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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
FHLCFidelity Covington Trust
Recent Activity
New Position
0.08%
$272,896
4,176 shares@ $65.35 avg price
RTXRtx Corporation
Recent Activity
New Position
0.08%
$261,769
2,262 shares@ $115.73 avg price
RRyder Sys Inc
Recent Activity
New Position
0.08%
$257,522
1,642 shares@ $156.84 avg price
SEIXVirtus Etf Tr Ii
Recent Activity
New Position
0.07%
$253,861
10,608 shares@ $23.94 avg price
AUGTAim Etf Products Trust
Recent Activity
New Position
0.07%
$245,700
7,903 shares@ $31.09 avg price
TPHTri Pointe Homes Inc
Recent Activity
New Position
0.07%
$233,333
6,435 shares@ $36.26 avg price
ADIAnalog Devices Inc
Recent Activity
New Position
0.06%
$215,333
1,014 shares@ $212.36 avg price
NUSINeos Etf Trust
Recent Activity
New Position
0.06%
$209,601
8,043 shares@ $26.07 avg price
INTCIntel Corp
Recent Activity
New Position
0.06%
$208,796
10,414 shares@ $20.05 avg price
IGSBIshares Tr
Recent Activity
New Position
0.06%
$207,852
4,020 shares@ $51.71 avg price