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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72201R577

Shares:41.9K

Value:$4.2M

% of Portfolio:1.2% ($4.2M/$357.0M)

82889N632

Shares:167.5K

Value:$3.7M

% of Portfolio:1.0% ($3.7M/$357.0M)

AMAZON COM INC

AMZN|023135106

Shares:18.7K

Value:$3.5M

% of Portfolio:1.0% ($3.5M/$357.0M)

92206C771

Shares:75.3K

Value:$3.5M

% of Portfolio:1.0% ($3.5M/$357.0M)

921937819

BIV|921937819

Shares:44.9K

Value:$3.4M

% of Portfolio:1.0% ($3.4M/$357.0M)

921937793

BLV|921937793

Shares:47.0K

Value:$3.3M

% of Portfolio:0.9% ($3.3M/$357.0M)

00888H737

Shares:107.1K

Value:$3.2M

% of Portfolio:0.9% ($3.2M/$357.0M)

464287200

IVV|464287200

Shares:5.6K

Value:$3.1M

% of Portfolio:0.9% ($3.1M/$357.0M)

922042858

VWO|922042858

Shares:68.7K

Value:$3.1M

% of Portfolio:0.9% ($3.1M/$357.0M)

33734H106

Shares:68.0K

Value:$3.0M

% of Portfolio:0.8% ($3.0M/$357.0M)

82889N657

Shares:128.8K

Value:$2.8M

% of Portfolio:0.8% ($2.8M/$357.0M)

NVIDIA CORP

NVDA|67066G104

Shares:26.0K

Value:$2.8M

% of Portfolio:0.8% ($2.8M/$357.0M)

AbbVie Inc.

ABBV|00287Y109

Shares:12.4K

Value:$2.6M

% of Portfolio:0.7% ($2.6M/$357.0M)

33739Q705

Shares:49.8K

Value:$2.5M

% of Portfolio:0.7% ($2.5M/$357.0M)

Alphabet Inc.

GOOG|02079K107

Shares:15.7K

Value:$2.4M

% of Portfolio:0.7% ($2.4M/$357.0M)

VISA INC.

V|92826C839

Shares:6.5K

Value:$2.3M

% of Portfolio:0.6% ($2.3M/$357.0M)

922908363

VOO|922908363

Shares:4.4K

Value:$2.3M

% of Portfolio:0.6% ($2.3M/$357.0M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:4.8K

Value:$2.2M

% of Portfolio:0.6% ($2.2M/$357.0M)

00888H406

Shares:64.6K

Value:$2.2M

% of Portfolio:0.6% ($2.2M/$357.0M)

46432F339

QUAL|46432F339

Shares:12.4K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$357.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip72201R577)✕	41.9K	QoQ +1.98% (+817) YoY NEW(+41.9K)	All Managers (Combined)	$4.2M	1.2% ($4.2M/$357.0M)	QoQ +2.37% (+$98.2K) YoY NEW(+$4.2M)
(cusip82889N632)✕	167.5K	QoQ +358.95% (+131.0K) YoY +492.82% (+139.2K)	All Managers (Combined)	$3.7M	1.0% ($3.7M/$357.0M)	QoQ +337.42% (+$2.8M) YoY +433.06% (+$3.0M)
AMAZON COM INC(AMZNcusip023135106)	18.7K	QoQ -4.11% (-801) YoY +76.47% (+8.1K)	All Managers (Combined)	$3.5M	1.0% ($3.5M/$357.0M)	QoQ -16.84% (-$719.1K) YoY +86.13% (+$1.6M)
(cusip92206C771)✕	75.3K	QoQ -14.58% (-12.9K) YoY +44.06% (+23.0K)	All Managers (Combined)	$3.5M	1.0% ($3.5M/$357.0M)	QoQ -12.75% (-$510.0K) YoY +46.27% (+$1.1M)
(BIVcusip921937819)	44.9K	QoQ -15.70% (-8.4K) YoY -23.57% (-13.8K)	All Managers (Combined)	$3.4M	1.0% ($3.4M/$357.0M)	QoQ -13.62% (-$542.3K) YoY -22.38% (-$991.6K)
(BLVcusip921937793)	47.0K	QoQ -14.24% (-7.8K) YoY +44.48% (+14.5K)	All Managers (Combined)	$3.3M	0.9% ($3.3M/$357.0M)	QoQ -11.74% (-$440.2K) YoY +40.66% (+$955.9K)
(cusip00888H737)✕	107.1K	QoQ +6.75% (+6.8K) YoY NEW(+107.1K)	All Managers (Combined)	$3.2M	0.9% ($3.2M/$357.0M)	QoQ +5.69% (+$171.6K) YoY NEW(+$3.2M)
(IVVcusip464287200)	5.6K	QoQ +1.76% (-97) YoY +51.45% (+1.9K)	All Managers (Combined)	$3.1M	0.9% ($3.1M/$357.0M)	QoQ -2.86% (-$92.4K) YoY +61.88% (+$1.2M)
(VWOcusip922042858)	68.7K	QoQ -4.82% (-3.5K) YoY -4.21% (-3.0K)	All Managers (Combined)	$3.1M	0.9% ($3.1M/$357.0M)	QoQ -2.19% (-$69.6K) YoY +3.78% (-$113.4K)
(cusip33734H106)✕	68.0K	QoQ -10.46% (-7.9K) YoY -68.96% (-151.0K)	All Managers (Combined)	$3.0M	0.8% ($3.0M/$357.0M)	QoQ -8.51% (-$282.2K) YoY -67.22% (-$6.2M)
(cusip82889N657)✕	128.8K	QoQ +3.02% (+3.8K) YoY NEW(+128.8K)	All Managers (Combined)	$2.8M	0.8% ($2.8M/$357.0M)	QoQ +6.66% (+$176.9K) YoY NEW(+$2.8M)
NVIDIA CORP(NVDAcusip67066G104)	26.0K	QoQ +16.23% (-3.6K) YoY +2520.94% (+25.0K)	All Managers (Combined)	$2.8M	0.8% ($2.8M/$357.0M)	QoQ -6.19% (-$186.2K) YoY +214.37% (+$1.9M)
AbbVie Inc.(ABBVcusip00287Y109)	12.4K	QoQ -5.21% (-682) YoY -33.67% (-6.3K)	All Managers (Combined)	$2.6M	0.7% ($2.6M/$357.0M)	QoQ +11.76% (-$273.7K) YoY -23.67% (-$806.6K)
(cusip33739Q705)✕	49.8K	QoQ -8.01% (-4.3K) YoY -48.06% (-46.1K)	All Managers (Combined)	$2.5M	0.7% ($2.5M/$357.0M)	QoQ -7.45% (-$202.8K) YoY -51.14% (-$2.6M)
Alphabet Inc.(GOOGcusip02079K107)	15.7K	QoQ -4.44% (-729) YoY +1.27% (+197)	All Managers (Combined)	$2.4M	0.7% ($2.4M/$357.0M)	QoQ -21.61% (-$674.9K) YoY +3.91% (+$92.2K)
VISA INC.(Vcusip92826C839)	6.5K	QoQ -5.46% (-374) YoY +22.49% (+1.2K)	All Managers (Combined)	$2.3M	0.6% ($2.3M/$357.0M)	QoQ +4.83% (-$104.6K) YoY +53.81% (+$793.3K)
(VOOcusip922908363)	4.4K	QoQ +4.08% (-172) YoY NEW(+4.4K)	All Managers (Combined)	$2.3M	0.6% ($2.3M/$357.0M)	QoQ -0.73% (-$16.6K) YoY NEW(+$2.3M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	4.8K	QoQ -3.19% (-157) YoY -87.45% (-33.1K)	All Managers (Combined)	$2.2M	0.6% ($2.2M/$357.0M)	QoQ -11.20% (-$281.4K) YoY -86.75% (-$14.6M)
(cusip00888H406)✕	64.6K	QoQ +4.31% (+2.7K) YoY NEW(+64.6K)	All Managers (Combined)	$2.2M	0.6% ($2.2M/$357.0M)	QoQ +2.53% (+$55.1K) YoY NEW(+$2.2M)
(QUALcusip46432F339)	12.4K	QoQ -5.01% (-657) YoY -78.39% (-45.1K)	All Managers (Combined)	$2.1M	0.6% ($2.1M/$357.0M)	QoQ -8.85% (-$206.4K) YoY -77.53% (-$7.3M)