Elevated Capital Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
EC Elevated Capital Advisors, LLC | Institutional Filer | ▼ 7.38% | $397.3M | 843 |
Current Portfolio Holdings
Showing all 843 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | — | 185K | $11.9M | 2.99% |
| 2 | AAPL | Apple Inc. | Technology | 46K | $11.7M | 2.94% |
| 3 | VUG | VANGUARD INDEX FDS | — | 26K | $11.3M | 2.84% |
| 4 | BUCK | SIMPLIFY EXCHANGE TRADED FUN | — | 441K | $10.4M | 2.61% |
| 5 | CTA | SIMPLIFY EXCHANGE TRADED FUN | — | 335K | $10.1M | 2.55% |
| 6 | SPYM | SPDR SERIES TRUST | — | 126K | $9.6M | 2.42% |
| 7 | VTV | VANGUARD INDEX FDS | — | 47K | $9.2M | 2.32% |
| 8 | MSFT | Microsoft Corporation | Technology | 20K | $7.5M | 1.90% |
| 9 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | — | 352K | $7.2M | 1.80% |
| 10 | FOXY | SIMPLIFY EXCHANGE TRADED FUN | — | 244K | $7.1M | 1.80% |
| 11 | SIXO | AIM ETF PRODUCTS TRUST | — | 210K | $7.1M | 1.79% |
| 12 | SBAR | SIMPLIFY EXCHANGE TRADED FUN | — | 288K | $7.1M | 1.78% |
| 13 | FPEI | FIRST TR EXCH TRADED FD III | — | 367K | $7.0M | 1.76% |
| 14 | BNDX | VANGUARD CHARLOTTE FDS | — | 135K | $6.5M | 1.64% |
| 15 | NVDA | NVIDIA Corporation | Technology | 36K | $6.3M | 1.59% |
Showing 1 to 15 of 843 holdings