Elevate Capital Advisors as of March 31, 2025
Portfolio Holdings for Elevate Capital Advisors
Elevate Capital Advisors holds 58 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Travelers Companies (TRV) | 4.5 | $4.9M | 19k | 264.46 | |
| Sprott Physical Gold Tr Unit (PHYS) | 4.5 | $4.9M | 202k | 24.06 | |
| Microsoft Corporation (MSFT) | 4.3 | $4.6M | 12k | 375.40 | |
| Amazon (AMZN) | 3.9 | $4.2M | 22k | 190.26 | |
| Apple (AAPL) | 3.8 | $4.1M | 18k | 222.13 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.7 | $4.0M | 26k | 154.64 | |
| W.R. Berkley Corporation (WRB) | 3.5 | $3.8M | 54k | 71.16 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.4 | $3.6M | 7.1k | 513.93 | |
| Ye Cl A (YELP) | 2.6 | $2.8M | 75k | 37.03 | |
| Visa Com Cl A (V) | 2.5 | $2.6M | 7.6k | 350.47 | |
| Coupang Cl A (CPNG) | 2.4 | $2.6M | 117k | 21.93 | |
| Franco-Nevada Corporation (FNV) | 2.4 | $2.6M | 16k | 157.56 | |
| Meta Platforms Cl A (META) | 2.3 | $2.5M | 4.4k | 576.31 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.3 | $2.5M | 4.6k | 532.58 | |
| Hershey Company (HSY) | 2.2 | $2.4M | 14k | 171.02 | |
| Procter & Gamble Company (PG) | 1.9 | $2.1M | 12k | 170.42 | |
| Axis Cap Hldgs SHS (AXS) | 1.9 | $2.0M | 20k | 100.24 | |
| Uber Technologies (UBER) | 1.9 | $2.0M | 28k | 72.86 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 1.9 | $2.0M | 20k | 100.67 | |
| Monster Beverage Corp (MNST) | 1.8 | $1.9M | 33k | 58.52 | |
| Airbnb Com Cl A (ABNB) | 1.7 | $1.9M | 16k | 119.46 | |
| Paypal Holdings (PYPL) | 1.7 | $1.8M | 28k | 65.25 | |
| Roivant Sciences SHS (ROIV) | 1.7 | $1.8M | 177k | 10.09 | |
| Coca-Cola Company (KO) | 1.7 | $1.8M | 25k | 71.62 | |
| Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP) | 1.7 | $1.8M | 14k | 124.59 | |
| Roper Industries (ROP) | 1.6 | $1.8M | 3.0k | 589.63 | |
| Global X Fds Global X Uranium (URA) | 1.6 | $1.8M | 77k | 22.92 | |
| Kimberly-Clark Corporation (KMB) | 1.6 | $1.8M | 12k | 142.22 | |
| Philip Morris International (PM) | 1.6 | $1.7M | 11k | 158.73 | |
| Select Sector Spdr Tr Energy (XLE) | 1.5 | $1.7M | 18k | 93.45 | |
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 1.5 | $1.6M | 9.5k | 170.89 | |
| Lamar Advertising Cl A (LAMR) | 1.5 | $1.6M | 14k | 113.78 | |
| Verisign (VRSN) | 1.5 | $1.6M | 6.3k | 253.87 | |
| Deere & Company (DE) | 1.4 | $1.5M | 3.2k | 469.36 | |
| Sherwin-Williams Company (SHW) | 1.4 | $1.5M | 4.2k | 349.19 | |
| Abbvie (ABBV) | 1.3 | $1.4M | 6.9k | 209.53 | |
| EQT Corporation (EQT) | 1.3 | $1.4M | 27k | 53.43 | |
| Cme (CME) | 1.3 | $1.4M | 5.4k | 265.28 | |
| Mccormick & Co Com Non Vtg (MKC) | 1.3 | $1.4M | 17k | 82.31 | |
| Chemed Corp Com Stk (CHE) | 1.3 | $1.4M | 2.2k | 615.32 | |
| Automatic Data Processing (ADP) | 1.2 | $1.3M | 4.4k | 305.52 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 1.1 | $1.2M | 26k | 46.81 | |
| Asml Holding N V N Y Registry Shs (ASML) | 1.1 | $1.2M | 1.8k | 662.63 | |
| McDonald's Corporation (MCD) | 1.1 | $1.2M | 3.7k | 312.38 | |
| Costco Wholesale Corporation (COST) | 1.0 | $1.0M | 1.1k | 946.01 | |
| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.9 | $995k | 33k | 29.82 | |
| MarketAxess Holdings (MKTX) | 0.9 | $971k | 4.5k | 216.35 | |
| Analog Devices (ADI) | 0.8 | $888k | 4.4k | 201.68 | |
| Clorox Company (CLX) | 0.7 | $796k | 5.4k | 147.26 | |
| Franklin Templeton Digital H Bitcoin Etf Shs (EZBC) | 0.7 | $751k | 16k | 47.76 | |
| Dollar General (DG) | 0.7 | $743k | 8.4k | 87.93 | |
| JPMorgan Chase & Co. (JPM) | 0.7 | $741k | 3.0k | 245.34 | |
| NVIDIA Corporation (NVDA) | 0.5 | $588k | 5.4k | 108.38 | |
| Eli Lilly & Co. (LLY) | 0.3 | $271k | 328.00 | 826.20 | |
| Broadcom (AVGO) | 0.2 | $247k | 1.5k | 167.39 | |
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $220k | 2.4k | 91.73 | |
| Proshares Tr Ii Ultra Gold (UGL) | 0.2 | $212k | 1.6k | 128.72 | |
| Nuveen Multi-Strategy Income & Growth (JPC) | 0.1 | $122k | 15k | 7.96 |
