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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
VRSKVerisk Analytics Inc
Recent Activity
0.3%
$1.071M
3,887 shares@ $275.43 avg price
PRUPrudential Finl Inc
Recent Activity
Increased 1.2%
0.29%
$1.057M
8,920 shares@ $118.53 avg price
NRGNrg Energy Inc
Recent Activity
Decreased -2%
0.29%
$1.047M
11,610 shares@ $90.22 avg price
SPTLSpdr Ser Tr
Recent Activity
Decreased -9.99%
0.29%
$1.044M
39,881 shares@ $26.2 avg price
ACNAccenture Plc Ireland
Recent Activity
Increased 2.36%
0.29%
$1.041M
2,959 shares@ $351.82 avg price
SVOLSimplify Exchange Traded Fun
Recent Activity
New Position
0.29%
$1.037M
49,856 shares@ $20.8 avg price
DISDisney Walt Co
Recent Activity
Increased 11.78%
0.29%
$1.035M
9,291 shares@ $111.35 avg price
GBCIGlacier Bancorp Inc New
Recent Activity
0.28%
$1.025M
20,413 shares@ $50.23 avg price
SIXJAim Etf Products Trust
Recent Activity
Increased 42.2%
0.28%
$1.022M
33,629 shares@ $30.39 avg price
STXSeagate Technology Hldngs Pl
Recent Activity
Increased 6.42%
0.28%
$1.017M
11,787 shares@ $86.32 avg price