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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
SUSAIshares Tr
Recent Activity
New Position
3.77%
$8.527M
70,841 shares@ $120.38 avg price
JHMLJohn Hancock Exchange Traded
Recent Activity
New Position
3.1%
$7.015M
101,029 shares@ $69.45 avg price
FTCSFirst Tr Exchange-traded Fd
Recent Activity
New Position
2.89%
$6.531M
71,929 shares@ $90.81 avg price
LGLVSpdr Ser Tr
Recent Activity
New Position
2.8%
$6.322M
37,357 shares@ $169.24 avg price
FPEFirst Tr Exch Traded Fd Iii
Recent Activity
Increased 2.56%
2.72%
$6.148M
339,693 shares@ $18.11 avg price
AORIshares Tr
Recent Activity
Increased 2.17%
2.68%
$6.05M
102,126 shares@ $59.24 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -43.33%
2.63%
$5.951M
12,193 shares@ $488.07 avg price
AGGIshares Tr
Recent Activity
New Position
2.52%
$5.697M
56,259 shares@ $101.28 avg price
AOKIshares Tr
Recent Activity
New Position
2.51%
$5.678M
146,870 shares@ $38.67 avg price
BABInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
2.25%
$5.08M
184,250 shares@ $27.58 avg price