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

Page 11 of 13

Sort by:

ABBOTT LABORATORIES

ABT|002824100

Shares:3.3K

Value:$431.5K

% of Portfolio:0.1% ($431.5K/$357.0M)

00162Q528

Shares:8.0K

Value:$423.4K

% of Portfolio:0.1% ($423.4K/$357.0M)

81369Y704

Shares:3.2K

Value:$414.8K

% of Portfolio:0.1% ($414.8K/$357.0M)

PROSPERITY BANCSHARES INC

PB|743606105

Shares:5.8K

Value:$414.0K

% of Portfolio:0.1% ($414.0K/$357.0M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:9.9K

Value:$412.0K

% of Portfolio:0.1% ($412.0K/$357.0M)

APTARGROUP, INC.

ATR|038336103

Shares:2.8K

Value:$408.4K

% of Portfolio:0.1% ($408.4K/$357.0M)

STEEL DYNAMICS INC

STLD|858119100

Shares:3.2K

Value:$402.0K

% of Portfolio:0.1% ($402.0K/$357.0M)

81369Y605

Shares:8.0K

Value:$398.9K

% of Portfolio:0.1% ($398.9K/$357.0M)

921908844

VIG|921908844

Shares:2.0K

Value:$394.4K

% of Portfolio:0.1% ($394.4K/$357.0M)

EASTGROUP PROPERTIES INC

EGP|277276101

Shares:2.1K

Value:$378.0K

% of Portfolio:0.1% ($378.0K/$357.0M)

464287408

IVE|464287408

Shares:1.9K

Value:$370.3K

% of Portfolio:0.1% ($370.3K/$357.0M)

46432F396

MTUM|46432F396

Shares:1.8K

Value:$358.8K

% of Portfolio:0.1% ($358.8K/$357.0M)

464288588

Shares:3.8K

Value:$354.1K

% of Portfolio:0.1% ($354.1K/$357.0M)

81369Y209

Shares:2.4K

Value:$349.7K

% of Portfolio:0.1% ($349.7K/$357.0M)

316092873

Shares:5.9K

Value:$333.0K

% of Portfolio:0.1% ($333.0K/$357.0M)

46137V357

RSP|46137V357

Shares:1.9K

Value:$328.4K

% of Portfolio:0.1% ($328.4K/$357.0M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:1.2K

Value:$328.4K

% of Portfolio:0.1% ($328.4K/$357.0M)

WEST PHARMACEUTICAL SERVICES INC

WST|955306105

Shares:1.5K

Value:$326.9K

% of Portfolio:0.1% ($326.9K/$357.0M)

00162Q783

Shares:13.9K

Value:$320.5K

% of Portfolio:0.1% ($320.5K/$357.0M)

464287481

IWP|464287481

Shares:2.7K

Value:$315.6K

% of Portfolio:0.1% ($315.6K/$357.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
ABBOTT LABORATORIES(ABTcusip002824100)	3.3K	QoQ +1.97% (+63) YoY +16.34% (+457)	All Managers (Combined)	$431.5K	0.1% ($431.5K/$357.0M)	QoQ +19.59% (+$70.7K) YoY +35.79% (+$113.7K)
(cusip00162Q528)✕	8.0K	QoQ -3.84% (-319) YoY -85.59% (-47.4K)	All Managers (Combined)	$423.4K	0.1% ($423.4K/$357.0M)	QoQ -8.65% (-$40.1K) YoY -84.92% (-$2.4M)
(cusip81369Y704)✕	3.2K	QoQ +3.12% (+96) YoY -87.58% (-22.3K)	All Managers (Combined)	$414.8K	0.1% ($414.8K/$357.0M)	QoQ +2.57% (+$10.4K) YoY -87.08% (-$2.8M)
PROSPERITY BANCSHARES INC(PBcusip743606105)	5.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$414.0K	0.1% ($414.0K/$357.0M)	QoQ -5.28% (-$23.1K) YoY +8.49% (+$32.4K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	9.9K	QoQ -2.73% (-278) YoY NEW(+9.9K)	All Managers (Combined)	$412.0K	0.1% ($412.0K/$357.0M)	QoQ -7.64% (-$34.1K) YoY NEW(+$412.0K)
APTARGROUP, INC.(ATRcusip038336103)	2.8K	QoQ +0.10% (-3) YoY NEW(+2.8K)	All Managers (Combined)	$408.4K	0.1% ($408.4K/$357.0M)	QoQ -5.45% (-$23.6K) YoY NEW(+$408.4K)
STEEL DYNAMICS INC(STLDcusip858119100)	3.2K	QoQ -2.69% (-89) YoY +11.98% (-344)	All Managers (Combined)	$402.0K	0.1% ($402.0K/$357.0M)	QoQ +6.67% (-$25.1K) YoY -5.49% (-$23.4K)
(cusip81369Y605)✕	8.0K	QoQ -1.34% (-109) YoY -64.56% (-14.6K)	All Managers (Combined)	$398.9K	0.1% ($398.9K/$357.0M)	QoQ +1.67% (-$6.6K) YoY -58.08% (-$552.9K)
(VIGcusip921908844)	2.0K	QoQ +3.14% (+62) YoY NEW(+2.0K)	All Managers (Combined)	$394.4K	0.1% ($394.4K/$357.0M)	QoQ +2.19% (+$8.5K) YoY NEW(+$394.4K)
EASTGROUP PROPERTIES INC(EGPcusip277276101)	2.1K	QoQ -1.19% (-26) YoY NEW(+2.1K)	All Managers (Combined)	$378.0K	0.1% ($378.0K/$357.0M)	QoQ +8.47% (-$29.5K) YoY NEW(+$378.0K)
(IVEcusip464287408)	1.9K	QoQ -9.07% (-194) YoY NEW(+1.9K)	All Managers (Combined)	$370.3K	0.1% ($370.3K/$357.0M)	QoQ -9.19% (-$37.5K) YoY NEW(+$370.3K)
(MTUMcusip46432F396)	1.8K	QoQ -2.31% (-42) YoY +27.42% (+382)	All Managers (Combined)	$358.8K	0.1% ($358.8K/$357.0M)	QoQ -4.56% (-$17.2K) YoY +37.48% (+$97.8K)
(cusip464288588)✕	3.8K	QoQ -4.50% (-178) YoY NEW(+3.8K)	All Managers (Combined)	$354.1K	0.1% ($354.1K/$357.0M)	QoQ -2.30% (-$8.4K) YoY NEW(+$354.1K)
(cusip81369Y209)✕	2.4K	QoQ -8.62% (-226) YoY -86.30% (-15.1K)	All Managers (Combined)	$349.7K	0.1% ($349.7K/$357.0M)	QoQ -3.01% (-$10.9K) YoY -86.46% (-$2.2M)
(cusip316092873)✕	5.9K	QoQ -12.59% (-853) YoY NEW(+5.9K)	All Managers (Combined)	$333.0K	0.1% ($333.0K/$357.0M)	QoQ -16.23% (-$64.5K) YoY NEW(+$333.0K)
(RSPcusip46137V357)	1.9K	QoQ -1.65% (-32) YoY -94.78% (-34.4K)	All Managers (Combined)	$328.4K	0.1% ($328.4K/$357.0M)	QoQ -2.78% (-$9.4K) YoY -94.66% (-$5.8M)
AMERICAN EXPRESS CO(AXPcusip025816109)	1.2K	QoQ -16.59% (-243) YoY -18.87% (-284)	All Managers (Combined)	$328.4K	0.1% ($328.4K/$357.0M)	QoQ -24.39% (-$106.0K) YoY -4.19% (-$14.4K)
WEST PHARMACEUTICAL SERVICES INC(WSTcusip955306105)	1.5K	QoQ +4.65% (-65) YoY +41.33% (-427)	All Managers (Combined)	$326.9K	0.1% ($326.9K/$357.0M)	QoQ -28.46% (-$130.1K) YoY -20.03% (-$81.9K)
(cusip00162Q783)✕	13.9K	QoQ -20.76% (-3.6K) YoY -97.47% (-534.6K)	All Managers (Combined)	$320.5K	0.1% ($320.5K/$357.0M)	QoQ -20.86% (-$84.5K) YoY -97.44% (-$12.2M)
(IWPcusip464287481)	2.7K	QoQ 0.00% (-0) YoY -24.35% (-865)	All Managers (Combined)	$315.6K	0.1% ($315.6K/$357.0M)	QoQ -7.30% (-$24.9K) YoY -22.13% (-$89.7K)