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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
CTASimplify Exchange Traded Fun
Recent Activity
New Position
0.35%
$1.273M
45,639 shares@ $27.89 avg price
SVOLSimplify Exchange Traded Fun
Recent Activity
New Position
0.29%
$1.037M
49,856 shares@ $20.8 avg price
HIGHSimplify Exchange Traded Fun
Recent Activity
New Position
0.23%
$840,158
36,497 shares@ $23.02 avg price
HYGVFlexshares Tr
Recent Activity
New Position
0.18%
$658,712
16,193 shares@ $40.68 avg price
TLTIshares Tr
Recent Activity
New Position
0.13%
$468,382
5,363 shares@ $87.34 avg price
FCOMFidelity Covington Trust
Recent Activity
New Position
0.11%
$397,509
6,772 shares@ $58.7 avg price
FNCLFidelity Covington Trust
Recent Activity
New Position
0.09%
$327,680
4,771 shares@ $68.69 avg price
GATXGatx Corp
Recent Activity
New Position
0.09%
$302,299
1,951 shares@ $154.95 avg price
PANWPalo Alto Networks Inc
Recent Activity
New Position
0.09%
$296,777
1,631 shares@ $181.97 avg price
ICEIntercontinental Exchange In
Recent Activity
New Position
0.08%
$279,374
1,875 shares@ $149.0 avg price