EW

ELEVATUS WELATH MANAGEMENT

13F
ELEVATUS WELATH MANAGEMENT
Last update 2025-05-13 104 Stocks (13 new)
Value $176.00 Mil Turnover 37 %
Countries:
Top Holdings: AGG(9.92%)JPST(9.58%)ICLO(9.51%)JAAA(6.55%)TDG(5.53%)
Summary Stock Picks Current Portfolio
ELEVATUS WELATH MANAGEMENT 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
AGG 		iShares Core U.S. Aggregate Bond ETF
176,878
17,496.8
+132.36%
9.920
+5.65%
0.010
-1.16%
+1.24%
124,077.6
 
JPST 		JPMorgan Ultra-Short Income ETF
333,927
16,906.7
+598.58%
9.580
+8.21%
0.050
-0.08%
+0.50%
30,926.3
 
ICLO 		Invesco AAA CLO Floating Rate Note ETF
658,360
16,781.6
+49.35%
9.510
+3.14%
5.510
-0.59%
-0.59%
304.6
 
JAAA 		Janus Henderson AAA CLO ETF
227,771
11,550.3
+12.22%
6.550
+0.71%
0.060
-0.31%
+0.08%
20,878.5
 
TDG 		TransDigm Group Inc
7,047
9,748.0
New Holding
5.530
+5.53%
0.010
+7.40%
+15.87%
82,477.4
Aerospace & Defense
MSFT 		Microsoft Corp
20,555
7,716.2
-62.27%
4.370
-4.89%
0.000
+16.18%
+9.64%
3,421,645.9
Software
GLD 		SPDR Gold Shares ETF
21,333
6,146.9
+2,035.44%
3.480
+3.32%
0.010
+15.32%
+25.39%
97,667.1
 
NVDA 		NVIDIA Corp
43,015
4,662.0
-70.78%
2.640
-4.78%
0.000
+8.18%
+0.63%
3,295,490.6
Semiconductors
AAPL 		Apple Inc
19,841
4,407.2
-58.07%
2.500
-2.35%
0.000
-16.84%
-19.60%
2,999,860.7
Hardware
VUG 		Vanguard Growth ETF
11,738
4,352.7
-62.23%
2.470
-2.71%
0.000
+1.83%
+0.66%
147,910.7
 

ELEVATUS WELATH MANAGEMENT's Historical Top Holdings Breakdowns

ELEVATUS WELATH MANAGEMENT's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VOO 		Vanguard S&P 500 ETF2025-03-31Reduce
-10.72%
●
507.05 ($540.58) 563.67
$541.76
0.22%
Reduce -93.09%
4,317
-58,152
JPST 		JPMorgan Ultra-Short Income ETF2025-03-31Add
+8.21%
●
50.39 ($50.51) 50.66
$50.62
0.22%
Add 598.58%
333,927
286,126
SPSM 		SPDR Portfolio S&P 600 Small Cap ETF2025-03-31Sold Out
-7.84%
●
40.03 ($44.05) 46.81
$41.10
-6.70%
Sold Out
0
-509,825
AGG 		iShares Core U.S. Aggregate Bond ETF2025-03-31Add
+5.65%
●
95.85 ($97.76) 99.25
$98.10
0.35%
Add 132.36%
176,878
100,756
TDG 		TransDigm Group Inc2025-03-31New Buy
+5.53%
●
1251.32 ($1333.33) 1394.11
$1,468.43
10.13%
New holding
7,047
7,047
MSFT 		Microsoft Corp2025-03-31Reduce
-4.89%
●
375.39 ($407.71) 447.2
$460.36
12.91%
Reduce -62.27%
20,555
-33,919
NVDA 		NVIDIA Corp2025-03-31Reduce
-4.78%
●
106.98 ($126.74) 149.43
$135.13
6.62%
Reduce -70.78%
43,015
-104,189
META 		Meta Platforms Inc2025-03-31Reduce
-3.98%
●
576.36 ($645.17) 736.67
$647.49
0.36%
Reduce -80.82%
4,716
-19,875
GOOG 		Alphabet Inc2025-03-31Reduce
-3.96%
●
156.06 ($183.12) 207.71
$172.85
-5.61%
Reduce -84.19%
11,417
-60,777
AMZN 		Amazon.com Inc2025-03-31Reduce
-3.82%
●
190.26 ($217) 242.06
$205.01
-5.53%
Reduce -75.21%
16,763
-50,862

ELEVATUS WELATH MANAGEMENT Total Holding History ($B)

To

ELEVATUS WELATH MANAGEMENT's Asset Allocation

To

ELEVATUS WELATH MANAGEMENT Past Portfolios

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

Top Ranked Articles

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ELEVATUS WELATH MANAGEMENT's Hypothetical Growth since 2025-03-31

ELEVATUS WELATH MANAGEMENT's Yearly Returns

Year Portfolio % % Excess Gain %

ELEVATUS WELATH MANAGEMENT's Holdings Heat Map

Size field:

ELEVATUS WELATH MANAGEMENT's Holdings Bubble Chart

ELEVATUS WELATH MANAGEMENT News

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