Elevate Capital Advisors, LLC
Q2 2025 13F Holdings
- Locationeagle, CO
- Num holdings
67
- Value ($000)
$125,462
- Date Filed07/22/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
PHYS/U SPROTT PHYSICAL GOLD TR | UNIT | 85207H104 | $5.00M | 4 % | 197,208 | ||
TRAVELERS COMPANIES INC | COM | 89417E109 | $4.68M | 4 % | 17,502 | ||
META META PLATFORMS INC | CL A | 30303M102 | $4.22M | 3 % | 5,711 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.88M | 3 % | 7,803 | ||
WRB BERKLEY W R CORP | COM | 084423102 | $3.70M | 3 % | 50,383 | ||
AMZN AMAZON COM INC | COM | 023135106 | $3.34M | 3 % | 15,204 | ||
CPNG COUPANG INC | CL A | 22266T109 | $3.09M | 3 % | 103,303 | ||
DG DOLLAR GEN CORP NEW | COM | 256677105 | $3.01M | 2 % | 26,282 | ||
HSY HERSHEY CO | COM | 427866108 | $2.99M | 2 % | 18,026 | ||
KBWP INVESCO EXCH TRADED FD TR II | KBW PPTY CASUT | 46138E586 | $2.96M | 2 % | 24,108 |
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