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Elevation Capital Advisory, LLC

13F
Elevation Capital Advisory, LLC
Last update 2024-11-04 56 Stocks (35 new)
Value $227.00 Mil Turnover 63 %
Countries:
Top Holdings: MFUL(10.08%)TMFC(5.15%)IWY(4.88%)KRMA(4.69%)MOAT(4.53%)
Summary Stock Picks Current Portfolio
Elevation Capital Advisory, LL... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MFUL 		Mindful Conservative ETF
1,045,694
22,838.3
+1.94%
10.080
+0.19%
49.090
+1.97%
+6.80%
45.2
 
TMFC 		Motley Fool 100 Index ETF
207,422
11,667.7
+15.26%
5.150
+0.68%
-
+14.76%
+37.22%
1,199.4
 
IWY 		iShares Russell Top 200 Growth ETF
50,252
11,058.0
-9.52%
4.880
-0.52%
0.090
+15.16%
+36.46%
13,127.8
 
KRMA 		GLOBAL X FDS
271,274
10,617.7
New Holding
4.690
+4.69%
1.640
+8.21%
+21.64%
651.6
 
MOAT 		VanEck Morningstar Wide Moat ETF
105,823
10,259.6
New Holding
4.530
+4.53%
0.060
+4.49%
+15.75%
16,210.0
 
JKH 		iShares Morningstar Mid-Cap Growth ETF
128,942
9,408.9
New Holding
4.150
+4.15%
-
+19.76%
+27.13%
0
 
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF
100,925
9,266.0
+25.60%
4.090
+0.83%
0.030
+1.19%
+4.93%
34,255.0
 
MTUM 		iShares MSCI USA Momentum Factor ETF
45,140
9,152.6
New Holding
4.040
+4.04%
0.090
+11.53%
+35.03%
13,586.9
 
QGRO 		American Century U.S. Quality Growth ETF
99,516
9,061.9
New Holding
4.000
+4.00%
1.000
+20.67%
+36.66%
1,083.7
 
SCHG 		Schwab U.S. Large-Cap Growth ETF
334,508
8,712.3
+273.95%
3.850
+2.82%
0.010
+15.80%
+37.37%
37,281.7
 

Elevation Capital Advisory, LLC's Historical Top Holdings Breakdowns

Elevation Capital Advisory, 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
MFUL 		Mindful Conservative ETF2024-06-30New Buy
+10.04%
●
20.89 ($21.22) 21.46
$22.06
3.96%
New holding
1,025,828
1,025,828
FPX 		First Trust US Equity Opportunities ETF2024-06-30Sold Out
-9.18%
●
95.7 ($100.84) 105.15
$124.26
23.22%
Sold Out
0
-128,227
MTUM 		iShares MSCI USA Momentum Factor ETF2024-06-30Sold Out
-9.09%
●
173.58 ($186.59) 198.8
$210.98
13.07%
Sold Out
0
-93,419
IPO 		Renaissance IPO ETF2024-06-30Sold Out
-8.94%
●
36.32 ($39.21) 40.94
$45.87
16.99%
Sold Out
0
-240,832
VLU 		SPDR S&P 1500 Value Tilt ETF2024-06-30Sold Out
-8.70%
●
166.3 ($171.2) 174.66
$192.20
12.27%
Sold Out
0
-105,927
DWAS 		Invesco Dorsey Wright SmallCap Momentum ETF2024-06-30Sold Out
-8.45%
●
81.58 ($86.43) 89.73
$98.10
13.50%
Sold Out
0
-167,703
FPXI 		First Trust International IPO ETF2024-06-30Sold Out
-8.02%
●
43.69 ($46.59) 48.33
$49.28
5.77%
Sold Out
0
-208,751
URTH 		iShares MSCI World ETF2024-06-30Sold Out
-7.77%
●
137.31 ($144.16) 147.96
$161.33
11.91%
Sold Out
0
-109,171
MOAT 		VanEck Morningstar Wide Moat ETF2024-06-30Sold Out
-6.10%
●
83.97 ($86.89) 89.72
$98.24
13.06%
Sold Out
0
-146,684
SPHQ 		Invesco S&P 500 Quality ETF2024-06-30Sold Out
-5.90%
●
57.33 ($60.96) 65.34
$68.72
12.73%
Sold Out
0
-216,093

Elevation Capital Advisory, LLC Total Holding History ($B)

To

Elevation Capital Advisory, LLC's Asset Allocation

To

Elevation Capital Advisory, LLC Past Portfolios

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

Top Ranked Articles

  • 1

Elevation Capital Advisory, LLC's Hypothetical Growth since 2024-09-30

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

  • 1

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