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Elevate Capital Advisors, LLC

SEC CIK
0001909571
Latest filing
Jul 31, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Jan 29, 2025. Long positions only.

Institution overview
Positions
65
No filing for Q3 2024
Portfolio value
$113.5M
No filing for Q3 2024
Filed
Jan 29, 2025
SEC

Elevate Capital Advisors, LLC did not file a 13F for Q3 2024, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of Elevate Capital Advisors, LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock20,083$5.03M4.4%––History
GOOGLAlphabet Inc.Stock25,136$4.76M4.2%––History
AMZNAmazon Com IncStock21,335$4.68M4.1%––History
TRVTravelers Companies, Inc.Stock19,209$4.63M4.1%––History
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR219,837$4.43M3.9%––History
Vanguard S&P 500 ETF922908363ETF8,116$4.37M3.9%–––
MSFTMicrosoft CorpStock10,165$4.28M3.8%––History
State Street Energy Select Sector SPDR ETF81369Y506ETF40,565$3.47M3.1%–––
WRBBerkley W R CorpCOM56,110$3.28M2.9%––History
ULTAUlta Beauty, Inc.Stock6,890$3.00M2.6%––History
CPNGCoupang, Inc.CL A119,102$2.62M2.3%––History
VVisa Inc.Stock8,081$2.55M2.2%––History
FNVFranco Nevada CorpStock20,278$2.38M2.1%––History
BRK.BBerkshire Hathaway IncStock4,755$2.16M1.9%––History
ROIVRoivant Sciences Ltd.SHS178,853$2.12M1.9%––History
ABNBAirbnb, Inc.Stock15,979$2.10M1.8%––History
PGProcter & Gamble CoStock11,604$1.95M1.7%––History
HSYHershey CoCOM11,448$1.94M1.7%––History
PYPLPayPal Holdings, Inc.Stock22,616$1.93M1.7%––History
BTUPeabody Energy CorpCOM90,205$1.89M1.7%––History
AXSAxis Capital Holdings LtdSHS20,765$1.84M1.6%––History
Global X Uranium ETF37954Y871ETF66,350$1.78M1.6%–––
EQTEQT CorpStock37,830$1.74M1.5%––History
DEDeere & CoStock4,099$1.74M1.5%––History
IBITiShares Bitcoin Trust ETFETF32,025$1.70M1.5%––History
MNSTMonster Beverage CorpCOM30,892$1.62M1.4%––History
NXPINXP Semiconductors N.V.COM7,794$1.62M1.4%––History
COHRCoherent Corp.COM16,489$1.56M1.4%––History
KOCoca Cola CoStock24,348$1.52M1.3%––History
ROPRoper Technologies IncStock2,892$1.50M1.3%––History
SHWSherwin Williams CoCOM4,303$1.46M1.3%––History
iShares Tr46436E7180-3 MTH TREASURY14,060$1.41M1.2%–––
PMPhilip Morris International Inc.Stock11,613$1.40M1.2%––History
VRSNVerisign IncCOM6,689$1.38M1.2%––History
iShares MSCI USA Quality Factor ETF46432F339ETF7,710$1.37M1.2%–––
ADPAutomatic Data Processing IncStock4,654$1.36M1.2%––History
CMECME Group Inc.COM5,697$1.32M1.2%––History
Invesco Exch Traded FD Tr II46138E586KBW PPTY CASUT11,233$1.30M1.1%–––
ABBVAbbVie Inc.Stock7,233$1.29M1.1%––History
JPMJPMorgan Chase & CoStock5,257$1.26M1.1%––History
MKCMcCormick & Co IncStock16,258$1.24M1.1%––History
ADIAnalog Devices IncStock5,599$1.19M1.0%––History
NVONovo Nordisk A SADR13,167$1.13M1.0%––History
CSXCSX CorpStock34,589$1.12M1.0%––History
KMBKimberly Clark CorpStock8,500$1.11M1.0%––History
COSTCostco Wholesale CorpStock1,211$1.11M1.0%––History
CHEChemed CorpCOM2,087$1.11M1.0%––History
ADSKAutodesk, Inc.COM3,676$1.09M1.0%––History
CMCSAComcast CorpStock28,754$1.08M1.0%––History
MCDMcDonalds CorpStock3,681$1.07M0.9%––History
MUMicron Technology IncStock11,517$969.3K0.9%––History
CLXClorox CoStock5,135$833.9K0.7%––History
DHRDanaher CorpStock3,610$828.6K0.7%––History
LMTLockheed Martin CorpStock1,639$796.3K0.7%––History
GDGeneral Dynamics CorpStock3,022$796.2K0.7%––History
STZConstellation Brands, Inc.Stock3,589$793.2K0.7%––History
SGOLabrdn Gold ETF TrustETF28,302$709.0K0.6%––History
EZBCFranklin Templeton Digital Holdings TrustBITCOIN ETF SHS12,374$670.1K0.6%––History
ASMLASML Holding NVADR708$490.7K0.4%––History
VanEck Semiconductor ETF92189F676ETF1,648$399.1K0.4%–––
AVGOBroadcom Inc.Stock1,320$306.1K0.3%––History
NVDANVIDIA CorpStock2,031$272.8K0.2%––History
LLYEli Lilly & CoStock340$262.1K0.2%––History
METAMeta Platforms, Inc.Stock389$227.6K0.2%––History
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF2,597$204.1K0.2%–––