EC

Elevated Capital Advisors, LLC

13F
Elevated Capital Advisors, LLC
Last update 2025-07-15 252 Stocks (0 new)
Value $357.00 Mil Turnover 0 %
Countries:
Top Holdings: SPLG(3.64%)AAPL(3.09%)VUG(2.78%)VEA(2.59%)VTV(2.15%)
Summary Stock Picks Current Portfolio
Elevated Capital Advisors, LLC... Top Holdings of 2025-06-30 View Full List
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
0%
3.640
0%
0.020
+18.80%
+8.87%
78,088.3
 
AAPL
Apple Inc
49,655
11,030.0
0%
3.090
0%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
VUG
Vanguard Growth ETF
26,775
9,928.5
0%
2.780
0%
0.010
+25.10%
+10.01%
165,393.5
 
VEA
Vanguard FTSE Developed Markets ETF
181,887
9,245.3
0%
2.590
0%
0.010
+14.16%
+23.88%
163,588.6
 
VTV
Vanguard Value ETF
44,464
7,680.8
0%
2.150
0%
0.010
+11.15%
+7.87%
135,521.3
 
MSFT
Microsoft Corp
19,275
7,235.6
0%
2.030
0%
0.000
+35.37%
+20.48%
3,759,901.0
Software
BNDX
Vanguard Total International Bond ETF
Vanguard Total International Bond ETF
147,478
7,199.9
0%
2.020
0%
0.010
+0.60%
+1.62%
66,172.7
 
FPEI
First Trust Institutional Preferred Securities and Income ETF
First Trust Institutional Preferred Securities and Income ETF
374,347
7,000.3
0%
1.960
0%
0.440
+4.94%
+4.96%
1,626.1
 
BSV
Vanguard Short-Term Bond ETF
86,892
6,801.9
0%
1.910
0%
0.020
+1.30%
+3.38%
38,425.6
 
CTA
Simplify Managed Futures Strategy ETF
Simplify Managed Futures Strategy ETF
192,050
5,684.7
0%
1.590
0%
0.490
+2.89%
+3.31%
1,106.7
 

Elevated Capital Advisors, LLC's Historical Top Holdings Breakdowns

Elevated Capital Advisors, LLC's Top Stock Picks View Full List
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
$27.70
3.71%
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
$28.43
-2.17%
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
$23.74
-3.69%
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
$17.67
-13.08%
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
$23.75
4.03%
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
$37.94
4.92%
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
$49.16
0.27%
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
$26.39
0.84%
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
$49.22
0.65%
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
$91.48
0.18%
Reduce -21.95%
46,833
-13,173

Elevated Capital Advisors, LLC Total Holding History ($B)

To

Elevated Capital Advisors, LLC's Asset Allocation

To

Elevated Capital Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Elevated Capital Advisors, LLC's Hypothetical Growth since 2025-06-30

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

  • 1

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