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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
EMLPFirst Tr Exchange-traded Fd
Recent Activity
Decreased -4.77%
0.55%
$2.004M
56,225 shares@ $35.65 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 55.83%
0.52%
$1.881M
9,937 shares@ $189.3 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -9.9%
0.49%
$1.796M
7,748 shares@ $231.83 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 28.38%
0.49%
$1.79M
16,639 shares@ $107.57 avg price
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