EC

Elevated Capital Advisors, LLC

13F
Elevated Capital Advisors, LLC
Last update 2025-04-24 252 Stocks (5 new)
Value $357.00 Mil Turnover 7 %
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 2025-03-31 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
+1.11%
3.640
+0.04%
0.020
+2.56%
+2.05%
68,224.6
 
AAPL 		Apple Inc
49,655
11,030.0
+2.68%
3.090
+0.08%
0.000
-14.45%
-19.38%
3,008,224.7
Hardware
VUG 		Vanguard Growth ETF
26,775
9,928.5
-7.14%
2.780
-0.23%
0.010
+5.38%
+2.50%
152,928.1
 
VEA 		Vanguard FTSE Developed Markets ETF
181,887
9,245.3
-5.49%
2.590
-0.14%
0.010
+7.53%
+18.10%
152,488.6
 
VTV 		Vanguard Value ETF
44,464
7,680.8
-6.05%
2.150
-0.13%
0.010
-1.20%
+1.77%
129,511.7
 
MSFT 		Microsoft Corp
19,275
7,235.6
-2.21%
2.030
-0.05%
0.000
+16.13%
+10.71%
3,455,018.0
Software
BNDX 		Vanguard Total International Bond ETF
147,478
7,199.9
-14.45%
2.020
-0.34%
0.010
+1.91%
+1.41%
64,896.5
 
FPEI 		First Trust Institutional Preferred Securities and Income ETF
374,347
7,000.3
-7.97%
1.960
-0.17%
0.460
+1.31%
+2.97%
1,571.7
 
BSV 		Vanguard Short-Term Bond ETF
86,892
6,801.9
-14.79%
1.910
-0.32%
0.020
+1.36%
+2.78%
38,589.4
 
CTA 		Simplify Managed Futures Strategy ETF
192,050
5,684.7
+320.80%
1.590
+1.21%
0.540
-5.90%
-1.08%
1,078.0
 

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 ETF2025-03-31New Buy
+1.32%
●
25.98 ($26.71) 27.29
$26.91
0.75%
New holding
179,271
179,271
CTA 		Simplify Managed Futures Strategy ETF2025-03-31Add
+1.21%
●
27.81 ($29.06) 30.21
$27.48
-5.45%
Add 320.8%
192,050
146,411
BUCK 		Simplify Treasury Option Income ETF2025-03-31Add
+1.04%
●
24.46 ($24.65) 24.79
$23.52
-4.58%
Add 224.43%
219,040
151,524
SVOL 		Simplify Volatility Premium ETF2025-03-31Add
+0.96%
●
17.92 ($20.33) 21.7
$17.81
-12.39%
Add 375.3%
236,968
187,112
HIGH 		Simplify Enhanced Income ETF2025-03-31Add
+0.81%
●
21.8 ($22.83) 23.56
$24.01
5.17%
Add 358.95%
167,504
131,007
GJUN 		FT Vest U.S. Equity Moderate Buffer ETF - June2025-03-31New Buy
+0.59%
●
34.88 ($36.16) 36.95
$36.89
2.02%
New holding
59,706
59,706
VNLA 		Janus Henderson Short Duration Income ETF2025-03-31Reduce
-0.45%
●
48.89 ($49.03) 49.21
$48.97
-0.13%
Reduce -22.63%
113,802
-33,285
PYLD 		PIMCO Multisector Bond Active Exchange-Traded Fund2025-03-31Reduce
-0.43%
●
25.77 ($26.17) 26.48
$26.18
0.03%
Reduce -22.44%
207,212
-59,959
BNDX 		Vanguard Total International Bond ETF2025-03-31Reduce
-0.34%
●
48.33 ($48.9) 49.5
$49.20
0.62%
Reduce -14.45%
147,478
-24,914
BOND 		PIMCO Active Bond ETF2025-03-31Reduce
-0.33%
●
89.27 ($91.32) 92.9
$90.97
-0.39%
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 2025-03-31

Elevated Capital Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Elevated Capital Advisors, LLC's Holdings Heat Map

Size field:

Elevated Capital Advisors, LLC's Holdings Bubble Chart

Elevated Capital Advisors, LLC News

  • 1

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