 |
Size ($ in 1000's)
At 03/31/2024: $348,986
At 12/31/2023: $319,688
Elevated Capital Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Elevated Capital Advisors LLC 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 03/31/2024, below is a summary of the Elevated Capital Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Elevated Capital Advisors LLC.
In the Elevated Capital Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Elevated Capital Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Elevated Capital Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| INVESCO QQQ TR |
37,901 |
-1,416 |
$16,829 | | QQQ | 37,901 | -1,416 | $16,829 | | ALPS ETF TR (RIGS) |
548,439 |
+159,563 |
$12,548 | | RIGS | 548,439 | +159,563 | $12,548 | | FIRST TR MORNINGSTAR DIVID L (FDL) |
283,232 |
+12,410 |
$10,899 | | FDL | 283,232 | +12,410 | $10,899 | | VANGUARD INDEX FDS (VUG) |
30,430 |
+950 |
$10,474 | | VUG | 30,430 | +950 | $10,474 | | ISHARES TR (QUAL) |
57,550 |
-6,341 |
$9,458 | | QUAL | 57,550 | -6,341 | $9,458 | | VANGUARD TAX MANAGED FDS (VEA) |
186,876 |
+9,502 |
$9,376 | | VEA | 186,876 | +9,502 | $9,376 | | FIRST TR VALUE LINE DIVID IN (FVD) |
218,952 |
+11,102 |
$9,246 | | FVD | 218,952 | +11,102 | $9,246 | | VANGUARD INDEX FDS (VTV) |
47,557 |
+2,103 |
$7,745 | | VTV | 47,557 | +2,103 | $7,745 | | FIRST TR EXCH TRADED FD III (FPEI) |
410,223 |
+20,820 |
$7,474 | | FPEI | 410,223 | +20,820 | $7,474 | | INVESCO EXCHANGE TRADED FD T (RSP) |
36,326 |
+24,674 |
$6,153 | | RSP | 36,326 | +24,674 | $6,153 | | FIRST TR EXCHANGE TRADED FD (SDVY) |
167,152 |
+148,396 |
$5,820 | | SDVY | 167,152 | +148,396 | $5,820 | | APPLE INC |
33,192 |
+1,278 |
$5,692 | | AAPL | 33,192 | +1,278 | $5,692 | | PIMCO CORPORATE & INCM STRG |
390,062 |
+25,883 |
$5,449 | | PCN | 390,062 | +25,883 | $5,449 | | VANECK ETF TRUST (MOAT) |
60,207 |
+60,207 |
$5,413 | | MOAT | 60,207 | +60,207 | $5,413 | | FIRST TR EXCHNG TRADED FD VI (UCON) |
212,451 |
+14,012 |
$5,226 | | UCON | 212,451 | +14,012 | $5,226 | | FIRST TR EXCHANGE TRADED FD (KNG) |
95,974 |
+7,131 |
$5,155 | | KNG | 95,974 | +7,131 | $5,155 | | VANGUARD CHARLOTTE FDS (BNDX) |
102,435 |
+16,073 |
$5,039 | | BNDX | 102,435 | +16,073 | $5,039 | | BLACKROCK DEBT STRATEGIES FD |
442,022 |
+16,555 |
$4,889 | | DSU | 442,022 | +16,555 | $4,889 | | EXXON MOBIL CORP |
41,088 |
+1,028 |
$4,776 | | XOM | 41,088 | +1,028 | $4,776 | | VANGUARD BD INDEX FDS (BSV) |
60,510 |
+9,572 |
$4,639 | | BSV | 60,510 | +9,572 | $4,639 | | MICROSOFT CORP |
10,656 |
+514 |
$4,483 | | MSFT | 10,656 | +514 | $4,483 | | VANGUARD BD INDEX FDS (BIV) |
58,743 |
+4,003 |
$4,429 | | BIV | 58,743 | +4,003 | $4,429 | | SELECT SECTOR SPDR TR (XLY) |
21,700 |
+5,700 |
$3,990 | | XLY | 21,700 | +5,700 | $3,990 | | FIRST TR EXCHANGE TRADED FD (RDVY) |
69,590 |
+2,453 |
$3,909 | | RDVY | 69,590 | +2,453 | $3,909 | | FIRST TR EXCHANGE TRADED FD (EMLP) |
127,540 |
+8,288 |
$3,766 | | EMLP | 127,540 | +8,288 | $3,766 | | SSGA ACTIVE ETF TR (SRLN) |
82,859 |
-6,954 |
$3,489 | | SRLN | 82,859 | -6,954 | $3,489 | | ABBVIE INC |
18,705 |
+324 |
$3,406 | | ABBV | 18,705 | +324 | $3,406 | | ABRDN GOLD ETF TRUST (SGOL) |
152,229 |
+11,798 |
$3,233 | | SGOL | 152,229 | +11,798 | $3,233 | | SELECT SECTOR SPDR TR (XLI) |
25,498 |
+6,447 |
$3,212 | | XLI | 25,498 | +6,447 | $3,212 | | SELECT SECTOR SPDR TR (XLP) |
42,065 |
+4,788 |
$3,212 | | XLP | 42,065 | +4,788 | $3,212 | | VANGUARD INDEX FDS (VB) |
13,718 |
+259 |
$3,136 | | VB | 13,718 | +259 | $3,136 | | SPDR SER TR (SPSB) |
101,355 |
+8,222 |
$3,017 | | SPSB | 101,355 | +8,222 | $3,017 | | VANGUARD INTL EQUITY INDEX F (VWO) |
71,724 |
+4,608 |
$2,996 | | VWO | 71,724 | +4,608 | $2,996 | | FIRST TR EXCHANGE TRADED FD (HYLS) |
72,217 |
+5,060 |
$2,978 | | HYLS | 72,217 | +5,060 | $2,978 | | VANGUARD BD INDEX FDS (BND) |
40,285 |
-509 |
$2,926 | | BND | 40,285 | -509 | $2,926 | | FIRST TR EXCHNG TRADED FD VI (DEED) |
139,236 |
+51,232 |
$2,884 | | DEED | 139,236 | +51,232 | $2,884 | | ISHARES TR (IEI) |
24,387 |
+24,387 |
$2,824 | | IEI | 24,387 | +24,387 | $2,824 | | ALPS ETF TR (RFDA) |
55,338 |
-2,226 |
$2,809 | | RFDA | 55,338 | -2,226 | $2,809 | | FIRST TR EXCHANGE TRADED FD (TDIV) |
39,654 |
+1,037 |
$2,763 | | TDIV | 39,654 | +1,037 | $2,763 | | VANECK ETF TRUST (ANGL) |
90,495 |
+39,964 |
$2,626 | | ANGL | 90,495 | +39,964 | $2,626 | | SELECT SECTOR SPDR TR (XLK) |
12,433 |
-86 |
$2,589 | | XLK | 12,433 | -86 | $2,589 | | SELECT SECTOR SPDR TR (XLV) |
17,493 |
+250 |
$2,584 | | XLV | 17,493 | +250 | $2,584 | | PEPSICO INC |
14,421 |
+1,062 |
$2,524 | | PEP | 14,421 | +1,062 | $2,524 | | VANGUARD SCOTTSDALE FDS (VMBS) |
52,291 |
+8,127 |
$2,385 | | VMBS | 52,291 | +8,127 | $2,385 | | FIRST TR EXCHANGE TRADED FD (FID) |
148,890 |
+7,987 |
$2,375 | | FID | 148,890 | +7,987 | $2,375 | | ALPHABET INC |
15,470 |
+589 |
$2,355 | | GOOG | 15,470 | +589 | $2,355 | | VANGUARD BD INDEX FDS (BLV) |
32,498 |
+4,854 |
$2,351 | | BLV | 32,498 | +4,854 | $2,351 | | ISHARES TR (IWY) |
12,033 |
+10,502 |
$2,348 | | IWY | 12,033 | +10,502 | $2,348 | | FIRST TR EXCHANGE TRADED FD (LMBS) |
48,240 |
+1,644 |
$2,328 | | LMBS | 48,240 | +1,644 | $2,328 | | VANGUARD WORLD FD (VOX) |
17,170 |
+6,211 |
$2,253 | | VOX | 17,170 | +6,211 | $2,253 |
See Full List: All Stocks Held By Elevated Capital Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Elevated Capital Advisors LLC
|
|
