Elevatus Welath Management
- SEC CIK
- 0001982776
- Latest filing
- Aug 13, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 8, 2023. Long positions only.
- Positions
- 51
- No filing for Q1 2023
- Portfolio value
- $144.1M
- No filing for Q1 2023
Elevatus Welath Management did not file a 13F for Q1 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 67,763 | $15.6M | 10.8% | – | – | – |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 74,347 | $15.3M | 10.6% | – | – | – |
| ARK Innovation ETF00214Q104 | ETF | 168,030 | $7.42M | 5.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 56,129 | $7.32M | 5.1% | – | – | History |
| BABAAlibaba Group Holding Ltd | ADR | 74,240 | $6.19M | 4.3% | – | – | History |
| LRCXLam Research Corp | COM | 9,122 | $5.86M | 4.1% | – | – | History |
| Direxion Shs ETF Tr25459W847 | DLY SMCAP BULL3X | 153,763 | $5.43M | 3.8% | – | – | – |
| LYVLive Nation Entertainment, Inc. | COM | 54,393 | $4.96M | 3.4% | – | – | History |
| EFXEquifax Inc | COM | 20,086 | $4.73M | 3.3% | – | – | History |
| BLKBlackRock, Inc. | COM | 6,581 | $4.55M | 3.2% | – | – | History |
| MSFTMicrosoft Corp | Stock | 12,858 | $4.38M | 3.0% | – | – | History |
| Direxion Shs ETF Tr25460G195 | DL FTSE BULL 3X | 115,920 | $3.97M | 2.8% | – | – | – |
| GOOGAlphabet Inc. | Stock | 31,817 | $3.85M | 2.7% | – | – | History |
| NVDANVIDIA Corp | Stock | 8,031 | $3.40M | 2.4% | – | – | History |
| LENLennar Corp | CL A | 26,059 | $3.27M | 2.3% | – | – | History |
| CICigna Group | Stock | 11,627 | $3.26M | 2.3% | – | – | History |
| ALGNAlign Technology Inc | COM | 9,146 | $3.23M | 2.2% | – | – | History |
| VRSKVerisk Analytics, Inc. | COM | 14,154 | $3.20M | 2.2% | – | – | History |
| IPGPIpg Photonics Corp | COM | 23,199 | $3.15M | 2.2% | – | – | History |
| SPGSimon Property Group Inc. | REIT | 26,530 | $3.06M | 2.1% | – | – | History |
| AMATApplied Materials Inc | Stock | 20,990 | $3.03M | 2.1% | – | – | History |
| CLXClorox Co | Stock | 18,415 | $2.93M | 2.0% | – | – | History |
| CTASCintas Corp | Stock | 5,802 | $2.88M | 2.0% | – | – | History |
| AAPLApple Inc. | Stock | 14,075 | $2.73M | 1.9% | – | – | History |
| BIOBio-Rad Laboratories, Inc. | CL A | 6,821 | $2.59M | 1.8% | – | – | History |
| PAYXPaychex Inc | Stock | 22,528 | $2.52M | 1.7% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 21,239 | $2.42M | 1.7% | – | – | History |
| WHRWhirlpool Corp | Stock | 16,170 | $2.41M | 1.7% | – | – | History |
| EXPEExpedia Group, Inc. | Stock | 17,257 | $1.89M | 1.3% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 6,720 | $804.4K | 0.6% | – | – | History |
| DHRDanaher Corp | Stock | 3,240 | $777.7K | 0.5% | – | – | History |
| XOMExxonMobil Holdings Corp | COM | 6,463 | $693.2K | 0.5% | – | – | History |
| TMOThermo Fisher Scientific Inc. | Stock | 1,115 | $581.9K | 0.4% | – | – | History |
| AVGOBroadcom Inc. | Stock | 626 | $543.2K | 0.4% | – | – | History |
| ORCLOracle Corp | Stock | 4,453 | $530.3K | 0.4% | – | – | History |
| PEPPepsiCo Inc | Stock | 2,694 | $499.0K | 0.3% | – | – | History |
| BIIBBiogen Inc. | COM | 1,555 | $442.9K | 0.3% | – | – | History |
| iShares Tr464288323 | NEW YORK MUN ETF | 7,502 | $399.6K | 0.3% | – | – | – |
| CVXChevron Corp | Stock | 2,521 | $396.7K | 0.3% | – | – | History |
| TSLATesla, Inc. | Stock | 1,254 | $328.3K | 0.2% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 885 | $326.9K | 0.2% | – | – | – |
| iShares Tr464288687 | PFD AND INCM SEC | 10,453 | $323.3K | 0.2% | – | – | – |
| FTNTFortinet, Inc. | Stock | 3,305 | $249.8K | 0.2% | – | – | History |
| NEENextera Energy Inc | Stock | 3,164 | $234.8K | 0.2% | – | – | History |
| JNJJohnson & Johnson | Stock | 1,396 | $231.1K | 0.2% | – | – | History |
| COSTCostco Wholesale Corp | Stock | 414 | $223.1K | 0.2% | – | – | History |
| HONHoneywell International Inc | COM | 1,026 | $213.0K | 0.1% | – | – | History |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 4,160 | $208.6K | 0.1% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 504 | $205.4K | 0.1% | – | – | – |
| HCAHCA Healthcare, Inc. | COM | 666 | $202.2K | 0.1% | – | – | History |
| Global X FDS37954Y483 | NASDAQ 100 COVER | 10,382 | $184.3K | 0.1% | – | – | – |