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 174 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 5.0 $16M -2% 39k 409.52
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First Tr Morningstar Divid L SHS (FDL) 3.0 $9.7M 271k 35.88
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Ishares Tr Msci Usa Qlt Fct (QUAL) 2.9 $9.4M -3% 64k 147.14
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Vanguard Index Fds Growth Etf (VUG) 2.9 $9.2M 30k 310.88
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Alps Etf Tr Rivrfrnt Str Inc (RIGS) 2.8 $9.0M 389k 23.16
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.7 $8.5M +4% 177k 47.90
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First Tr Value Line Divid In SHS (FVD) 2.6 $8.4M 208k 40.56
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First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 2.2 $6.9M 389k 17.83
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Vanguard Index Fds Value Etf (VTV) 2.1 $6.8M +4% 46k 149.50
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Apple (AAPL) 1.9 $6.1M +2% 32k 192.53
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First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 1.5 $4.9M 198k 24.74
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Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 1.5 $4.7M -6% 48k 98.04
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First Tr Exchange-traded Ft Cboe Vest S&p (KNG) 1.4 $4.6M +2% 89k 51.68
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Blackrock Debt Strategies Com New (DSU) 1.4 $4.6M 426k 10.79
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PIMCO Corporate Income Fund (PCN) 1.4 $4.5M +3% 364k 12.41
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 1.4 $4.4M -16% 48k 91.39
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.3 $4.3M +2% 86k 49.36
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Vanguard Bd Index Fds Intermed Term (BIV) 1.3 $4.2M 55k 76.38
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Exxon Mobil Corporation (XOM) 1.3 $4.0M 40k 99.98
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Vanguard Bd Index Fds Short Trm Bond (BSV) 1.2 $3.9M +4% 51k 77.02
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Microsoft Corporation (MSFT) 1.2 $3.8M +2% 10k 376.05
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Ssga Active Etf Tr Blackstone Senr (SRLN) 1.2 $3.8M +10% 90k 41.93
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Ishares Tr Rus Md Cp Gr Etf (IWP) 1.1 $3.6M -2% 35k 104.46
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First Tr Exchange-traded Risng Divd Achiv (RDVY) 1.1 $3.5M -2% 67k 51.67
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First Tr Exchange-traded No Amer Energy (EMLP) 1.0 $3.3M 119k 27.69
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.9 $3.0M -3% 41k 73.55
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Ishares Tr Msci Usa Mmentm (MTUM) 0.9 $2.9M -5% 19k 156.89
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Vanguard Index Fds Small Cp Etf (VB) 0.9 $2.9M 14k 213.33
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Select Sector Spdr Tr Sbi Cons Discr (XLY) 0.9 $2.9M +37% 16k 178.81
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Abbvie (ABBV) 0.9 $2.8M 18k 154.97
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.9 $2.8M +12% 30k 96.39
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Tidal Etf Tr Unlimited Hfnd (HFND) 0.9 $2.8M -2% 136k 20.82
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First Tr Exchange-traded First Tr Ta Hiyl (HYLS) 0.9 $2.8M -2% 67k 41.57
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Spdr Ser Tr Portfolio Short (SPSB) 0.9 $2.8M -12% 93k 29.78
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Abrdn Gold Etf Trust Physcl Gold Shs (SGOL) 0.9 $2.8M -2% 140k 19.74
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $2.8M +5% 67k 41.10
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Alps Etf Tr Riverfrnt Dymc (RFDA) 0.9 $2.7M -6% 58k 47.67
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Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.8 $2.7M +41% 37k 72.03
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First Tr Exchange-traded Nasd Tech Div (TDIV) 0.8 $2.5M 39k 64.09
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Alps Etf Tr Riverfront Dym (RFCI) 0.8 $2.4M -16% 108k 22.60
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Select Sector Spdr Tr Technology (XLK) 0.8 $2.4M +7% 13k 192.48
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.7 $2.4M +10% 17k 136.38
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First Tr Exchange-traded S&p Intl Divid (FID) 0.7 $2.3M -2% 141k 16.12
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Pepsi (PEP) 0.7 $2.3M +8% 13k 169.84
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First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.7 $2.3M +3% 47k 48.32
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Select Sector Spdr Tr Indl (XLI) 0.7 $2.2M +37% 19k 113.99
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Spdr Ser Tr Bloomberg Invt (FLRN) 0.7 $2.1M -35% 69k 30.59
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Spdr Ser Tr Portfolio Ln Cor (SPLB) 0.7 $2.1M -2% 89k 23.79
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Alphabet Cap Stk Cl C (GOOG) 0.7 $2.1M +5% 15k 140.93
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Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) 0.7 $2.1M -8% 42k 50.30
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Vanguard Bd Index Fds Long Term Bond (BLV) 0.6 $2.1M +4% 28k 74.58
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.6 $2.0M +5% 44k 46.36
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Ishares U S Etf Tr Blackrock Sh Dur (NEAR) 0.6 $1.9M +5% 38k 50.52
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First Tr Exchng Traded Fd Vi Tcw Securitized (DEED) 0.6 $1.9M +8% 88k 21.21
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.6 $1.8M +47% 12k 157.79
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Flaherty & Crumrine/Claymore Preferred S (FFC) 0.6 $1.8M 131k 13.90
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Ishares Tr Core S&p500 Etf (IVV) 0.6 $1.8M +6% 3.8k 477.65
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Vanguard Index Fds Mid Cap Etf (VO) 0.6 $1.8M -3% 7.7k 232.65
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First Tr Exch Traded Fd Iii Rivrfrnt Dyn Dev (RFDI) 0.6 $1.8M 29k 61.19
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First Tr Stoxx European Sele Common Shs (FDD) 0.5 $1.8M 145k 12.07
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.5 $1.8M -3% 18k 99.79
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At&t (T) 0.5 $1.7M -7% 104k 16.78
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Tesla Motors (TSLA) 0.5 $1.7M +3% 6.9k 248.49
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Spdr Ser Tr Portfolio S&p500 (SPLG) 0.5 $1.7M -7% 31k 55.90
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Ishares Tr Pfd And Incm Sec (PFF) 0.5 $1.7M 55k 31.19
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Ishares Tr Core Us Aggbd Et (AGG) 0.5 $1.7M -16% 17k 99.25
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Ishares Tr Core S&p Scp Etf (IJR) 0.5 $1.6M -5% 15k 108.25
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Duke Energy Corp Com New (DUK) 0.5 $1.6M -4% 16k 97.04
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National Grid Sponsored Adr Ne (NGG) 0.5 $1.6M -5% 23k 67.99
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Amazon (AMZN) 0.5 $1.6M 11k 151.94
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First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt (FAPR) 0.5 $1.6M NEW 45k 34.95
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Spdr Ser Tr Portfoli S&p1500 (SPTM) 0.5 $1.5M -6% 26k 58.45
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.5 $1.5M -4% 15k 100.27
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Philip Morris International (PM) 0.5 $1.5M -3% 16k 94.08
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Bce Com New (BCE) 0.5 $1.5M -2% 37k 39.38
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Vaneck Etf Trust Fallen Angel Hg (ANGL) 0.5 $1.5M +7% 51k 28.78
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Kimberly-Clark Corporation (KMB) 0.5 $1.4M 12k 121.51
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General Mills (GIS) 0.4 $1.4M -2% 22k 65.14
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Ishares Tr Short Treas Bd (SHV) 0.4 $1.3M +17% 12k 110.13
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Vanguard World Fds Comm Srvc Etf (VOX) 0.4 $1.3M +80% 11k 117.73
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Visa Com Cl A (V) 0.4 $1.2M +3% 4.7k 260.36
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First Tr Exchange Traded Dj Glbl Divid (FGD) 0.4 $1.2M +4% 54k 22.26
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First Tr Exchange-traded Multi Asset Di (MDIV) 0.4 $1.2M 76k 15.65
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First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.4 $1.1M +4% 25k 44.60
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General Electric Com New (GE) 0.3 $1.0M +5% 8.1k 127.63
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Verisk Analytics (VRSK) 0.3 $1.0M -2% 4.3k 238.86
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Applied Materials (AMAT) 0.3 $1.0M +6% 6.3k 162.07
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Advanced Micro Devices (AMD) 0.3 $1.0M 6.8k 147.41
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Broadcom (AVGO) 0.3 $995k 891.00 1116.81
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Select Sector Spdr Tr Communication (XLC) 0.3 $974k +6% 13k 72.66
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Adobe Systems Incorporated (ADBE) 0.3 $970k -2% 1.6k 596.67
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Ishares Tr Yld Optim Bd (BYLD) 0.3 $963k +7% 43k 22.43
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Vanguard Index Fds Real Estate Etf (VNQ) 0.3 $926k -2% 11k 88.36
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Spdr Gold Tr Gold Shs (GLD) 0.3 $905k -4% 4.7k 191.15
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Home Depot (HD) 0.3 $902k +10% 2.6k 346.55
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Costco Wholesale Corporation (COST) 0.3 $890k 1.3k 660.07
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Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH) 0.3 $890k NEW 36k 24.56
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First Tr Exchange-traded Nasdaq Buywrite (FTQI) 0.3 $889k +4% 45k 19.82
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Select Sector Spdr Tr Financial (XLF) 0.3 $856k +5% 23k 37.60
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Glacier Ban (GBCI) 0.3 $844k 20k 41.32
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Alps Etf Tr Active Eqty Oppt (RFFC) 0.3 $839k -3% 18k 47.41
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Intuit (INTU) 0.3 $813k 1.3k 625.03
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Servicenow (NOW) 0.3 $800k 1.1k 706.49
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Ishares Core Msci Emkt (IEMG) 0.3 $799k -3% 16k 50.58
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Mastercard Incorporated Cl A (MA) 0.2 $780k +5% 1.8k 426.62
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Honeywell International (HON) 0.2 $766k +26% 3.7k 209.71
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Accenture Plc Ireland Shs Class A (ACN) 0.2 $763k +7% 2.2k 350.97
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First Tr Exchange-traded Buywrit Incm Etf (FTHI) 0.2 $755k +72% 35k 21.36
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Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI) 0.2 $741k -2% 17k 42.59
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.2 $722k NEW 20k 35.41
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Williams-Sonoma (WSM) 0.2 $721k 3.6k 201.78
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Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.2 $712k -46% 4.9k 145.01
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Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.2 $702k -63% 7.0k 99.74
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Paychex (PAYX) 0.2 $696k +12% 5.8k 119.11
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Thermo Fisher Scientific (TMO) 0.2 $686k +13% 1.3k 530.80
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S&p Global (SPGI) 0.2 $676k +8% 1.5k 440.52
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American Tower Reit (AMT) 0.2 $659k +10% 3.1k 215.90
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T. Rowe Price (TROW) 0.2 $655k +19% 6.1k 107.70
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Eli Lilly & Co. (LLY) 0.2 $629k 1.1k 582.92
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First Tr Exchange-traded Smid Risng Etf (SDVY) 0.2 $615k 19k 32.77
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Shell Spon Ads (SHEL) 0.2 $609k -2% 9.3k 65.80
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Select Sector Spdr Tr Energy (XLE) 0.2 $579k +96% 6.9k 83.83
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Toll Brothers (TOL) 0.2 $570k 5.5k 102.79
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J P Morgan Exchange Traded F Equity Premium (JEPI) 0.2 $567k +2% 10k 54.98
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Vanguard World Mega Grwth Ind (MGK) 0.2 $561k -2% 2.2k 259.49
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Everest Re Group (EG) 0.2 $551k +10% 1.6k 353.59
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Walt Disney Company (DIS) 0.2 $525k 5.8k 90.29
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Intuitive Surgical Com New (ISRG) 0.2 $511k +8% 1.5k 337.36
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Pimco Etf Tr 0-5 High Yield (HYS) 0.2 $500k -18% 5.4k 93.08
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United Parcel Service CL B (UPS) 0.2 $494k +17% 3.1k 157.23
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NVIDIA Corporation (NVDA) 0.2 $492k -4% 993.00 495.22
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First Tr Exch Traded Fd Iii Rivr Frnt Dyn (RFEM) 0.2 $480k 8.1k 59.13
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Western Union Company (WU) 0.1 $472k +16% 40k 11.92
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Ishares Tr Global Equity (GLOF) 0.1 $469k 12k 37.87
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Lowe's Companies (LOW) 0.1 $454k +13% 2.0k 222.55
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Ark Etf Tr Fintech Innova (ARKF) 0.1 $448k -6% 16k 27.58
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Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $437k +5% 1.8k 237.22
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Global X Fds Us Infr Dev Etf (PAVE) 0.1 $435k 13k 34.46
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Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.1 $411k 5.1k 80.15
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $396k 833.00 475.32
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Prosperity Bancshares (PB) 0.1 $393k 5.8k 67.73
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Select Sector Spdr Tr Sbi Materials (XLB) 0.1 $377k NEW 4.4k 85.54
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First Tr Exchange-traded Senior Ln Fd (FTSL) 0.1 $374k -54% 8.1k 46.07
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 0.1 $373k 8.0k 46.63
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AFLAC Incorporated (AFL) 0.1 $373k 4.5k 82.50
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Lockheed Martin Corporation (LMT) 0.1 $371k +15% 819.00 453.42
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $355k -31% 4.4k 80.04
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Amgen (AMGN) 0.1 $354k +10% 1.2k 287.95
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $350k 982.00 356.66
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First Tr Exchange-traded Dj Internt Idx (FDN) 0.1 $345k -3% 1.9k 186.55
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West Pharmaceutical Services (WST) 0.1 $342k +7% 971.00 352.12
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Steel Dynamics (STLD) 0.1 $322k +9% 2.7k 118.09
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Etf Ser Solutions Nationwide Nasdq (NUSI) 0.1 $307k -17% 14k 22.40
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Union Pacific Corporation (UNP) 0.1 $301k 1.2k 245.62
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Principal Exchange Traded Prin Hlthcre Inv (BTEC) 0.1 $301k +3% 8.3k 36.33
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Abbott Laboratories (ABT) 0.1 $298k 2.7k 110.07
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Ishares Tr Ishs 5-10yr Invt (IGIB) 0.1 $292k -21% 5.6k 52.00
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Spdr Ser Tr Portfolio S&p600 (SPSM) 0.1 $288k NEW 6.8k 42.18
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American Express Company (AXP) 0.1 $285k 1.5k 187.40
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Spdr Ser Tr Portfolio S&p400 (SPMD) 0.1 $285k NEW 5.8k 48.72
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.1 $280k 4.3k 65.06
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Morgan Stanley Etf Trust Calvert Us Lrgcp (CDEI) 0.1 $274k NEW 4.5k 61.24
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Ishares Tr Msci Kld400 Soc (DSI) 0.1 $268k NEW 2.9k 91.05
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $268k 1.5k 175.22
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Procter & Gamble Company (PG) 0.1 $254k -12% 1.7k 146.54
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First Tr Exchange-traded Nasdq Artfcial (ROBT) 0.1 $245k 5.4k 45.53
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Ishares Tr Rus 1000 Val Etf (IWD) 0.1 $233k -2% 1.4k 165.25
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.1 $225k 5.6k 40.21
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $219k NEW 790.00 277.29
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Meta Platforms Cl A (META) 0.1 $216k -14% 610.00 354.02
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Newmont Mining Corporation (NEM) 0.1 $203k NEW 4.9k 41.39
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Global X Fds Telmdc&dig Etf (EDOC) 0.0 $102k NEW 10k 10.12
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Selectquote Ord (SLQT) 0.0 $45k 33k 1.37
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Synaptogenix Com New (SNPX) 0.0 $4.3k +52% 16k 0.27
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Past Filings by Elevated Capital Advisors

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