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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33733E104

Shares:3.3K

Value:$299.0K

% of Portfolio:0.1% ($299.0K/$357.0M)

464287804

IJR|464287804

Shares:2.8K

Value:$293.9K

% of Portfolio:0.1% ($293.9K/$357.0M)

GRACO INC

GGG|384109104

Shares:3.5K

Value:$291.8K

% of Portfolio:0.1% ($291.8K/$357.0M)

GATX CORP

GATX|361448103

Shares:1.9K

Value:$289.8K

% of Portfolio:0.1% ($289.8K/$357.0M)

316092501

Shares:4.2K

Value:$289.7K

% of Portfolio:0.1% ($289.7K/$357.0M)

464287101

Shares:1.1K

Value:$289.3K

% of Portfolio:0.1% ($289.3K/$357.0M)

GE Vernova Inc.

GEV|36828A101

Shares:919

Value:$280.6K

% of Portfolio:0.1% ($280.6K/$357.0M)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:1.6K

Value:$278.2K

% of Portfolio:0.1% ($278.2K/$357.0M)

Palo Alto Networks Inc

PANW|697435105

Shares:1.6K

Value:$276.5K

% of Portfolio:0.1% ($276.5K/$357.0M)

464287721

Shares:1.9K

Value:$268.8K

% of Portfolio:0.1% ($268.8K/$357.0M)

46434G764

EMXC|46434G764

Shares:4.8K

Value:$264.8K

% of Portfolio:0.1% ($264.8K/$357.0M)

RTX Corp

RTX|75513E101

Shares:2.0K

Value:$264.7K

% of Portfolio:0.1% ($264.7K/$357.0M)

921946406

VYM|921946406

Shares:2.0K

Value:$262.2K

% of Portfolio:0.1% ($262.2K/$357.0M)

00888H729

Shares:8.6K

Value:$259.7K

% of Portfolio:0.1% ($259.7K/$357.0M)

81369Y407

Shares:1.3K

Value:$259.5K

% of Portfolio:0.1% ($259.5K/$357.0M)

316092600

Shares:3.7K

Value:$251.7K

% of Portfolio:0.1% ($251.7K/$357.0M)

092528603

Shares:4.8K

Value:$249.3K

% of Portfolio:0.1% ($249.3K/$357.0M)

00888H620

Shares:9.3K

Value:$244.0K

% of Portfolio:0.1% ($244.0K/$357.0M)

INTEL CORP

INTC|458140100

Shares:10.5K

Value:$239.0K

% of Portfolio:0.1% ($239.0K/$357.0M)

Walmart Inc.

WMT|931142103

Shares:2.7K

Value:$238.3K

% of Portfolio:0.1% ($238.3K/$357.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33733E104)✕	3.3K	QoQ 0.00% (+0) YoY -24.72% (-1.1K)	All Managers (Combined)	$299.0K	0.1% ($299.0K/$357.0M)	QoQ +2.07% (+$6.1K) YoY -21.22% (-$80.6K)
(IJRcusip464287804)	2.8K	QoQ -3.96% (-116) YoY -9.26% (-287)	All Managers (Combined)	$293.9K	0.1% ($293.9K/$357.0M)	QoQ -12.83% (-$43.3K) YoY -14.15% (-$48.5K)
GRACO INC(GGGcusip384109104)	3.5K	QoQ -1.46% (-52) YoY NEW(+3.5K)	All Managers (Combined)	$291.8K	0.1% ($291.8K/$357.0M)	QoQ -2.37% (-$7.1K) YoY NEW(+$291.8K)
GATX CORP(GATXcusip361448103)	1.9K	QoQ -4.30% (-84) YoY NEW(+1.9K)	All Managers (Combined)	$289.8K	0.1% ($289.8K/$357.0M)	QoQ -4.12% (-$12.5K) YoY NEW(+$289.8K)
(cusip316092501)✕	4.2K	QoQ -12.65% (-604) YoY NEW(+4.2K)	All Managers (Combined)	$289.7K	0.1% ($289.7K/$357.0M)	QoQ -11.58% (-$38.0K) YoY NEW(+$289.7K)
(cusip464287101)✕	1.1K	QoQ -4.89% (-55) YoY NEW(+1.1K)	All Managers (Combined)	$289.3K	0.1% ($289.3K/$357.0M)	QoQ -10.82% (-$35.1K) YoY NEW(+$289.3K)
GE Vernova Inc.(GEVcusip36828A101)	919	QoQ -10.34% (-106) YoY NEW(+919)	All Managers (Combined)	$280.6K	0.1% ($280.6K/$357.0M)	QoQ -16.78% (-$56.6K) YoY NEW(+$280.6K)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	1.6K	QoQ -13.97% (-262) YoY NEW(+1.6K)	All Managers (Combined)	$278.2K	0.1% ($278.2K/$357.0M)	QoQ -0.42% (-$1.2K) YoY NEW(+$278.2K)
Palo Alto Networks Inc(PANWcusip697435105)	1.6K	QoQ -0.67% (-11) YoY NEW(+1.6K)	All Managers (Combined)	$276.5K	0.1% ($276.5K/$357.0M)	QoQ -6.83% (-$20.3K) YoY NEW(+$276.5K)
(cusip464287721)✕	1.9K	QoQ -8.02% (-167) YoY -50.51% (-2.0K)	All Managers (Combined)	$268.8K	0.1% ($268.8K/$357.0M)	QoQ -19.02% (-$63.2K) YoY -48.54% (-$253.6K)
(EMXCcusip46434G764)	4.8K	QoQ -5.63% (-287) YoY NEW(+4.8K)	All Managers (Combined)	$264.8K	0.1% ($264.8K/$357.0M)	QoQ -6.24% (-$17.6K) YoY NEW(+$264.8K)
RTX Corp(RTXcusip75513E101)	2.0K	QoQ -11.62% (-263) YoY NEW(+2.0K)	All Managers (Combined)	$264.7K	0.1% ($264.7K/$357.0M)	QoQ +1.13% (-$3.0K) YoY NEW(+$264.7K)
(VYMcusip921946406)	2.0K	QoQ 0.00% (+0) YoY +15.97% (+280)	All Managers (Combined)	$262.2K	0.1% ($262.2K/$357.0M)	QoQ +1.07% (+$2.8K) YoY +23.61% (+$50.1K)
(cusip00888H729)✕	8.6K	QoQ +8.59% (+679) YoY NEW(+8.6K)	All Managers (Combined)	$259.7K	0.1% ($259.7K/$357.0M)	QoQ +5.71% (+$14.0K) YoY NEW(+$259.7K)
(cusip81369Y407)✕	1.3K	QoQ -3.80% (-52) YoY -93.94% (-20.4K)	All Managers (Combined)	$259.5K	0.1% ($259.5K/$357.0M)	QoQ -15.33% (-$47.0K) YoY -93.49% (-$3.7M)
(cusip316092600)✕	3.7K	QoQ -11.75% (-491) YoY NEW(+3.7K)	All Managers (Combined)	$251.7K	0.1% ($251.7K/$357.0M)	QoQ -7.75% (-$21.2K) YoY NEW(+$251.7K)
(cusip092528603)✕	4.8K	QoQ -6.81% (-348) YoY NEW(+4.8K)	All Managers (Combined)	$249.3K	0.1% ($249.3K/$357.0M)	QoQ -6.17% (-$16.4K) YoY NEW(+$249.3K)
(cusip00888H620)✕	9.3K	QoQ -3.90% (-377) YoY NEW(+9.3K)	All Managers (Combined)	$244.0K	0.1% ($244.0K/$357.0M)	QoQ -8.03% (-$21.3K) YoY NEW(+$244.0K)
INTEL CORP(INTCcusip458140100)	10.5K	QoQ +1.05% (+110) YoY NEW(+10.5K)	All Managers (Combined)	$239.0K	0.1% ($239.0K/$357.0M)	QoQ +14.46% (+$30.2K) YoY NEW(+$239.0K)
Walmart Inc.(WMTcusip931142103)	2.7K	QoQ +8.25% (+207) YoY NEW(+2.7K)	All Managers (Combined)	$238.3K	0.1% ($238.3K/$357.0M)	QoQ +5.19% (+$11.8K) YoY NEW(+$238.3K)