test

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
AVIGAmerican Centy Etf Tr
Recent Activity
Increased 12.11%
0.27%
$982,813
24,225 shares@ $40.58 avg price
QBULElevation Series Trust
Recent Activity
Increased 41.38%
0.27%
$966,801
39,104 shares@ $24.73 avg price
TROWPrice T Rowe Group Inc
Recent Activity
Increased 3.14%
0.27%
$963,894
8,523 shares@ $113.1 avg price
SKORFlexshares Tr
Recent Activity
Increased 13.47%
0.27%
$960,546
20,137 shares@ $47.71 avg price
DDominion Energy Inc
Recent Activity
Increased 16.26%
0.26%
$949,782
17,634 shares@ $53.87 avg price
HBANHuntington Bancshares Inc
Recent Activity
Increased 1.96%
0.26%
$927,472
57,005 shares@ $16.28 avg price
UNPUnion Pac Corp
Recent Activity
Increased 29.2%
0.25%
$894,976
3,925 shares@ $228.02 avg price
CFGCitizens Finl Group Inc
Recent Activity
Increased 12.22%
0.24%
$876,687
20,034 shares@ $43.76 avg price
IWOIshares Tr
Recent Activity
Increased 47.25%
0.24%
$853,112
2,964 shares@ $287.83 avg price
OMCOmnicom Group Inc
Recent Activity
Increased 13.78%
0.23%
$828,042
9,624 shares@ $86.04 avg price