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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
FIDUFidelity Covington Trust
Recent Activity
Increased 56.12%
0.38%
$1.36M
19,336 shares@ $70.32 avg price
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Decreased -2.33%
0.37%
$1.333M
22,547 shares@ $59.15 avg price
COSTCostco Whsl Corp New
Recent Activity
Decreased -7.33%
0.36%
$1.32M
1,440 shares@ $916.41 avg price
KMBKimberly-clark Corp
Recent Activity
Increased 4.55%
0.36%
$1.306M
9,964 shares@ $131.04 avg price
IBMInternational Business Machs
Recent Activity
Increased 14.05%
0.36%
$1.285M
5,845 shares@ $219.84 avg price
FGDFirst Tr Exchange Traded Fd
Recent Activity
Decreased -0.27%
0.35%
$1.277M
57,418 shares@ $22.24 avg price
MDIVFirst Tr Exchange-traded Fd
Recent Activity
Decreased -0.71%
0.35%
$1.274M
78,863 shares@ $16.15 avg price
CTASimplify Exchange Traded Fun
Recent Activity
New Position
0.35%
$1.273M
45,639 shares@ $27.89 avg price
IPInternational Paper Co
Recent Activity
Decreased -4.87%
0.35%
$1.254M
23,294 shares@ $53.82 avg price
FDISFidelity Covington Trust
Recent Activity
Increased 105.03%
0.34%
$1.245M
12,779 shares@ $97.47 avg price