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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
XLPSelect Sector Spdr Tr
Recent Activity
Exited
0%
$1.937M
23,334 shares@ $83.01 avg price
SPLBSpdr Ser Tr
Recent Activity
Exited
0%
$1.934M
80,056 shares@ $24.17 avg price
MINTPimco Etf Tr
Recent Activity
Exited
0%
$1.737M
17,255 shares@ $100.7 avg price
SPSBSpdr Ser Tr
Recent Activity
Exited
0%
$1.724M
56,939 shares@ $30.29 avg price
VOVanguard Index Fds
Recent Activity
Exited
0%
$1.723M
6,531 shares@ $263.84 avg price
HYLSFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$1.564M
37,281 shares@ $41.97 avg price
SGOLEtfs Gold Tr
Recent Activity
Exited
0%
$1.184M
47,114 shares@ $25.14 avg price
PFFIshares Tr
Recent Activity
Exited
0%
$1.025M
30,840 shares@ $33.24 avg price
GLDSpdr Gold Tr
Recent Activity
Exited
0%
$983,854
4,048 shares@ $243.05 avg price
IWYIshares Tr
Recent Activity
Exited
0%
$920,115
4,181 shares@ $220.08 avg price