Elevated Capital Advisors, LLC
Q1 2025 13F Holdings
- Locationsandy, UT
- Num holdings
252
- Value ($000)
$356,971
- Date Filed04/24/2025
- Form type13F-HR
- CIK0001802387
- 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 |
|---|---|---|---|---|---|---|---|
KRE SPDR SER TR | PORTFOLIO S&P500 | 78464A854 | $12.99M | 4 % | 197,581 | ||
AAPL APPLE INC | COM | 037833100 | $11.03M | 3 % | 49,655 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $9.93M | 3 % | 26,775 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $9.25M | 3 % | 181,887 | ||
VTV VANGUARD INDEX FDS | VALUE ETF | 922908744 | $7.68M | 2 % | 44,464 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $7.24M | 2 % | 19,275 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $7.20M | 2 % | 147,478 | ||
FPEI FIRST TR EXCH TRADED FD III | INSTL PFD SECS | 33739P855 | $7.00M | 2 % | 374,347 | ||
BSV VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | $6.80M | 2 % | 86,892 | ||
CTA SIMPLIFY EXCHANGE TRADED FUN | MANAGED FUTURES | 82889N699 | $5.68M | 2 % | 192,050 |
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