Elevate Capital Advisors
Latest statistics and disclosures from Elevate Capital Advisors's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0001909571
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Positions held by Elevate Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Elevate Capital Advisors
Elevate Capital Advisors holds 65 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 4.4 | $5.0M | 20k | 250.42 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.2 | $4.8M | 25k | 189.30 |
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| Amazon (AMZN) | 4.1 | $4.7M | 21k | 219.39 |
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| Travelers Companies (TRV) | 4.1 | $4.6M | 19k | 240.90 |
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| Sprott Physical Gold Tr Unit (PHYS) | 3.9 | $4.4M | 220k | 20.14 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.9 | $4.4M | 8.1k | 538.79 |
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| Microsoft Corporation (MSFT) | 3.8 | $4.3M | 10k | 421.51 |
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| Select Sector Spdr Tr Energy (XLE) | 3.1 | $3.5M | 41k | 85.66 |
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| W.R. Berkley Corporation (WRB) | 2.9 | $3.3M | 56k | 58.52 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 2.6 | $3.0M | 6.9k | 434.93 |
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| Coupang Cl A (CPNG) | 2.3 | $2.6M | 119k | 21.98 |
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| Visa Com Cl A (V) | 2.2 | $2.6M | 8.1k | 316.06 |
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| Franco-Nevada Corporation (FNV) | 2.1 | $2.4M | 20k | 117.59 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.9 | $2.2M | 4.8k | 453.28 |
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| Roivant Sciences SHS (ROIV) | 1.9 | $2.1M | 179k | 11.83 |
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| Airbnb Com Cl A (ABNB) | 1.8 | $2.1M | 16k | 131.41 |
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| Procter & Gamble Company (PG) | 1.7 | $1.9M | 12k | 167.65 |
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| Hershey Company (HSY) | 1.7 | $1.9M | 11k | 169.35 |
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| Paypal Holdings (PYPL) | 1.7 | $1.9M | 23k | 85.35 |
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| Peabody Energy (BTU) | 1.7 | $1.9M | 90k | 20.94 |
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| Axis Cap Hldgs SHS (AXS) | 1.6 | $1.8M | 21k | 88.62 |
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| Global X Fds Global X Uranium (URA) | 1.6 | $1.8M | 66k | 26.78 |
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| EQT Corporation (EQT) | 1.5 | $1.7M | 38k | 46.11 |
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| Deere & Company (DE) | 1.5 | $1.7M | 4.1k | 423.73 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.5 | $1.7M | 32k | 53.05 |
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| Monster Beverage Corp (MNST) | 1.4 | $1.6M | 31k | 52.56 |
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| Nxp Semiconductors N V (NXPI) | 1.4 | $1.6M | 7.8k | 207.85 |
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| Coherent Corp (COHR) | 1.4 | $1.6M | 17k | 94.73 |
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| Coca-Cola Company (KO) | 1.3 | $1.5M | 24k | 62.26 |
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| Roper Industries (ROP) | 1.3 | $1.5M | 2.9k | 519.89 |
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| Sherwin-Williams Company (SHW) | 1.3 | $1.5M | 4.3k | 339.92 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.2 | $1.4M | 14k | 100.32 |
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| Philip Morris International (PM) | 1.2 | $1.4M | 12k | 120.35 |
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| Verisign (VRSN) | 1.2 | $1.4M | 6.7k | 206.96 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.2 | $1.4M | 7.7k | 178.08 |
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| Automatic Data Processing (ADP) | 1.2 | $1.4M | 4.7k | 292.72 |
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| Cme (CME) | 1.2 | $1.3M | 5.7k | 232.24 |
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| Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP) | 1.1 | $1.3M | 11k | 116.06 |
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| Abbvie (ABBV) | 1.1 | $1.3M | 7.2k | 177.69 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $1.3M | 5.3k | 239.70 |
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| Mccormick & Co Com Non Vtg (MKC) | 1.1 | $1.2M | 16k | 76.24 |
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| Analog Devices (ADI) | 1.0 | $1.2M | 5.6k | 212.47 |
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| Novo-nordisk A S Adr (NVO) | 1.0 | $1.1M | 13k | 86.02 |
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| CSX Corporation (CSX) | 1.0 | $1.1M | 35k | 32.27 |
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| Kimberly-Clark Corporation (KMB) | 1.0 | $1.1M | 8.5k | 131.04 |
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| Costco Wholesale Corporation (COST) | 1.0 | $1.1M | 1.2k | 916.45 |
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| Chemed Corp Com Stk (CHE) | 1.0 | $1.1M | 2.1k | 529.80 |
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| Autodesk (ADSK) | 1.0 | $1.1M | 3.7k | 295.57 |
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| Comcast Corp Cl A (CMCSA) | 1.0 | $1.1M | 29k | 37.53 |
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| McDonald's Corporation (MCD) | 0.9 | $1.1M | 3.7k | 289.87 |
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| Micron Technology (MU) | 0.9 | $969k | 12k | 84.16 |
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| Clorox Company (CLX) | 0.7 | $834k | 5.1k | 162.40 |
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| Danaher Corporation (DHR) | 0.7 | $829k | 3.6k | 229.53 |
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| Lockheed Martin Corporation (LMT) | 0.7 | $796k | 1.6k | 485.85 |
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| General Dynamics Corporation (GD) | 0.7 | $796k | 3.0k | 263.47 |
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| Constellation Brands Cl A (STZ) | 0.7 | $793k | 3.6k | 221.02 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.6 | $709k | 28k | 25.05 |
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| Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) | 0.6 | $670k | 12k | 54.15 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.4 | $491k | 708.00 | 693.08 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.4 | $399k | 1.6k | 242.17 |
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| Broadcom (AVGO) | 0.3 | $306k | 1.3k | 231.86 |
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| NVIDIA Corporation (NVDA) | 0.2 | $273k | 2.0k | 134.30 |
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| Eli Lilly & Co. (LLY) | 0.2 | $262k | 340.00 | 770.88 |
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| Meta Platforms Cl A (META) | 0.2 | $228k | 389.00 | 585.00 |
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| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.2 | $204k | 2.6k | 78.61 |
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Past Filings by Elevate Capital Advisors
SEC 13F filings are viewable for Elevate Capital Advisors going back to 2024
- Elevate Capital Advisors 2024 Q4 filed Jan. 29, 2025