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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
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
FEBWAim Etf Products Trust
Recent Activity
Decreased -10.14%
0.32%
$1.148M
37,051 shares@ $30.99 avg price
METAMeta Platforms Inc
Recent Activity
Increased 50.08%
0.31%
$1.135M
1,939 shares@ $585.59 avg price
PAYXPaychex Inc
Recent Activity
Increased 0.56%
0.3%
$1.097M
7,826 shares@ $140.22 avg price
USBUs Bancorp Del
Recent Activity
Decreased -3.09%
0.3%
$1.091M
22,815 shares@ $47.84 avg price
QBERElevation Series Trust
Recent Activity
Increased 36.34%
0.3%
$1.091M
44,182 shares@ $24.7 avg price
DYNFBlackrock Etf Trust
Recent Activity
Decreased -12.6%
0.3%
$1.085M
21,164 shares@ $51.26 avg price
NINisource Inc
Recent Activity
Decreased -5.35%
0.3%
$1.082M
29,436 shares@ $36.76 avg price