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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
LTPZPimco Etf Tr
Recent Activity
Increased 24.57%
0.34%
$1.235M
23,724 shares@ $52.08 avg price
VZVerizon Communications Inc
Recent Activity
Increased 6.26%
0.34%
$1.231M
30,787 shares@ $39.99 avg price
DECZListed Fd Tr
Recent Activity
Increased 26.52%
0.34%
$1.217M
32,890 shares@ $37.01 avg price
ETREntergy Corp New
Recent Activity
Increased 82.39%
0.33%
$1.206M
15,904 shares@ $75.82 avg price
PGProcter And Gamble Co
Recent Activity
Increased 46.02%
0.33%
$1.185M
7,070 shares@ $167.64 avg price
FMATFidelity Covington Trust
Recent Activity
Increased 117.73%
0.32%
$1.165M
24,178 shares@ $48.19 avg price
AMATApplied Matls Inc
Recent Activity
Increased 3.87%
0.32%
$1.163M
7,153 shares@ $162.63 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 21.05%
0.32%
$1.152M
2,542 shares@ $453.21 avg price
TAt&t Inc
Recent Activity
Increased 1.53%
0.32%
$1.149M
50,470 shares@ $22.78 avg price
METAMeta Platforms Inc
Recent Activity
Increased 50.08%
0.31%
$1.135M
1,939 shares@ $585.59 avg price