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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Elevated-Capital-Advisors
Data Enrichment
63% identified160 identified92 unidentified
Holdings
252 positions • $357.0M total value
Manager:
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33740F433
Shares:59.7K
Value:$2.1M
% of Portfolio:0.6% ($2.1M/$357.0M)
Shares:122.2K
Value:$1.9M
% of Portfolio:0.5% ($1.9M/$357.0M)
33738D101
Shares:49.8K
Value:$1.9M
% of Portfolio:0.5% ($1.9M/$357.0M)
Shares:11.4K
Value:$1.8M
% of Portfolio:0.5% ($1.8M/$357.0M)
78464A144
Shares:54.3K
Value:$1.6M
% of Portfolio:0.4% ($1.6M/$357.0M)
464289479
Shares:30.0K
Value:$1.5M
% of Portfolio:0.4% ($1.5M/$357.0M)
46429B267
Shares:61.0K
Value:$1.4M
% of Portfolio:0.4% ($1.4M/$357.0M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip33740F433)✕ | 59.7K | YoY NEW(+59.7K) | All Managers (Combined) | $2.1M | 0.6% ($2.1M/$357.0M) | YoY NEW(+$2.1M) |
Tesla, Inc.(TSLAcusip88160R101) | 8.1K | QoQ +0.46% (-37)YoY +1.90% (+151) | All Managers (Combined) | $2.1M | 0.6% ($2.1M/$357.0M) | |
| 9.3K | All Managers (Combined) | $2.1M | 0.6% ($2.1M/$357.0M) | |||
| 122.2K | All Managers (Combined) | $1.9M | 0.5% ($1.9M/$357.0M) | |||
EXXON MOBIL CORP(XOMcusip30231G102) | 16.2K | All Managers (Combined) | $1.9M | 0.5% ($1.9M/$357.0M) | ||
(cusip33738D101)✕ | 49.8K | All Managers (Combined) | $1.9M | 0.5% ($1.9M/$357.0M) | ||
| 11.4K | All Managers (Combined) | $1.8M | 0.5% ($1.8M/$357.0M) | |||
CHEVRON CORP(CVXcusip166764100) | 10.5K | QoQ +4.71% (+473)YoY NEW(+10.5K) | All Managers (Combined) | $1.8M | 0.5% ($1.8M/$357.0M) | YoY NEW(+$1.8M) |
Mastercard Inc(MAcusip57636Q104) | 3.0K | All Managers (Combined) | $1.7M | 0.5% ($1.7M/$357.0M) | ||
(cusip78464A144)✕ | 54.3K | YoY NEW(+54.3K) | All Managers (Combined) | $1.6M | 0.4% ($1.6M/$357.0M) | YoY NEW(+$1.6M) |
HOME DEPOT, INC.(HDcusip437076102) | 4.2K | All Managers (Combined) | $1.5M | 0.4% ($1.5M/$357.0M) | ||
| 7.6K | QoQ -7.56% (-624)YoY -4.05% (-322) | All Managers (Combined) | $1.5M | 0.4% ($1.5M/$357.0M) | ||
ELI LILLY & Co(LLYcusip532457108) | 1.8K | All Managers (Combined) | $1.5M | 0.4% ($1.5M/$357.0M) | ||
(cusip464289479)✕ | 30.0K | YoY NEW(+30.0K) | All Managers (Combined) | $1.5M | 0.4% ($1.5M/$357.0M) | YoY NEW(+$1.5M) |
MCDONALDS CORP(MCDcusip580135101) | 4.8K | QoQ +1.24% (+59)YoY NEW(+4.8K) | All Managers (Combined) | $1.5M | 0.4% ($1.5M/$357.0M) | YoY NEW(+$1.5M) |
Alphabet Inc.(GOOGLcusip02079K305) | 9.4K | All Managers (Combined) | $1.5M | 0.4% ($1.5M/$357.0M) | ||
| 31.9K | YoY NEW(+31.9K) | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$357.0M) | YoY NEW(+$1.4M) | |
| 10.1K | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$357.0M) | |||
(cusip46429B267)✕ | 61.0K | YoY NEW(+61.0K) | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$357.0M) | YoY NEW(+$1.4M) |
| 5.6K | QoQ -4.87% (-285)YoY NEW(+5.6K) | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$357.0M) | YoY NEW(+$1.4M) |