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Elevation Capital Advisory

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

Top 5 stock holdings are BIL, MFUL, QQQ, MGK, TMFC, and represent 38.50% of Elevation Capital Advisory's stock portfolio.
Added to shares of these 10 stocks: BIL (+$15M), MGK (+$13M), ONEQ (+$11M), QQQ (+$9.3M), PKW (+$8.5M), VUG (+$8.4M), IWF (+$7.7M), OEF (+$7.4M), IWL (+$6.7M), VNLA (+$6.6M).
Started 24 new stock positions in VDC, VIG, NULG, AMZN, VCR, FEX, HYZD, VNQ, OEF, ONEQ. VOOG, IWL, IWF, VNLA, ILCG, AOA, USMC, VONG, PSK, PGRO, CWB, USFR, SPHQ, IGHG.
Reduced shares in these 10 stocks: KRMA (-$11M), IMCG (-$9.4M), QGRO (-$9.1M), SCHG (-$8.7M), SUSA (-$8.5M), MOAT (-$8.5M), JHML (-$7.0M), , LGLV (-$6.3M), .
Sold out of its positions in QGRO, FDLO, FTCS, FPE, FLQL, KRMA, SPLV, BAB, ITOT, IVV.
Elevation Capital Advisory was a net buyer of stock by $6.2M.
Elevation Capital Advisory has $233M in assets under management (AUM), dropping by 3.03%.
Central Index Key (CIK): 0001871112

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Positions held by Elevation Capital Advisory consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Elevation Capital Advisory

Elevation Capital Advisory holds 51 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
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	10.4	$24M	+161%	264k	91.43	View chart
Collaborative Investmnt Ser Mindful Cnsrvtv (MFUL)	10.2	$24M	+5%	1.1M	21.50	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	6.7	$16M	+149%	31k	511.23	View chart
Vanguard World Mega Grwth Ind (MGK)	5.9	$14M	+4076%	40k	343.41	View chart
RBB Motley Fol Etf (TMFC)	5.4	$13M		209k	60.12	View chart
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)	4.5	$11M	NEW	139k	76.06	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	4.1	$9.6M	+3%	47k	206.92	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	3.8	$8.8M	+2608%	77k	115.13	View chart
Vanguard Index Fds Growth Etf (VUG)	3.7	$8.7M	+2305%	21k	410.44	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	3.5	$8.2M	-30%	35k	235.27	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	3.3	$7.7M	NEW	19k	401.58	View chart
Ishares Tr S&p 100 Etf (OEF)	3.2	$7.4M	NEW	26k	288.85	View chart
Ishares Tr Rus Top 200 Etf (IWL)	2.9	$6.7M	NEW	47k	144.71	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	2.8	$6.6M	NEW	135k	48.91	View chart
Wisdomtree Tr Hedged Hi Yld Bd (HYZD)	2.7	$6.3M	NEW	282k	22.24	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	2.5	$5.8M	NEW	116k	50.32	View chart
Proshares Tr Invt Int Rt Hg (IGHG)	2.5	$5.7M	NEW	73k	78.17	View chart
Spdr Ser Tr Bbg Conv Sec Etf (CWB)	2.4	$5.5M	NEW	71k	77.89	View chart
Principal Exchange Traded Us Mega Cp Etf (USMC)	2.0	$4.6M	NEW	77k	60.03	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.5	$3.6M	+6%	6.6k	538.81	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	1.5	$3.5M	+1097%	71k	49.96	View chart
Ishares Tr Dow Jones Us Etf (IYY)	1.4	$3.3M	+2%	23k	143.09	View chart
Ishares Tr Aggres Alloc Etf (AOA)	1.4	$3.3M	NEW	43k	76.61	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	1.2	$2.9M		70k	41.33	View chart
Spdr Ser Tr Ice Pfd Sec Etf (PSK)	1.2	$2.9M	NEW	88k	32.99	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	1.1	$2.5M	+6%	24k	104.88	View chart
Vanguard World Financials Etf (VFH)	0.9	$2.1M	+103%	18k	118.07	View chart
Collaborative Investmnt Ser Mohr Sector Nav (SNAV)	0.7	$1.7M	-17%	57k	30.24	View chart
Vanguard World Comm Srvc Etf (VOX)	0.7	$1.6M	+92%	10k	154.96	View chart
Vanguard World Consum Dis Etf (VCR)	0.6	$1.4M	NEW	3.8k	375.38	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.6	$1.4M	+6%	11k	123.53	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	0.6	$1.3M	+6%	25k	54.23	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.6	$1.3M	+6%	16k	80.93	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.6	$1.3M	-86%	14k	92.72	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$1.3M	+221%	47k	27.32	View chart
Vanguard World Consum Stp Etf (VDC)	0.4	$967k	NEW	4.6k	211.38	View chart
Collaborative Investmnt Ser Adaptive Core (RULE)	0.2	$388k	-54%	18k	21.92	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$377k	NEW	3.6k	103.30	View chart
Vanguard World Utilities Etf (VPU)	0.2	$376k	+91%	2.3k	163.42	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.2	$375k	NEW	1.0k	366.06	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$371k	NEW	4.2k	89.08	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$368k	NEW	1.9k	195.83	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.1	$346k	NEW	4.0k	85.84	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.1	$309k	NEW	3.0k	104.30	View chart
Invesco Exchange Traded Fd T Large Cap Growth (PWB)	0.1	$309k	-35%	3.0k	101.74	View chart
Putnam Etf Trust Focsd Larcp Gwt (PGRO)	0.1	$298k	NEW	7.7k	38.79	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$255k	NEW	3.8k	67.03	View chart
Legg Mason Etf Invt Clearbrideg Lr (LRGE)	0.1	$234k	-5%	3.1k	75.26	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$234k	-12%	3.1k	74.73	View chart
Amazon (AMZN)	0.1	$224k	NEW	1.0k	219.39	View chart
Ishares Tr Morningstar Grwt (ILCG)	0.1	$208k	NEW	2.3k	89.60	View chart

Past Filings by Elevation Capital Advisory

SEC 13F filings are viewable for Elevation Capital Advisory going back to 2024

Elevation Capital Advisory 2024 Q4 filed Feb. 7, 2025
Elevation Capital Advisory 2024 Q3 filed Nov. 4, 2024
Elevation Capital Advisory 2024 Q2 filed Aug. 16, 2024

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