Elevated Capital Advisors

Latest statistics and disclosures from Elevated Capital Advisors's latest quarterly 13F-HR filing:

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Positions held by Elevated Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Elevated Capital Advisors

Elevated Capital Advisors holds 831 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Elevated Capital Advisors has 831 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 3.2 $14M 50k 271.86
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Spdr Series Trust State Street Spd (SPYM) 3.0 $13M -4% 160k 80.22
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Vanguard Index Fds Growth Etf (VUG) 2.9 $12M -4% 25k 487.85
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.7 $12M 183k 62.47
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Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) 2.5 $11M +19% 449k 23.70
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Microsoft Corporation (MSFT) 2.2 $9.6M +2% 20k 483.63
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Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH) 2.2 $9.4M +20% 421k 22.31
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Simplify Exchange Traded Fun Managed Futures (CTA) 2.1 $9.1M +19% 332k 27.26
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Vanguard Index Fds Value Etf (VTV) 2.0 $8.8M 46k 190.99
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Simplify Exchange Traded Fun Volatility Prem (SVOL) 1.7 $7.3M +19% 414k 17.56
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First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 1.6 $6.9M 354k 19.39
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.5 $6.4M -2% 132k 48.32
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Vanguard Bd Index Fds Short Trm Bond (BSV) 1.4 $6.1M -2% 77k 78.81
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NVIDIA Corporation (NVDA) 1.2 $5.2M +6% 28k 186.50
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Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 1.1 $4.9M 100k 49.14
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Simplify Exchange Traded Fun Barrier Income (SBAR) 1.1 $4.9M +23% 186k 26.16
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Simplify Exchange Traded Fun Aggregate Bond E (AGGH) 1.1 $4.8M +22% 234k 20.70
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Pimco Etf Tr Multisector Bd (PYLD) 1.1 $4.8M 180k 26.68
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PIMCO Corporate Income Fund (PCN) 1.1 $4.6M 363k 12.76
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Amazon (AMZN) 1.0 $4.4M 19k 230.81
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First Tr Exchange-traded SHS (FDL) 1.0 $4.3M 98k 44.34
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Aim Etf Products Trust Allianzim Us Eqt (SIXD) 1.0 $4.3M -4% 148k 28.89
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Blackrock Debt Strategies Com New (DSU) 1.0 $4.1M 407k 10.18
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Aim Etf Products Trust Allianzim Us Lrg (AUGW) 0.9 $4.0M -4% 122k 32.53
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Alphabet Cap Stk Cl A (GOOGL) 0.9 $3.8M +8% 12k 313.00
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Pimco Etf Tr Active Bd Etf (BOND) 0.9 $3.8M 41k 93.08
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Pimco Etf Tr Ultra Short Govt (BILZ) 0.9 $3.8M 38k 100.77
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $3.8M 70k 53.76
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Ishares Tr Core S&p500 Etf (IVV) 0.8 $3.4M -2% 4.9k 684.98
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.7 $3.2M -3% 67k 47.08
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Vanguard Bd Index Fds Intermed Term (BIV) 0.7 $3.1M -3% 40k 77.88
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Alphabet Cap Stk Cl C (GOOG) 0.7 $2.9M -28% 9.4k 313.79
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First Tr Exchange-traded SHS (FVD) 0.7 $2.9M 64k 46.08
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Vanguard Bd Index Fds Long Term Bond (BLV) 0.7 $2.9M -3% 42k 69.52
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Aim Etf Products Trust Us Lrgcp B20 Jun (JUNW) 0.7 $2.9M -3% 87k 33.39
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $2.7M -3% 4.4k 614.32
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Tesla Motors (TSLA) 0.6 $2.5M -24% 5.5k 449.74
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Simplify Exchange Traded Fun Short Term Trea (TUA) 0.6 $2.5M -2% 112k 21.90
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Simplify Exchange Traded Fun Gamma Emerging (GAEM) 0.6 $2.4M +22% 92k 26.63
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Vanguard Index Fds Small Cp Etf (VB) 0.6 $2.4M 9.4k 257.96
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Exxon Mobil Corporation (XOM) 0.6 $2.4M +12% 20k 120.34
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First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.6 $2.4M 49k 49.15
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Fidelity Covington Trust Msci Indl Indx (FIDU) 0.6 $2.4M +27% 29k 82.48
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Visa Com Cl A (V) 0.6 $2.4M +2% 6.8k 350.73
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JPMorgan Chase & Co. (JPM) 0.5 $2.3M +16% 7.3k 322.23
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Spdr Series Trust State Street Spd (MDYG) 0.5 $2.2M +40% 24k 92.43
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Advanced Micro Devices (AMD) 0.5 $2.2M -9% 10k 214.16
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $2.2M 11k 198.62
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Abbvie (ABBV) 0.5 $2.2M -27% 9.5k 228.50
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McDonald's Corporation (MCD) 0.5 $2.1M +25% 7.0k 305.62
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $2.1M -12% 3.4k 627.09
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Seagate Technology Hldngs Pl Ord Shs (STX) 0.5 $2.1M -13% 7.7k 275.41
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Aim Etf Products Trust Us Lrgcp B20 Jul (JULW) 0.5 $2.1M -4% 53k 39.12
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Fidelity Covington Trust Msci Consm Dis (FDIS) 0.5 $2.0M +28% 20k 102.16
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Mastercard Incorporated Cl A (MA) 0.5 $2.0M +11% 3.5k 570.86
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Chevron Corporation (CVX) 0.5 $2.0M +16% 13k 152.42
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First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN) 0.5 $2.0M -4% 49k 39.60
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Adobe Systems Incorporated (ADBE) 0.4 $1.9M +44% 5.5k 349.99
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.4 $1.9M +35% 5.9k 323.01
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Procter & Gamble Company (PG) 0.4 $1.9M +40% 13k 143.31
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Flaherty & Crumrine/Claymore Preferred S (FFC) 0.4 $1.9M 115k 16.51
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Home Depot (HD) 0.4 $1.8M +13% 5.3k 344.08
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Philip Morris International (PM) 0.4 $1.8M +11% 11k 160.41
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Pepsi (PEP) 0.4 $1.8M +14% 13k 143.53
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.8M +2% 3.5k 502.59
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First Tr Exchange-traded No Amer Energy (EMLP) 0.4 $1.7M -2% 46k 37.87
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Fidelity Covington Trust Msci Matls Index (FMAT) 0.4 $1.7M +23% 32k 53.11
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Merck & Co (MRK) 0.4 $1.7M +15% 16k 105.26
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Meta Platforms Cl A (META) 0.4 $1.6M +24% 2.5k 660.07
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Spdr Series Trust State Street Spd (MDYV) 0.4 $1.6M +41% 19k 84.65
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Johnson & Johnson (JNJ) 0.4 $1.6M +22% 7.8k 206.94
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Fidelity Covington Trust Msci Utils Index (FUTY) 0.4 $1.5M +39% 28k 55.22
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Verizon Communications (VZ) 0.4 $1.5M +16% 37k 40.73
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Union Pacific Corporation (UNP) 0.3 $1.5M +31% 6.4k 231.31
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Ge Aerospace Com New (GE) 0.3 $1.5M -21% 4.8k 308.02
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Broadcom (AVGO) 0.3 $1.5M -26% 4.2k 346.10
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Eli Lilly & Co. (LLY) 0.3 $1.4M -17% 1.3k 1074.59
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First Tr Exchange Traded Dj Glbl Divid (FGD) 0.3 $1.4M -5% 46k 30.27
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Omni (OMC) 0.3 $1.4M +69% 17k 80.75
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International Business Machines (IBM) 0.3 $1.3M -2% 4.5k 296.24
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Spdr Series Trust State Street Spd (SPBO) 0.3 $1.3M -4% 44k 29.34
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Emerson Electric (EMR) 0.3 $1.3M 9.7k 132.72
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Nrg Energy Com New (NRG) 0.3 $1.3M -2% 8.0k 159.24
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UnitedHealth (UNH) 0.3 $1.3M +44% 3.8k 330.10
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First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.3 $1.3M -4% 18k 69.47
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Aim Etf Products Trust Us Lrgcp B20 Feb (FEBW) 0.3 $1.3M +2% 37k 33.96
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Entergy Corporation (ETR) 0.3 $1.2M 13k 92.43
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Cisco Systems (CSCO) 0.3 $1.2M +26% 16k 77.03
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Ishares Tr Core Lt Usdb Etf (ILTB) 0.3 $1.2M -4% 24k 49.70
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Applied Materials (AMAT) 0.3 $1.2M -24% 4.7k 257.01
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Elevation Series Trust Trueshares Dec (DECZ) 0.3 $1.2M -3% 29k 40.26
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Us Bancorp Del Com New (USB) 0.3 $1.1M 22k 53.36
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Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $1.1M -3% 49k 23.03
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Newmont Mining Corporation (NEM) 0.3 $1.1M -32% 11k 99.85
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NiSource (NI) 0.3 $1.1M 27k 41.76
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Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 0.3 $1.1M 22k 51.75
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Kimberly-Clark Corporation (KMB) 0.3 $1.1M +16% 11k 100.89
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salesforce (CRM) 0.3 $1.1M +26% 4.1k 264.90
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First Tr Exchange Traded Multi Asset Di (MDIV) 0.3 $1.1M 70k 15.72
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Prudential Financial (PRU) 0.3 $1.1M +6% 9.7k 112.88
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Aim Etf Products Trust Allianzim Us Equ (JANW) 0.3 $1.1M +2% 29k 37.01
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International Paper Company (IP) 0.2 $1.1M +17% 27k 39.39
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Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.2 $1.1M +32% 39k 26.89
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Comerica Incorporated 0.2 $1.1M -7% 12k 86.93
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Blackrock Etf Trust Ishares Us Equit (DYNF) 0.2 $1.0M -2% 17k 60.81
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Watts Water Technologies Cl A (WTS) 0.2 $1.0M +32% 3.8k 276.05
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Key (KEY) 0.2 $989k 48k 20.64
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At&t (T) 0.2 $980k 40k 24.84
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Citizens Financial (CFG) 0.2 $980k -3% 17k 58.41
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Lyondellbasell Industries N Shs - A - (LYB) 0.2 $963k +26% 22k 43.30
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $960k -3% 7.8k 123.27
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Costco Wholesale Corporation (COST) 0.2 $957k -9% 1.1k 862.27
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Aim Etf Products Trust Allianzim Us Eq (SIXJ) 0.2 $952k -5% 28k 34.28
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Ford Motor Company (F) 0.2 $944k 72k 13.12
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Dominion Resources (D) 0.2 $944k 16k 58.59
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Elevation Series Trust Trueshares Quart (QBER) 0.2 $938k -3% 39k 23.97
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Spdr Series Trust State Street Spd (SPTL) 0.2 $935k 35k 26.47
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $923k 9.2k 100.38
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Select Sector Spdr Tr State Street Com (XLC) 0.2 $912k +6% 7.7k 117.73
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Bank of America Corporation (BAC) 0.2 $910k +26% 17k 55.00
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Public Service Enterprise (PEG) 0.2 $907k +5% 11k 80.30
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Huntington Bancshares Incorporated (HBAN) 0.2 $904k +2% 52k 17.35
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Glacier Ban (GBCI) 0.2 $899k 20k 44.05
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First Tr Exchange Traded Nasd Tech Div (TDIV) 0.2 $897k -4% 9.3k 96.84
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.2 $892k 7.5k 119.35
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First Tr Exchange Traded Nasdaq Buywrite (FTQI) 0.2 $883k 42k 20.82
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $877k +27% 2.6k 335.33
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Aptar (ATR) 0.2 $865k +58% 7.1k 121.97
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Fifth Third Ban (FITB) 0.2 $865k +3% 19k 46.81
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Oneok (OKE) 0.2 $862k +10% 12k 73.50
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Invesco SHS (IVZ) 0.2 $850k -5% 32k 26.27
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Exelon Corporation (EXC) 0.2 $850k +3% 20k 43.59
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Franklin Resources (BEN) 0.2 $847k +4% 35k 23.89
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Edison International (EIX) 0.2 $846k +7% 14k 60.02
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Walt Disney Company (DIS) 0.2 $843k -13% 7.4k 113.77
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Truist Financial Corp equities (TFC) 0.2 $836k +2% 17k 49.21
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EastGroup Properties (EGP) 0.2 $828k +41% 4.7k 178.16
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Elevation Series Trust Trushares Bull (QBUL) 0.2 $828k -2% 35k 23.80
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CMS Energy Corporation (CMS) 0.2 $822k +3% 12k 69.93
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Fidelity National Financial Com Shs (FNF) 0.2 $818k +5% 15k 54.59
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American Electric Power Company (AEP) 0.2 $818k 7.1k 115.31
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Simplify Exchange Traded Fun Intmd Term Trsry (TYA) 0.2 $804k -2% 60k 13.50
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Principal Financial (PFG) 0.2 $803k +4% 9.1k 88.21
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Alliant Energy Corporation (LNT) 0.2 $799k 12k 65.01
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Accenture Plc Ireland Shs Class A (ACN) 0.2 $796k 3.0k 268.35
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Valero Energy Corporation (VLO) 0.2 $795k -3% 4.9k 162.78
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Aim Etf Products Trust Us Lrgcp B20 Apr (APRW) 0.2 $790k +2% 23k 34.86
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First Tr Exchange-traded Smid Risng Etf (SDVY) 0.2 $785k 21k 38.32
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Watsco, Incorporated (WSO) 0.2 $785k +16% 2.3k 336.98
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American Centy Etf Tr Avantis Core Fi (AVIG) 0.2 $770k 18k 41.92
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Williams-Sonoma (WSM) 0.2 $745k -20% 4.2k 178.58
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Flexshares Tr Cr Scd Us Bd (SKOR) 0.2 $741k 15k 49.13
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First Tr Exchange-traded Common Shs (FDD) 0.2 $726k -5% 42k 17.50
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Aim Etf Products Trust Allianzim Us Lrg (SEPW) 0.2 $701k -8% 22k 31.92
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T. Rowe Price (TROW) 0.2 $694k -12% 6.8k 102.38
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PPL Corporation (PPL) 0.2 $693k +3% 20k 35.02
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Honeywell International (HON) 0.2 $689k -2% 3.5k 195.09
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S&p Global (SPGI) 0.2 $683k -14% 1.3k 522.47
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Flagstar Bank National Assoc Com New (FLG) 0.2 $672k +3% 53k 12.59
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Paychex (PAYX) 0.2 $672k -8% 6.0k 112.18
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FirstEnergy (FE) 0.2 $672k +2% 15k 44.77
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Select Sector Spdr Tr State Street Tec (XLK) 0.2 $667k +97% 4.6k 143.97
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Oge Energy Corp (OGE) 0.2 $664k +4% 16k 42.70
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DTE Energy Company (DTE) 0.2 $664k +3% 5.1k 128.97
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Altria (MO) 0.2 $653k +4% 11k 57.66
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Thermo Fisher Scientific (TMO) 0.1 $642k -17% 1.1k 579.60
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Servicenow (NOW) 0.1 $634k +330% 4.1k 153.19
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Wec Energy Group (WEC) 0.1 $633k +3% 6.0k 105.47
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GATX Corporation (GATX) 0.1 $628k +39% 3.7k 169.61
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Gra (GGG) 0.1 $625k +46% 7.6k 81.97
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Sonoco Products Company (SON) 0.1 $620k +14% 14k 43.64
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Palo Alto Networks (PANW) 0.1 $616k +39% 3.3k 184.22
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Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $615k 2.5k 250.29
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Hp (HPQ) 0.1 $610k +12% 27k 22.28
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Intuitive Surgical Com New (ISRG) 0.1 $609k -18% 1.1k 566.36
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Pfizer (PFE) 0.1 $607k 24k 24.90
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Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD) 0.1 $601k -4% 15k 39.26
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Intel Corporation (INTC) 0.1 $599k +9% 16k 36.90
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Intuit (INTU) 0.1 $598k -15% 903.00 662.71
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Ryder System (R) 0.1 $587k +37% 3.1k 191.36
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Everest Re Group (EG) 0.1 $583k -10% 1.7k 339.38
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Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO) 0.1 $576k -2% 17k 34.73
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Elevation Series Trust Trueshares Nov (NOVZ) 0.1 $571k -3% 13k 43.85
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Elevation Series Trust Trueshares Struc (MARZ) 0.1 $569k -3% 17k 34.28
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $557k 2.6k 212.07
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Pimco Etf Tr Commodity Strat (CMDT) 0.1 $557k -2% 20k 27.59
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Pimco Etf Tr 25yr+ Zero U S (ZROZ) 0.1 $555k 8.6k 64.25
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $551k 6.3k 87.16
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Elevation Series Trust Trueshares Strct (JULZ) 0.1 $541k -2% 13k 42.12
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Aim Etf Products Trust Us Larcp B20 Mar (MARW) 0.1 $540k +2% 16k 34.34
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Tri Pointe Homes (TPH) 0.1 $540k +48% 17k 31.47
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American Tower Reit (AMT) 0.1 $533k -9% 3.0k 175.55
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Lowe's Companies (LOW) 0.1 $529k 2.2k 241.21
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Select Sector Spdr Tr State Street Ind (XLI) 0.1 $517k +6% 3.3k 155.10
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Evercore Class A (EVR) 0.1 $511k +34% 1.5k 340.19
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Lululemon Athletica (LULU) 0.1 $507k NEW 2.4k 207.81
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Proshares Tr Shrt Hgh Yield (SJB) 0.1 $503k 33k 15.26
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AFLAC Incorporated (AFL) 0.1 $498k 4.5k 110.27
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Toll Brothers (TOL) 0.1 $486k -20% 3.6k 135.20
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Western Union Company (WU) 0.1 $481k -9% 52k 9.31
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Elevation Series Trust Trueshares Strcd (JANZ) 0.1 $472k -4% 12k 38.11
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $468k 9.5k 49.46
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United Parcel Service CL B (UPS) 0.1 $466k -7% 4.7k 99.19
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Elevation Series Trust Trueshares Struc (APRZ) 0.1 $462k -4% 12k 37.41
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Ishares Tr Eafe Grwth Etf (EFG) 0.1 $462k 4.1k 113.91
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Series Portfolios Tr Eldridge Bbb B (CLOZ) 0.1 $459k 17k 26.48
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $459k -2% 19k 24.04
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American Express Company (AXP) 0.1 $454k -3% 1.2k 369.84
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Flexshares Tr Hig Yld Vl Etf (HYGV) 0.1 $446k -9% 11k 40.73
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Ishares Tr Cmbs Etf (CMBS) 0.1 $436k -5% 8.9k 49.08
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Shell Spon Ads (SHEL) 0.1 $432k 5.9k 73.48
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Newell Rubbermaid (NWL) 0.1 $425k +43% 114k 3.72
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Ishares Msci Emrg Chn (EMXC) 0.1 $423k 5.8k 72.68
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Qualcomm (QCOM) 0.1 $409k +39% 2.4k 171.06
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Prosperity Bancshares (PB) 0.1 $401k 5.8k 69.11
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Alps Etf Tr Riverfrnt Dymc (RFDA) 0.1 $397k -8% 6.2k 63.75
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Amgen (AMGN) 0.1 $392k -14% 1.2k 327.21
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Steel Dynamics (STLD) 0.1 $388k -19% 2.3k 169.47
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Lockheed Martin Corporation (LMT) 0.1 $385k -20% 795.00 483.86
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UGI Corporation (UGI) 0.1 $378k +38% 10k 37.43
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $378k 554.00 681.96
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $368k -18% 5.0k 74.07
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $368k 2.7k 136.94
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Select Sector Spdr Tr State Street Hea (XLV) 0.1 $365k 2.4k 154.80
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Alps Etf Tr Riverfront Dym (RFCI) 0.1 $357k -11% 16k 22.69
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Ishares Tr S&p 100 Etf (OEF) 0.1 $350k -4% 1.0k 342.83
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Ge Vernova (GEV) 0.1 $339k -27% 518.00 653.57
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Ishares Tr U.s. Tech Etf (IYW) 0.1 $333k -2% 1.7k 199.71
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West Pharmaceutical Services (WST) 0.1 $326k -14% 1.2k 275.20
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $325k 2.7k 120.17
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Select Sector Spdr Tr State Street Ene (XLE) 0.1 $317k +128% 7.1k 44.71
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $309k 3.3k 92.51
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $307k -5% 1.6k 191.56
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Select Sector Spdr Tr State Street Con (XLY) 0.1 $304k +93% 2.5k 119.41
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Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.1 $304k -16% 4.1k 73.27
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Raytheon Technologies Corp (RTX) 0.1 $297k -7% 1.6k 183.44
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Alps Etf Tr Rivrfrnt Str Inc (RIGS) 0.1 $296k 13k 23.05
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Select Sector Spdr Tr State Street Fin (XLF) 0.1 $293k -4% 5.3k 54.77
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Blackrock Etf Trust Ishares Us Thema (THRO) 0.1 $287k -3% 7.4k 38.56
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Aim Etf Products Trust Allianzim Us Lgr (AUGT) 0.1 $280k -6% 7.9k 35.64
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Eaton Corp SHS (ETN) 0.1 $280k +15% 880.00 318.41
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Aim Etf Products Trust Allianzim Us Eqt (FLAO) 0.1 $279k +3% 9.8k 28.43
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Ishares Tr Mbs Etf (MBB) 0.1 $268k 2.8k 95.22
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Aim Etf Products Trust Allianzim Us Eqt (SIXP) 0.1 $263k 8.3k 31.55
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $258k -20% 1.2k 219.78
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Etfs Gold Tr Physcl Gold Shs (SGOL) 0.1 $252k 6.1k 41.08
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Fidelity Covington Trust Msci Finls Idx (FNCL) 0.1 $244k -10% 3.1k 77.73
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $243k 3.7k 66.00
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Global X Fds Us Infr Dev Etf (PAVE) 0.1 $240k -6% 5.0k 47.79
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Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $239k 4.5k 52.77
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Past Filings by Elevated Capital Advisors

SEC 13F filings are viewable for Elevated Capital Advisors going back to 2019

View all past filings