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CIK: 0001982776
Total reported value
$411.1M
$411.1M
96 檔
19.1%
As reported in its official Q1 2024 Form 13F filing, Elevatus Welath Management's tracked investment portfolio stood at $411.1M with 96 total positions.
During Q1 2024, Elevatus Welath Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 8.94% | -1.01% | +1.95% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.81% | -2.04% | +1.45% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 4.98% | -0.45% | +21.31% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.66% | -0.15% | +24.25% | |
| 5 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 3.58% | — | +4.88% | |
| 6 | TNA | Dir Dai Sml Ca Bul 3x Et-usd | ETF-Other | 3.54% | — | +15.11% | |
| 7 | GPN | Global Payments Inc | Stock-Industrials | 3.49% | — | +85.11% | |
| 8 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 3.37% | — | — | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.36% | +0.05% | +1370.47% | |
| 10 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 3.24% | -0.27% | +2712.23% | |
| 11 | WY | Weyerhaeuser Co | Stock-Real Estate | 2.94% | — | +137.61% | |
| 12 | MU | Micron Technology Inc | Stock-Tech | 2.90% | +1.23% | NEW | |
| 13 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 2.80% | — | -48.27% | |
| 14 | MSFU | Direxion Daily Msft Bull 2x | ETF-Other | 2.74% | — | — | |
| 15 | PWR | Quanta Services Inc | Stock-Industrials | 2.51% | +0.06% | NEW | |
| 16 | WAL | Western Alliance Bancorp | Stock-Financials | 2.46% | — | — | |
| 17 | AMAT | Applied Materials Inc | Stock-Tech | 2.46% | -0.03% | +48.78% | |
| 18 | GNK | Genco Shipping & Trading Limited | Stock-Other | 2.31% | — | — | |
| 19 | DIS | Walt Disney Co/the | Stock-Comm Services | 2.21% | — | — | |
| 20 | EXR | Extra Space Storage Inc | Stock-Real Estate | 2.19% | — | — | |
| 21 | CNC | Centene CORP | Stock-Healthcare | 1.85% | — | +44.67% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 1.69% | +0.04% | +6.16% | |
| 23 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 1.59% | — | +64.13% | |
| 24 | ECL | Ecolab Inc | Stock-Materials | 1.59% | — | +5.48% | |
| 25 | FISV | Fiserv Inc | Stock-Other | 1.58% | — | +3.21% | |
| 26 | NOW | Servicenow Inc | Stock-Tech | 1.48% | — | +9.45% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 1.43% | -0.49% | -66.85% | |
| 28 | VUG | Vanguard Growth ETF | ETF-Other | 1.17% | -0.53% | +6.12% | |
| 29 | PAYX | Paychex Inc | Stock-Tech | 1.11% | -0.39% | +1.01% | |
| 30 | AMD | Advanced Micro Devices | Stock-Tech | 0.55% | +1.55% | +0.39% | |
| 31 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | -0.60% | -85.94% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.49% | -0.42% | -11.25% | |
| 33 | ODV | Osisko Development CORP | Stock-Other | 0.48% | — | +1574.95% | |
| 34 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.46% | -0.29% | +4.81% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.41% | -0.48% | -88.80% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.35% | -0.37% | — | |
| 37 | AVGO | Broadcom Inc | Stock-Tech | 0.34% | -0.26% | -4.92% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.34% | -0.23% | — | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.95% | -0.61% | |
| 40 | DHR | Danaher CORP | Stock-Healthcare | 0.33% | -0.17% | +0.09% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.33% | -0.18% | +0.11% | |
| 42 | PTNQ | Pacer Trendpilot 100 ETF | ETF-Other | 0.31% | — | — | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.31% | -0.06% | +109.08% | |
| 44 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 0.29% | — | — | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.29% | -0.24% | -8.15% | |
| 46 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.28% | +0.03% | +2.53% | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.26% | -0.20% | +3.70% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-Other | 0.25% | -0.14% | +73.67% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | +0.32% | +16.43% | |
| 50 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.23% | -0.22% | — |
According to official SEC Form 13F filings, Elevatus Welath Management reported a total U.S. public equity portfolio value of $411.1M across 96 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, META) accounted for 19.1% of total reported equity market value during Q1 2024.
During Q1 2024, Elevatus Welath Management's top holdings by market value included NVDA (8.9%)、MSFT (8.8%)、META (5.0%). The largest single position, NVDA, represented 8.9% of total portfolio value.
In Q1 2024, Elevatus Welath Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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