Elevate Capital Advisors, LLC Top Holdings and 13F Report (2025) About Elevate Capital Advisors, LLCInvestment ActivityElevate Capital Advisors, LLC has $108.13 million in total holdings as of March 31, 2025.Elevate Capital Advisors, LLC owns shares of 58 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 15.43% of the portfolio was purchased this quarter.About 22.89% of the portfolio was sold this quarter.This quarter, Elevate Capital Advisors, LLC has purchased 65 new stocks and bought additional shares in 24 stocks.Elevate Capital Advisors, LLC sold shares of 26 stocks and completely divested from 15 stocks this quarter.Largest Holdings Travelers Companies $4,908,377SPROTT PHYSICAL GOLD TR $4,864,764Microsoft $4,612,879Amazon.com $4,163,269Apple $4,094,603 Largest New Holdings this Quarter 985817105 - Yelp $2,766,400 Holding90353T100 - Uber Technologies $2,019,169 Holding512816109 - Lamar Advertising $1,614,814 Holding57060D108 - MarketAxess $970,528 Holding256677105 - Dollar General $742,569 Holding Largest Purchases this Quarter Yelp 74,707 shares (about $2.77M)Meta Platforms 3,977 shares (about $2.29M)Uber Technologies 27,713 shares (about $2.02M)Lamar Advertising 14,192 shares (about $1.61M)MarketAxess 4,486 shares (about $970.53K) Largest Sales this Quarter Energy Select Sector SPDR Fund 22,903 shares (about $2.14M)Franco-Nevada 4,002 shares (about $630.56K)EQT 10,718 shares (about $572.66K)JPMorgan Chase & Co. 2,235 shares (about $548.33K)Vanguard S&P 500 ETF 1,035 shares (about $531.91K) Sector Allocation Over TimeMap of 500 Largest Holdings ofElevate Capital Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTRVTravelers Companies$4,908,377$171,635 ▼-3.4%18,5604.5%FinanceSPROTT PHYSICAL GOLD TR$4,864,764$424,515 ▼-8.0%202,1934.5%UNITMSFTMicrosoft$4,612,879$796,968 ▲20.9%12,2884.3%Computer and TechnologyAMZNAmazon.com$4,163,269$104,072 ▲2.6%21,8823.9%Retail/WholesaleAAPLApple$4,094,603$366,522 ▼-8.2%18,4333.8%Computer and TechnologyGOOGLAlphabet$3,961,710$74,691 ▲1.9%25,6193.7%Computer and TechnologyWRBW. R. Berkley$3,810,377$182,382 ▼-4.6%53,5473.5%FinanceVOOVanguard S&P 500 ETF$3,639,120$531,915 ▼-12.8%7,0813.4%ETFYELPYelp$2,766,400$2,766,400 ▲New Holding74,7072.6%Computer and TechnologyVVisa$2,649,195$182,945 ▼-6.5%7,5592.5%Business ServicesCPNGCoupang$2,570,240$41,667 ▼-1.6%117,2022.4%Retail/WholesaleFNVFranco-Nevada$2,564,447$630,555 ▼-19.7%16,2762.4%Basic MaterialsMETAMeta Platforms$2,516,189$2,292,003 ▲1,022.4%4,3662.3%Computer and TechnologyBRK.BBerkshire Hathaway$2,458,922$73,496 ▼-2.9%4,6172.3%FinanceHSYHershey$2,412,306$454,413 ▲23.2%14,1052.2%Consumer StaplesPGProcter & Gamble$2,060,363$82,824 ▲4.2%12,0901.9%Consumer StaplesAXSAXIS Capital$2,049,006$32,478 ▼-1.6%20,4411.9%FinanceUBERUber Technologies$2,019,169$2,019,169 ▲New Holding27,7131.9%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$2,018,935$603,516 ▲42.6%20,0551.9%ETFMNSTMonster Beverage$1,922,323$114,524 ▲6.3%32,8491.8%Consumer StaplesABNBAirbnb$1,873,252$35,599 ▼-1.9%15,6811.7%Consumer DiscretionaryPYPLPayPal$1,810,231$334,537 ▲22.7%27,7431.7%Computer and TechnologyROIVRoivant Sciences$1,789,905$14,721 ▼-0.8%177,3941.7%MedicalKOCoca-Cola$1,789,193$45,407 ▲2.6%24,9821.7%Consumer StaplesKBWPInvesco KBW Property & Casualty Insurance ETF$1,788,116$388,596 ▲27.8%14,3521.7%ETFROPRoper Technologies$1,777,725$72,524 ▲4.3%3,0151.6%Computer and TechnologyURAGlobal X Uranium ETF$1,771,551$250,813 ▲16.5%77,2931.6%ETFKMBKimberly-Clark$1,769,786$560,916 ▲46.4%12,4441.6%Consumer StaplesPMPhilip Morris International$1,742,359$100,951 ▼-5.5%10,9771.6%Consumer StaplesXLEEnergy Select Sector SPDR Fund$1,650,532$2,140,309 ▼-56.5%17,6621.5%ETFQUALiShares MSCI USA Quality Factor ETF$1,615,081$297,519 ▲22.6%9,4511.5%ETFLAMRLamar Advertising$1,614,814$1,614,814 ▲New Holding14,1921.5%FinanceVRSNVeriSign$1,594,050$104,087 ▼-6.1%6,2791.5%Computer and TechnologyDEDeere & Company$1,484,103$439,786 ▼-22.9%3,1621.4%IndustrialsSHWSherwin-Williams$1,466,614$35,967 ▼-2.4%4,2001.4%Basic MaterialsABBVAbbVie$1,449,528$66,002 ▼-4.4%6,9181.3%MedicalEQTEQT$1,448,595$572,663 ▼-28.3%27,1121.3%EnergyCMECME Group$1,434,651$76,667 ▼-5.1%5,4081.3%FinanceMKCMcCormick & Company, Incorporated$1,364,523$26,339 ▲2.0%16,5781.3%Consumer StaplesCHEChemed$1,352,473$68,301 ▲5.3%2,1981.3%MedicalADPAutomatic Data Processing$1,347,645$74,241 ▼-5.2%4,4111.2%Business ServicesISHARES BITCOIN TRUST ETF$1,218,511$280,579 ▼-18.7%26,0311.1%SHS BEN INTASMLASML$1,162,916$693,774 ▲147.9%1,7551.1%Computer and TechnologyMCDMcDonald's$1,158,935$9,059 ▲0.8%3,7101.1%Retail/WholesaleCOSTCostco Wholesale$1,046,286$99,331 ▼-8.7%1,1061.0%Retail/WholesaleSGOLabrdn Physical Gold Shares ETF$995,302$151,336 ▲17.9%33,3770.9%ETFMKTXMarketAxess$970,528$970,528 ▲New Holding4,4860.9%FinanceADIAnalog Devices$888,398$240,805 ▼-21.3%4,4050.8%Computer and TechnologyCLXClorox$796,368$40,201 ▲5.3%5,4080.7%Consumer StaplesFRANKLIN TEMPLETON DIGITAL H$751,217$160,235 ▲27.1%15,7290.7%BITCOIN ETF SHSDGDollar General$742,569$742,569 ▲New Holding8,4450.7%Retail/WholesaleJPMJPMorgan Chase & Co.$741,414$548,332 ▼-42.5%3,0220.7%FinanceNVDANVIDIA$588,199$368,071 ▲167.2%5,4270.5%Computer and TechnologyLLYEli Lilly and Company$270,992$9,914 ▼-3.5%3280.3%MedicalAVGOBroadcom$247,073$26,113 ▲11.8%1,4760.2%Computer and TechnologyBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$220,152$220,152 ▲New Holding2,4000.2%ETFUGLProShares Ultra Gold$211,744$211,744 ▲New Holding1,6450.2%ETFJPCNuveen Preferred & Income Opportunities Fund$121,788$121,788 ▲New Holding15,3000.1%Financial ServicesULTAUlta Beauty$0$2,996,668 ▼-100.0%00.0%Retail/WholesaleBTUPeabody Energy$0$1,888,896 ▼-100.0%00.0%EnergyNXPINXP Semiconductors$0$1,619,983 ▼-100.0%00.0%Computer and TechnologyCOHRCoherent$0$1,562,003 ▼-100.0%00.0%Business ServicesNVONovo Nordisk A/S$0$1,132,625 ▼-100.0%00.0%MedicalCSXCSX$0$1,116,187 ▼-100.0%00.0%TransportationADSKAutodesk$0$1,086,515 ▼-100.0%00.0%Computer and TechnologyCMCSAComcast$0$1,079,153 ▼-100.0%00.0%Consumer DiscretionaryMUMicron Technology$0$969,251 ▼-100.0%00.0%Computer and TechnologyDHRDanaher$0$828,596 ▼-100.0%00.0%MedicalLMTLockheed Martin$0$796,309 ▼-100.0%00.0%AerospaceGDGeneral Dynamics$0$796,197 ▼-100.0%00.0%AerospaceSTZConstellation Brands$0$793,239 ▼-100.0%00.0%Consumer StaplesSMHVanEck Semiconductor ETF$0$399,096 ▼-100.0%00.0%ManufacturingXLPConsumer Staples Select Sector SPDR Fund$0$204,142 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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