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 843 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Elevated Capital Advisors has 843 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.0 $12M 185k 64.08
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Apple (AAPL) 2.9 $12M -8% 46k 253.79
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Vanguard Index Fds Growth Etf (VUG) 2.8 $11M +2% 26k 436.80
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Simplify Exchange Traded Fun Treasury Opt Inc (BUCK) 2.6 $10M 441k 23.50
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Simplify Exchange Traded Fun Managed Futures (CTA) 2.5 $10M 335k 30.22
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Spdr Series Trust State Street Spd (SPYM) 2.4 $9.6M -21% 126k 76.54
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Vanguard Index Fds Value Etf (VTV) 2.3 $9.2M +2% 47k 196.20
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Microsoft Corporation (MSFT) 1.9 $7.5M +2% 20k 370.17
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Simplify Exchange Traded Fun Aggregate Bond E (AGGH) 1.8 $7.2M +50% 352k 20.35
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Simplify Exchange Traded Fun Currency Strateg (FOXY) 1.8 $7.1M NEW 244k 29.24
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Aim Etf Products Trust Allianzim Us Eqt (SIXO) 1.8 $7.1M +1166% 210k 33.78
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Simplify Exchange Traded Fun Barrier Income (SBAR) 1.8 $7.1M +55% 288k 24.54
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First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 1.8 $7.0M +3% 368k 19.00
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.6 $6.5M +2% 135k 48.05
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NVIDIA Corporation (NVDA) 1.6 $6.3M +31% 36k 174.40
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Vanguard Bd Index Fds Short Trm Bond (BSV) 1.6 $6.2M 79k 78.41
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First Tr Exchange-traded SHS (FDL) 1.2 $4.8M -3% 95k 50.80
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PIMCO Corporate Income Fund (PCN) 1.2 $4.8M +10% 400k 11.90
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Simplify Exchange Traded Fun Volatility Prem (SVOL) 1.2 $4.7M -26% 305k 15.34
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Aim Etf Products Trust Allianzim Us Equ (OCTW) 1.2 $4.6M NEW 121k 38.47
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Amazon (AMZN) 1.1 $4.4M +10% 21k 208.27
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Blackrock Debt Strategies Com New (DSU) 1.1 $4.4M +11% 456k 9.59
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Aim Etf Products Trust Allianzim Us Eqt (SEPW) 1.1 $4.3M +521% 137k 31.59
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 1.0 $3.9M +2% 72k 54.05
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Aim Etf Products Trust Allianzim Us Eqt (JULW) 0.9 $3.7M +81% 96k 38.81
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Simplify Exchange Traded Fun Short Term Trea (TUA) 0.9 $3.5M +48% 166k 21.10
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Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.9 $3.4M -29% 70k 48.86
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Pimco Etf Tr Multisector Bd (PYLD) 0.8 $3.3M -30% 125k 26.20
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS) 0.8 $3.2M 68k 46.95
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Vanguard Bd Index Fds Intermed Term (BIV) 0.8 $3.1M 40k 77.18
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Vanguard Bd Index Fds Long Term Bond (BLV) 0.7 $3.0M +2% 43k 68.78
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First Tr Exchange-traded SHS (FVD) 0.7 $3.0M 63k 47.03
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Aim Etf Products Trust Allianzim Us Equ (DECU) 0.7 $2.9M NEW 111k 26.58
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Exxon Mobil Corporation (XOM) 0.7 $2.8M -18% 16k 169.66
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Elevation Series Trust Trueshares Quart (QBER) 0.7 $2.7M +184% 111k 24.13
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Pimco Etf Tr Active Bd Etf (BOND) 0.6 $2.6M -31% 28k 92.28
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $2.5M 4.4k 577.19
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Vanguard Index Fds Small Cp Etf (VB) 0.6 $2.5M +2% 9.7k 261.92
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First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.6 $2.5M +3% 51k 48.71
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Simplify Exchange Traded Fun Gamma Emerging (GAEM) 0.6 $2.4M +2% 94k 25.89
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Alphabet Cap Stk Cl A (GOOGL) 0.6 $2.4M -31% 8.4k 287.54
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Broadcom (AVGO) 0.6 $2.3M +78% 7.5k 309.51
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Elevation Series Trust Trueshares Seaso (ONEZ) 0.5 $2.2M NEW 87k 25.04
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Elevation Series Trust Trueshares Struc (SEPZ) 0.5 $2.1M NEW 53k 40.61
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Visa Com Cl A (V) 0.5 $2.1M +4% 7.1k 302.22
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Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $2.0M -4% 11k 191.82
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McDonald's Corporation (MCD) 0.5 $2.0M -8% 6.4k 310.78
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First Tr Exchange-traded No Amer Energy (EMLP) 0.5 $1.9M -6% 43k 43.66
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Fidelity Covington Trust Msci Indl Indx (FIDU) 0.5 $1.8M -26% 21k 86.52
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Alphabet Cap Stk Cl C (GOOG) 0.5 $1.8M -31% 6.4k 286.86
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Meta Platforms Cl A (META) 0.5 $1.8M +29% 3.2k 572.09
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Tesla Motors (TSLA) 0.5 $1.8M -12% 4.9k 371.77
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T. Rowe Price (TROW) 0.5 $1.8M +194% 20k 90.14
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Flaherty & Crumrine/Claymore Preferred S (FFC) 0.4 $1.8M 114k 15.49
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Applied Materials (AMAT) 0.4 $1.7M +7% 5.1k 341.77
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Fidelity Covington Trust Msci Consm Dis (FDIS) 0.4 $1.7M -7% 19k 93.26
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Mastercard Incorporated Cl A (MA) 0.4 $1.7M -2% 3.4k 499.68
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Spdr Series Trust State Street Spd (MDYG) 0.4 $1.7M -27% 18k 95.96
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Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.7M -47% 2.6k 653.23
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Intuit (INTU) 0.4 $1.6M +308% 3.7k 432.33
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Fidelity Covington Trust Msci Matls Index (FMAT) 0.4 $1.6M -14% 28k 57.64
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Philip Morris International (PM) 0.4 $1.6M -14% 9.6k 165.33
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Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.4 $1.6M +736% 22k 70.36
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Advanced Micro Devices (AMD) 0.4 $1.5M -26% 7.5k 203.43
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Fidelity Covington Trust Msci Utils Index (FUTY) 0.4 $1.5M -7% 26k 59.07
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Johnson & Johnson (JNJ) 0.4 $1.5M -21% 6.1k 244.44
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.4M -16% 2.9k 479.21
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Spdr Series Trust State Street Spd (MDYV) 0.4 $1.4M -14% 16k 85.15
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Abbvie (ABBV) 0.3 $1.4M -33% 6.3k 217.50
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International Business Machines (IBM) 0.3 $1.3M +22% 5.6k 242.38
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Valero Energy Corporation (VLO) 0.3 $1.3M +9% 5.3k 247.09
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JPMorgan Chase & Co. (JPM) 0.3 $1.3M -39% 4.4k 294.18
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First Tr Exchange-traded Dj Glbl Divid (FGD) 0.3 $1.3M -11% 41k 31.93
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Seagate Technology Hldngs Pl Ord Shs (STX) 0.3 $1.3M -57% 3.3k 391.80
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Pfizer (PFE) 0.3 $1.3M +85% 45k 28.08
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Pimco Etf Tr Ultra Short Govt (BILZ) 0.3 $1.3M -66% 12k 100.97
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Verizon Communications (VZ) 0.3 $1.2M -34% 24k 50.20
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Procter & Gamble Company (PG) 0.3 $1.2M -37% 8.3k 144.44
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First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.3 $1.2M -3% 18k 68.28
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Elevation Series Trust Trueshares Strcd (JANZ) 0.3 $1.2M +161% 32k 36.76
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Accenture Plc Ireland Shs Class A (ACN) 0.3 $1.2M +100% 5.9k 198.30
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Archer Daniels Midland Company (ADM) 0.3 $1.1M +197087% 16k 72.69
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First Tr Exchange Traded Multi Asset Di (MDIV) 0.3 $1.1M 70k 16.17
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Home Depot (HD) 0.3 $1.1M -36% 3.4k 328.87
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Flexshares Tr Cr Scd Us Bd (SKOR) 0.3 $1.1M +50% 23k 48.62
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Dominion Resources (D) 0.3 $1.1M +9% 18k 61.82
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Lyondellbasell Industries Nv Shs - A - (LYB) 0.3 $1.1M -39% 14k 80.56
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Elevation Series Trust Trueshares Dec (DECZ) 0.3 $1.1M -5% 28k 38.83
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Spdr Series Trust State Street Spd (SPBO) 0.3 $1.1M -15% 37k 29.03
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Citizens Financial (CFG) 0.3 $1.1M +5% 18k 59.97
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Us Bancorp Com New (USB) 0.3 $1.1M -6% 20k 52.01
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Elevation Series Trust S&p Autocallable (PAYM) 0.3 $1.0M NEW 48k 21.95
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Amgen (AMGN) 0.3 $1.0M +146% 3.0k 351.90
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Ishares Tr Core Lt Usdb Etf (ILTB) 0.3 $1.0M -13% 21k 48.98
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At&t (T) 0.3 $1.0M -10% 35k 28.99
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Cisco Systems (CSCO) 0.3 $1.0M -17% 13k 77.59
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Key (KEY) 0.3 $1.0M +5% 50k 20.05
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Ford Motor Company (F) 0.3 $1.0M +21% 87k 11.54
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Ishares Tr Us Treas Bd Etf (GOVT) 0.2 $984k -13% 43k 22.91
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Prudential Financial (PRU) 0.2 $968k +2% 9.9k 97.69
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Pepsi (PEP) 0.2 $959k -50% 6.2k 155.29
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Bunge Global Sa Com Shs (BG) 0.2 $944k NEW 7.4k 127.20
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Blackrock Etf Trust Ishares Us Equit (DYNF) 0.2 $937k -5% 16k 58.18
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Omni (OMC) 0.2 $930k -27% 12k 75.31
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Regions Financial Corporation (RF) 0.2 $915k +1482% 35k 26.12
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Glacier Ban (GBCI) 0.2 $912k 20k 44.67
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Ge Aerospace Com New (GE) 0.2 $912k -33% 3.2k 283.78
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Spdr Series Trust State Street Spd (SPTL) 0.2 $898k -3% 34k 26.30
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Chevron Corporation (CVX) 0.2 $890k -66% 4.3k 206.89
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Select Sector Spdr Tr State Street Com (XLC) 0.2 $883k +2% 8.0k 110.86
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Huntington Bancshares Incorporated (HBAN) 0.2 $883k +8% 56k 15.65
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Truist Financial Corp equities (TFC) 0.2 $880k +12% 19k 45.97
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $871k +3% 2.7k 320.77
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First Tr Exchange Traded Nasdaq Buywrite (FTQI) 0.2 $870k +2% 44k 19.92
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Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD) 0.2 $860k +54% 24k 36.37
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Costco Wholesale Corporation (COST) 0.2 $859k -22% 862.00 996.23
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First Tr Exchange Traded Nasd Tech Div (TDIV) 0.2 $850k -2% 9.1k 93.66
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Wal-Mart Stores (WMT) 0.2 $847k +284% 6.8k 124.28
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American Electric Power Company (AEP) 0.2 $845k -9% 6.4k 131.07
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Adobe Systems Incorporated (ADBE) 0.2 $835k -37% 3.4k 243.08
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $828k -5% 7.3k 113.11
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Fifth Third Ban (FITB) 0.2 $827k -3% 18k 46.46
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Wells Fargo & Company (WFC) 0.2 $818k +338% 10k 79.61
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Altria (MO) 0.2 $804k +7% 12k 65.99
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First Tr Exchange Traded Smid Risng Etf (SDVY) 0.2 $789k -2% 20k 39.43
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Honeywell International (HON) 0.2 $783k 3.5k 226.03
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CMS Energy Corporation (CMS) 0.2 $768k -15% 9.9k 77.58
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FirstEnergy (FE) 0.2 $765k 15k 50.66
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salesforce (CRM) 0.2 $763k 4.1k 186.68
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Exelon Corporation (EXC) 0.2 $744k -22% 15k 49.02
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Micron Technology (MU) 0.2 $738k +6323% 2.2k 337.84
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Paychex (PAYX) 0.2 $735k +33% 8.0k 92.13
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Edison International (EIX) 0.2 $731k -29% 10k 73.18
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CVS Caremark Corporation (CVS) 0.2 $719k +6039% 10k 71.82
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Oracle Corporation (ORCL) 0.2 $719k +1455% 4.9k 147.11
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Eversource Energy (ES) 0.2 $713k NEW 10k 69.28
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UnitedHealth (UNH) 0.2 $712k -31% 2.6k 270.64
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Eli Lilly & Co. (LLY) 0.2 $704k -42% 765.00 920.31
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Oneok (OKE) 0.2 $701k -33% 7.8k 90.40
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Principal Financial (PFG) 0.2 $690k -15% 7.7k 90.11
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Wec Energy Group (WEC) 0.2 $688k 5.9k 115.77
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International Paper Company (IP) 0.2 $673k -30% 19k 35.70
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Oge Energy Corp (OGE) 0.2 $667k -10% 14k 47.96
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PPL Corporation (PPL) 0.2 $655k -13% 17k 38.20
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First Tr Exchange-traded Common Shs (FDD) 0.2 $654k -11% 37k 17.81
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Genuine Parts Company (GPC) 0.2 $649k +693% 6.1k 105.75
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Everest Re Group (EG) 0.2 $643k +14% 2.0k 326.88
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Watts Water Technologies Cl A (WTS) 0.2 $641k -41% 2.2k 290.23
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Walt Disney Company (DIS) 0.2 $638k -10% 6.6k 96.38
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DTE Energy Company (DTE) 0.2 $631k -16% 4.3k 146.22
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Gra (GGG) 0.2 $630k -2% 7.4k 84.65
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Pinnacle West Capital Corporation (PNW) 0.2 $624k NEW 6.2k 100.75
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Select Sector Spdr Tr State Street Tec (XLK) 0.2 $616k 4.6k 132.90
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Ishares Tr 0-3 Mnth Treasry (SGOV) 0.2 $616k -33% 6.1k 100.66
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S&p Global (SPGI) 0.2 $601k +8% 1.4k 425.32
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American Centy Etf Tr Avantis Core Fi (AVIG) 0.2 $599k -21% 14k 41.54
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American Tower Reit (AMT) 0.2 $598k +13% 3.5k 172.59
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Thermo Fisher Scientific (TMO) 0.1 $594k +9% 1.2k 491.65
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Williams-Sonoma (WSM) 0.1 $593k -21% 3.3k 182.31
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Best Buy (BBY) 0.1 $589k +3903% 9.2k 64.20
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Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $583k 2.4k 239.98
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Servicenow (NOW) 0.1 $582k +34% 5.6k 104.55
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First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP) 0.1 $578k NEW 15k 38.11
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Public Service Enterprise (PEG) 0.1 $574k -37% 7.1k 80.95
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Aim Etf Products Trust Allianzim Eq Buf (JULU) 0.1 $572k NEW 20k 28.55
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Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $548k 6.3k 86.69
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Shell Spon Ads (SHEL) 0.1 $547k 5.9k 93.00
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Select Sector Spdr Tr State Street Ind (XLI) 0.1 $546k 3.4k 161.73
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United Parcel Svcs CL B (UPS) 0.1 $537k +16% 5.5k 98.38
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Comcast Corp Cl A (CMCSA) 0.1 $536k +2879% 19k 28.71
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Ishares Tr S&p 500 Val Etf (IVE) 0.1 $535k -3% 2.5k 211.13
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Bank of America Corporation (BAC) 0.1 $532k -34% 11k 48.75
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Lowe's Companies (LOW) 0.1 $526k 2.2k 236.29
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Elevation Series Trust Trueshares Oct (OCTZ) 0.1 $523k NEW 13k 41.10
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Western Union Company (WU) 0.1 $523k +16% 60k 8.73
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Nextera Energy (NEE) 0.1 $517k +1043% 5.6k 92.87
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.1 $517k NEW 20k 25.64
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Simplify Exchange Traded Fun Us Eqt Pls Upsid (SPUC) 0.1 $514k NEW 12k 44.18
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Arista Networks Com Shs (ANET) 0.1 $514k NEW 4.2k 122.78
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Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC) 0.1 $509k NEW 13k 39.47
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Newmont Mining Corporation (NEM) 0.1 $505k -59% 4.7k 108.26
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Lennar Corp Cl A (LEN) 0.1 $497k +63422% 5.7k 86.84
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AFLAC Incorporated (AFL) 0.1 $496k 4.5k 109.71
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Verisk Analytics (VRSK) 0.1 $480k +126500% 2.5k 189.73
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Palantir Technologies Cl A (PLTR) 0.1 $479k +1483% 3.3k 146.28
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Skyworks Solutions (SWKS) 0.1 $473k NEW 8.8k 53.55
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Intuitive Surgical Com New (ISRG) 0.1 $473k -4% 1.0k 460.99
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ConAgra Foods (CAG) 0.1 $471k NEW 30k 15.72
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Bristol Myers Squibb (BMY) 0.1 $461k +122% 7.6k 60.65
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Union Pacific Corporation (UNP) 0.1 $459k -70% 1.9k 242.67
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Hp (HPQ) 0.1 $456k -13% 24k 19.21
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Citigroup Com New (C) 0.1 $455k +5892% 4.0k 113.41
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Select Sector Spdr Tr State Street Ene (XLE) 0.1 $449k +3% 7.3k 61.26
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.1 $445k -5% 18k 24.75
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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $437k +3018% 1.8k 237.62
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Lululemon Athletica (LULU) 0.1 $431k +15% 2.8k 153.10
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Lockheed Martin Corporation (LMT) 0.1 $427k -11% 707.00 604.10
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Ishares Tr Eafe Grwth Etf (EFG) 0.1 $421k -6% 3.8k 111.37
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Ishares Msci Emrg Chn (EMXC) 0.1 $417k -8% 5.3k 78.67
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Toll Brothers (TOL) 0.1 $397k -19% 2.9k 136.47
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Prosperity Bancshares (PB) 0.1 $390k 5.8k 67.18
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Ishares Tr Cmbs Etf (CMBS) 0.1 $387k -10% 7.9k 48.73
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Morgan Stanley Com New (MS) 0.1 $381k +1130% 2.3k 164.57
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Emerson Electric (EMR) 0.1 $370k -70% 2.8k 131.00
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American Express Company (AXP) 0.1 $365k 1.2k 302.48
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Simplify Exchange Traded Fun Enhanced Inm Etf (HIGH) 0.1 $357k -96% 17k 21.34
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West Pharmaceutical Services (WST) 0.1 $353k +18% 1.4k 250.71
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Select Sector Spdr Tr State Street Hea (XLV) 0.1 $346k 2.4k 146.61
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Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $344k 2.7k 128.12
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Ishares Tr Core S&p Scp Etf (IJR) 0.1 $337k 2.7k 124.30
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Steel Dynamics (STLD) 0.1 $333k -19% 1.8k 180.00
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $329k -8% 506.00 650.41
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Ishares Tr S&p 100 Etf (OEF) 0.1 $326k 1.0k 318.01
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Entergy Corporation (ETR) 0.1 $321k -78% 2.9k 112.37
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $315k +24% 1.5k 215.06
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Fidelity Natl Finl Com Shs (FNF) 0.1 $312k -55% 6.7k 46.38
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Aptar (ATR) 0.1 $311k -65% 2.5k 126.01
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Vanguard Malvern Fds Strm Infproidx (VTIP) 0.1 $310k -34% 6.2k 49.95
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First Tr Exchange-traded Cap Strength Etf (FTCS) 0.1 $309k 3.3k 92.76
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.1 $308k 1.6k 191.92
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Raytheon Technologies Corp (RTX) 0.1 $306k -2% 1.6k 192.88
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Select Sector Spdr Tr State Street Mat (XLB) 0.1 $301k +24% 6.0k 49.97
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Series Portfolios Tr Eldridge Bbb B (CLOZ) 0.1 $295k -33% 12k 25.65
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Merck & Co (MRK) 0.1 $294k -84% 2.4k 120.27
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Ishares Tr Mbs Etf (MBB) 0.1 $289k +8% 3.0k 94.94
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Select Sector Spdr Tr State Street Con (XLY) 0.1 $278k 2.5k 108.98
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Ishares Tr U.s. Tech Etf (IYW) 0.1 $268k -11% 1.5k 181.45
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Select Sector Spdr Tr State Street Fin (XLF) 0.1 $264k 5.3k 49.37
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Etfs Gold Tr Physcl Gold Shs (SGOL) 0.1 $264k -3% 5.9k 44.62
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NiSource (NI) 0.1 $264k -79% 5.7k 46.66
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Blackrock Etf Trust Ishares Us Thema (THRO) 0.1 $262k -2% 7.2k 36.22
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Global X Fds Us Infr Dev Etf (PAVE) 0.1 $257k 5.1k 50.81
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Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $250k 3.7k 67.54
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Alps Etf Tr Rivrfrnt Str Inc (RIGS) 0.1 $245k -16% 11k 22.86
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Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $219k -7% 4.2k 51.93
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Fidelity Covington Trust Msci Rl Est Etf (FREL) 0.1 $217k -79% 8.1k 26.91
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Fidelity Covington Trust Msci Finls Idx (FNCL) 0.1 $207k -6% 2.9k 70.20
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Select Sector Spdr Tr State Street Rea (XLRE) 0.1 $207k +72% 5.1k 40.83
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Neos Etf Trust Nasdaq 100 Hdgd (QQQH) 0.1 $206k 4.0k 51.25
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World Gold Tr Spdr Gld Minis (GLDM) 0.0 $197k -6% 2.1k 92.69
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UMB Financial Corporation (UMBF) 0.0 $188k 1.7k 112.79
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Columbia Sportswear Company (COLM) 0.0 $188k NEW 3.4k 54.81
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Monster Beverage Corp (MNST) 0.0 $184k 2.5k 72.46
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Analog Devices (ADI) 0.0 $178k -17% 560.00 318.05
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Texas Instruments Incorporated (TXN) 0.0 $176k +7% 907.00 194.13
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Lam Research Corp Com New (LRCX) 0.0 $172k +197% 803.00 213.66
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Intercontinental Exchange (ICE) 0.0 $170k -15% 1.1k 157.31
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Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.0 $161k 1.7k 96.70
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Fidelity Covington Trust Msci Commntn Svc (FCOM) 0.0 $160k -43% 2.4k 68.13
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Virtus Etf Tr Ii Seix Sr Ln Etf (SEIX) 0.0 $159k -10% 6.9k 23.06
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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