Elevate Capital Advisors, LLC

Q3 2025 13F Holdings

  • Location
    eagle, CO
  • Num holdings

    75

  • Value ($000)

    $143,435

  • Date Filed
    10/27/2025
  • Form type
    13F-HR
  • CIK
    0001909571
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
K
KRE

SPDR SERIES TRUST

BLOOMBERG 1-3 MO
$6.82M
5 %

74,382

P
PHYS/U

SPROTT ASSET MANAGEMENT LP

PHYSICAL GOLD TR
$6.02M
4 %

203,111

---

TRAVELERS COMPANIES INC

COM
$4.82M
3 %

17,276

M
META

META PLATFORMS INC

CL A
$4.20M
3 %

5,725

M
MSFT

MICROSOFT CORP

COM
$4.06M
3 %

7,842

H
HSY

HERSHEY CO

COM
$3.98M
3 %

21,268

W
WRB

BERKLEY W R CORP

COM
$3.79M
3 %

49,424

A
AUDP

AUTOMATIC DATA PROCESSING IN

COM
$3.79M
3 %

12,899

A
AAPL

APPLE INC

COM
$3.75M
3 %

14,725

V
V

VISA INC

COM CL A
$3.72M
3 %

10,902

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