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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
ONEQFidelity Comwlth Tr
Recent Activity
Exited
0%
$10.691M
152,877 shares@ $69.94 avg price
OEFIshares Tr
Recent Activity
Exited
0%
$9.943M
37,621 shares@ $264.3 avg price
IVWIshares Tr
Recent Activity
Exited
0%
$9.298M
100,472 shares@ $92.55 avg price
1942⤦Collaborative Investmnt Ser
Recent Activity
Exited
0%
$6.113M
285,750 shares@ $21.4 avg price
IGHGProshares Tr
Recent Activity
Exited
0%
$6.029M
79,006 shares@ $76.31 avg price
IWLIshares Tr
Recent Activity
Exited
0%
$5.744M
42,880 shares@ $133.95 avg price
VNLAJanus Detroit Str Tr
Recent Activity
Exited
0%
$5.452M
112,317 shares@ $48.54 avg price
VCSHVanguard Scottsdale Fds
Recent Activity
Exited
0%
$5.27M
68,203 shares@ $77.28 avg price
FLRNSpdr Ser Tr
Recent Activity
Exited
0%
$4.985M
161,572 shares@ $30.86 avg price
SPYGSpdr Ser Tr
Recent Activity
Exited
0%
$3.939M
49,153 shares@ $80.14 avg price