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CIK: 0001802387
Total reported value
$363.6M
$363.6M
252 檔
14.0%
According to the latest 13F quarterly dataset, Elevated Capital Advisors, LLC managed an equity portfolio of $363.6M at the end of Q1 2025, spanning 252 distinct U.S. exchange-listed positions.
In Q1 2025, Elevated Capital Advisors, LLC displayed an active expansion posture, initiating 21 new positions and adding to 7 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 252 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 | 3.64% | +0.29% | +1.11% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.09% | -0.33% | +2.68% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 2.78% | +0.85% | -7.14% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 2.59% | +0.65% | -5.49% | |
| 5 | VTV | Vanguard Value ETF | ETF-Other | 2.15% | +0.58% | -6.05% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.03% | -0.54% | -2.21% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.02% | +0.28% | -14.45% | |
| 8 | FPEI | First Trust Institutional Pr | ETF-Other | 1.96% | +0.22% | -7.97% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.91% | +0.26% | -14.79% | |
| 10 | CTA | Simplify Managed Futures St | ETF-Other | 1.59% | +0.03% | +320.80% | |
| 11 | VNLA | Janus Henderson Short Durati | ETF-Other | 1.57% | +0.04% | -22.63% | |
| 12 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.53% | +0.06% | -22.44% | |
| 13 | BUCK | Simplify Treasury Option Inc | ETF-Gov Bonds | 1.51% | +0.59% | +224.43% | |
| 14 | PCN | Pimco Corporate & Income Str | Stock-Other | 1.39% | +0.15% | -7.79% | |
| 15 | SIXD | Allian US Equ 6 Mon Bu10-usd | ETF-Other | 1.32% | +0.88% | +5.06% | |
| 16 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.28% | +0.06% | -10.70% | |
| 17 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.21% | +0.04% | -21.95% | |
| 18 | DSU | Blackrock Debt Strategies | Stock-Other | 1.21% | +0.13% | -6.86% | |
| 19 | SVOL | Simplify Volatility Premium | ETF-Other | 1.21% | +0.35% | +375.30% | |
| 20 | AUGW | Alianzim US Eq Bfr20 Aug-usd | ETF-Other | 1.20% | — | +2.90% | |
| 21 | BILZ | Pimco Ultra Shrt Govt Active | ETF-Other | 1.19% | +0.25% | +1.99% | |
| 22 | HIGH | Simplify Enhanced Income ETF | ETF-Other | 1.03% | -0.03% | +358.95% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.99% | -0.30% | -4.12% | |
| 24 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 0.98% | +0.09% | -14.58% | |
| 25 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.96% | +0.09% | -15.70% | |
| 26 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.93% | +0.11% | -14.24% | |
| 27 | JUNW | Alianzim US Eq Bfr20 Jun-usd | ETF-Other | 0.89% | +0.58% | +6.75% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.88% | -0.10% | +1.77% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.87% | +0.25% | -4.83% | |
| 30 | FVD | First Trust Value Line Dvd | ETF-Other | 0.85% | +0.09% | -10.47% | |
| 31 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 0.79% | +0.04% | +3.03% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.79% | -0.19% | +16.23% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.73% | -0.08% | -5.21% | |
| 34 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 0.71% | +0.10% | -8.02% | |
| 35 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.69% | -0.10% | -4.45% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.64% | -0.06% | -5.46% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | +0.01% | +4.09% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.62% | +0.41% | -3.20% | |
| 39 | JULW | Alianzim US Eq Bfr20 Jul-usd | ETF-Other | 0.62% | -0.39% | +4.31% | |
| 40 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.60% | +0.17% | -5.02% | |
| 41 | GJUN | Ft Vest US Equity Moderate B | ETF-Other | 0.59% | — | +4.06% | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.59% | -0.04% | +0.46% | |
| 43 | VB | Vanguard Small-cap ETF | ETF-Other | 0.58% | +0.20% | -6.18% | |
| 44 | XFFCX | Flaherty & Crumrine Pref Inc | Stock-Other | 0.55% | +0.08% | -8.72% | |
| 45 | XOM | Exxon Mobil CORP | Stock-Energy | 0.54% | -0.69% | EXIT | |
| 46 | EMLP | First Trust North American E | ETF-Other | 0.52% | +0.04% | -11.43% | |
| 47 | PM | Philip Morris International | Stock-Consumer Staples | 0.51% | -0.11% | -7.27% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.49% | -0.08% | +4.71% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.47% | -0.11% | -4.65% | |
| 50 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 0.44% | -0.18% | -12.04% |
According to official SEC Form 13F filings, Elevated Capital Advisors, LLC reported a total U.S. public equity portfolio value of $363.6M across 252 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYM, AAPL, VUG) accounted for 14.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
VUG
市值: $9.9M
Top Position Liquidated / Trimmed
ETF SER SOLUTIONS
前期市值: $7.3M
During Q1 2025, Elevated Capital Advisors, LLC's top holdings by market value included SPYM (3.6%)、AAPL (3.1%)、VUG (2.8%). The largest single position, SPYM, represented 3.6% of total portfolio value.
In Q1 2025, Elevated Capital Advisors, LLC made 50 total portfolio adjustments, initiating 21 new buys, adding to 7 positions, trimming 9 holdings, and fully liquidating 13 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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