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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
SPBOSpdr Ser Tr
Recent Activity
Increased 114.26%
0.49%
$1.768M
61,721 shares@ $28.64 avg price
MAMastercard Incorporated
Recent Activity
Increased 7.07%
0.46%
$1.676M
3,183 shares@ $526.53 avg price
HDHome Depot Inc
Recent Activity
Increased 2.76%
0.46%
$1.67M
4,294 shares@ $389.01 avg price
BUCKSimplify Exchange Traded Fun
Recent Activity
Increased 267.82%
0.46%
$1.657M
67,516 shares@ $24.54 avg price
ILTBIshares Tr
Recent Activity
Increased 126.08%
0.45%
$1.646M
33,823 shares@ $48.66 avg price
GOVTIshares Tr
Recent Activity
Increased 83.02%
0.44%
$1.583M
68,876 shares@ $22.98 avg price
LLYEli Lilly & Co
Recent Activity
Increased 48.25%
0.43%
$1.561M
2,022 shares@ $772.1 avg price
PMPhilip Morris Intl Inc
Recent Activity
Increased 0.28%
0.41%
$1.474M
12,251 shares@ $120.36 avg price
CVXChevron Corp New
Recent Activity
Increased 10.65%
0.4%
$1.454M
10,039 shares@ $144.84 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 94.14%
0.39%
$1.421M
5,927 shares@ $239.73 avg price