Elevate Capital Advisors, Llc Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ4 2025
- Locationeagle, CO
- CIK0001909571
- All SEC filings
Q4 2025 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
78 | $151.19M | IGSB, PHYS/U, TRAVELERS COMPANIES INC, SHY | 13F-HR | Jan 23, 2026 | 000190957126000001 | ||
75 | $143.44M | KRE, PHYS/U, TRAVELERS COMPANIES INC, META | 13F-HR | Oct 27, 2025 | 000190957125000002 | ||
67 | $125.46M | PHYS/U, TRAVELERS COMPANIES INC, META, MSFT | 13F-HR | Jul 22, 2025 | 000108514625004014 | ||
58 | $108.13M | TRAVELERS COMPANIES INC, PHYS/U, MSFT, AMZN | 13F-HR | Apr 28, 2025 | 000108514625002367 | ||
65 | $113.55M | AAPL, GOOGL, AMZN, TRAVELERS COMPANIES INC | 13F-HR | Jan 28, 2025 | 000108514625000582 |