Skip to main content

Elevated Capital Advisors, LLC

SEC CIK
0001802387
Latest filing
Aug 3, 2026

Holdings in Q3 2021

Holdings as of Sep 30, 2021, filed Oct 7, 2021. Long positions only.

Institution overview
Positions
178
No filing for Q2 2021
Portfolio value
$289.4M
No filing for Q2 2021
Filed
Oct 7, 2021
SEC

Elevated Capital Advisors, LLC did not file a 13F for Q2 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Elevated Capital Advisors, LLC in Q3 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
Invesco QQQ Trust Series I46090E103ETF61,304$21.9M7.6%–––
First Tr Exchange-Traded FD33733E104CAP STRENGTH ETF144,054$10.8M3.7%–––
Alps ETF Tr00162Q783STRATEGIC INCOME351,075$8.69M3.0%–––
First Tr Exch Traded FD III33739P855INSTL PFD SECS349,937$7.23M2.5%–––
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD120,945$6.48M2.2%–––
Kraneshares Tr500767736QUADRTC INT RT214,848$5.99M2.1%–––
ETF Ser Solutions26922A172NATIONWIDE RSK214,249$5.88M2.0%–––
Alps ETF Tr00162Q536DYNA CORE IN ETF225,277$5.73M2.0%–––
PCNPIMCO Corporate & Income Strategy FundCOM315,657$5.69M2.0%––History
Vanguard Total Bond Market ETF921937835ETF62,224$5.32M1.8%–––
AAPLApple Inc.Stock33,517$4.74M1.6%––History
DSUBlackRock Debt Strategies Fund, Inc.COM NEW390,085$4.50M1.6%––History
Alps ETF Tr00162Q528DYNAM US ETF102,399$4.40M1.5%–––
Vanguard Morningstar Mid-Cap ETF922908629ETF18,494$4.38M1.5%–––
First Tr Exchange-Traded FD33738D408FIRST TR TA HIYL89,077$4.29M1.5%–––
State Street Health Care Select Sector SPDR ETF81369Y209ETF32,470$4.13M1.4%–––
Vanguard Intermediate-Term Bond ETF921937819ETF45,228$4.04M1.4%–––
State Street SPDR Portfolio Long Term Corporate Bond ETF78464A367ETF128,498$4.03M1.4%–––
First Tr Exchng Traded FD VI33740F888SMIT UNCO BD ETF151,053$4.01M1.4%–––
iShares Russell Mid-Cap Growth ETF464287481ETF33,639$3.77M1.3%–––
State Street Communication Services Select Sector SPDR ETF81369Y852ETF42,675$3.42M1.2%–––
First Tr Exchange Trad FD VI33739H101FST TR GLB FD123,107$2.97M1.0%–––
iShares Tr464288646ISHS 1-5YR INVS54,276$2.97M1.0%–––
Vanguard Morningstar Small-Cap ETF922908751ETF12,791$2.80M1.0%–––
iShares Core MSCI Emerging Markets ETF46434G103ETF42,657$2.63M0.9%–––
XOMExxonMobil Holdings CorpCOM44,410$2.61M0.9%––History
iShares Inc464286251JP MRG EM CRP BD50,100$2.60M0.9%–––
Invesco S&P 500 Equal Weight Technology ETF46137V282ETF8,904$2.57M0.9%–––
State Street Financial Select Sector SPDR ETF81369Y605ETF65,420$2.46M0.8%–––
iShares Tr46435G102CONV BD ETF24,059$2.40M0.8%–––
UTFCohen & Steers Infrastructure Fund IncCOM85,608$2.32M0.8%––History
SPDR Series Trust78464A805ST STR PR SP150043,255$2.29M0.8%–––
First Tr Exchange-Traded FD33739Q200FST LOW OPPT EFT44,551$2.25M0.8%–––
State Street Technology Select Sector SPDR ETF81369Y803ETF15,032$2.25M0.8%–––
NFLXNetflix IncStock3,676$2.24M0.8%––History
FFCFlaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INCCOM96,914$2.16M0.7%––History
PYPLPayPal Holdings, Inc.Stock8,022$2.09M0.7%––History
METAMeta Platforms, Inc.Stock5,972$2.03M0.7%––History
MSFTMicrosoft CorpStock7,172$2.02M0.7%––History
ORLYO Reilly Automotive IncStock3,201$1.96M0.7%––History
State Street SPDR Portfolio S&P 500 ETF78464A854ETF38,719$1.95M0.7%–––
DHRDanaher CorpStock6,353$1.93M0.7%––History
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT11,771$1.76M0.6%–––
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF27,250$1.75M0.6%–––
Vanguard Real Estate ETF922908553ETF16,559$1.69M0.6%–––
TMOThermo Fisher Scientific Inc.Stock2,947$1.68M0.6%––History
ETF Ser Solutions26922A388APTUS DEFINED57,836$1.66M0.6%–––
iShares Core S&P Small Cap ETF464287804ETF15,083$1.65M0.6%–––
NVDANVIDIA CorpStock7,778$1.61M0.6%––History
INTUIntuit Inc.Stock2,986$1.61M0.6%––History
Alps ETF Tr00162Q510ACTIVE EQTY OPPT35,890$1.58M0.5%–––
First Tr Exch Traded FD III33739P608RIVRFRNT DYN DEV22,825$1.58M0.5%–––
ZTSZoetis Inc.Stock8,022$1.56M0.5%––History
ADBEAdobe Inc.Stock2,627$1.51M0.5%––History
Vanguard Intl Equity Index F922042676GLB EX US ETF25,824$1.45M0.5%–––
AGNCAGNC Investment Corp.REIT91,964$1.45M0.5%––History
First Tr Exchange-Traded FD336917109SHS43,905$1.44M0.5%–––
MAMastercard IncStock4,030$1.40M0.5%––History
GLDSPDR Gold TrustETF8,489$1.39M0.5%––History
iShares Tr464288513IBOXX HI YD ETF15,747$1.38M0.5%–––
BCEBce IncCOM NEW27,417$1.37M0.5%––History
COSTCostco Wholesale CorpStock3,026$1.36M0.5%––History
ABBVAbbVie Inc.Stock12,588$1.36M0.5%––History
GOOGAlphabet Inc.Stock504$1.34M0.5%––History
First Tr Exchange Traded FD33738R100MULTI ASSET DI81,485$1.34M0.5%–––
AMZNAmazon Com IncStock404$1.33M0.5%––History
First Tr Exchange-Traded FD33738D309SENIOR LN FD26,932$1.29M0.4%–––
MMM3M CoStock7,276$1.28M0.4%––History
TAT&T Inc.Stock47,014$1.27M0.4%––History
COUPCoupa Software IncCOM5,758$1.26M0.4%––History
VZVerizon Communications IncStock23,355$1.26M0.4%––History
CCICrown Castle Inc.REIT7,090$1.23M0.4%––History
TWLOTwilio IncCL A3,844$1.23M0.4%––History
CMGChipotle Mexican Grill IncCOM666$1.21M0.4%––History
BXBlackstone Inc.COM10,402$1.21M0.4%––History
VODVodafone Group Public Ltd CoADR76,936$1.19M0.4%––History
ULTAUlta Beauty, Inc.Stock3,199$1.16M0.4%––History
CVXChevron CorpStock11,312$1.15M0.4%––History
PIMCO ETF Tr72201R7830-5 HIGH YIELD11,420$1.13M0.4%–––
ALTAAltabancorpCOM25,610$1.13M0.4%––History
PEPPepsiCo IncStock7,369$1.11M0.4%––History
CVNACarvana Co.CL A3,639$1.10M0.4%––History
PMPhilip Morris International Inc.Stock11,188$1.06M0.4%––History
iShares MSCI USA Min Vol Factor ETF46429B697ETF14,324$1.05M0.4%–––
DUKDuke Energy CORPStock10,690$1.04M0.4%––History
CGCarlyle Group Inc.COM21,943$1.04M0.4%––History
PGProcter & Gamble CoStock7,405$1.03M0.4%––History
ARCCAres Capital CorpCEF50,195$1.02M0.4%––History
SOSouthern CoStock16,276$1.01M0.3%––History
DDominion Energy, IncStock13,752$1.00M0.3%––History
PPLPPL CorpCOM35,550$991.0K0.3%––History
VRSKVerisk Analytics, Inc.COM4,918$985.0K0.3%––History
AEPAmerican Electric Power Co IncStock11,997$974.0K0.3%––History
APOApollo Global Management, Inc.COM CL A15,726$969.0K0.3%––History
MOAltria Group, Inc.Stock21,097$960.0K0.3%––History
NGGNational Grid PLCSPONSORED ADR NE15,873$947.0K0.3%––History
Ssga Active ETF Tr78467V608ST STR BL LN ETF20,545$945.0K0.3%–––
WisdomTree Tr97717X784WSDM EMKTBD FD12,259$925.0K0.3%–––
iShares Tr464288588MBS ETF8,468$916.0K0.3%–––
BTIBritish American Tobacco p.l.c.SPONSORED ADR25,651$905.0K0.3%––History