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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
SPLGSpdr Ser Tr
Recent Activity
Increased 31.19%
3.68%
$13.472M
195,412 shares@ $68.95 avg price
AAPLApple Inc
Recent Activity
Increased 7.78%
3.3%
$12.11M
48,358 shares@ $250.42 avg price
VUGVanguard Index Fds
Recent Activity
Increased 1.28%
3.23%
$11.835M
28,834 shares@ $410.45 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 6.67%
2.51%
$9.203M
192,444 shares@ $47.82 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Increased 68.85%
2.31%
$8.456M
172,392 shares@ $49.06 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 23.76%
2.27%
$8.308M
19,710 shares@ $421.51 avg price
VTVVanguard Index Fds
Recent Activity
Increased 4.12%
2.19%
$8.012M
47,327 shares@ $169.3 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 69.64%
2.15%
$7.879M
101,973 shares@ $77.28 avg price
FPEIFirst Tr Exch Traded Fd Iii
Recent Activity
Increased 0.12%
2.08%
$7.607M
406,786 shares@ $18.7 avg price
VNLAJanus Detroit Str Tr
Recent Activity
Increased 2.64%
1.97%
$7.194M
147,087 shares@ $48.91 avg price