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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
PYLDPimco Etf Tr
Recent Activity
Increased 2.65%
1.89%
$6.925M
267,171 shares@ $25.93 avg price
BONDPimco Etf Tr
Recent Activity
Increased 2.64%
1.48%
$5.426M
60,006 shares@ $90.42 avg price
PCNPimco Corporate & Incm Strg
Recent Activity
Decreased -0.38%
1.44%
$5.276M
393,107 shares@ $13.43 avg price
DSUBlackrock Debt Strategies Fd
Recent Activity
Increased 0.79%
1.31%
$4.778M
444,027 shares@ $10.76 avg price
FDLFirst Tr Morningstar Divid L
Recent Activity
Decreased -2.05%
1.29%
$4.727M
117,403 shares@ $40.26 avg price
SIXDAim Etf Products Trust
Recent Activity
Increased 43.33%
1.24%
$4.531M
170,631 shares@ $26.56 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 16.46%
1.17%
$4.268M
19,454 shares@ $219.4 avg price
AUGWAim Etf Products Trust
Recent Activity
Increased 36.99%
1.16%
$4.234M
144,701 shares@ $29.26 avg price
BILZPimco Etf Tr
Recent Activity
Increased 22.86%
1.13%
$4.143M
41,090 shares@ $100.83 avg price
VMBSVanguard Scottsdale Fds
Recent Activity
Increased 70.12%
1.09%
$3.999M
88,192 shares@ $45.35 avg price