Elevation Capital Advisory, LLC
Q4 2024 13F Holdings
- Locationbend, OR
- Num holdings
51
- Value ($000)
$233,367
- Date Filed02/06/2025
- Form type13F-HR
- CIK0001871112
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $24.17 M | 10 % | 264,394 | ||
MFUL COLLABORATIVE INVESTMNT SER | MINDFUL CNSRVTV | 19423L615 | $23.82 M | 10 % | 1,107,835 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $15.57 M | 7 % | 30,455 | ||
MGK VANGUARD WORLD FD | MEGA GRWTH IND | 921910816 | $13.72 M | 6 % | 39,966 | ||
TMFC RBB FD INC | MOTLEY FOL ETF | 74933W601 | $12.56 M | 5 % | 208,930 | ||
ONEQ FIDELITY COMWLTH TR | NASDAQ COMPSIT | 315912808 | $10.55 M | 5 % | 138,678 | ||
MTUM ISHARES TR | MSCI USA MMENTM | 46432F396 | $9.63 M | 4 % | 46,536 | ||
PKW INVESCO EXCHANGE TRADED FD T | BUYBACK ACHIEV | 46137V308 | $8.81 M | 4 % | 76,484 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $8.73 M | 4 % | 21,261 | ||
IWY ISHARES TR | RUS TP200 GR ETF | 464289438 | $8.22 M | 4 % | 34,953 |
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