Elevate Capital Advisors

Elevate Capital Advisors as of Dec. 31, 2024

Portfolio Holdings for Elevate Capital Advisors

Elevate Capital Advisors holds 65 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
Apple (AAPL) 4.4 $5.0M 20k 250.42
Alphabet Cap Stk Cl A (GOOGL) 4.2 $4.8M 25k 189.30
Amazon (AMZN) 4.1 $4.7M 21k 219.39
Travelers Companies (TRV) 4.1 $4.6M 19k 240.90
Sprott Physical Gold Tr Unit (PHYS) 3.9 $4.4M 220k 20.14
Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.9 $4.4M 8.1k 538.79
Microsoft Corporation (MSFT) 3.8 $4.3M 10k 421.51
Select Sector Spdr Tr Energy (XLE) 3.1 $3.5M 41k 85.66
W.R. Berkley Corporation (WRB) 2.9 $3.3M 56k 58.52
Ulta Salon, Cosmetics & Fragrance (ULTA) 2.6 $3.0M 6.9k 434.93
Coupang Cl A (CPNG) 2.3 $2.6M 119k 21.98
Visa Com Cl A (V) 2.2 $2.6M 8.1k 316.06
Franco-Nevada Corporation (FNV) 2.1 $2.4M 20k 117.59
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.9 $2.2M 4.8k 453.28
Roivant Sciences SHS (ROIV) 1.9 $2.1M 179k 11.83
Airbnb Com Cl A (ABNB) 1.8 $2.1M 16k 131.41
Procter & Gamble Company (PG) 1.7 $1.9M 12k 167.65
Hershey Company (HSY) 1.7 $1.9M 11k 169.35
Paypal Holdings (PYPL) 1.7 $1.9M 23k 85.35
Peabody Energy (BTU) 1.7 $1.9M 90k 20.94
Axis Cap Hldgs SHS (AXS) 1.6 $1.8M 21k 88.62
Global X Fds Global X Uranium (URA) 1.6 $1.8M 66k 26.78
EQT Corporation (EQT) 1.5 $1.7M 38k 46.11
Deere & Company (DE) 1.5 $1.7M 4.1k 423.73
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 1.5 $1.7M 32k 53.05
Monster Beverage Corp (MNST) 1.4 $1.6M 31k 52.56
Nxp Semiconductors N V (NXPI) 1.4 $1.6M 7.8k 207.85
Coherent Corp (COHR) 1.4 $1.6M 17k 94.73
Coca-Cola Company (KO) 1.3 $1.5M 24k 62.26
Roper Industries (ROP) 1.3 $1.5M 2.9k 519.89
Sherwin-Williams Company (SHW) 1.3 $1.5M 4.3k 339.92
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.2 $1.4M 14k 100.32
Philip Morris International (PM) 1.2 $1.4M 12k 120.35
Verisign (VRSN) 1.2 $1.4M 6.7k 206.96
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.2 $1.4M 7.7k 178.08
Automatic Data Processing (ADP) 1.2 $1.4M 4.7k 292.72
Cme (CME) 1.2 $1.3M 5.7k 232.24
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP) 1.1 $1.3M 11k 116.06
Abbvie (ABBV) 1.1 $1.3M 7.2k 177.69
JPMorgan Chase & Co. (JPM) 1.1 $1.3M 5.3k 239.70
Mccormick & Co Com Non Vtg (MKC) 1.1 $1.2M 16k 76.24
Analog Devices (ADI) 1.0 $1.2M 5.6k 212.47
Novo-nordisk A S Adr (NVO) 1.0 $1.1M 13k 86.02
CSX Corporation (CSX) 1.0 $1.1M 35k 32.27
Kimberly-Clark Corporation (KMB) 1.0 $1.1M 8.5k 131.04
Costco Wholesale Corporation (COST) 1.0 $1.1M 1.2k 916.45
Chemed Corp Com Stk (CHE) 1.0 $1.1M 2.1k 529.80
Autodesk (ADSK) 1.0 $1.1M 3.7k 295.57
Comcast Corp Cl A (CMCSA) 1.0 $1.1M 29k 37.53
McDonald's Corporation (MCD) 0.9 $1.1M 3.7k 289.87
Micron Technology (MU) 0.9 $969k 12k 84.16
Clorox Company (CLX) 0.7 $834k 5.1k 162.40
Danaher Corporation (DHR) 0.7 $829k 3.6k 229.53
Lockheed Martin Corporation (LMT) 0.7 $796k 1.6k 485.85
General Dynamics Corporation (GD) 0.7 $796k 3.0k 263.47
Constellation Brands Cl A (STZ) 0.7 $793k 3.6k 221.02
Etfs Gold Tr Physcl Gold Shs (SGOL) 0.6 $709k 28k 25.05
Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) 0.6 $670k 12k 54.15
Asml Holding N V N Y Registry Shs (ASML) 0.4 $491k 708.00 693.08
Vaneck Etf Trust Semiconductr Etf (SMH) 0.4 $399k 1.6k 242.17
Broadcom (AVGO) 0.3 $306k 1.3k 231.86
NVIDIA Corporation (NVDA) 0.2 $273k 2.0k 134.30
Eli Lilly & Co. (LLY) 0.2 $262k 340.00 770.88
Meta Platforms Cl A (META) 0.2 $228k 389.00 585.00
Select Sector Spdr Tr Sbi Cons Stpls (XLP) 0.2 $204k 2.6k 78.61