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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
IWYIshares Tr
Recent Activity
Decreased -9.52%
4.89%
$11.058M
50,252 shares@ $220.06 avg price
SCHGSchwab Strategic Tr
Recent Activity
Decreased -6.51%
3.85%
$8.712M
83,627 shares@ $104.19 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -43.33%
2.63%
$5.951M
12,193 shares@ $488.07 avg price
SNAVCollaborative Investmnt Ser
Recent Activity
Decreased -83.59%
0.96%
$2.159M
69,628 shares@ $31.01 avg price
VFHVanguard World Fd
Recent Activity
Decreased -3.95%
0.44%
$979,738
8,914 shares@ $109.92 avg price
RULECollaborative Investmnt Ser
Recent Activity
Decreased -86.2%
0.38%
$859,948
39,303 shares@ $21.88 avg price
VHTVanguard World Fd
Recent Activity
Decreased -3.1%
0.32%
$723,279
2,563 shares@ $282.21 avg price
PWBInvesco Exchange Traded Fd T
Recent Activity
Decreased -95.19%
0.21%
$464,794
4,710 shares@ $98.69 avg price
QUALIshares Tr
Recent Activity
Decreased -88.86%
0.18%
$389,277
2,171 shares@ $179.31 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -96.45%
0.15%
$339,427
884 shares@ $383.97 avg price