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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316092857

Shares:23.2K

Value:$638.7K

% of Portfolio:0.2% ($638.7K/$357.0M)

Walgreens Boots Alliance, Inc.

WBA|931427108

Shares:56.7K

Value:$633.3K

% of Portfolio:0.2% ($633.3K/$357.0M)

Salesforce, Inc.

CRM|79466L302

Shares:2.3K

Value:$626.4K

% of Portfolio:0.2% ($626.4K/$357.0M)

Invesco Ltd.

IVZ|G491BT108

Shares:41.1K

Value:$623.2K

% of Portfolio:0.2% ($623.2K/$357.0M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.2K

Value:$621.3K

% of Portfolio:0.2% ($621.3K/$357.0M)

PFIZER INC

PFE|717081103

Shares:24.4K

Value:$618.8K

% of Portfolio:0.2% ($618.8K/$357.0M)

72201R593

Shares:23.1K

Value:$618.4K

% of Portfolio:0.2% ($618.4K/$357.0M)

Western Union CO

WU|959802109

Shares:58.4K

Value:$617.8K

% of Portfolio:0.2% ($617.8K/$357.0M)

SONOCO PRODUCTS CO

SON|835495102

Shares:13.0K

Value:$612.3K

% of Portfolio:0.2% ($612.3K/$357.0M)

00888H877

Shares:19.2K

Value:$606.6K

% of Portfolio:0.2% ($606.6K/$357.0M)

74347R131

Shares:36.8K

Value:$593.5K

% of Portfolio:0.2% ($593.5K/$357.0M)

53656F664

Shares:14.8K

Value:$591.7K

% of Portfolio:0.2% ($591.7K/$357.0M)

53656F680

Shares:15.1K

Value:$587.0K

% of Portfolio:0.2% ($587.0K/$357.0M)

LOWES COMPANIES INC

LOW|548661107

Shares:2.5K

Value:$586.1K

% of Portfolio:0.2% ($586.1K/$357.0M)

53656F748

Shares:19.2K

Value:$580.8K

% of Portfolio:0.2% ($580.8K/$357.0M)

464287432

Shares:6.3K

Value:$575.6K

% of Portfolio:0.2% ($575.6K/$357.0M)

33939L662

Shares:14.2K

Value:$572.6K

% of Portfolio:0.2% ($572.6K/$357.0M)

82889N202

Shares:18.3K

Value:$567.3K

% of Portfolio:0.2% ($567.3K/$357.0M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:9.1K

Value:$559.4K

% of Portfolio:0.2% ($559.4K/$357.0M)

81369Y852

Shares:5.7K

Value:$553.6K

% of Portfolio:0.2% ($553.6K/$357.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip316092857)✕	23.2K	QoQ -4.79% (-1.2K) YoY NEW(+23.2K)	All Managers (Combined)	$638.7K	0.2% ($638.7K/$357.0M)	QoQ -3.21% (-$21.2K) YoY NEW(+$638.7K)
Walgreens Boots Alliance, Inc.(WBAcusip931427108)	56.7K	QoQ -2.90% (-1.7K) YoY NEW(+56.7K)	All Managers (Combined)	$633.3K	0.2% ($633.3K/$357.0M)	QoQ +16.24% (-$88.5K) YoY NEW(+$633.3K)
Salesforce, Inc.(CRMcusip79466L302)	2.3K	QoQ -5.58% (-138) YoY NEW(+2.3K)	All Managers (Combined)	$626.4K	0.2% ($626.4K/$357.0M)	QoQ -24.21% (-$200.1K) YoY NEW(+$626.4K)
Invesco Ltd.(IVZcusipG491BT108)	41.1K	QoQ +3.83% (-1.5K) YoY NEW(+41.1K)	All Managers (Combined)	$623.2K	0.2% ($623.2K/$357.0M)	QoQ -9.88% (-$68.4K) YoY NEW(+$623.2K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.2K	QoQ +3.04% (+35) YoY NEW(+1.2K)	All Managers (Combined)	$621.3K	0.2% ($621.3K/$357.0M)	QoQ +6.73% (+$39.2K) YoY NEW(+$621.3K)
PFIZER INC(PFEcusip717081103)	24.4K	QoQ +3.68% (-869) YoY NEW(+24.4K)	All Managers (Combined)	$618.8K	0.2% ($618.8K/$357.0M)	QoQ -0.95% (-$6.0K) YoY NEW(+$618.8K)
(cusip72201R593)✕	23.1K	QoQ +3.49% (+780) YoY NEW(+23.1K)	All Managers (Combined)	$618.4K	0.2% ($618.4K/$357.0M)	QoQ +9.76% (+$55.0K) YoY NEW(+$618.4K)
Western Union CO(WUcusip959802109)	58.4K	QoQ -1.67% (-992) YoY +33.64% (+14.7K)	All Managers (Combined)	$617.8K	0.2% ($617.8K/$357.0M)	QoQ -1.85% (-$11.7K) YoY +1.14% (+$7.0K)
SONOCO PRODUCTS CO(SONcusip835495102)	13.0K	QoQ +9.78% (+1.2K) YoY NEW(+13.0K)	All Managers (Combined)	$612.3K	0.2% ($612.3K/$357.0M)	QoQ +6.16% (+$35.5K) YoY NEW(+$612.3K)
(cusip00888H877)✕	19.2K	QoQ +2.76% (+517) YoY NEW(+19.2K)	All Managers (Combined)	$606.6K	0.2% ($606.6K/$357.0M)	QoQ +0.16% (+$984) YoY NEW(+$606.6K)
(cusip74347R131)✕	36.8K	QoQ +4.38% (+1.5K) YoY NEW(+36.8K)	All Managers (Combined)	$593.5K	0.2% ($593.5K/$357.0M)	QoQ +4.19% (+$23.9K) YoY NEW(+$593.5K)
(cusip53656F664)✕	14.8K	QoQ +3.63% (-517) YoY NEW(+14.8K)	All Managers (Combined)	$591.7K	0.2% ($591.7K/$357.0M)	QoQ -0.11% (-$703) YoY NEW(+$591.7K)
(cusip53656F680)✕	15.1K	QoQ +3.49% (+510) YoY NEW(+15.1K)	All Managers (Combined)	$587.0K	0.2% ($587.0K/$357.0M)	QoQ +0.02% (+$162) YoY NEW(+$587.0K)
LOWES COMPANIES INC(LOWcusip548661107)	2.5K	QoQ -1.79% (-46) YoY +14.12% (+311)	All Managers (Combined)	$586.1K	0.2% ($586.1K/$357.0M)	QoQ -7.19% (-$45.4K) YoY +4.48% (+$25.1K)
(cusip53656F748)✕	19.2K	QoQ +3.85% (+711) YoY NEW(+19.2K)	All Managers (Combined)	$580.8K	0.2% ($580.8K/$357.0M)	QoQ +0.43% (+$2.5K) YoY NEW(+$580.8K)
(cusip464287432)✕	6.3K	QoQ +17.90% (+960) YoY NEW(+6.3K)	All Managers (Combined)	$575.6K	0.2% ($575.6K/$357.0M)	QoQ +22.88% (+$107.2K) YoY NEW(+$575.6K)
(cusip33939L662)✕	14.2K	QoQ -12.43% (-2.0K) YoY NEW(+14.2K)	All Managers (Combined)	$572.6K	0.2% ($572.6K/$357.0M)	QoQ -13.07% (-$86.1K) YoY NEW(+$572.6K)
(cusip82889N202)✕	18.3K	QoQ +3.49% (-620) YoY NEW(+18.3K)	All Managers (Combined)	$567.3K	0.2% ($567.3K/$357.0M)	QoQ -4.06% (-$24.0K) YoY NEW(+$567.3K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	9.1K	QoQ -2.89% (-270) YoY NEW(+9.1K)	All Managers (Combined)	$559.4K	0.2% ($559.4K/$357.0M)	QoQ +1.22% (-$6.8K) YoY NEW(+$559.4K)
(cusip81369Y852)✕	5.7K	QoQ +3.85% (+213) YoY -56.81% (-7.6K)	All Managers (Combined)	$553.6K	0.2% ($553.6K/$357.0M)	QoQ +3.46% (+$18.6K) YoY -48.99% (-$531.7K)