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CIK: 0001802387
Total reported value
$363.6M
$363.6M
260 檔
15.1%
As reported in its official Q4 2024 Form 13F filing, Elevated Capital Advisors, LLC's tracked investment portfolio stood at $363.6M with 260 total positions.
In Q4 2024, Elevated Capital Advisors, LLC adopted a defensive or profit-taking posture, trimming 13 positions and completely liquidating 14 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, AAPL, VUG) accounted for 15.1% of total reported equity market value during Q4 2024.
Top New Position Initiated
CTA
市值: $1.3M
Top Position Liquidated / Trimmed
XLP
前期市值: $1.9M
Showing top 200 holdings (of 260 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 3.67% | +0.29% | +31.18% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.30% | -0.33% | +7.77% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 3.22% | +0.85% | +1.27% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.51% | +0.65% | +6.67% | |
| 5 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.30% | +0.28% | +68.85% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.26% | -0.54% | +23.75% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 2.18% | +0.58% | +4.11% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.15% | +0.26% | +69.63% | |
| 9 | FPEI | First Trust Institutional Pr | ETF-Other | 2.07% | +0.22% | +0.12% | |
| 10 | VNLA | Janus Henderson Short Durati | ETF-Other | 1.96% | +0.04% | +2.64% | |
| 11 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.89% | +0.06% | +2.65% | |
| 12 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.48% | +0.04% | +2.64% | |
| 13 | PCN | Pimco Corporate & Income Str | Stock-Other | 1.44% | +0.15% | -0.38% | |
| 14 | DSU | Blackrock Debt Strategies | Stock-Other | 1.30% | +0.13% | +0.78% | |
| 15 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.29% | +0.06% | -2.05% | |
| 16 | SIXD | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 1.23% | +0.88% | +43.32% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.16% | -0.30% | +16.46% | |
| 18 | AUGW | Alianzim US Eq Bfr20 Aug-usd | ETF-Other | 1.15% | — | +36.99% | |
| 19 | BILZ | Pimco Ultra Shrt Govt Active | ETF-Other | 1.13% | +0.25% | +22.85% | |
| 20 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.09% | +0.09% | +70.12% | |
| 21 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.08% | +0.09% | -4.84% | |
| 22 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 1.02% | +0.11% | +70.27% | |
| 23 | FVD | First Trust Value Line Dvd | ETF-Other | 0.90% | +0.09% | -1.78% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.88% | -0.04% | -8.57% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | -0.10% | -25.79% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.87% | +0.25% | +4.97% | |
| 27 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.85% | -0.10% | -3.13% | |
| 28 | JUNW | Alianzim US Eq Bfr20 Jun-usd | ETF-Other | 0.82% | +0.58% | +60.31% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.82% | -0.19% | +26.05% | |
| 30 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.74% | +0.10% | -0.61% | |
| 31 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 0.72% | +0.04% | +34.11% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.68% | +0.41% | -73.45% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-Other | 0.65% | +0.20% | -22.91% | |
| 34 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.64% | +0.17% | -46.43% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.63% | -0.08% | +11.76% | |
| 36 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.62% | +0.01% | +29.41% | |
| 37 | JULW | Alianzim US Eq Bfr20 Jul-usd | ETF-Other | 0.59% | -0.39% | +41.48% | |
| 38 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | -0.06% | +4.91% | |
| 39 | XFFCX | Flaherty & Crumrine Pref Inc | Stock-Other | 0.57% | +0.08% | -1.39% | |
| 40 | GJUN | Ft Vest US Equity Moderate B | ETF-Other | 0.56% | — | +39.93% | |
| 41 | EMLP | First Trust North American E | ETF-Other | 0.55% | +0.04% | -4.77% | |
| 42 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.51% | -0.06% | +55.83% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | -0.12% | -9.91% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.49% | -0.69% | EXIT | |
| 45 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 0.48% | -0.18% | +114.26% | |
| 46 | MA | Mastercard Inc - A | Stock-Financials | 0.46% | -0.11% | +7.06% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.46% | -0.05% | +2.75% | |
| 48 | BUCK | Simplify Treasury Option Inc | ETF-Gov Bonds | 0.45% | +0.59% | +267.81% | |
| 49 | ILTB | Ishares Core 10+ Year Usd Bo | ETF-Other | 0.45% | -0.17% | +126.07% | |
| 50 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.43% | -0.16% | +83.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1% | +31.18% | Add |
| 2 | BNDX | Vanguard Total Intl Bond ETF | +0.9% | +68.85% | Add |
| 3 | BSV | Vanguard Short-term Bond ETF | +0.9% | +69.63% | Add |
| 4 | AAPL | Apple Inc | +0.5% | +7.77% | Add |
| 5 | VMBS | Vanguard Mortgage-backed Sec | +0.4% | +70.12% | Add |
| 6 | MSFT | Microsoft CORP | +0.4% | +23.75% | Add |
| 7 | SIXD | Allian US Equ 6 Mon Bu10-usd | +0.4% | +43.32% | Add |
| 8 | BLV | Vanguard Long-term Bond ETF | +0.4% | +70.27% | Add |
| 9 | CTA | Simplify Managed Futures St | +0.4% | NEW | New buy |
| 10 | AUGW | Alianzim US Eq Bfr20 Aug-usd | +0.3% | +36.99% | Add |
| 11 | BUCK | Simplify Treasury Option Inc | +0.3% | +267.81% | Add |
| 12 | JUNW | Alianzim US Eq Bfr20 Jun-usd | +0.3% | +60.31% | Add |
| 13 | AMZN | Amazon.com Inc | +0.3% | +16.46% | Add |
| 14 | VUG | Vanguard Growth ETF | +0.3% | +1.27% | Add |
| 15 | SVOL | Simplify Volatility Premium | +0.3% | NEW | New buy |
| 16 | TSLA | Tesla Inc | +0.3% | -8.57% | Trim |
| 17 | SPBO | Ss Spdr P CORP Bond ETF | +0.3% | +114.26% | Add |
| 18 | NVDA | Nvidia CORP | +0.3% | +26.05% | Add |
| 19 | ILTB | Ishares Core 10+ Year Usd Bo | +0.2% | +126.07% | Add |
| 20 | HIGH | Simplify Enhanced Income ETF | +0.2% | NEW | New buy |
| 21 | GOOGL | Alphabet Inc-cl A | +0.2% | +55.83% | Add |
| 22 | BILZ | Pimco Ultra Shrt Govt Active | +0.2% | +22.85% | Add |
| 23 | JPM | Jpmorgan Chase & Co | +0.2% | +94.14% | Add |
| 24 | GOVT | Ishares US Treasury Bond ETF | +0.2% | +83.01% | Add |
| 25 | VNQI | Vanguard Glbl Ex-us Real Est | -0.2% | EXIT | Sold out |
| 26 | XLC | Ss Comm Select Sector Spdr | -0.2% | -63.29% | Trim |
| 27 | IEMG | Ishares Core Msci Emerging | -0.2% | EXIT | Sold out |
| 28 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.2% | EXIT | Sold out |
| 29 | IWY | Ishares Russell Top 200 Grow | -0.2% | EXIT | Sold out |
| 30 | VNQ | Vanguard Real Estate ETF | -0.2% | EXIT | Sold out |
| 31 | IVV | Ishares Core S&p 500 ETF | -0.3% | -25.79% | Trim |
| 32 | XLI | Ss Industrial Select Sector | -0.3% | -69.22% | Trim |
| 33 | GLD | Spdr Gold Shares | -0.3% | EXIT | Sold out |
| 34 | PFF | Ishares Preferred & Income S | -0.3% | EXIT | Sold out |
| 35 | SGOL | Abrdn Physical Gold Shares | -0.3% | EXIT | Sold out |
| 36 | XLY | Ss Consumer Disc Select Sect | -0.3% | -82.53% | Trim |
| 37 | HYLS | Ft Tactical High Yield ETF | -0.4% | EXIT | Sold out |
| 38 | UCON | First Trust Smith Unconstrai | -0.5% | -88.88% | Trim |
| 39 | MINT | Pimco Enhanced Short Maturit | -0.5% | EXIT | Sold out |
| 40 | SPSB | Ss Spdr P St C CORP ETF | -0.5% | EXIT | Sold out |
| 41 | VO | Vanguard Mid-cap ETF | -0.5% | EXIT | Sold out |
| 42 | IEI | Ishares 3-7 Year Treasury Bo | -0.5% | -64.98% | Trim |
| 43 | XLP | Ss Consumer Staples Sel Sect | -0.5% | EXIT | Sold out |
| 44 | SPLB | Ss Spdr P Long Term C ETF | -0.5% | EXIT | Sold out |
| 45 | QUAL | Ishares Msci USA Quality Fac | -0.5% | -46.43% | Trim |
| 46 | XLK | Ss Technology Select Sector | -0.6% | -80.50% | Trim |
| 47 | XLV | Ss Health Care Select Sector | -0.7% | -86.01% | Trim |
| 48 | BND | Vanguard Total Bond Market | -0.7% | -82.58% | Trim |
| 49 | RIGS | Alps Strategic Incme Fd-usdi | -1.6% | -93.61% | Trim |
| 50 | QQQ | Invesco Qqq Trust Series 1 | -1.7% | -73.45% | Trim |
According to official SEC Form 13F filings, Elevated Capital Advisors, LLC reported a total U.S. public equity portfolio value of $363.6M across 260 disclosed positions in Q4 2024.
During Q4 2024, Elevated Capital Advisors, LLC's top holdings by market value included SPYM (3.7%)、AAPL (3.3%)、VUG (3.2%). The largest single position, SPYM, represented 3.7% of total portfolio value.
In Q4 2024, Elevated Capital Advisors, LLC made 50 total portfolio adjustments, initiating 3 new buys, adding to 20 positions, trimming 13 holdings, and fully liquidating 14 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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