Elevate Capital Advisors, LLC

Q4 2024 13F Holdings

  • Location
    eagle, CO
  • Num holdings

    65

  • Value ($000)

    $113,550

  • Date Filed
    01/28/2025
  • Form type
    13F-HR
  • CIK
    0001909571
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL
AAPL

APPLE INC

COM
037833100
$5.03M
4 %

20,083

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$4.76M
4 %

25,136

AMZN
AMZN

AMAZON COM INC

COM
023135106
$4.68M
4 %

21,335

---

TRAVELERS COMPANIES INC

COM
89417E109
$4.63M
4 %

19,209

PHYS/U
PHYS/U

SPROTT PHYSICAL GOLD TR

UNIT
85207H104
$4.43M
4 %

219,837

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$4.37M
4 %

8,116

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$4.28M
4 %

10,165

XLE
XLE

SELECT SECTOR SPDR TR

ENERGY
81369Y506
$3.47M
3 %

40,565

WRB
WRB

BERKLEY W R CORP

COM
084423102
$3.28M
3 %

56,110

ULTA
ULTA

ULTA BEAUTY INC

COM
90384S303
$3.00M
3 %

6,890

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