EC
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Elevation Capital Advisory, LLC13F | |
| Elevation Capital Advisory, LLC | |
| Last update 2025-05-13 | 58 Stocks (29 new) |
| Value $229.00 Mil | Turnover 64 % |
Elevation Capital Advisory, LL... 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MFUL | Mindful Conservative ETF | 1,161,973 | 25,101.5 | +4.89% | 10.950 | +0.51% | 75.950 | +4.32% | +2.53% | 33.3 | ||
LVHI |
Franklin International Low Volatility High Dividend Index ETF
Franklin International Low Volatility High Dividend Index ETF
| 326,223 | 10,559.9 | New Holding | 4.610 | +4.61% | 0.430 | +8.35% | +10.10% | 2,894.2 | ||
XMMO | Invesco S&P MidCap Momentum ETF | 85,870 | 9,768.6 | +674.58% | 4.260 | +3.71% | 0.290 | +19.92% | +6.72% | 4,084.3 | ||
EFAV |
iShares MSCI EAFE Min Vol Factor ETF
iShares MSCI EAFE Min Vol Factor ETF
| 124,515 | 9,702.2 | New Holding | 4.230 | +4.23% | 0.190 | +5.43% | +19.37% | 5,409.1 | ||
FDL |
First Trust Morningstar Dividend Leaders Index Fund
First Trust Morningstar Dividend Leaders Index Fund
| 221,959 | 9,641.9 | New Holding | 4.210 | +4.21% | 0.170 | +7.06% | +7.42% | 5,499.8 | ||
MOAT | VanEck Morningstar Wide Moat ETF | 108,536 | 9,551.2 | +680.33% | 4.170 | +3.64% | 0.080 | +18.48% | +3.63% | 12,795.7 | ||
ANGL |
VanEck Vectors Fallen Angel High Yield Bond ETF
VanEck Vectors Fallen Angel High Yield Bond ETF
| 327,509 | 9,451.9 | New Holding | 4.120 | +4.12% | 0.330 | +5.54% | +4.61% | 2,937.5 | ||
NULG | Nuveen ESG Large-Cap Growth ETF | 118,936 | 9,310.3 | +2,852.73% | 4.060 | +3.92% | 0.680 | +27.00% | +11.39% | 1,668.6 | ||
JKH |
iShares Morningstar Mid-Cap Growth ETF
iShares Morningstar Mid-Cap Growth ETF
| 122,260 | 8,733.0 | New Holding | 3.810 | +3.81% | - | +19.90% | +8.45% | 0 | ||
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 94,851 | 8,700.6 | -64.13% | 3.790 | -6.64% | 0.020 | +1.04% | +2.30% | 41,833.2 |
Elevation Capital Advisory, LLC's Historical Top Holdings Breakdowns
Elevation Capital Advisory, 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | Reduce Reduce | -6.64% | 91.45 ($91.59) 91.75 | $91.64 | 0.05% | Reduce -64.13% | 94,851 | -169,543 | |
MGK | Vanguard Mega Cap Growth ETF | 2025-03-31 | Sold Out Sold Out | -5.88% | 307.43 ($337.36) 357.48 | $374.60 | 11.04% | Sold Out | 0 | -39,966 | |
LVHI |
Franklin International Low Volatility High Dividend Index ETF
Franklin International Low Volatility High Dividend Index ETF
| 2025-03-31 | New Buy New Buy | +4.61% | 30.53 ($31.7) 32.85 | $32.92 | 3.85% | New holding | 326,223 | 326,223 | |
ONEQ |
Fidelity Nasdaq Composite Tracking Stock
Fidelity Nasdaq Composite Tracking Stock
| 2025-03-31 | Sold Out Sold Out | -4.52% | 68.07 ($74.63) 78.99 | $82.28 | 10.25% | Sold Out | 0 | -138,678 | |
TMFC | Motley Fool 100 Index ETF | 2025-03-31 | Reduce Reduce | -4.26% | 54.9 ($59.43) 62.36 | $65.26 | 9.81% | Reduce -79.19% | 43,488 | -165,442 | |
EFAV |
iShares MSCI EAFE Min Vol Factor ETF
iShares MSCI EAFE Min Vol Factor ETF
| 2025-03-31 | New Buy New Buy | +4.23% | 69.81 ($74.66) 78.91 | $82.83 | 10.94% | New holding | 124,515 | 124,515 | |
FDL |
First Trust Morningstar Dividend Leaders Index Fund
First Trust Morningstar Dividend Leaders Index Fund
| 2025-03-31 | New Buy New Buy | +4.21% | 39.71 ($42.26) 43.88 | $42.42 | 0.38% | New holding | 221,959 | 221,959 | |
ANGL |
VanEck Vectors Fallen Angel High Yield Bond ETF
VanEck Vectors Fallen Angel High Yield Bond ETF
| 2025-03-31 | New Buy New Buy | +4.12% | 28.55 ($28.9) 29.09 | $29.07 | 0.59% | New holding | 327,509 | 327,509 | |
NULG | Nuveen ESG Large-Cap Growth ETF | 2025-03-31 | Add Add | +3.92% | 77.67 ($84.84) 90.15 | $95.62 | 12.71% | Add 2852.73% | 118,936 | 114,908 | |
MTUM |
iShares MSCI USA Momentum Factor ETF
iShares MSCI USA Momentum Factor ETF
| 2025-03-31 | Reduce Reduce | -3.88% | 196.12 ($213.69) 229.48 | $239.07 | 11.88% | Reduce -93.85% | 2,864 | -43,672 |
Elevation Capital Advisory, LLC Total Holding History ($B)
Elevation Capital Advisory, LLC's Asset Allocation
Elevation Capital Advisory, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Elevation Capital Advisory, LLC's Hypothetical Growth since 2025-03-31
Elevation Capital Advisory, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Elevation Capital Advisory, LLC's Holdings Heat Map
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Elevation Capital Advisory, LLC's Holdings Bubble Chart
Elevation Capital Advisory, LLC News
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