Elevatus Welath Management
Latest statistics and disclosures from Elevatus Welath Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, SOXL, JPST, EFA, AMD, and represent 16.50% of Elevatus Welath Management's stock portfolio.
- Added to shares of these 10 stocks: JPST (+$9.5M), EFA (+$8.9M), BIV (+$8.6M), BSV (+$7.9M), VBR (+$7.5M), BOXX (+$7.1M), EEM (+$6.7M), NVDA (+$5.8M), MU (+$5.0M), DBJP (+$5.0M).
- Started 114 new stock positions in SPCX, FSK, EXPD, RVTY, ARW, TLN, LRN, KALU, CAT, GFF.
- Reduced shares in these 10 stocks: JAAA, AGG, VNLA, CVX, WMT, VTV, GLD, MBB, VTR, SOXL.
- Sold out of its positions in AES, BN, COP, COTY, EMN, EOSE, TE, Honeywell International, MBB, SLV. JAAA, VNLA.
- Elevatus Welath Management was a net buyer of stock by $195M.
- Elevatus Welath Management has $411M in assets under management (AUM), dropping by 115.48%.
- Central Index Key (CIK): 0001982776
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Portfolio Holdings for Elevatus Welath Management
Elevatus Welath Management holds 243 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 4.2 | $17M | +51% | 85k | 200.09 |
|
| Direxion Shares Etf Trust Dai Sem Bul Etf (SOXL) | 3.6 | $15M | -5% | 55k | 266.71 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 3.2 | $13M | +263% | 259k | 50.57 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 2.9 | $12M | +288% | 116k | 103.88 |
|
| Advanced Micro Devices (AMD) | 2.7 | $11M | +78% | 19k | 580.91 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.6 | $11M | +42% | 30k | 353.33 |
|
| Microsoft Corporation (MSFT) | 2.6 | $11M | +19% | 28k | 373.01 |
|
| Apple (AAPL) | 2.4 | $10M | +57% | 34k | 289.36 |
|
| Blackrock Etf Trust Ii Isha Flex In Etf (BINC) | 2.4 | $9.7M | +17% | 185k | 52.34 |
|
| Vaneck Etf Trust Ig Floa Rate Etf (FLTR) | 2.4 | $9.7M | +7% | 378k | 25.61 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.2 | $9.1M | +118% | 13k | 686.79 |
|
| Amazon (AMZN) | 2.2 | $9.1M | +75% | 38k | 238.34 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 2.2 | $9.1M | +481% | 37k | 242.99 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 2.2 | $9.0M | +2182% | 117k | 76.70 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 2.1 | $8.6M | +1191% | 110k | 77.91 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 2.0 | $8.3M | +415% | 122k | 68.41 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 1.7 | $7.1M | NEW | 60k | 117.09 |
|
| Dbx Etf Tr Xtrack Msci Japn (DBJP) | 1.7 | $6.9M | +270% | 60k | 114.79 |
|
| Dbx Etf Tr Xtrack Msci Euro (DBEZ) | 1.6 | $6.7M | +282% | 107k | 62.70 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 1.6 | $6.6M | +289% | 121k | 54.63 |
|
| Curtiss-Wright (CW) | 1.5 | $6.2M | 8.2k | 757.80 |
|
|
| Micron Technology (MU) | 1.2 | $5.0M | NEW | 4.4k | 1154.30 |
|
| Broadcom (AVGO) | 1.2 | $4.9M | +44% | 13k | 377.73 |
|
| Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO) | 1.2 | $4.8M | +19% | 188k | 25.58 |
|
| Vanguard Index Fds Value Etf (VTV) | 1.1 | $4.5M | -27% | 21k | 217.93 |
|
| Vanguard Index Fds Growth Etf (VUG) | 1.1 | $4.4M | +631% | 51k | 86.14 |
|
| Nebius Group Shs Class A (NBIS) | 1.0 | $4.3M | +308% | 16k | 276.17 |
|
| Cloudflare Cl A Com (NET) | 1.0 | $4.3M | NEW | 17k | 245.28 |
|
| Datadog Cl A Com (DDOG) | 0.9 | $3.9M | NEW | 15k | 260.36 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $3.8M | +18% | 11k | 357.39 |
|
| Iron Mountain (IRM) | 0.9 | $3.7M | NEW | 30k | 126.31 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.9 | $3.6M | -46% | 37k | 98.98 |
|
| Meta Platforms Cl A (META) | 0.8 | $3.4M | +41% | 6.1k | 563.27 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.8 | $3.1M | +134% | 6.5k | 477.57 |
|
| Ionq Inc Pipe (IONQ) | 0.7 | $2.8M | NEW | 53k | 53.26 |
|
| Applied Materials (AMAT) | 0.7 | $2.8M | -3% | 3.9k | 723.02 |
|
| Marriott Intl Cl A (MAR) | 0.7 | $2.8M | NEW | 7.5k | 370.57 |
|
| Hims & Hers Health Com Cl A (HIMS) | 0.7 | $2.7M | NEW | 79k | 34.67 |
|
| Sofi Technologies (SOFI) | 0.6 | $2.6M | NEW | 147k | 17.93 |
|
| Keysight Technologies (KEYS) | 0.6 | $2.5M | -2% | 7.3k | 350.07 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $2.5M | +3% | 18k | 136.71 |
|
| Cipher Mining (CIFR) | 0.6 | $2.5M | NEW | 101k | 24.50 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.6 | $2.3M | -42% | 6.2k | 368.38 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $2.2M | 3.0k | 746.99 |
|
|
| Iren Ordinary Shares (IREN) | 0.5 | $2.2M | NEW | 47k | 45.73 |
|
| Lattice Semiconductor (LSCC) | 0.5 | $2.1M | +2% | 14k | 152.96 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.5 | $2.1M | +700% | 18k | 119.52 |
|
| Western Digital (WDC) | 0.5 | $2.1M | NEW | 3.3k | 638.76 |
|
| Tesla Motors (TSLA) | 0.5 | $2.1M | +125% | 4.9k | 420.60 |
|
| Kla Corp Com New (KLAC) | 0.5 | $2.1M | NEW | 6.8k | 301.71 |
|
| Live Nation Entertainment (LYV) | 0.5 | $1.9M | NEW | 11k | 183.11 |
|
| Lam Research Corp Com New (LRCX) | 0.5 | $1.9M | +53% | 4.4k | 433.40 |
|
| Ouster Com New (OUST) | 0.5 | $1.9M | NEW | 30k | 62.52 |
|
| Ventas (VTR) | 0.4 | $1.8M | -40% | 21k | 88.80 |
|
| Applied Digital Corp Com New (APLD) | 0.4 | $1.8M | NEW | 49k | 37.30 |
|
| Analog Devices (ADI) | 0.4 | $1.8M | NEW | 4.5k | 397.15 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.7M | +55% | 3.5k | 500.39 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.4 | $1.7M | +18% | 2.4k | 736.35 |
|
| JPMorgan Chase & Co. (JPM) | 0.4 | $1.7M | +6% | 5.1k | 327.32 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $1.6M | 23k | 71.25 |
|
|
| Carrier Global Corporation (CARR) | 0.4 | $1.6M | NEW | 22k | 73.35 |
|
| Paychex (PAYX) | 0.4 | $1.6M | 16k | 98.33 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.4 | $1.6M | +45% | 10k | 158.02 |
|
| Texas Instruments Incorporated (TXN) | 0.3 | $1.4M | +81% | 4.7k | 298.00 |
|
| Bigbear Ai Hldgs (BBAI) | 0.3 | $1.4M | NEW | 373k | 3.67 |
|
| Welltower Inc Com reit (WELL) | 0.3 | $1.4M | NEW | 6.0k | 226.97 |
|
| Apa Corporation (APA) | 0.3 | $1.3M | -3% | 41k | 32.57 |
|
| J.B. Hunt Transport Services (JBHT) | 0.3 | $1.3M | +188% | 4.6k | 289.42 |
|
| Applovin Corp Com Cl A (APP) | 0.3 | $1.3M | +139% | 2.5k | 515.23 |
|
| Phillips 66 (PSX) | 0.3 | $1.3M | +212% | 7.6k | 169.06 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.3 | $1.2M | +73% | 5.0k | 236.61 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $1.2M | +25% | 3.9k | 303.13 |
|
| Deere & Company (DE) | 0.3 | $1.2M | +99% | 1.9k | 634.48 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $1.2M | +134% | 2.4k | 501.31 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.3 | $1.1M | +300% | 9.0k | 124.17 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $1.1M | +98% | 917.00 | 1199.27 |
|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.3 | $1.1M | NEW | 6.2k | 170.86 |
|
| Masco Corporation (MAS) | 0.3 | $1.1M | NEW | 13k | 81.37 |
|
| Merck & Co (MRK) | 0.3 | $1.0M | +108% | 8.2k | 128.50 |
|
| Pepsi (PEP) | 0.3 | $1.0M | +76% | 7.7k | 135.40 |
|
| Wal-Mart Stores (WMT) | 0.2 | $1.0M | -69% | 9.0k | 113.26 |
|
| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.2 | $1.0M | 9.5k | 106.31 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $1.0M | 10k | 96.58 |
|
|
| Astera Labs (ALAB) | 0.2 | $985k | NEW | 2.0k | 483.02 |
|
| Talen Energy Corp (TLN) | 0.2 | $981k | NEW | 2.6k | 384.26 |
|
| Pan American Silver Corp Can (PAAS) | 0.2 | $975k | 22k | 44.79 |
|
|
| Johnson & Johnson (JNJ) | 0.2 | $967k | +157% | 3.8k | 253.94 |
|
| Fortinet (FTNT) | 0.2 | $961k | +111% | 6.3k | 153.62 |
|
| Qxo Com New (QXO) | 0.2 | $930k | +283% | 54k | 17.28 |
|
| Chevron Corporation (CVX) | 0.2 | $922k | -72% | 5.6k | 165.75 |
|
| Cummins (CMI) | 0.2 | $917k | +133% | 1.3k | 713.40 |
|
| Ge Vernova (GEV) | 0.2 | $911k | +227% | 775.00 | 1174.96 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $890k | +462% | 11k | 80.57 |
|
| Oracle Corporation (ORCL) | 0.2 | $890k | +10% | 6.1k | 146.54 |
|
| Visa Com Cl A (V) | 0.2 | $883k | +144% | 2.6k | 343.13 |
|
| Abbvie (ABBV) | 0.2 | $844k | +52% | 3.4k | 251.62 |
|
| Crocs (CROX) | 0.2 | $833k | NEW | 6.9k | 120.64 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $831k | +3% | 15k | 56.48 |
|
| DaVita (DVA) | 0.2 | $829k | NEW | 3.7k | 222.48 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $793k | +13% | 6.8k | 116.67 |
|
| Emerson Electric (EMR) | 0.2 | $790k | +106% | 5.5k | 143.14 |
|
| Capital One Financial (COF) | 0.2 | $773k | +85% | 3.9k | 200.67 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $733k | +35% | 783.00 | 935.69 |
|
| Wells Fargo & Company (WFC) | 0.2 | $704k | +112% | 8.5k | 82.65 |
|
| Heico Corp Cl A (HEI.A) | 0.2 | $680k | NEW | 2.6k | 257.92 |
|
| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.2 | $677k | +11% | 13k | 53.61 |
|
| Vontier Corporation (VNT) | 0.2 | $671k | +144% | 23k | 29.00 |
|
| Sea Sponsord Ads (SE) | 0.2 | $659k | NEW | 6.9k | 95.83 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $640k | +17% | 3.4k | 189.76 |
|
| American Tower Reit (AMT) | 0.2 | $640k | +107% | 3.9k | 163.57 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $625k | +9% | 3.3k | 188.09 |
|
| Danaher Corporation (DHR) | 0.2 | $618k | 3.2k | 190.48 |
|
|
| Vail Resorts (MTN) | 0.1 | $611k | NEW | 4.5k | 136.14 |
|
| Coca-Cola Company (KO) | 0.1 | $601k | +9% | 7.4k | 81.27 |
|
| Corning Incorporated (GLW) | 0.1 | $594k | +33% | 2.3k | 255.35 |
|
| Cal Maine Foods Com New (CALM) | 0.1 | $583k | NEW | 7.2k | 80.57 |
|
| Gfl Environmental Sub Vtg Shs (GFL) | 0.1 | $576k | NEW | 16k | 36.79 |
|
| MGM Resorts International. (MGM) | 0.1 | $565k | NEW | 12k | 47.81 |
|
| Natera (NTRA) | 0.1 | $548k | NEW | 2.0k | 271.45 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $547k | +6% | 730.00 | 749.17 |
|
| Chubb (CB) | 0.1 | $544k | NEW | 1.6k | 340.74 |
|
| Tidal Trust Iii Vistashares Trgt (OMAH) | 0.1 | $540k | 29k | 18.44 |
|
|
| Pool Corporation (POOL) | 0.1 | $532k | NEW | 2.5k | 214.87 |
|
| Carpenter Technology Corporation (CRS) | 0.1 | $529k | 858.00 | 616.79 |
|
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.1 | $520k | 4.9k | 107.12 |
|
|
| Leggett & Platt (LEG) | 0.1 | $509k | NEW | 44k | 11.71 |
|
| Agilent Technologies Inc C ommon (A) | 0.1 | $504k | NEW | 3.8k | 132.83 |
|
| Exelixis (EXEL) | 0.1 | $493k | NEW | 9.1k | 54.41 |
|
| Philip Morris International (PM) | 0.1 | $486k | 2.7k | 180.90 |
|
|
| CarMax (KMX) | 0.1 | $482k | NEW | 9.1k | 52.89 |
|
| Etsy (ETSY) | 0.1 | $480k | NEW | 6.4k | 75.33 |
|
| Murphy Usa (MUSA) | 0.1 | $475k | NEW | 881.00 | 538.89 |
|
| Tidal Trust Iii Vist Ta Ackt Etf (ACKY) | 0.1 | $470k | 27k | 17.31 |
|
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.1 | $466k | -24% | 2.9k | 158.64 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $459k | +22% | 1.4k | 334.94 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $454k | NEW | 9.5k | 47.94 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $438k | +9% | 861.00 | 509.17 |
|
| Global X Fds Nasdaq 100 Cover (QYLD) | 0.1 | $435k | +12% | 24k | 18.43 |
|
| Molina Healthcare (MOH) | 0.1 | $426k | NEW | 1.9k | 228.70 |
|
| Bath & Body Works In (BBWI) | 0.1 | $425k | NEW | 18k | 23.13 |
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.1 | $422k | 3.6k | 117.29 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $419k | +10% | 816.00 | 513.74 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $418k | +18% | 2.0k | 212.74 |
|
| BioMarin Pharmaceutical (BMRN) | 0.1 | $412k | NEW | 7.2k | 57.22 |
|
| Sandisk Corp (SNDK) | 0.1 | $400k | NEW | 176.00 | 2273.73 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $395k | +195% | 3.2k | 124.44 |
|
| Monster Beverage Corp (MNST) | 0.1 | $394k | NEW | 4.1k | 96.12 |
|
| Power Integrations (POWI) | 0.1 | $393k | NEW | 4.7k | 83.76 |
|
| PerkinElmer (RVTY) | 0.1 | $393k | NEW | 3.5k | 111.26 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $389k | NEW | 2.2k | 176.38 |
|
| Netflix (NFLX) | 0.1 | $389k | +19% | 5.4k | 71.40 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $389k | +10% | 593.00 | 655.40 |
|
| Home Depot (HD) | 0.1 | $388k | NEW | 1.1k | 352.75 |
|
| Procter & Gamble Company (PG) | 0.1 | $383k | +13% | 2.6k | 146.63 |
|
| Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) | 0.1 | $381k | 5.7k | 67.24 |
|
|
| Stride (LRN) | 0.1 | $375k | NEW | 4.3k | 86.24 |
|
| Abercrombie & Fitch Cl A (ANF) | 0.1 | $367k | NEW | 4.1k | 90.01 |
|
| Amgen (AMGN) | 0.1 | $361k | NEW | 998.00 | 362.04 |
|
| Vanguard World Industrial Etf (VIS) | 0.1 | $358k | 995.00 | 360.21 |
|
|
| Alaska Air (ALK) | 0.1 | $353k | NEW | 6.8k | 52.20 |
|
| McKesson Corporation (MCK) | 0.1 | $352k | +84% | 465.00 | 756.21 |
|
| Howmet Aerospace (HWM) | 0.1 | $350k | -41% | 1.3k | 268.91 |
|
| Docusign (DOCU) | 0.1 | $346k | NEW | 7.8k | 44.42 |
|
| Kaiser Aluminium Corporation Com Par $0.01 (KALU) | 0.1 | $346k | NEW | 1.8k | 195.63 |
|
| Gamestop Corp Cl A (GME) | 0.1 | $344k | NEW | 16k | 22.08 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $336k | 1.1k | 300.57 |
|
|
| Verizon Communications (VZ) | 0.1 | $335k | +2% | 7.9k | 42.34 |
|
| Bill Com Holdings Ord (BILL) | 0.1 | $331k | NEW | 9.2k | 36.16 |
|
| Lyft Cl A Com (LYFT) | 0.1 | $327k | NEW | 22k | 14.61 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $327k | +3% | 2.2k | 148.28 |
|
| Albertsons Companies Common Stock (ACI) | 0.1 | $327k | NEW | 24k | 13.53 |
|
| Northwestern Energy Group In Com New (NWE) | 0.1 | $325k | NEW | 4.5k | 71.62 |
|
| Mueller Wtr Prods Com Ser A (MWA) | 0.1 | $319k | NEW | 12k | 25.83 |
|
| Enova Intl (ENVA) | 0.1 | $318k | NEW | 1.3k | 240.73 |
|
| Magnite Ord (MGNI) | 0.1 | $318k | NEW | 17k | 18.98 |
|
| MasTec (MTZ) | 0.1 | $317k | NEW | 761.00 | 416.06 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $315k | 2.0k | 156.97 |
|
|
| Cisco Systems (CSCO) | 0.1 | $314k | NEW | 2.7k | 117.45 |
|
| Ishares Tr Core S&p Us Vlu (IUSV) | 0.1 | $310k | 2.8k | 110.14 |
|
|
| Arista Networks Com Shs (ANET) | 0.1 | $301k | NEW | 1.8k | 169.88 |
|
| Allstate Corporation (ALL) | 0.1 | $300k | NEW | 1.3k | 237.99 |
|
| Visteon Corp Com New (VC) | 0.1 | $296k | NEW | 3.0k | 99.20 |
|
| D.R. Horton (DHI) | 0.1 | $296k | NEW | 1.8k | 162.88 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.1 | $295k | NEW | 22k | 13.28 |
|
| Northern Trust Corporation (NTRS) | 0.1 | $292k | NEW | 1.7k | 173.85 |
|
| Tidewater (TDW) | 0.1 | $289k | NEW | 4.3k | 66.63 |
|
| BP Sponsored Adr (BP) | 0.1 | $277k | NEW | 7.5k | 36.95 |
|
| Atkore Intl (ATKR) | 0.1 | $275k | NEW | 3.6k | 76.04 |
|
| Vanguard World Esg Intl Stk Etf (VSGX) | 0.1 | $274k | NEW | 3.3k | 82.35 |
|
| Starbucks Corporation (SBUX) | 0.1 | $273k | -12% | 2.7k | 102.21 |
|
| Nvent Elec SHS (NVT) | 0.1 | $269k | NEW | 1.6k | 169.56 |
|
| Eaton Corp SHS (ETN) | 0.1 | $268k | NEW | 628.00 | 426.12 |
|
| Ssga Active Tr Sst Bridgewater (ALLW) | 0.1 | $268k | 9.1k | 29.27 |
|
|
| Coinshares | 0.1 | $267k | NEW | 71k | 3.77 |
|
| Figure Technology Solutio Com Cl A (FIGR) | 0.1 | $262k | NEW | 8.5k | 30.71 |
|
| American Eagle Outfitters (AEO) | 0.1 | $262k | NEW | 15k | 17.20 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $261k | NEW | 131.00 | 1989.44 |
|
| Ameren Corporation (AEE) | 0.1 | $258k | NEW | 2.3k | 113.06 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.1 | $253k | 4.8k | 53.11 |
|
|
| A Mark Precious Metals (GOLD) | 0.1 | $249k | NEW | 6.0k | 41.61 |
|
| Caterpillar (CAT) | 0.1 | $249k | NEW | 234.00 | 1065.85 |
|
| McDonald's Corporation (MCD) | 0.1 | $249k | +6% | 920.00 | 270.45 |
|
| Vanguard Wellington Short Trm Tax Ex (VTES) | 0.1 | $247k | NEW | 2.4k | 101.32 |
|
| Hartford Financial Services (HIG) | 0.1 | $247k | NEW | 1.9k | 132.52 |
|
| Wp Carey (WPC) | 0.1 | $246k | NEW | 3.4k | 71.50 |
|
| Arrow Electronics (ARW) | 0.1 | $244k | NEW | 1.1k | 213.41 |
|
| Vanguard Mun Bd Fds Intermediate Trm (VTEI) | 0.1 | $243k | NEW | 2.4k | 100.98 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $242k | -2% | 3.3k | 73.41 |
|
| Affiliated Managers (AMG) | 0.1 | $241k | NEW | 713.00 | 338.40 |
|
| Griffon Corporation (GFF) | 0.1 | $241k | NEW | 2.5k | 97.53 |
|
| American Electric Power Company (AEP) | 0.1 | $240k | 1.8k | 136.79 |
|
|
| salesforce (CRM) | 0.1 | $237k | +40% | 1.5k | 156.66 |
|
| Tutor Perini Corporation (TPC) | 0.1 | $237k | NEW | 2.9k | 82.98 |
|
| Fs Kkr Capital Corp (FSK) | 0.1 | $235k | NEW | 22k | 10.50 |
|
| Boeing Company (BA) | 0.1 | $235k | +2% | 1.1k | 216.47 |
|
| NiSource (NI) | 0.1 | $234k | NEW | 4.9k | 47.55 |
|
| Norfolk Southern (NSC) | 0.1 | $231k | 733.00 | 314.59 |
|
|
| Quanta Services (PWR) | 0.1 | $230k | NEW | 319.00 | 720.09 |
|
| Altria (MO) | 0.1 | $230k | NEW | 3.2k | 71.94 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $229k | NEW | 434.00 | 526.44 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $228k | 891.00 | 255.76 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $228k | NEW | 1.0k | 224.03 |
|
| Autodesk (ADSK) | 0.1 | $225k | NEW | 1.2k | 194.42 |
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.1 | $225k | 4.5k | 50.39 |
|
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $224k | 563.00 | 397.68 |
|
|
| Ferrari Nv Ord (RACE) | 0.1 | $223k | NEW | 600.00 | 372.29 |
|
| International Business Machines (IBM) | 0.1 | $223k | NEW | 791.00 | 281.31 |
|
| Technipfmc (FTI) | 0.1 | $220k | NEW | 3.3k | 66.30 |
|
| Ishares Tr Msci India Etf (INDA) | 0.1 | $218k | -18% | 4.4k | 49.39 |
|
| Cirrus Logic (CRUS) | 0.1 | $217k | NEW | 1.5k | 148.53 |
|
| Hca Holdings (HCA) | 0.1 | $217k | 556.00 | 389.83 |
|
|
| Emcor (EME) | 0.1 | $217k | NEW | 261.00 | 829.93 |
|
| Expeditors International of Washington (EXPD) | 0.1 | $216k | NEW | 1.3k | 162.98 |
|
| Global X Fds S&p 500 Covered (XYLD) | 0.1 | $216k | 5.3k | 40.79 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $216k | NEW | 1.7k | 127.81 |
|
| Expedia Group Com New (EXPE) | 0.1 | $214k | NEW | 837.00 | 255.96 |
|
| Waste Management (WM) | 0.1 | $214k | 961.00 | 222.86 |
|
|
| Ferguson Enterprises Common Stock New (FERG) | 0.1 | $213k | NEW | 899.00 | 237.41 |
|
| Canadian Natural Resources (CNQ) | 0.1 | $212k | NEW | 5.4k | 39.50 |
|
| Morgan Stanley Com New (MS) | 0.1 | $212k | NEW | 1.0k | 208.96 |
|
| Nextera Energy (NEE) | 0.1 | $208k | NEW | 2.4k | 87.74 |
|
| Trinity Cap (TRIN) | 0.1 | $208k | 12k | 17.89 |
|
|
| Rocket Cos Com Cl A (RKT) | 0.0 | $201k | NEW | 13k | 15.75 |
|
Past Filings by Elevatus Welath Management
SEC 13F filings are viewable for Elevatus Welath Management going back to 2023
- Elevatus Welath Management 2026 Q2 filed Aug. 13, 2026
- Elevatus Welath Management 2026 Q1 filed April 15, 2026
- Elevatus Welath Management 2025 Q4 filed Jan. 14, 2026
- Elevatus Welath Management 2025 Q3 filed Nov. 13, 2025
- Elevatus Welath Management 2025 Q2 filed Aug. 14, 2025
- Elevatus Welath Management 2025 Q1 filed May 13, 2025
- Elevatus Welath Management 2024 Q4 filed Feb. 13, 2025
- Elevatus Welath Management 2024 Q3 filed Nov. 14, 2024
- Elevatus Welath Management 2024 Q2 filed Aug. 14, 2024
- Elevatus Welath Management 2024 Q1 filed May 10, 2024
- Elevatus Welath Management 2023 Q4 filed Feb. 12, 2024
- Elevatus Welath Management 2023 Q3 filed Nov. 14, 2023
- Elevatus Welath Management 2023 Q2 filed Aug. 8, 2023