Elevated Capital Advisors, LLC
Q4 2024 13F Holdings
- Locationsandy, UT
- Num holdings
260
- Value ($000)
$367,029
- Date Filed01/13/2025
- Form type13F-HR
- CIK0001802387
- 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 | PORTFOLIO S&P500 | 78464A854 | $13.47 M | 4 % | 195,412 | ||
AAPL APPLE INC | COM | 037833100 | $12.11 M | 3 % | 48,358 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $11.83 M | 3 % | 28,834 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $9.20 M | 3 % | 192,444 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $8.46 M | 2 % | 172,392 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $8.31 M | 2 % | 19,710 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $8.01 M | 2 % | 47,327 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $7.88 M | 2 % | 101,973 | ||
FPEI FIRST TR EXCH TRADED FD III | INSTL PFD SECS | 33739P855 | $7.61 M | 2 % | 406,786 | ||
VNLA JANUS DETROIT STR TR | HENDRSN SHRT ETF | 47103U886 | $7.19 M | 2 % | 147,087 |
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