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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
KRMAGlobal X Fds
| 4.69% | $10.618M 271,274 shares@ $39.15 avg price | New Position |
MOATVaneck Etf Trust
| 4.53% | $10.26M 105,823 shares@ $96.96 avg price | New Position |
IMCGIshares Tr
| 4.16% | $9.409M 128,942 shares@ $72.98 avg price | New Position |
MTUMIshares Tr
| 4.05% | $9.153M 45,140 shares@ $202.77 avg price | New Position |
QGROAmerican Centy Etf Tr
| 4.01% | $9.062M 99,516 shares@ $91.06 avg price | New Position |
SUSAIshares Tr
| 3.77% | $8.527M 70,841 shares@ $120.38 avg price | New Position |
JHMLJohn Hancock Exchange Traded
| 3.1% | $7.015M 101,029 shares@ $69.45 avg price | New Position |
FTCSFirst Tr Exchange-traded Fd
| 2.89% | $6.531M 71,929 shares@ $90.81 avg price | New Position |
LGLVSpdr Ser Tr
| 2.8% | $6.322M 37,357 shares@ $169.24 avg price | New Position |
AGGIshares Tr
| 2.52% | $5.697M 56,259 shares@ $101.28 avg price | New Position |