Elevate Capital Advisors, LLC
Q1 2025 13F Holdings
- Locationeagle, CO
- Num holdings
58
- Value ($000)
$108,130
- Date Filed04/28/2025
- Form type13F-HR
- CIK0001909571
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TRAVELERS COMPANIES INC | COM | 89417E109 | $4.91M | 5 % | 18,560 | ||
PHYS/U SPROTT PHYSICAL GOLD TR | UNIT | 85207H104 | $4.86M | 5 % | 202,193 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $4.61M | 4 % | 12,288 | ||
AMZN AMAZON COM INC | COM | 023135106 | $4.16M | 4 % | 21,882 | ||
AAPL APPLE INC | COM | 037833100 | $4.09M | 4 % | 18,433 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $3.96M | 4 % | 25,619 | ||
WRB BERKLEY W R CORP | COM | 084423102 | $3.81M | 4 % | 53,547 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $3.64M | 3 % | 7,081 | ||
YELP YELP INC | CL A | 985817105 | $2.77M | 3 % | 74,707 | ||
V VISA INC | COM CL A | 92826C839 | $2.65M | 3 % | 7,559 |
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