M3 Advisory Group »

Elevation Series Trust shares owned by M3 Advisory Group

Quarter-by-quarter ownership of Elevation Series Trust (DIVZ) shares owned by M3 Advisory Group from 13F filings

Historical chart of M3 Advisory Group investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust held by M3 Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Elevation Series Trust by M3 Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $667k 18k 36.39
2025-06-30 $607k 17k 35.02

More positions owned by M3 Advisory Group

Vanguard Specialized Funds Div App Etf (VIG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Select Sector Spdr Tr Energy (XLE)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Financial (XLF)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for M3 Advisory Group

Top funds holding Elevation Series Trust

Weaver Consulting Group
Titleist Asset Management
Verity and Verity
Advisor Group Holdings
Thrivent Financial for Lutherans
M3 Advisory Group
Financial Gravity Companies
Financial Gravity Wealth
Wiley Bros.-aintree Capital
Insight 2811
Joel Isaacson & Co
Tower Research Capital
UBS Group
Harbour Investments
EverSource Wealth Advisors

View all funds holding Elevation Series Trust