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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81752T486

Shares:9.0K

Value:$230.7K

% of Portfolio:0.1% ($230.7K/$357.0M)

RYDER SYSTEM INC

R|783549108

Shares:1.6K

Value:$228.5K

% of Portfolio:0.1% ($228.5K/$357.0M)

Tri Pointe Homes, Inc.

TPH|87265H109

Shares:7.0K

Value:$224.5K

% of Portfolio:0.1% ($224.5K/$357.0M)

00888H661

Shares:8.2K

Value:$224.5K

% of Portfolio:0.1% ($224.5K/$357.0M)

233051200

DBEF|233051200

Shares:5.2K

Value:$223.0K

% of Portfolio:0.1% ($223.0K/$357.0M)

92790A405

Shares:9.4K

Value:$220.9K

% of Portfolio:0.1% ($220.9K/$357.0M)

abrdn Gold ETF Trust

SGOL|00326A104

Shares:7.3K

Value:$216.8K

% of Portfolio:0.1% ($216.8K/$357.0M)

464285204

Shares:3.6K

Value:$215.2K

% of Portfolio:0.1% ($215.2K/$357.0M)

464287507

IJH|464287507

Shares:3.6K

Value:$212.8K

% of Portfolio:0.1% ($212.8K/$357.0M)

808524805

SCHF|808524805

Shares:10.5K

Value:$207.8K

% of Portfolio:0.1% ($207.8K/$357.0M)

Monster Beverage Corp

MNST|61174X109

Shares:3.5K

Value:$204.3K

% of Portfolio:0.1% ($204.3K/$357.0M)

37954Y673

Shares:5.3K

Value:$201.8K

% of Portfolio:0.1% ($201.8K/$357.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip81752T486)✕	9.0K	QoQ -9.18% (-915) YoY NEW(+9.0K)	All Managers (Combined)	$230.7K	0.1% ($230.7K/$357.0M)	QoQ -9.00% (-$22.8K) YoY NEW(+$230.7K)
RYDER SYSTEM INC(Rcusip783549108)	1.6K	QoQ -3.22% (-53) YoY NEW(+1.6K)	All Managers (Combined)	$228.5K	0.1% ($228.5K/$357.0M)	QoQ -11.27% (-$29.0K) YoY NEW(+$228.5K)
Tri Pointe Homes, Inc.(TPHcusip87265H109)	7.0K	QoQ +9.30% (-599) YoY NEW(+7.0K)	All Managers (Combined)	$224.5K	0.1% ($224.5K/$357.0M)	QoQ -3.77% (-$8.8K) YoY NEW(+$224.5K)
(cusip00888H661)✕	8.2K	QoQ -3.02% (-255) YoY NEW(+8.2K)	All Managers (Combined)	$224.5K	0.1% ($224.5K/$357.0M)	QoQ -4.17% (-$9.8K) YoY NEW(+$224.5K)
(DBEFcusip233051200)	5.2K	QoQ -7.00% (-388) YoY NEW(+5.2K)	All Managers (Combined)	$223.0K	0.1% ($223.0K/$357.0M)	QoQ -2.73% (-$6.3K) YoY NEW(+$223.0K)
(cusip92790A405)✕	9.4K	QoQ -11.80% (-1.3K) YoY NEW(+9.4K)	All Managers (Combined)	$220.9K	0.1% ($220.9K/$357.0M)	QoQ -12.98% (-$33.0K) YoY NEW(+$220.9K)
abrdn Gold ETF Trust(SGOLcusip00326A104)	7.3K	QoQ NEW(+7.3K) YoY -95.22% (-145.0K)	All Managers (Combined)	$216.8K	0.1% ($216.8K/$357.0M)	QoQ NEW(+$216.8K) YoY -93.29% (-$3.0M)
(cusip464285204)✕	3.6K	QoQ NEW(+3.6K) YoY NEW(+3.6K)	All Managers (Combined)	$215.2K	0.1% ($215.2K/$357.0M)	QoQ NEW(+$215.2K) YoY NEW(+$215.2K)
(IJHcusip464287507)	3.6K	QoQ -11.99% (-497) YoY -7.97% (-316)	All Managers (Combined)	$212.8K	0.1% ($212.8K/$357.0M)	QoQ -17.57% (-$45.4K) YoY -11.57% (-$27.9K)
(SCHFcusip808524805)	10.5K	QoQ NEW(+10.5K) YoY NEW(+10.5K)	All Managers (Combined)	$207.8K	0.1% ($207.8K/$357.0M)	QoQ NEW(+$207.8K) YoY NEW(+$207.8K)
Monster Beverage Corp(MNSTcusip61174X109)	3.5K	QoQ -11.68% (-462) YoY NEW(+3.5K)	All Managers (Combined)	$204.3K	0.1% ($204.3K/$357.0M)	QoQ -1.67% (-$3.5K) YoY NEW(+$204.3K)
(cusip37954Y673)✕	5.3K	QoQ -0.85% (-46) YoY -41.15% (-3.7K)	All Managers (Combined)	$201.8K	0.1% ($201.8K/$357.0M)	QoQ -7.42% (-$16.2K) YoY -44.22% (-$160.0K)