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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
TUASimplify Exchange Traded Fun
Recent Activity
Increased 34.12%
0.73%
$2.653M
125,019 shares@ $21.22 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -73.45%
0.69%
$2.511M
4,912 shares@ $511.2 avg price
VBVanguard Index Fds
Recent Activity
Decreased -22.91%
0.66%
$2.391M
9,951 shares@ $240.28 avg price
QUALIshares Tr
Recent Activity
Decreased -46.43%
0.64%
$2.332M
13,093 shares@ $178.09 avg price
ABBVAbbvie Inc
Recent Activity
Increased 11.76%
0.64%
$2.326M
13,089 shares@ $177.7 avg price
VOOVanguard Index Fds
Recent Activity
Increased 29.41%
0.62%
$2.267M
4,207 shares@ $538.87 avg price
JULWAim Etf Products Trust
Recent Activity
Increased 41.49%
0.6%
$2.173M
61,973 shares@ $35.07 avg price
VVisa Inc
Recent Activity
Increased 4.91%
0.59%
$2.163M
6,844 shares@ $316.04 avg price
XFFCXFlaherty & Crumrine Pfd Secs
Recent Activity
Decreased -1.39%
0.57%
$2.08M
133,918 shares@ $15.54 avg price
GJUNFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 39.94%
0.57%
$2.065M
57,374 shares@ $36.0 avg price