Elevate Capital Advisors, LLC
Q3 2025 13F Holdings
- Locationeagle, CO
- Num holdings
75
- Value ($000)
$143,435
- Date Filed10/27/2025
- Form type13F-HR
- CIK0001909571
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SERIES TRUST | BLOOMBERG 1-3 MO | 78468R663 | $6.82 M | 5 % | 74,382 | ||
PHYS/U SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | 85207H104 | $6.02 M | 4 % | 203,111 | ||
TRAVELERS COMPANIES INC | COM | 89417E109 | $4.82 M | 3 % | 17,276 | ||
META META PLATFORMS INC | CL A | 30303M102 | $4.20 M | 3 % | 5,725 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $4.06 M | 3 % | 7,842 | ||
HSY HERSHEY CO | COM | 427866108 | $3.98 M | 3 % | 21,268 | ||
WRB BERKLEY W R CORP | COM | 084423102 | $3.79 M | 3 % | 49,424 | ||
AUDP AUTOMATIC DATA PROCESSING IN | COM | 053015103 | $3.79 M | 3 % | 12,899 | ||
AAPL APPLE INC | COM | 037833100 | $3.75 M | 3 % | 14,725 | ||
V VISA INC | COM CL A | 92826C839 | $3.72 M | 3 % | 10,902 |
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