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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
MGCVanguard World Fd
Recent Activity
Exited
0%
$3.593M
18,210 shares@ $197.3 avg price
AOAIshares Tr
Recent Activity
Exited
0%
$3.236M
43,267 shares@ $74.78 avg price
PSKSpdr Ser Tr
Recent Activity
Exited
0%
$2.931M
86,391 shares@ $33.94 avg price
VISVanguard World Fd
Recent Activity
Exited
0%
$457,738
1,946 shares@ $235.22 avg price
VOOGVanguard Admiral Fds Inc
Recent Activity
Exited
0%
$379,800
1,139 shares@ $333.46 avg price
VIGVanguard Specialized Funds
Recent Activity
Exited
0%
$345,750
1,894 shares@ $182.56 avg price
IUSGIshares Tr
Recent Activity
Exited
0%
$306,334
2,403 shares@ $127.48 avg price
FMAGFidelity Covington Trust
Recent Activity
Exited
0%
$264,805
8,925 shares@ $29.68 avg price
NULGNushares Etf Tr
Recent Activity
Exited
0%
$244,616
3,014 shares@ $81.16 avg price