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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
QUSSpdr Ser Tr
Recent Activity
New Position
1.88%
$4.254M
27,003 shares@ $157.56 avg price
VVVanguard Index Fds
Recent Activity
New Position
1.78%
$4.026M
15,290 shares@ $263.3 avg price
USMVIshares Tr
Recent Activity
New Position
1.63%
$3.68M
40,304 shares@ $91.32 avg price
SPLVInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
1.62%
$3.655M
50,950 shares@ $71.73 avg price
FALNIshares Tr
Recent Activity
New Position
1.49%
$3.357M
122,805 shares@ $27.34 avg price
VOOVanguard Index Fds
Recent Activity
New Position
1.46%
$3.287M
6,230 shares@ $527.67 avg price
IYYIshares Tr
Recent Activity
New Position
1.38%
$3.125M
22,387 shares@ $139.59 avg price
ANGLVaneck Etf Trust
Recent Activity
New Position
1.38%
$3.12M
106,070 shares@ $29.42 avg price
HYLSFirst Tr Exchange-traded Fd
Recent Activity
Increased 1.43%
1.29%
$2.9M
69,106 shares@ $41.96 avg price
SPGPInvesco Exchange Traded Fd T
Recent Activity
New Position
1.03%
$2.324M
22,207 shares@ $104.67 avg price