Elevation Capital Advisory, LLC
Q1 2025 13F Holdings
- Locationbend, OR
- Num holdings
58
- Value ($000)
$229,275
- Date Filed05/12/2025
- Form type13F-HR
- CIK0001871112
- 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 |
|---|---|---|---|---|---|---|---|
MFUL COLLABORATIVE INVESTMNT SER | MINDFUL CNSRVTV | 19423L615 | $25.10M | 11 % | 1,161,973 | ||
LVHI LEGG MASON ETF INVT | FRANKLIN INTL LW | 52468L505 | $10.56M | 5 % | 326,223 | ||
XMMO INVESCO EXCHANGE TRADED FD T | S&P MDCP MOMNTUM | 46137V464 | $9.77M | 4 % | 85,870 | ||
EFAV ISHARES TR | MSCI EAFE MIN VL | 46429B689 | $9.70M | 4 % | 124,515 | ||
FDL FIRST TR MORNINGSTAR DIVID L | SHS | 336917109 | $9.64M | 4 % | 221,959 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $9.55M | 4 % | 108,536 | ||
ANGL VANECK ETF TRUST | FALLEN ANGEL HG | 92189F437 | $9.45M | 4 % | 327,509 | ||
NULG NUSHARES ETF TR | NUVEEN ESG LRGCP | 67092P201 | $9.31M | 4 % | 118,936 | ||
IMCG ISHARES TR | MRGSTR MD CP GRW | 464288307 | $8.73M | 4 % | 122,260 | ||
KRE SPDR SER TR | BLOOMBERG 1-3 MO | 78468R663 | $8.70M | 4 % | 94,851 |
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