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Ryan Sanford

@Elevation Capital Advisory, Llc

Latest period2024 - Q3ReportedManaged Assets$226.496MTotal holdings56
Assets growth rate3.39%Assets growth rate (2-Q avg)13.17%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Elevation Capital Advisory, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 56 positions.

Assets under management

The assets under management (AUM) of Elevation Capital Advisory, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 226.496M in assets, with a quarterly growth rate of 3.39% and a 2-quarter average growth rate of 13.17%. The portfolio is managed by Ryan Sanford, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
MFULCollaborative Investmnt Ser
Recent Activity
Increased 1.94%
10.09%
$22.838M
1.046M shares@ $21.85 avg price
TMFCRbb Fd Inc
Recent Activity
Increased 15.26%
5.16%
$11.668M
207,422 shares@ $56.26 avg price
IWYIshares Tr
Recent Activity
Decreased -9.52%
4.89%
$11.058M
50,252 shares@ $220.06 avg price
KRMAGlobal X Fds
Recent Activity
New Position
4.69%
$10.618M
271,274 shares@ $39.15 avg price
MOATVaneck Etf Trust
Recent Activity
New Position
4.53%
$10.26M
105,823 shares@ $96.96 avg price
IMCGIshares Tr
Recent Activity
New Position
4.16%
$9.409M
128,942 shares@ $72.98 avg price
BILSpdr Ser Tr
Recent Activity
Increased 25.61%
4.1%
$9.266M
100,925 shares@ $91.82 avg price
MTUMIshares Tr
Recent Activity
New Position
4.05%
$9.153M
45,140 shares@ $202.77 avg price
QGROAmerican Centy Etf Tr
Recent Activity
New Position
4.01%
$9.062M
99,516 shares@ $91.06 avg price
SCHGSchwab Strategic Tr
Recent Activity
Decreased -6.51%
3.85%
$8.712M
83,627 shares@ $104.19 avg price