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Elton Wilcox

@Elevated Capital Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$367.029MTotal holdings260
Assets growth rate-2.49%Assets growth rate (2-Q avg)1.68%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Elevated Capital Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 260 positions.

Assets under management

The assets under management (AUM) of Elevated Capital Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 367.029M in assets, with a quarterly growth rate of -2.49% and a 2-quarter average growth rate of 1.68%. The portfolio is managed by Elton Wilcox, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
PCNPimco Corporate & Incm Strg
Recent Activity
Decreased -0.38%
1.44%
$5.276M
393,107 shares@ $13.43 avg price
FDLFirst Tr Morningstar Divid L
Recent Activity
Decreased -2.05%
1.29%
$4.727M
117,403 shares@ $40.26 avg price
BIVVanguard Bd Index Fds
Recent Activity
Decreased -4.83%
1.09%
$3.98M
53,257 shares@ $74.74 avg price
FVDFirst Tr Value Line Divid In
Recent Activity
Decreased -1.77%
0.91%
$3.313M
75,906 shares@ $43.65 avg price
TSLATesla Inc
Recent Activity
Decreased -8.57%
0.89%
$3.243M
8,031 shares@ $403.82 avg price
IVVIshares Tr
Recent Activity
Decreased -25.79%
0.88%
$3.228M
5,484 shares@ $588.68 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -3.13%
0.86%
$3.123M
16,396 shares@ $190.45 avg price
KNGFirst Tr Exchange-traded Fd
Recent Activity
Decreased -0.61%
0.75%
$2.721M
54,193 shares@ $50.21 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -73.45%
0.69%
$2.511M
4,912 shares@ $511.2 avg price
VBVanguard Index Fds
Recent Activity
Decreased -22.91%
0.66%
$2.391M
9,951 shares@ $240.28 avg price