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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
CRMSalesforce Inc
Recent Activity
Increased 29.5%
0.23%
$826,556
2,472 shares@ $334.37 avg price
TYASimplify Exchange Traded Fun
Recent Activity
Increased 19.16%
0.23%
$816,617
66,530 shares@ $12.28 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 0.71%
0.23%
$812,651
1,562 shares@ $520.27 avg price
IPGInterpublic Group Cos Inc
Recent Activity
Increased 19.31%
0.22%
$800,784
28,579 shares@ $28.03 avg price
EGEverest Group Ltd
Recent Activity
Increased 6.15%
0.22%
$794,901
2,193 shares@ $362.48 avg price
NEMNewmont Corp
Recent Activity
Increased 11.65%
0.21%
$740,990
19,908 shares@ $37.23 avg price
AMTAmerican Tower Corp New
Recent Activity
Increased 7%
0.21%
$737,538
4,021 shares@ $183.43 avg price
BENFranklin Resources Inc
Recent Activity
Increased 11.91%
0.21%
$736,658
36,306 shares@ $20.3 avg price
MDYVSpdr Ser Tr
Recent Activity
Increased 48.18%
0.2%
$733,111
9,141 shares@ $80.21 avg price
JNJJohnson & Johnson
Recent Activity
Increased 33.32%
0.2%
$719,888
4,978 shares@ $144.62 avg price