ELEVATUS WELATH MANAGEMENT
Q4 2024 13F Holdings
- Locationvictor, NY
- Num holdings
107
- Value ($000)
$292,263
- Date Filed02/13/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $33.66M | 12 % | 62,469 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $22.96M | 8 % | 54,474 | ||
KRE SPDR SER TR | PORTFOLIO S&P600 | 78468R853 | $22.90M | 8 % | 509,825 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $19.77M | 7 % | 147,204 | ||
AMZN AMAZON COM INC | COM | 023135106 | $14.84M | 5 % | 67,625 | ||
META META PLATFORMS INC | CL A | 30303M102 | $14.40M | 5 % | 24,591 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $13.75M | 5 % | 72,194 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $12.76M | 4 % | 31,080 | ||
AAPL APPLE INC | COM | 037833100 | $11.85M | 4 % | 47,322 | ||
ICLO INVESCO ACTIVELY MANAGED EXC | AAA CLO FLTNG RT | 46090A721 | $11.30M | 4 % | 440,812 |
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