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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
2692⤦Etf Ser Solutions
Recent Activity
Exited
0%
$257,290
10,074 shares@ $25.55 avg price
FDNFirst Tr Exchange-traded Fd
Recent Activity
Exited
0%
$252,501
1,192 shares@ $211.83 avg price
ORLYOreilly Automotive Inc
Recent Activity
Exited
0%
$233,775
203 shares@ $1151.61 avg price
VRTVertiv Holdings Co
Recent Activity
Exited
0%
$232,807
2,340 shares@ $99.5 avg price
SCHFSchwab Strategic Tr
Recent Activity
Exited
0%
$230,231
5,599 shares@ $41.13 avg price
SLQTSelectquote Inc
Recent Activity
Exited
0%
$35,475
16,348 shares@ $2.17 avg price