ELEVATUS WELATH MANAGEMENT
Q2 2025 13F Holdings
- Locationvictor, NY
- Num holdings
113
- Value ($000)
$299,937
- Date Filed08/14/2025
- Form type13F-HR
- CIK0001982776
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $24.83 M | 8 % | 43,712 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $15.98 M | 5 % | 32,119 | ||
META META PLATFORMS INC | CL A | 30303M102 | $15.93 M | 5 % | 21,582 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $15.11 M | 5 % | 95,610 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $12.04 M | 4 % | 237,503 | ||
EFA ISHARES TR | MSCI EAFE ETF | 464287465 | $10.90 M | 4 % | 121,950 | ||
VNLA JANUS DETROIT STR TR | HENDRSN SHRT ETF | 47103U886 | $10.32 M | 3 % | 209,815 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $9.58 M | 3 % | 193,427 | ||
SOXL DIREXION SHS ETF TR | DLY SCOND 3XBU | 25459W458 | $9.52 M | 3 % | 379,012 | ||
SOFI TECHNOLOGIES INC | COM | 83406F102 | $8.97 M | 3 % | 492,598 |
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