Elevated-Capital-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TROW",
  "ATR",
  "GATX",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "FLG",
  "GOOGL",
  "AXP",
  null,
  "T",
  null,
  null,
  null,
  "AVGO",
  "LOW",
  null,
  "DBEF",
  "D",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "DSU",
  null,
  "FITB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "HON",
  "HD",
  "HPQ",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  "INTU",
  null,
  "BEN",
  null,
  null,
  "FE",
  "FFC",
  "UNP",
  "GBCI",
  null,
  "ISRG",
  null,
  "EMXC",
  "AMAT",
  "EMR",
  "NWL",
  "ICE",
  "META",
  null,
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PCN",
  null,
  null,
  null,
  "MA",
  null,
  null,
  "MSFT",
  null,
  "EXC",
  null,
  "GE",
  "NI",
  "OMC",
  "IJR",
  "EFG",
  "OKE",
  "PAYX",
  null,
  null,
  "PANW",
  "PEP",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  null,
  "SPGI",
  null,
  null,
  "NOW",
  "SHEL",
  "RTX",
  "STX",
  null,
  "AMT",
  null,
  "SPLG",
  null,
  "IBM",
  "STLD",
  "TMO",
  "TFC",
  "UPS",
  "BIV",
  "NEM",
  "OGE",
  "MNST",
  "VWO",
  null,
  null,
  null,
  "VIG",
  null,
  null,
  null,
  "IWO",
  "GGG",
  null,
  null,
  null,
  null,
  "ETR",
  "VYM",
  "R",
  "WTS",
  "TOL",
  "AFL",
  "AMD",
  "WSO",
  "IP",
  "F",
  "WEC",
  "IWP",
  "AEP",
  "SGOL",
  "IPG",
  null,
  "PEG",
  "AMZN",
  "CMS",
  "IVE",
  null,
  "PFG",
  "IVZ",
  null,
  null,
  "EGP",
  "TPH",
  null,
  "HBAN",
  "USB",
  "VUG",
  "VLO",
  "VEA",
  "BLV",
  "BNDX",
  "BND",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WBA",
  "WU",
  "WST",
  "WSM",
  "LNT",
  null,
  "DTE",
  "FNF",
  "SCHF",
  "EIX",
  "KEY",
  "SON",
  "PPL",
  null,
  "PB",
  "CRM",
  null,
  null,
  "MTUM",
  "LYB",
  null,
  "GEV",
  null,
  "NRG",
  "EG",
  null,
  "KMB",
  "BAC",
  "BRK-B",
  null,
  "CVX",
  "CSCO",
  "CFG",
  "CMA",
  "COST",
  "RSP",
  "QQQ",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  "MO",
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-24
Total Holdings: 252
Total Value: 356970969
Accession Number: 0001802387-25-000002
Form Type: 13F-HR
CIK: elevated-capital-advisors
Manager Name: Elevated-Capital-Advisors

Data Enrichment

63% identified

160 identified92 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

252 positions • $357.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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922020805

Shares:10.9K

Value:$546.0K

% of Portfolio:0.2% ($546.0K/$357.0M)

46429B366

Shares:11.2K

Value:$537.2K

% of Portfolio:0.2% ($537.2K/$357.0M)

Toll Brothers, Inc.

TOL|889478103

Shares:5.1K

Value:$537.2K

% of Portfolio:0.2% ($537.2K/$357.0M)

464288885

EFG|464288885

Shares:5.3K

Value:$534.7K

% of Portfolio:0.1% ($534.7K/$357.0M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:4.8K

Value:$532.7K

% of Portfolio:0.1% ($532.7K/$357.0M)

81752T528

Shares:19.9K

Value:$527.8K

% of Portfolio:0.1% ($527.8K/$357.0M)

81369Y803

XLK|81369Y803

Shares:2.4K

Value:$503.0K

% of Portfolio:0.1% ($503.0K/$357.0M)

AFLAC INC

AFL|001055102

Shares:4.5K

Value:$502.6K

% of Portfolio:0.1% ($502.6K/$357.0M)

53656F763

Shares:15.0K

Value:$498.9K

% of Portfolio:0.1% ($498.9K/$357.0M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:1.1K

Value:$495.7K

% of Portfolio:0.1% ($495.7K/$357.0M)

53656F730

Shares:14.9K

Value:$492.0K

% of Portfolio:0.1% ($492.0K/$357.0M)

AMGEN INC

AMGN|031162100

Shares:1.6K

Value:$489.4K

% of Portfolio:0.1% ($489.4K/$357.0M)

Shell plc

SHEL|780259305

Shares:6.5K

Value:$476.2K

% of Portfolio:0.1% ($476.2K/$357.0M)

00888H778

Shares:15.2K

Value:$471.0K

% of Portfolio:0.1% ($471.0K/$357.0M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:832

Value:$465.4K

% of Portfolio:0.1% ($465.4K/$357.0M)

921937835

BND|921937835

Shares:6.3K

Value:$464.9K

% of Portfolio:0.1% ($464.9K/$357.0M)

NEWELL BRANDS INC.

NWL|651229106

Shares:74.3K

Value:$460.9K

% of Portfolio:0.1% ($460.9K/$357.0M)

00162Q536

Shares:20.4K

Value:$458.9K

% of Portfolio:0.1% ($458.9K/$357.0M)

922908769

VTI|922908769

Shares:1.7K

Value:$454.0K

% of Portfolio:0.1% ($454.0K/$357.0M)

WATTS WATER TECHNOLOGIES INC

WTS|942749102

Shares:2.2K

Value:$440.1K

% of Portfolio:0.1% ($440.1K/$357.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip922020805)✕	10.9K	QoQ -20.20% (-2.8K) YoY NEW(+10.9K)	All Managers (Combined)	$546.0K	0.2% ($546.0K/$357.0M)	QoQ -17.76% (-$118.0K) YoY NEW(+$546.0K)
(cusip46429B366)✕	11.2K	QoQ -12.64% (-1.6K) YoY NEW(+11.2K)	All Managers (Combined)	$537.2K	0.2% ($537.2K/$357.0M)	QoQ -11.16% (-$67.5K) YoY NEW(+$537.2K)
Toll Brothers, Inc.(TOLcusip889478103)	5.1K	QoQ -2.51% (-131) YoY -6.03% (-327)	All Managers (Combined)	$537.2K	0.2% ($537.2K/$357.0M)	QoQ -18.26% (-$120.1K) YoY -23.30% (-$163.2K)
(EFGcusip464288885)	5.3K	QoQ -7.12% (-410) YoY NEW(+5.3K)	All Managers (Combined)	$534.7K	0.1% ($534.7K/$357.0M)	QoQ -4.08% (-$22.8K) YoY NEW(+$534.7K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	4.8K	QoQ -0.24% (-12) YoY +39.12% (+1.4K)	All Managers (Combined)	$532.7K	0.1% ($532.7K/$357.0M)	QoQ -12.98% (-$79.5K) YoY +2.95% (+$15.3K)
(cusip81752T528)✕	19.9K	QoQ -22.51% (-5.8K) YoY NEW(+19.9K)	All Managers (Combined)	$527.8K	0.1% ($527.8K/$357.0M)	QoQ -23.60% (-$163.1K) YoY NEW(+$527.8K)
(XLKcusip81369Y803)	2.4K	QoQ -3.21% (-81) YoY -80.40% (-10.0K)	All Managers (Combined)	$503.0K	0.1% ($503.0K/$357.0M)	QoQ -14.05% (-$82.3K) YoY -80.57% (-$2.1M)
AFLAC INC(AFLcusip001055102)	4.5K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$502.6K	0.1% ($502.6K/$357.0M)	QoQ +7.49% (+$35.0K) YoY +29.50% (+$114.5K)
(cusip53656F763)✕	15.0K	QoQ +4.97% (+711) YoY NEW(+15.0K)	All Managers (Combined)	$498.9K	0.1% ($498.9K/$357.0M)	QoQ +1.67% (+$8.2K) YoY NEW(+$498.9K)
LOCKHEED MARTIN CORP(LMTcusip539830109)	1.1K	QoQ -0.80% (-9) YoY +20.91% (+192)	All Managers (Combined)	$495.7K	0.1% ($495.7K/$357.0M)	QoQ -8.80% (-$47.9K) YoY +18.65% (+$77.9K)
(cusip53656F730)✕	14.9K	QoQ +5.29% (+751) YoY NEW(+14.9K)	All Managers (Combined)	$492.0K	0.1% ($492.0K/$357.0M)	QoQ +1.28% (+$6.3K) YoY NEW(+$492.0K)
AMGEN INC(AMGNcusip031162100)	1.6K	QoQ -5.58% (-93) YoY +18.29% (+243)	All Managers (Combined)	$489.4K	0.1% ($489.4K/$357.0M)	QoQ +12.86% (-$55.8K) YoY +29.63% (+$111.9K)
Shell plc(SHELcusip780259305)	6.5K	QoQ -25.35% (-2.2K) YoY -29.80% (-2.8K)	All Managers (Combined)	$476.2K	0.1% ($476.2K/$357.0M)	QoQ -12.68% (-$69.2K) YoY -23.27% (-$144.5K)
(cusip00888H778)✕	15.2K	QoQ -3.92% (-621) YoY NEW(+15.2K)	All Managers (Combined)	$471.0K	0.1% ($471.0K/$357.0M)	QoQ -4.11% (-$20.2K) YoY NEW(+$471.0K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	832	QoQ +0.48% (-4) YoY -36.96% (-488)	All Managers (Combined)	$465.4K	0.1% ($465.4K/$357.0M)	QoQ -4.09% (-$19.9K) YoY -32.59% (-$225.1K)
(BNDcusip921937835)	6.3K	QoQ -13.33% (-974) YoY -84.28% (-34.0K)	All Managers (Combined)	$464.9K	0.1% ($464.9K/$357.0M)	QoQ -11.47% (-$60.3K) YoY -84.10% (-$2.5M)
NEWELL BRANDS INC.(NWLcusip651229106)	74.3K	QoQ +20.18% (-12.5K) YoY NEW(+74.3K)	All Managers (Combined)	$460.9K	0.1% ($460.9K/$357.0M)	QoQ -25.18% (-$155.1K) YoY NEW(+$460.9K)
(cusip00162Q536)✕	20.4K	QoQ +6.64% (+1.3K) YoY -78.64% (-75.1K)	All Managers (Combined)	$458.9K	0.1% ($458.9K/$357.0M)	QoQ +7.91% (+$33.7K) YoY -78.47% (-$1.7M)
(VTIcusip922908769)	1.7K	QoQ +2.67% (-43) YoY -4.67% (-81)	All Managers (Combined)	$454.0K	0.1% ($454.0K/$357.0M)	QoQ -2.64% (-$12.3K) YoY +0.79% (-$3.6K)
WATTS WATER TECHNOLOGIES INC(WTScusip942749102)	2.2K	QoQ -2.44% (-54) YoY NEW(+2.2K)	All Managers (Combined)	$440.1K	0.1% ($440.1K/$357.0M)	QoQ -2.16% (-$9.7K) YoY NEW(+$440.1K)