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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
QUALIshares Tr
Recent Activity
Decreased -46.43%
0.64%
$2.332M
13,093 shares@ $178.09 avg price
XFFCXFlaherty & Crumrine Pfd Secs
Recent Activity
Decreased -1.39%
0.57%
$2.08M
133,918 shares@ $15.54 avg price
EMLPFirst Tr Exchange-traded Fd
Recent Activity
Decreased -4.77%
0.55%
$2.004M
56,225 shares@ $35.65 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -9.9%
0.49%
$1.796M
7,748 shares@ $231.83 avg price
GEGe Aerospace
Recent Activity
Decreased -3.27%
0.38%
$1.376M
8,252 shares@ $166.79 avg price
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Decreased -2.33%
0.37%
$1.333M
22,547 shares@ $59.15 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -7.33%
0.36%
$1.32M
1,440 shares@ $916.41 avg price
FGDFirst Tr Exchange Traded Fd
Recent Activity
Decreased -0.27%
0.35%
$1.277M
57,418 shares@ $22.24 avg price
MDIVFirst Tr Exchange-traded Fd
Recent Activity
Decreased -0.71%
0.35%
$1.274M
78,863 shares@ $16.15 avg price
IPInternational Paper Co
Recent Activity
Decreased -4.87%
0.35%
$1.254M
23,294 shares@ $53.82 avg price