EC
| |
Elevated Capital Advisors, LLC13F | |
| Elevated Capital Advisors, LLC | |
| Last update 2025-04-24 | 252 Stocks (5 new) |
| Value $357.00 Mil | Turnover 7 % |
Elevated Capital Advisors, LLC... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPLG | SPDR Portfolio S&P 500 ETF | 197,581 | 12,992.9 | +1.11% | 3.640 | +0.04% | 0.020 | +16.68% | +7.38% | 72,719.7 | ||
AAPL | Apple Inc | 49,655 | 11,030.0 | +2.68% | 3.090 | +0.08% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
VUG | Vanguard Growth ETF | 26,775 | 9,928.5 | -7.14% | 2.780 | -0.23% | 0.010 | +24.44% | +7.95% | 152,432.4 | ||
VEA | Vanguard FTSE Developed Markets ETF | 181,887 | 9,245.3 | -5.49% | 2.590 | -0.14% | 0.010 | +15.17% | +21.17% | 151,853.0 | ||
VTV | Vanguard Value ETF | 44,464 | 7,680.8 | -6.05% | 2.150 | -0.13% | 0.010 | +8.26% | +7.31% | 131,767.6 | ||
MSFT | Microsoft Corp | 19,275 | 7,235.6 | -2.21% | 2.030 | -0.05% | 0.000 | +33.94% | +18.80% | 3,707,650.2 | Software | |
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 147,478 | 7,199.9 | -14.45% | 2.020 | -0.34% | 0.010 | +1.40% | +1.93% | 65,015.2 | ||
FPEI |
First Trust Institutional Preferred Securities and Income ETF
First Trust Institutional Preferred Securities and Income ETF
| 374,347 | 7,000.3 | -7.97% | 1.960 | -0.17% | 0.460 | +4.25% | +4.76% | 1,618.4 | ||
BSV | Vanguard Short-Term Bond ETF | 86,892 | 6,801.9 | -14.79% | 1.910 | -0.32% | 0.020 | +0.70% | +3.17% | 38,481.4 | ||
CTA |
Simplify Managed Futures Strategy ETF
Simplify Managed Futures Strategy ETF
| 192,050 | 5,684.7 | +320.80% | 1.590 | +1.21% | 0.540 | -7.99% | -2.90% | 1,054.2 |
Elevated Capital Advisors, LLC's Historical Top Holdings Breakdowns
Elevated Capital Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SIXD |
AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
| 2025-03-31 | New Buy New Buy | +1.32% | 25.98 ($26.71) 27.29 | $27.54 | 3.12% | New holding | 179,271 | 179,271 | |
CTA |
Simplify Managed Futures Strategy ETF
Simplify Managed Futures Strategy ETF
| 2025-03-31 | Add Add | +1.21% | 27.81 ($29.06) 30.21 | $27.08 | -6.81% | Add 320.8% | 192,050 | 146,411 | |
BUCK | Simplify Treasury Option Income ETF | 2025-03-31 | Add Add | +1.04% | 24.46 ($24.65) 24.79 | $23.71 | -3.81% | Add 224.43% | 219,040 | 151,524 | |
SVOL | Simplify Volatility Premium ETF | 2025-03-31 | Add Add | +0.96% | 17.92 ($20.33) 21.7 | $19.27 | -5.21% | Add 375.3% | 236,968 | 187,112 | |
HIGH | Simplify Enhanced Income ETF | 2025-03-31 | Add Add | +0.81% | 21.8 ($22.83) 23.56 | $24.88 | 8.98% | Add 358.95% | 167,504 | 131,007 | |
GJUN |
FT Vest U.S. Equity Moderate Buffer ETF - June
FT Vest U.S. Equity Moderate Buffer ETF - June
| 2025-03-31 | New Buy New Buy | +0.59% | 34.88 ($36.16) 36.95 | $37.74 | 4.37% | New holding | 59,706 | 59,706 | |
VNLA |
Janus Henderson Short Duration Income ETF
Janus Henderson Short Duration Income ETF
| 2025-03-31 | Reduce Reduce | -0.45% | 48.89 ($49.03) 49.21 | $49.02 | -0.02% | Reduce -22.63% | 113,802 | -33,285 | |
PYLD |
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
| 2025-03-31 | Reduce Reduce | -0.43% | 25.77 ($26.17) 26.48 | $26.38 | 0.80% | Reduce -22.44% | 207,212 | -59,959 | |
BNDX |
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
| 2025-03-31 | Reduce Reduce | -0.34% | 48.33 ($48.9) 49.5 | $49.37 | 0.96% | Reduce -14.45% | 147,478 | -24,914 | |
BOND | PIMCO Active Bond ETF | 2025-03-31 | Reduce Reduce | -0.33% | 89.27 ($91.32) 92.9 | $91.45 | 0.14% | Reduce -21.95% | 46,833 | -13,173 |
Elevated Capital Advisors, LLC Total Holding History ($B)
Elevated Capital Advisors, LLC's Asset Allocation
Elevated Capital Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Elevated Capital Advisors, LLC's Hypothetical Growth since 2025-03-31
Elevated Capital Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Elevated Capital Advisors, LLC's Holdings Heat Map
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Elevated Capital Advisors, LLC's Holdings Bubble Chart
Elevated Capital Advisors, LLC News
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