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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Merck & Co., Inc.

MRK|58933Y105

Shares:10.9K

Value:$976.4K

% of Portfolio:0.3% ($976.4K/$357.0M)

WATSCO INC

WSO|942622200

Shares:1.9K

Value:$974.7K

% of Portfolio:0.3% ($974.7K/$357.0M)

PUBLIC SERVICE ENTERPRISE GROUP INC

PEG|744573106

Shares:11.8K

Value:$967.9K

% of Portfolio:0.3% ($967.9K/$357.0M)

CMS ENERGY CORP

CMS|125896100

Shares:12.8K

Value:$962.8K

% of Portfolio:0.3% ($962.8K/$357.0M)

WILLIAMS SONOMA INC

WSM|969904101

Shares:6.1K

Value:$959.1K

% of Portfolio:0.3% ($959.1K/$357.0M)

09290C103

Shares:19.5K

Value:$950.3K

% of Portfolio:0.3% ($950.3K/$357.0M)

NEWMONT Corp /DE/

NEM|651639106

Shares:19.5K

Value:$943.7K

% of Portfolio:0.3% ($943.7K/$357.0M)

00888H802

Shares:27.9K

Value:$927.1K

% of Portfolio:0.3% ($927.1K/$357.0M)

464288661

Shares:7.8K

Value:$920.8K

% of Portfolio:0.3% ($920.8K/$357.0M)

78464A821

Shares:11.5K

Value:$914.8K

% of Portfolio:0.3% ($914.8K/$357.0M)

025072562

Shares:22.0K

Value:$909.1K

% of Portfolio:0.3% ($909.1K/$357.0M)

S&P Global Inc.

SPGI|78409V104

Shares:1.8K

Value:$903.5K

% of Portfolio:0.3% ($903.5K/$357.0M)

GLACIER BANCORP, INC.

GBCI|37637Q105

Shares:20.4K

Value:$902.7K

% of Portfolio:0.3% ($902.7K/$357.0M)

UNION PACIFIC CORP

UNP|907818108

Shares:3.8K

Value:$898.9K

% of Portfolio:0.3% ($898.9K/$357.0M)

Accenture plc

ACN|G1151C101

Shares:2.9K

Value:$897.2K

% of Portfolio:0.3% ($897.2K/$357.0M)

AMERICAN ELECTRIC POWER CO INC

AEP|025537101

Shares:8.2K

Value:$893.7K

% of Portfolio:0.3% ($893.7K/$357.0M)

ALLIANT ENERGY CORP

LNT|018802108

Shares:13.8K

Value:$888.1K

% of Portfolio:0.2% ($888.1K/$357.0M)

Walt Disney Co

DIS|254687106

Shares:9.0K

Value:$888.1K

% of Portfolio:0.2% ($888.1K/$357.0M)

82889N798

Shares:66.7K

Value:$882.8K

% of Portfolio:0.2% ($882.8K/$357.0M)

ServiceNow, Inc.

NOW|81762P102

Shares:1.1K

Value:$875.0K

% of Portfolio:0.2% ($875.0K/$357.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Merck & Co., Inc.(MRKcusip58933Y105)	10.9K	QoQ +8.64% (-866) YoY NEW(+10.9K)	All Managers (Combined)	$976.4K	0.3% ($976.4K/$357.0M)	QoQ -1.97% (-$19.6K) YoY NEW(+$976.4K)
WATSCO INC(WSOcusip942622200)	1.9K	QoQ +5.32% (+97) YoY NEW(+1.9K)	All Managers (Combined)	$974.7K	0.3% ($974.7K/$357.0M)	QoQ +12.94% (+$111.7K) YoY NEW(+$974.7K)
PUBLIC SERVICE ENTERPRISE GROUP INC(PEGcusip744573106)	11.8K	QoQ +4.24% (+479) YoY NEW(+11.8K)	All Managers (Combined)	$967.9K	0.3% ($967.9K/$357.0M)	QoQ +1.54% (+$14.7K) YoY NEW(+$967.9K)
CMS ENERGY CORP(CMScusip125896100)	12.8K	QoQ +2.85% (+356) YoY NEW(+12.8K)	All Managers (Combined)	$962.8K	0.3% ($962.8K/$357.0M)	QoQ +15.91% (+$132.2K) YoY NEW(+$962.8K)
WILLIAMS SONOMA INC(WSMcusip969904101)	6.1K	QoQ -7.36% (-482) YoY +77.10% (-2.6K)	All Managers (Combined)	$959.1K	0.3% ($959.1K/$357.0M)	QoQ -20.90% (-$253.6K) YoY -11.81% (-$128.5K)
(cusip09290C103)✕	19.5K	QoQ -7.91% (-1.7K) YoY NEW(+19.5K)	All Managers (Combined)	$950.3K	0.3% ($950.3K/$357.0M)	QoQ -12.39% (-$134.4K) YoY NEW(+$950.3K)
NEWMONT Corp /DE/(NEMcusip651639106)	19.5K	QoQ -1.81% (-361) YoY +133.95% (+11.2K)	All Managers (Combined)	$943.7K	0.3% ($943.7K/$357.0M)	QoQ +27.35% (-$202.7K) YoY +215.15% (+$644.3K)
(cusip00888H802)✕	27.9K	QoQ -3.91% (-1.1K) YoY NEW(+27.9K)	All Managers (Combined)	$927.1K	0.3% ($927.1K/$357.0M)	QoQ -5.11% (-$49.9K) YoY NEW(+$927.1K)
(cusip464288661)✕	7.8K	QoQ -5.75% (-476) YoY -68.03% (-16.6K)	All Managers (Combined)	$920.8K	0.3% ($920.8K/$357.0M)	QoQ -3.65% (-$34.9K) YoY -67.39% (-$1.9M)
(cusip78464A821)✕	11.5K	QoQ -1.05% (-123) YoY NEW(+11.5K)	All Managers (Combined)	$914.8K	0.3% ($914.8K/$357.0M)	QoQ -9.51% (-$96.2K) YoY NEW(+$914.8K)
(cusip025072562)✕	22.0K	QoQ -9.32% (-2.3K) YoY NEW(+22.0K)	All Managers (Combined)	$909.1K	0.3% ($909.1K/$357.0M)	QoQ -7.49% (-$73.7K) YoY NEW(+$909.1K)
S&P Global Inc.(SPGIcusip78409V104)	1.8K	QoQ -5.02% (-94) YoY +8.48% (+139)	All Managers (Combined)	$903.5K	0.3% ($903.5K/$357.0M)	QoQ -3.09% (-$28.9K) YoY +29.57% (+$206.2K)
GLACIER BANCORP, INC.(GBCIcusip37637Q105)	20.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$902.7K	0.3% ($902.7K/$357.0M)	QoQ -11.94% (-$122.5K) YoY +9.78% (+$80.4K)
UNION PACIFIC CORP(UNPcusip907818108)	3.8K	QoQ -3.05% (-120) YoY +199.84% (+2.5K)	All Managers (Combined)	$898.9K	0.3% ($898.9K/$357.0M)	QoQ +0.43% (-$3.9K) YoY +188.01% (+$586.8K)
Accenture plc(ACNcusipG1151C101)	2.9K	QoQ -2.83% (-84) YoY +25.76% (+589)	All Managers (Combined)	$897.2K	0.3% ($897.2K/$357.0M)	QoQ -13.81% (-$143.8K) YoY +13.21% (+$104.7K)
AMERICAN ELECTRIC POWER CO INC(AEPcusip025537101)	8.2K	QoQ +2.77% (+221) YoY NEW(+8.2K)	All Managers (Combined)	$893.7K	0.3% ($893.7K/$357.0M)	QoQ +21.76% (+$159.7K) YoY NEW(+$893.7K)
ALLIANT ENERGY CORP(LNTcusip018802108)	13.8K	QoQ +2.11% (+286) YoY NEW(+13.8K)	All Managers (Combined)	$888.1K	0.2% ($888.1K/$357.0M)	QoQ +11.11% (+$88.8K) YoY NEW(+$888.1K)
Walt Disney Co(DIScusip254687106)	9.0K	QoQ -3.15% (-293) YoY +47.33% (+2.9K)	All Managers (Combined)	$888.1K	0.2% ($888.1K/$357.0M)	QoQ -14.15% (-$146.4K) YoY +18.84% (+$140.8K)
(cusip82889N798)✕	66.7K	QoQ +0.29% (+199) YoY NEW(+66.7K)	All Managers (Combined)	$882.8K	0.2% ($882.8K/$357.0M)	QoQ +8.10% (+$66.2K) YoY NEW(+$882.8K)
ServiceNow, Inc.(NOWcusip81762P102)	1.1K	QoQ -4.01% (-46) YoY -2.39% (-27)	All Managers (Combined)	$875.0K	0.2% ($875.0K/$357.0M)	QoQ -27.91% (-$338.9K) YoY +1.92% (-$16.5K)