Elevation Capital Advisory

Elevation Capital Advisory as of March 31, 2025

Portfolio Holdings for Elevation Capital Advisory

Elevation Capital Advisory 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
Collaborative Investmnt Ser Mindful Cnsrvtv (MFUL) 10.9 $25M 1.2M 21.60
Legg Mason Etf Invt Franklin Intl Lw (LVHI) 4.6 $11M 326k 32.37
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 4.3 $9.8M 86k 113.76
Ishares Tr Msci Eafe Min Vl (EFAV) 4.2 $9.7M 125k 77.92
First Tr Morningstar Divid L SHS (FDL) 4.2 $9.6M 222k 43.44
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 4.2 $9.6M 109k 88.00
Vaneck Etf Trust Fallen Angel Hg (ANGL) 4.1 $9.5M 328k 28.86
Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 4.1 $9.3M 119k 78.28
Ishares Tr MRGSTR MD CP GRW (IMCG) 3.8 $8.7M 122k 71.43
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 3.8 $8.7M 95k 91.73
Ishares Tr Rus Top 200 Etf (IWL) 3.5 $8.1M 59k 137.41
First Trust Lrgcp Gwt Alphad Com Shs (FTC) 3.3 $7.5M 57k 131.40
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 3.1 $7.0M 41k 174.04
Ishares Tr S&p 100 Etf (OEF) 3.0 $7.0M 26k 270.83
Ishares Tr Morningstr Us Eq (ILCB) 3.0 $6.8M 88k 77.26
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 2.8 $6.5M 128k 50.28
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.7 $6.1M 13k 468.92
Spdr Ser Tr Bloomberg 1 10 Y (TIPX) 2.6 $6.0M 311k 19.19
Ishares Tr Short Treas Bd (SHV) 2.5 $5.7M 52k 110.46
Ishares Tr Mrngstr Inc Etf (IYLD) 2.4 $5.4M 269k 20.08
Spdr Ser Tr Msci Usa Strtgic (QUS) 2.0 $4.5M 29k 156.69
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.5 $3.5M 6.9k 513.91
Ishares Tr Msci Usa Min Vol (USMV) 1.5 $3.5M 38k 93.66
Ishares Tr Rus Tp200 Gr Etf (IWY) 1.5 $3.4M 16k 210.95
First Tr Exchange Traded Multi Asset Di (MDIV) 1.4 $3.2M 193k 16.35
Ishares Tr Core 80/20 Aggre (AOA) 1.4 $3.1M 41k 76.50
T Rowe Price Etf Price Blue Chip (TCHP) 1.4 $3.1M 82k 38.09
Pimco Etf Tr Inv Grd Crp Bd (CORP) 1.2 $2.8M 29k 96.77
Vanguard World Inf Tech Etf (VGT) 1.1 $2.6M 4.7k 542.38
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 1.1 $2.5M 25k 99.88
RBB Motley Fol Etf (TMFC) 1.1 $2.4M 44k 55.62
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.6 $1.4M 51k 27.96
Vanguard World Financials Etf (VFH) 0.6 $1.4M 12k 119.47
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.6 $1.4M 17k 79.86
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.6 $1.4M 26k 53.31
Collaborative Investmnt Ser Mohr Sector Nav (SNAV) 0.5 $1.2M 39k 29.81
Vanguard World Comm Srvc Etf (VOX) 0.4 $961k 6.5k 148.39
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.4 $933k 14k 66.34
Vanguard World Consum Dis Etf (VCR) 0.4 $917k 2.8k 325.51
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $737k 3.8k 194.00
Vanguard World Consum Stp Etf (VDC) 0.3 $728k 3.3k 218.82
Vanguard World Industrial Etf (VIS) 0.3 $677k 2.7k 247.55
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.3 $653k 5.8k 112.67
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.3 $622k 8.3k 74.72
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $579k 2.9k 202.13
Invesco Exch Trd Slf Idx Bloomberg Pricin (POWA) 0.2 $562k 6.8k 82.14
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT) 0.2 $473k 6.2k 75.91
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 0.2 $448k 9.7k 46.02
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $443k 4.3k 103.47
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $441k 9.0k 49.16
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $441k 8.4k 52.37
Ishares Tr TRS FLT RT BD (TFLO) 0.2 $426k 8.4k 50.66
Dbx Etf Tr Xtrackers Msci (USSG) 0.1 $263k 5.2k 50.37
Putnam Etf Trust Focsd Larcp Gwt (PGRO) 0.1 $253k 7.3k 34.61
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $236k 913.00 258.62
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $234k 3.1k 76.57
Ishares Tr Esg Msci Leadr (SUSL) 0.1 $216k 2.3k 95.81
Legg Mason Etf Invt Clearbrideg Lr (LRGE) 0.1 $206k 3.0k 69.78