Elton Wilcox

@Elevated Capital Advisors, Llc

Latest period2024 - Q4

Reported6d ago

Managed Assets$367.029M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
PAYXPaychex Inc Recent Activity Increased 0.56%	0.3%	$1.097M 7,826 shares@ $140.22 avg price	Increased 0.56%
QBERElevation Series Trust Recent Activity Increased 36.34%	0.3%	$1.091M 44,182 shares@ $24.7 avg price	Increased 36.34%
PRUPrudential Finl Inc Recent Activity Increased 1.2%	0.29%	$1.057M 8,920 shares@ $118.53 avg price	Increased 1.2%
ACNAccenture Plc Ireland Recent Activity Increased 2.36%	0.29%	$1.041M 2,959 shares@ $351.82 avg price	Increased 2.36%
DISDisney Walt Co Recent Activity Increased 11.78%	0.29%	$1.035M 9,291 shares@ $111.35 avg price	Increased 11.78%
SIXJAim Etf Products Trust Recent Activity Increased 42.2%	0.28%	$1.022M 33,629 shares@ $30.39 avg price	Increased 42.2%
STXSeagate Technology Hldngs Pl Recent Activity Increased 6.42%	0.28%	$1.017M 11,787 shares@ $86.32 avg price	Increased 6.42%
MDYGSpdr Ser Tr Recent Activity Increased 51.21%	0.28%	$1.011M 11,635 shares@ $86.9 avg price	Increased 51.21%
LYBLyondellbasell Industries N Recent Activity Increased 12.89%	0.28%	$1.01M 13,603 shares@ $74.27 avg price	Increased 12.89%
MRKMerck & Co Inc Recent Activity Increased 36.07%	0.28%	$996,008 10,012 shares@ $99.49 avg price	Increased 36.07%