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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
VNQVanguard Index Fds
Recent Activity
Exited
0%
$900,205
9,240 shares@ $97.43 avg price
SPYVSpdr Ser Tr
Recent Activity
Exited
0%
$853,300
16,143 shares@ $52.86 avg price
IEMGIshares Inc
Recent Activity
Exited
0%
$797,683
13,895 shares@ $57.41 avg price
VNQIVanguard Intl Equity Index F
Recent Activity
Exited
0%
$729,819
15,558 shares@ $46.91 avg price
MGKVanguard World Fd
Recent Activity
Exited
0%
$699,294
2,172 shares@ $321.96 avg price
SPYGSpdr Ser Tr
Recent Activity
Exited
0%
$674,239
8,129 shares@ $82.95 avg price
GLOFIshares Tr
Recent Activity
Exited
0%
$584,681
13,060 shares@ $44.77 avg price
IWDIshares Tr
Recent Activity
Exited
0%
$563,000
2,966 shares@ $189.82 avg price
SPGPInvesco Exchange Traded Fd T
Recent Activity
Exited
0%
$310,467
2,966 shares@ $104.68 avg price
EEMIshares Tr
Recent Activity
Exited
0%
$307,900
6,714 shares@ $45.86 avg price