ELEVATUS WELATH MANAGEMENT
Q1 2025 13F Holdings
- Locationvictor, NY
- Num holdings
104
- Value ($000)
$176,420
- Date Filed05/13/2025
- Form type13F-HR
- CIK0001982776
- 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 |
|---|---|---|---|---|---|---|---|
AGG ISHARES TR | CORE US AGGBD ET | 464287226 | $17.50M | 10 % | 176,878 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $16.91M | 10 % | 333,927 | ||
ICLO INVESCO ACTIVELY MANAGED EXC | AAA CLO FLTNG RT | 46090A721 | $16.78M | 10 % | 658,360 | ||
JAAA JANUS DETROIT STR TR | HENDRSON AAA CL | 47103U845 | $11.55M | 7 % | 227,771 | ||
TRANSDIGM GROUP INC | COM | 893641100 | $9.75M | 6 % | 7,047 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $7.72M | 4 % | 20,555 | ||
GQ9 SPDR GOLD TR | GOLD SHS | 78463V107 | $6.15M | 4 % | 21,333 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $4.66M | 3 % | 43,015 | ||
AAPL APPLE INC | COM | 037833100 | $4.41M | 3 % | 19,841 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $4.35M | 3 % | 11,738 |
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