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:
Search and click to pin securities to the top
Page 5 of 13
316092881
Shares:22.5K
Value:$1.1M
% of Portfolio:0.3% ($1.1M/$357.0M)
Shares:12.8K
Value:$1.1M
% of Portfolio:0.3% ($1.1M/$357.0M)
00888H786
Shares:35.6K
Value:$1.1M
% of Portfolio:0.3% ($1.1M/$357.0M)
46436E718
Shares:10.6K
Value:$1.1M
% of Portfolio:0.3% ($1.1M/$357.0M)
Shares:14.9K
Value:$1.0M
% of Portfolio:0.3% ($1.0M/$357.0M)
210322400
Shares:41.2K
Value:$1.0M
% of Portfolio:0.3% ($1.0M/$357.0M)
00888H869
Shares:34.2K
Value:$1.0M
% of Portfolio:0.3% ($1.0M/$357.0M)
316092204
Shares:12.1K
Value:$1.0M
% of Portfolio:0.3% ($1.0M/$357.0M)
Shares:15.5K
Value:$1.0M
% of Portfolio:0.3% ($1.0M/$357.0M)
78464A664
Shares:36.8K
Value:$1.0M
% of Portfolio:0.3% ($1.0M/$357.0M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
(cusip316092881)✕ | 22.5K | YoY NEW(+22.5K) | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$357.0M) | YoY NEW(+$1.1M) |
| 10.6K | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$357.0M) | |||
| 12.8K | QoQ +8.17% (+964)YoY NEW(+12.8K) | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$357.0M) | YoY NEW(+$1.1M) | |
(cusip00888H786)✕ | 35.6K | YoY NEW(+35.6K) | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$357.0M) | YoY NEW(+$1.1M) |
NRG ENERGY, INC.(NRGcusip629377508) | 11.2K | QoQ -3.72% (-432)YoY NEW(+11.2K) | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$357.0M) | YoY NEW(+$1.1M) |
(cusip46436E718)✕ | 10.6K | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$357.0M) | ||
| 9.4K | QoQ +5.59% (-499)YoY NEW(+9.4K) | All Managers (Combined) | $1.1M | 0.3% ($1.1M/$357.0M) | YoY NEW(+$1.1M) | |
| 14.9K | YoY NEW(+14.9K) | All Managers (Combined) | $1.0M | 0.3% ($1.0M/$357.0M) | YoY NEW(+$1.0M) | |
| 1.8K | All Managers (Combined) | $1.0M | 0.3% ($1.0M/$357.0M) | |||
(cusip210322400)✕ | 41.2K | YoY NEW(+41.2K) | All Managers (Combined) | $1.0M | 0.3% ($1.0M/$357.0M) | YoY NEW(+$1.0M) |
(cusip00888H869)✕ | 34.2K | QoQ +1.64% (+553)YoY NEW(+34.2K) | All Managers (Combined) | $1.0M | 0.3% ($1.0M/$357.0M) | YoY NEW(+$1.0M) |
(cusip316092204)✕ | 12.1K | QoQ -5.46% (-699)YoY NEW(+12.1K) | All Managers (Combined) | $1.0M | 0.3% ($1.0M/$357.0M) | YoY NEW(+$1.0M) |
| 10.9K | QoQ -7.72% (-915)YoY NEW(+10.9K) | All Managers (Combined) | $1.0M | 0.3% ($1.0M/$357.0M) | YoY NEW(+$1.0M) | |
| 18.1K | QoQ +2.52% (+446)YoY NEW(+18.1K) | All Managers (Combined) | $1.0M | 0.3% ($1.0M/$357.0M) | YoY NEW(+$1.0M) | |
EXELON CORP(EXCcusip30161N101) | 21.9K | QoQ +0.87% (+191)YoY NEW(+21.9K) | All Managers (Combined) | $1.0M | 0.3% ($1.0M/$357.0M) | YoY NEW(+$1.0M) |
| 6.9K | All Managers (Combined) | $1.0M | 0.3% ($1.0M/$357.0M) | |||
| 15.5K | QoQ -0.19% (-30)YoY NEW(+15.5K) | All Managers (Combined) | $1.0M | 0.3% ($1.0M/$357.0M) | YoY NEW(+$1.0M) | |
(cusip78464A664)✕ | 36.8K | YoY NEW(+36.8K) | All Managers (Combined) | $1.0M | 0.3% ($1.0M/$357.0M) | YoY NEW(+$1.0M) |
US BANCORP \DE\(USBcusip902973304) | 23.5K | QoQ +2.91% (-666)YoY NEW(+23.5K) | All Managers (Combined) | $991.4K | 0.3% ($991.4K/$357.0M) | YoY NEW(+$991.4K) |
ONEOK INC /NEW/(OKEcusip682680103) | 10.0K | QoQ +3.47% (+335)YoY NEW(+10.0K) | All Managers (Combined) | $989.1K | 0.3% ($989.1K/$357.0M) | YoY NEW(+$989.1K) |