Ryan Sanford

@Elevation Capital Advisory, Llc

Latest period2024 - Q3

Reported2mo 15d ago

Managed Assets$226.496M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
MFULCollaborative Investmnt Ser Recent Activity Increased 1.94%	10.09%	$22.838M 1.046M shares@ $21.85 avg price	Increased 1.94%
TMFCRbb Fd Inc Recent Activity Increased 15.26%	5.16%	$11.668M 207,422 shares@ $56.26 avg price	Increased 15.26%
BILSpdr Ser Tr Recent Activity Increased 25.61%	4.1%	$9.266M 100,925 shares@ $91.82 avg price	Increased 25.61%
FPEFirst Tr Exch Traded Fd Iii Recent Activity Increased 2.56%	2.72%	$6.148M 339,693 shares@ $18.11 avg price	Increased 2.56%
AORIshares Tr Recent Activity Increased 2.17%	2.68%	$6.05M 102,126 shares@ $59.24 avg price	Increased 2.17%
HYLSFirst Tr Exchange-traded Fd Recent Activity Increased 1.43%	1.29%	$2.9M 69,106 shares@ $41.96 avg price	Increased 1.43%
VGTVanguard World Fd Recent Activity Increased 0.91%	0.9%	$2.036M 3,471 shares@ $586.52 avg price	Increased 0.91%
VOXVanguard World Fd Recent Activity Increased 1.32%	0.35%	$773,907 5,323 shares@ $145.39 avg price	Increased 1.32%
LRGELegg Mason Etf Invt Recent Activity Increased 5.76%	0.11%	$240,102 3,288 shares@ $73.03 avg price	Increased 5.76%