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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33939L761

Shares:18.0K

Value:$869.0K

% of Portfolio:0.2% ($869.0K/$357.0M)

COMERICA INC /NEW/

CMA|200340107

Shares:14.7K

Value:$866.7K

% of Portfolio:0.2% ($866.7K/$357.0M)

HUNTINGTON BANCSHARES INC /MD/

HBAN|446150104

Shares:57.3K

Value:$860.3K

% of Portfolio:0.2% ($860.3K/$357.0M)

INTUIT INC.

INTU|461202103

Shares:1.4K

Value:$843.7K

% of Portfolio:0.2% ($843.7K/$357.0M)

33738R407

Shares:44.7K

Value:$842.7K

% of Portfolio:0.2% ($842.7K/$357.0M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:3.9K

Value:$842.3K

% of Portfolio:0.2% ($842.3K/$357.0M)

KEYCORP /NEW/

KEY|493267108

Shares:52.6K

Value:$841.2K

% of Portfolio:0.2% ($841.2K/$357.0M)

OMNICOM GROUP INC.

OMC|681919106

Shares:10.1K

Value:$838.4K

% of Portfolio:0.2% ($838.4K/$357.0M)

CITIZENS FINANCIAL GROUP INC/RI

CFG|174610105

Shares:20.0K

Value:$820.2K

% of Portfolio:0.2% ($820.2K/$357.0M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:3.9K

Value:$818.8K

% of Portfolio:0.2% ($818.8K/$357.0M)

INTERPUBLIC GROUP OF COMPANIES, INC.

IPG|460690100

Shares:29.7K

Value:$806.1K

% of Portfolio:0.2% ($806.1K/$357.0M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:4.9K

Value:$805.4K

% of Portfolio:0.2% ($805.4K/$357.0M)

PPL Corp

PPL|69351T106

Shares:22.3K

Value:$804.7K

% of Portfolio:0.2% ($804.7K/$357.0M)

FORD MOTOR CO

F|345370860

Shares:79.4K

Value:$796.4K

% of Portfolio:0.2% ($796.4K/$357.0M)

OGE ENERGY CORP.

OGE|670837103

Shares:17.3K

Value:$793.5K

% of Portfolio:0.2% ($793.5K/$357.0M)

PRINCIPAL FINANCIAL GROUP INC

PFG|74251V102

Shares:9.4K

Value:$790.7K

% of Portfolio:0.2% ($790.7K/$357.0M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:13.2K

Value:$789.7K

% of Portfolio:0.2% ($789.7K/$357.0M)

EVEREST GROUP, LTD.

EG|G3223R108

Shares:2.1K

Value:$780.9K

% of Portfolio:0.2% ($780.9K/$357.0M)

DTE ENERGY CO

DTE|233331107

Shares:5.6K

Value:$778.2K

% of Portfolio:0.2% ($778.2K/$357.0M)

EDISON INTERNATIONAL

EIX|281020107

Shares:13.2K

Value:$776.7K

% of Portfolio:0.2% ($776.7K/$357.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33939L761)✕	18.0K	QoQ -10.70% (-2.2K) YoY NEW(+18.0K)	All Managers (Combined)	$869.0K	0.2% ($869.0K/$357.0M)	QoQ -9.52% (-$91.5K) YoY NEW(+$869.0K)
COMERICA INC /NEW/(CMAcusip200340107)	14.7K	QoQ +3.35% (-477) YoY NEW(+14.7K)	All Managers (Combined)	$866.7K	0.2% ($866.7K/$357.0M)	QoQ -1.30% (-$11.4K) YoY NEW(+$866.7K)
HUNTINGTON BANCSHARES INC /MD/(HBANcusip446150104)	57.3K	QoQ +0.54% (-308) YoY NEW(+57.3K)	All Managers (Combined)	$860.3K	0.2% ($860.3K/$357.0M)	QoQ -7.24% (-$67.2K) YoY NEW(+$860.3K)
INTUIT INC.(INTUcusip461202103)	1.4K	QoQ -3.03% (-43) YoY +3.46% (-46)	All Managers (Combined)	$843.7K	0.2% ($843.7K/$357.0M)	QoQ -5.27% (-$46.9K) YoY -2.25% (-$19.5K)
(cusip33738R407)✕	44.7K	QoQ -6.54% (-3.1K) YoY -6.12% (-2.9K)	All Managers (Combined)	$842.7K	0.2% ($842.7K/$357.0M)	QoQ -15.38% (-$153.2K) YoY -13.84% (-$135.4K)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	3.9K	QoQ -3.73% (-150) YoY +16.14% (+538)	All Managers (Combined)	$842.3K	0.2% ($842.3K/$357.0M)	QoQ +14.19% (-$104.7K) YoY +27.87% (+$183.6K)
KEYCORP /NEW/(KEYcusip493267108)	52.6K	QoQ +3.71% (-1.9K) YoY NEW(+52.6K)	All Managers (Combined)	$841.2K	0.2% ($841.2K/$357.0M)	QoQ -3.24% (-$28.2K) YoY NEW(+$841.2K)
OMNICOM GROUP INC.(OMCcusip681919106)	10.1K	QoQ +5.07% (+488) YoY NEW(+10.1K)	All Managers (Combined)	$838.4K	0.2% ($838.4K/$357.0M)	QoQ +1.25% (+$10.4K) YoY NEW(+$838.4K)
CITIZENS FINANCIAL GROUP INC/RI(CFGcusip174610105)	20.0K	QoQ -0.07% (-15) YoY NEW(+20.0K)	All Managers (Combined)	$820.2K	0.2% ($820.2K/$357.0M)	QoQ -6.44% (-$56.5K) YoY NEW(+$820.2K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	3.9K	QoQ -1.92% (-76) YoY +5.91% (+216)	All Managers (Combined)	$818.8K	0.2% ($818.8K/$357.0M)	QoQ -8.06% (-$71.8K) YoY +9.27% (+$69.5K)
INTERPUBLIC GROUP OF COMPANIES, INC.(IPGcusip460690100)	29.7K	QoQ +3.85% (+1.1K) YoY NEW(+29.7K)	All Managers (Combined)	$806.1K	0.2% ($806.1K/$357.0M)	QoQ +0.66% (+$5.3K) YoY NEW(+$806.1K)
JOHNSON & JOHNSON(JNJcusip478160104)	4.9K	QoQ -2.43% (-121) YoY NEW(+4.9K)	All Managers (Combined)	$805.4K	0.2% ($805.4K/$357.0M)	QoQ +11.88% (-$85.6K) YoY NEW(+$805.4K)
PPL Corp(PPLcusip69351T106)	22.3K	QoQ +2.15% (+471) YoY NEW(+22.3K)	All Managers (Combined)	$804.7K	0.2% ($804.7K/$357.0M)	QoQ +13.64% (+$96.6K) YoY NEW(+$804.7K)
FORD MOTOR CO(Fcusip345370860)	79.4K	QoQ +9.51% (+6.9K) YoY NEW(+79.4K)	All Managers (Combined)	$796.4K	0.2% ($796.4K/$357.0M)	QoQ +10.95% (+$78.6K) YoY NEW(+$796.4K)
OGE ENERGY CORP.(OGEcusip670837103)	17.3K	QoQ +1.16% (+198) YoY NEW(+17.3K)	All Managers (Combined)	$793.5K	0.2% ($793.5K/$357.0M)	QoQ +12.70% (+$89.5K) YoY NEW(+$793.5K)
PRINCIPAL FINANCIAL GROUP INC(PFGcusip74251V102)	9.4K	QoQ +4.40% (+395) YoY NEW(+9.4K)	All Managers (Combined)	$790.7K	0.2% ($790.7K/$357.0M)	QoQ +13.77% (+$95.7K) YoY NEW(+$790.7K)
ALTRIA GROUP, INC.(MOcusip02209S103)	13.2K	QoQ +1.20% (+157) YoY NEW(+13.2K)	All Managers (Combined)	$789.7K	0.2% ($789.7K/$357.0M)	QoQ +16.16% (+$109.9K) YoY NEW(+$789.7K)
EVEREST GROUP, LTD.(EGcusipG3223R108)	2.1K	QoQ -2.00% (-44) YoY +25.81% (+441)	All Managers (Combined)	$780.9K	0.2% ($780.9K/$357.0M)	QoQ -1.76% (-$14.0K) YoY +15.01% (+$101.9K)
DTE ENERGY CO(DTEcusip233331107)	5.6K	QoQ +2.86% (+157) YoY NEW(+5.6K)	All Managers (Combined)	$778.2K	0.2% ($778.2K/$357.0M)	QoQ +17.78% (+$117.5K) YoY NEW(+$778.2K)
EDISON INTERNATIONAL(EIXcusip281020107)	13.2K	QoQ +26.55% (-2.8K) YoY NEW(+13.2K)	All Managers (Combined)	$776.7K	0.2% ($776.7K/$357.0M)	QoQ -6.60% (-$55.0K) YoY NEW(+$776.7K)