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

252 positions • $357.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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PEPSICO INC

Shares:9.2K

Value:$1.4M

% of Portfolio:0.4% ($1.4M/$357.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.5K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$357.0M)

JPMORGAN CHASE & CO

Shares:5.5K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$357.0M)

ENTERGY CORP /DE/

Shares:15.6K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$357.0M)

72201R304

Shares:24.2K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$357.0M)

COSTCO WHOLESALE CORP /NEW

Shares:1.4K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$357.0M)

AT&T INC.

Shares:45.8K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$357.0M)

INTERNATIONAL PAPER CO /NEW/

Shares:24.0K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$357.0M)

33734X200

Shares:52.6K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$357.0M)

316092709

Shares:18.3K

Value:$1.3M

% of Portfolio:0.4% ($1.3M/$357.0M)

53656F672

Shares:34.0K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$357.0M)

EMERSON ELECTRIC CO

Shares:11.1K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$357.0M)

ADOBE INC.

Shares:3.1K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$357.0M)

Broadcom Inc.

Shares:7.1K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$357.0M)

PROCTER & GAMBLE Co

Shares:7.0K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$357.0M)

33738R100

Shares:72.3K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$357.0M)

NISOURCE INC.

Shares:29.3K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$357.0M)

33738R506

Shares:20.1K

Value:$1.2M

% of Portfolio:0.3% ($1.2M/$357.0M)

PAYCHEX INC

Shares:7.4K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$357.0M)

210322509

Shares:45.9K

Value:$1.1M

% of Portfolio:0.3% ($1.1M/$357.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PEPSICO INC(PEPcusip713448108)	9.2K	QoQ -0.69% (-64) YoY -36.53% (-5.3K)	All Managers (Combined)	$1.4M	0.4% ($1.4M/$357.0M)	QoQ -2.07% (-$29.1K) YoY -45.61% (-$1.2M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.5K	QoQ -0.47% (-12) YoY +157.63% (+1.5K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$357.0M)	QoQ +16.93% (-$195.2K) YoY +226.24% (+$934.3K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	5.5K	QoQ -7.52% (-446) YoY NEW(+5.5K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$357.0M)	QoQ -5.37% (-$76.4K) YoY NEW(+$1.3M)
ENTERGY CORP /DE/(ETRcusip29364G103)	15.6K	QoQ -2.18% (-347) YoY NEW(+15.6K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$357.0M)	QoQ +10.29% (-$124.1K) YoY NEW(+$1.3M)
(cusip72201R304)✕	24.2K	QoQ +1.85% (+441) YoY NEW(+24.2K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$357.0M)	QoQ +7.27% (+$89.9K) YoY NEW(+$1.3M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.4K	QoQ -3.12% (-45) YoY +0.50% (+7)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$357.0M)	QoQ -0.01% (-$185) YoY +29.74% (+$302.5K)
AT&T INC.(Tcusip00206R102)	45.8K	QoQ -9.33% (-4.7K) YoY -56.29% (-58.9K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$357.0M)	QoQ +12.60% (-$144.9K) YoY -29.77% (-$548.6K)
INTERNATIONAL PAPER CO /NEW/(IPcusip460146103)	24.0K	QoQ +3.21% (+750) YoY NEW(+24.0K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$357.0M)	QoQ +2.32% (+$29.1K) YoY NEW(+$1.3M)
(cusip33734X200)✕	52.6K	QoQ -8.33% (-4.8K) YoY -9.16% (-5.3K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$357.0M)	QoQ -0.25% (-$3.2K) YoY -3.46% (-$45.7K)
(cusip316092709)✕	18.3K	QoQ -5.45% (-1.1K) YoY NEW(+18.3K)	All Managers (Combined)	$1.3M	0.4% ($1.3M/$357.0M)	QoQ -7.92% (-$107.7K) YoY NEW(+$1.3M)
(cusip53656F672)✕	34.0K	QoQ +3.43% (+1.1K) YoY NEW(+34.0K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$357.0M)	QoQ +0.16% (+$2.0K) YoY NEW(+$1.2M)
EMERSON ELECTRIC CO(EMRcusip291011104)	11.1K	QoQ -1.40% (-158) YoY NEW(+11.1K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$357.0M)	QoQ -12.77% (-$178.4K) YoY NEW(+$1.2M)
ADOBE INC.(ADBEcusip00724F101)	3.1K	QoQ +1.58% (-49) YoY +87.20% (+1.5K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$357.0M)	QoQ -12.38% (-$170.7K) YoY +42.28% (+$358.7K)
Broadcom Inc.(AVGOcusip11135F101)	7.1K	QoQ -7.84% (-608) YoY +737.04% (+6.3K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$357.0M)	QoQ -33.44% (-$600.8K) YoY +5.67% (+$64.2K)
PROCTER & GAMBLE Co(PGcusip742718109)	7.0K	QoQ -1.59% (-113) YoY +321.12% (+5.3K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$357.0M)	QoQ +0.03% (-$415) YoY +342.33% (+$917.6K)
(cusip33738R100)✕	72.3K	QoQ -8.32% (-6.6K) YoY -9.57% (-7.7K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$357.0M)	QoQ -7.17% (-$91.4K) YoY -6.34% (-$80.2K)
NISOURCE INC.(NIcusip65473P105)	29.3K	QoQ -0.49% (-146) YoY NEW(+29.3K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$357.0M)	QoQ +8.51% (-$92.2K) YoY NEW(+$1.2M)
(cusip33738R506)✕	20.1K	QoQ -11.07% (-2.5K) YoY -71.18% (-49.5K)	All Managers (Combined)	$1.2M	0.3% ($1.2M/$357.0M)	QoQ -11.97% (-$159.7K) YoY -69.97% (-$2.7M)
PAYCHEX INC(PAYXcusip704326107)	7.4K	QoQ -5.68% (-445) YoY +15.05% (+966)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$357.0M)	QoQ +3.77% (-$41.4K) YoY +44.55% (+$351.0K)
(cusip210322509)✕	45.9K	QoQ +3.82% (+1.7K) YoY NEW(+45.9K)	All Managers (Combined)	$1.1M	0.3% ($1.1M/$357.0M)	QoQ +4.22% (+$46.0K) YoY NEW(+$1.1M)