,093
Q2 2024 Added 0.01%
$0
$713 Million 0.27% of portfolio
9,810
Q2 2024 Added 0.24%
$300B
$712 Million 0.27% of portfolio
4,549
Q2 2024 Added 31.17%
$0
$706 Million 0.26% of portfolio
9,012
Q2 2024 Added 31.33%
$220B
$673 Million 0.25% of portfolio
1,217
Q2 2024 Added 0.08%
$0
$647 Million 0.24% of portfolio
1,293
Q2 2024 Added 3.11%
$0
$568 Million 0.21% of portfolio
7,417
Q4 2023 Reduced 50.0%
$0
$505 Million 0.19% of portfolio
3,467
Q2 2024 Added 0.03%
$231B
$456 Million 0.17% of portfolio
2,767
Q2 2024 Reduced 2.64%
$650B
$416 Million 0.16% of portfolio
2,057
Q2 2024 Reduced 5.12%
$0
$406 Million 0.15% of portfolio
9,866
Q4 2023 Reduced 6.88%
$0
$392 Million 0.15% of portfolio
4,579
Q2 2024 Reduced 0.63%
$0
$335 Million 0.13% of portfolio
1,839
Q1 2024 Added 0.05%
$227B
$336 Million 0.13% of portfolio
4,965
Q2 2024 Added 0.61%
$283B
$336 Million 0.13% of portfolio
5,284
Q2 2024 New
$0
$348 Million 0.13% of portfolio
5,527
Q4 2023 New
$482B
$349 Million 0.13% of portfolio
791
Q2 2024 Reduced 25.94%
$25.8B
$331 Million 0.12% of portfolio
2,871
Q1 2024 Added 0.45%
$0
$323 Million 0.12% of portfolio
1,409
Q2 2024 Reduced 96.34%
$0
$293 Million 0.11% of portfolio
1,345
Q2 2024 Reduced 51.44%
$579B
$306 Million 0.11% of portfolio
751
Q2 2024 Reduced 6.71%
$0
$306 Million 0.11% of portfolio
1,508
Q4 2023 New
$0
$277 Million 0.1% of portfolio
5,192
Q2 2024 Reduced 30.9%
$139B
$228 Million 0.09% of portfolio
1,992
Q2 2024 Added 0.35%
$186B
$229 Million 0.09% of portfolio
1,147
Q2 2024 Reduced 16.09%
$0
$229 Million 0.09% of portfolio
3,035
Q2 2024 New
$0
$231 Million 0.09% of portfolio
2,623
Q2 2024 Added 0.08%
$140B
$237 Million 0.09% of portfolio
1,109
Q2 2024 Added 1.0%
$0
$237 Million 0.09% of portfolio
433
Q2 2024 Added 2.12%
$0
$238 Million 0.09% of portfolio
11,425
Q1 2024 Reduced 4.27%
$530B
$239 Million 0.09% of portfolio
469
Q2 2024 Reduced 20.78%
$100B
$241 Million 0.09% of portfolio
9,522
Q2 2024 Reduced 97.33%
$173B
$243 Million 0.09% of portfolio
5,882
Q2 2024 Reduced 2.58%
$794B
$244 Million 0.09% of portfolio
1,233
Q2 2024 Reduced 51.7%
$414B
$206 Million 0.08% of portfolio
1,410
Q2 2024 Reduced 0.56%
$61.4B
$206 Million 0.08% of portfolio
3,417
Q2 2024 New
$0
$206 Million 0.08% of portfolio
874
Q1 2024 New
$0
$204 Million 0.08% of portfolio
1,604
Q2 2024 New
$297B
$207 Million 0.08% of portfolio
806
Q2 2024 Reduced 11.14%
$88.6B
$209 Million 0.08% of portfolio
981
Q2 2024 Added 0.2%
$0
$210 Million 0.08% of portfolio
1,150
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 105
  • Current Value $267 Billion
  • Prior Value $254 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 32 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 31 stocks
Track This Portfolio

Track Elevatus Welath Management Portfolio

Follow Elevatus Welath Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elevatus Welath Management, based on Form 13F filings with the SEC.

News

Stay updated on Elevatus Welath Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email