EW
| |
ELEVATE WEALTH ADVISORY, INC13F | |
| ELEVATE WEALTH ADVISORY, INC | |
| Last update 2025-05-14 | 132 Stocks (17 new) |
| Value $141.00 Mil | Turnover 6 % |
ELEVATE WEALTH ADVISORY, INC 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 107,568 | 13,124.4 | -1.07% | 9.300 | -0.11% | 0.020 | +19.94% | +7.38% | 72,129.6 | ||
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 206,725 | 12,279.5 | +1.14% | 8.700 | +0.10% | 0.040 | +0.90% | +4.13% | 31,624.9 | ||
BSV | Vanguard Short-Term Bond ETF | 149,330 | 11,689.6 | +4.47% | 8.280 | +0.35% | 0.030 | +1.10% | +3.34% | 38,467.4 | ||
DFIV | Dimensional International Value ETF | 248,054 | 9,763.4 | -0.01% | 6.920 | 0% | 0.090 | +12.59% | +23.01% | 12,183.1 | ||
STIP | iShares 0-5 Year TIPS Bond ETF | 79,332 | 8,208.4 | +4.11% | 5.810 | +0.23% | 0.070 | +1.32% | +4.48% | 12,782.8 | ||
IDEV |
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
| 78,855 | 5,432.3 | +21.00% | 3.850 | +0.67% | 0.030 | +11.88% | +19.03% | 20,200.5 | ||
AVUV | Avantis U.S. Small Cap Value ETF | 58,355 | 5,086.8 | -9.29% | 3.600 | -0.43% | 0.030 | +17.32% | -1.85% | 16,567.2 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 93,561 | 5,049.5 | +4.26% | 3.580 | +0.15% | 0.010 | +18.94% | +18.37% | 99,182.4 | ||
EFV | iShares MSCI EAFE Value ETF | 82,579 | 4,867.2 | -1.21% | 3.450 | -0.04% | 0.020 | +10.17% | +22.94% | 25,959.7 | ||
AVDV |
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
| 69,643 | 4,856.9 | -5.87% | 3.440 | -0.21% | 0.060 | +16.61% | +25.42% | 9,782.0 |
ELEVATE WEALTH ADVISORY, INC's Historical Top Holdings Breakdowns
ELEVATE WEALTH ADVISORY, INC'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
WFC | Wells Fargo & Co | 2025-03-31 | New Buy New Buy | +0.76% | 66.78 ($75.08) 81.42 | $80.47 | 7.17% | New holding | 14,957 | 14,957 | |
IDEV |
iShares Core MSCI International Developed Markets ETF
iShares Core MSCI International Developed Markets ETF
| 2025-03-31 | Add Add | +0.67% | 63.77 ($68.2) 71.36 | $75.44 | 10.62% | Add 21% | 78,855 | 13,684 | |
META | Meta Platforms Inc | 2025-03-31 | New Buy New Buy | +0.46% | 576.36 ($645.17) 736.67 | $698.68 | 8.29% | New holding | 1,132 | 1,132 | |
AVUV | Avantis U.S. Small Cap Value ETF | 2025-03-31 | Reduce Reduce | -0.43% | 84.96 ($93.96) 100.71 | $93.95 | -0.01% | Reduce -9.29% | 58,355 | -5,978 | |
AVUS | Avantis U.S. Equity ETF | 2025-03-31 | Add Add | +0.42% | 90.7 ($97.44) 101.57 | $102.34 | 5.03% | Add 254.41% | 9,073 | 6,513 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Add Add | +0.38% | 442.66 ($486.15) 534.52 | $474.54 | -2.39% | Add 25.04% | 5,084 | 1,018 | |
GOOGL | Alphabet Inc | 2025-03-31 | New Buy New Buy | +0.37% | 154.33 ($181.36) 206.38 | $185.03 | 2.03% | New holding | 3,340 | 3,340 | |
BSV | Vanguard Short-Term Bond ETF | 2025-03-31 | Add Add | +0.35% | 76.94 ($77.63) 78.28 | $78.37 | 0.95% | Add 4.47% | 149,330 | 6,389 | |
AVMV | Avantis U.S. Mid Cap Value ETF | 2025-03-31 | New Buy New Buy | +0.30% | 59.59 ($65.43) 69.56 | $66.42 | 1.51% | New holding | 6,990 | 6,990 | |
CAT | Caterpillar Inc | 2025-03-31 | Reduce Reduce | -0.28% | 326.75 ($356.21) 407.63 | $413.21 | 16.00% | Reduce -26.86% | 2,862 | -1,051 |
ELEVATE WEALTH ADVISORY, INC Total Holding History ($B)
ELEVATE WEALTH ADVISORY, INC's Asset Allocation
ELEVATE WEALTH ADVISORY, INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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ELEVATE WEALTH ADVISORY, INC's Hypothetical Growth since 2025-03-31
ELEVATE WEALTH ADVISORY, INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
ELEVATE WEALTH ADVISORY, INC's Holdings Heat Map
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ELEVATE WEALTH ADVISORY, INC's Holdings Bubble Chart
ELEVATE WEALTH ADVISORY, INC News
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