Elevation Advisory Partners LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
EA Elevation Advisory Partners LLC | Institutional Filer | — | $107.1M | 97 |
Current Portfolio Holdings
Showing all 97 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 124K | $23.4M | 21.88% |
| 2 | VYM | VANGUARD WHITEHALL FDS | — | 85K | $12.6M | 11.79% |
| 3 | AAPL | Apple Inc. | Technology | 25K | $6.6M | 6.11% |
| 4 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 19K | $4.6M | 4.28% |
| 5 | MSFT | Microsoft Corporation | Technology | 7K | $3.3M | 3.05% |
| 6 | ARM | Arm Holdings plc American Depositary Shares | Technology | 21K | $2.4M | 2.24% |
| 7 | GOOGL | Alphabet Inc. | Technology | 7K | $2.3M | 2.18% |
| 8 | RDVI | FIRST TR EXCHANGE-TRADED FD | — | 82K | $2.2M | 2.08% |
| 9 | TSLA | Tesla, Inc. | Consumer Cyclical | 5K | $2.2M | 2.04% |
| 10 | QQQ | Invesco QQQ Trust | — | 3K | $2.2M | 2.01% |
| 11 | JPM | JPMorgan Chase & Co. | Financial Services | 7K | $2.0M | 1.87% |
| 12 | CAT | Caterpillar Inc. | Industrials | 3K | $2.0M | 1.84% |
| 13 | GLD | SPDR GOLD TR | — | 4K | $1.9M | 1.80% |
| 14 | AGX | Argan, Inc. | Industrials | 5K | $1.9M | 1.78% |
| 15 | SDVD | FIRST TR EXCH TRADED FD III | — | 73K | $1.6M | 1.53% |
Showing 1 to 15 of 97 holdings