Elevated Capital Advisors, LLC Top Holdings and 13F Report (2025)

About Elevated Capital Advisors, LLC

Investment Activity

Elevated Capital Advisors, LLC has $356.97 million in total holdings as of June 30, 2025.
Elevated Capital Advisors, LLC owns shares of 252 different stocks, but just 117 companies or ETFs make up 80% of its holdings.
This quarter, Elevated Capital Advisors, LLC has purchased 252 new stocks and bought additional shares in 0 stocks.
Elevated Capital Advisors, LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

SPDR Portfolio S&P 500 ETF: $12,992,925
Apple: $11,029,952
Vanguard Growth ETF: $9,928,522
Vanguard FTSE Developed Markets ETF: $9,245,331
Vanguard Value ETF: $7,680,764

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Change in Shares	Shares Held	% of Portfolio	Sector
SPLG SPDR Portfolio S&P 500 ETF	$12,992,925	0.0%	197,581	3.6%	ETF
AAPL Apple	$11,029,952	0.0%	49,655	3.1%	Computer and Technology
VUG Vanguard Growth ETF	$9,928,522	0.0%	26,775	2.8%	ETF
VEA Vanguard FTSE Developed Markets ETF	$9,245,331	0.0%	181,887	2.6%	ETF
VTV Vanguard Value ETF	$7,680,764	0.0%	44,464	2.2%	ETF
MSFT Microsoft	$7,235,613	0.0%	19,275	2.0%	Computer and Technology
BNDX Vanguard Total International Bond ETF	$7,199,897	0.0%	147,478	2.0%	ETF
FPEI First Trust Institutional Preferred Securities and Income ETF	$7,000,291	0.0%	374,347	2.0%	ETF
BSV Vanguard Short-Term Bond ETF	$6,801,904	0.0%	86,892	1.9%	ETF
CTA Simplify Managed Futures Strategy ETF	$5,684,675	0.0%	192,050	1.6%	ETF
VNLA Janus Henderson Short Duration Income ETF	$5,593,356	0.0%	113,802	1.6%	ETF
PYLD PIMCO Multi Sector Bond Active ETF	$5,460,049	0.0%	207,212	1.5%	ETF
BUCK Simplify Treasury Option Income ETF	$5,405,911	0.0%	219,040	1.5%	ETF
PCN PIMCO Corporate & Income Strategy Fund	$4,948,119	0.0%	362,500	1.4%	Financial Services
AIM ETF PRODUCTS TRUST	$4,701,383	0.0%	179,271	1.3%	ALLIANZIM U S LA
FDL First Trust Morningstar Dividend Leaders Index Fund	$4,554,521	0.0%	104,846	1.3%	ETF
PIMCO ETF TR	$4,330,660	0.0%	46,833	1.2%	ACTIVE BD ETF
DSU BlackRock Debt Strategies Fund	$4,317,684	0.0%	413,571	1.2%	Finance
SVOL Simplify Volatility Premium ETF	$4,308,086	0.0%	236,968	1.2%	ETF
AIM ETF PRODUCTS TRUST	$4,291,327	0.0%	148,901	1.2%	ALLIANZIM US LRG
BILZ PIMCO Ultra Short Government Active ETF	$4,240,948	0.0%	41,907	1.2%	ETF
HIGH Simplify Enhanced Income ETF	$3,675,027	0.0%	167,504	1.0%	ETF
AMZN Amazon.com	$3,549,007	0.0%	18,653	1.0%	Retail/Wholesale
VMBS Vanguard Mortgage-Backed Securities ETF	$3,488,615	0.0%	75,332	1.0%	ETF
BIV Vanguard Intermediate-Term Bond ETF	$3,437,594	0.0%	44,895	1.0%	ETF
BLV Vanguard Long-Term Bond ETF	$3,306,491	0.0%	46,954	0.9%	ETF
JUNW AllianzIM U.S. Large Cap Buffer20 Jun ETF	$3,184,480	0.0%	107,104	0.9%	ETF
IVV iShares Core S&P 500 ETF	$3,135,903	0.0%	5,581	0.9%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$3,109,281	0.0%	68,698	0.9%	ETF
FVD First Trust Value Line Dividend Index Fund	$3,030,395	0.0%	67,961	0.8%	ETF
TUA Simplify Short Term Treasury Futures Strategy ETF	$2,829,821	0.0%	128,804	0.8%	ETF
NVDA NVIDIA	$2,820,677	0.0%	26,026	0.8%	Computer and Technology
ABBV AbbVie	$2,599,603	0.0%	12,407	0.7%	Medical
KNG FT Vest S&P 500 Dividend Aristocrats Target Income ETF	$2,518,268	0.0%	49,847	0.7%	ETF
GOOG Alphabet	$2,447,642	0.0%	15,667	0.7%	Computer and Technology
V Visa	$2,267,510	0.0%	6,470	0.6%	Business Services
VOO Vanguard S&P 500 ETF	$2,250,377	0.0%	4,379	0.6%	ETF
QQQ Invesco QQQ	$2,229,561	0.0%	4,755	0.6%	Finance
JULW AllianzIM U.S. Large Cap Buffer20 Jul ETF	$2,228,124	0.0%	64,647	0.6%	ETF
QUAL iShares MSCI USA Quality Factor ETF	$2,125,220	0.0%	12,436	0.6%	ETF
GJUN FT Cboe Vest U.S. Equity Moderate Buffer ETF - June	$2,099,860	0.0%	59,706	0.6%	ETF
TSLA Tesla	$2,090,976	0.0%	8,068	0.6%	Auto/Tires/Trucks
VB Vanguard Small-Cap ETF	$2,070,171	0.0%	9,336	0.6%	ETF
FFC Flaherty & Crumrine Preferred Securities Income Fund	$1,947,321	0.0%	122,242	0.5%	Financial Services
XOM Exxon Mobil	$1,929,048	0.0%	16,220	0.5%	Energy
EMLP First Trust North American Energy Infrastructure Fund	$1,866,900	0.0%	49,797	0.5%	ETF
PM Philip Morris International	$1,803,161	0.0%	11,360	0.5%	Consumer Staples
CVX Chevron	$1,758,535	0.0%	10,512	0.5%	Energy
MA Mastercard	$1,663,457	0.0%	3,035	0.5%	Business Services
SPBO SPDR Portfolio Corporate Bond ETF	$1,575,958	0.0%	54,287	0.4%	ETF
HD Home Depot	$1,536,499	0.0%	4,192	0.4%	Retail/Wholesale
GE GE Aerospace	$1,526,696	0.0%	7,628	0.4%	Aerospace
LLY Eli Lilly and Company	$1,514,123	0.0%	1,833	0.4%	Medical
ILTB iShares Core 10+ Year USD Bond ETF	$1,501,128	0.0%	30,023	0.4%	ETF
MCD McDonald's	$1,495,302	0.0%	4,787	0.4%	Retail/Wholesale
GOOGL Alphabet	$1,453,194	0.0%	9,397	0.4%	Computer and Technology
VZ Verizon Communications	$1,446,261	0.0%	31,884	0.4%	Computer and Technology
KMB Kimberly-Clark	$1,430,775	0.0%	10,060	0.4%	Consumer Staples
GOVT iShares U.S. Treasury Bond ETF	$1,403,000	0.0%	61,040	0.4%	ETF
IBM International Business Machines	$1,382,625	0.0%	5,560	0.4%	Computer and Technology
PEP PepsiCo	$1,372,441	0.0%	9,153	0.4%	Consumer Staples
BRK.B Berkshire Hathaway	$1,347,214	0.0%	2,530	0.4%	Finance
JPM JPMorgan Chase & Co.	$1,344,482	0.0%	5,481	0.4%	Finance
ETR Entergy	$1,329,957	0.0%	15,557	0.4%	Utilities
LTPZ PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund	$1,325,218	0.0%	24,165	0.4%	ETF
COST Costco Wholesale	$1,319,437	0.0%	1,395	0.4%	Retail/Wholesale
T AT&T	$1,294,114	0.0%	45,761	0.4%	Computer and Technology
IP International Paper	$1,282,754	0.0%	24,044	0.4%	Basic Materials
FGD First Trust Dow Jones Global Select Dividend Index Fund	$1,273,750	0.0%	52,634	0.4%	ETF
FIDU Fidelity MSCI Industrials Index ETF	$1,251,782	0.0%	18,282	0.4%	ETF
DECZ TrueShares Structured Outcome (December) ETF	$1,219,232	0.0%	34,020	0.3%	ETF
EMR Emerson Electric	$1,218,003	0.0%	11,109	0.3%	Industrials
ADBE Adobe	$1,207,046	0.0%	3,147	0.3%	Computer and Technology
AVGO Broadcom	$1,195,411	0.0%	7,140	0.3%	Computer and Technology
PG Procter & Gamble	$1,185,618	0.0%	6,957	0.3%	Consumer Staples
MDIV First Trust Multi-Asset Diversified Income Index Fund	$1,182,278	0.0%	72,300	0.3%	Manufacturing
NI NiSource	$1,174,231	0.0%	29,290	0.3%	Utilities
RDVY First Trust Rising Dividend Achievers ETF	$1,173,751	0.0%	20,050	0.3%	Manufacturing
PAYX Paychex	$1,138,776	0.0%	7,381	0.3%	Computer and Technology
ELEVATION SERIES TRUST	$1,137,126	0.0%	45,870	0.3%	TRUESHARES QUART
FMAT Fidelity MSCI Materials Index ETF	$1,087,040	0.0%	22,497	0.3%	ETF
AMD Advanced Micro Devices	$1,084,215	0.0%	10,553	0.3%	Computer and Technology
STX Seagate Technology	$1,083,205	0.0%	12,751	0.3%	Computer and Technology
FEBW AllianzIM U.S. Large Cap Buffer20 Feb ETF	$1,082,932	0.0%	35,640	0.3%	ETF
NRG NRG Energy	$1,067,063	0.0%	11,178	0.3%	Utilities
SGOV iShares 0-3 Month Treasury Bond ETF	$1,065,454	0.0%	10,584	0.3%	ETF
PRU Prudential Financial	$1,051,922	0.0%	9,419	0.3%	Finance
LYB LyondellBasell Industries	$1,048,663	0.0%	14,896	0.3%	Basic Materials
META Meta Platforms	$1,041,131	0.0%	1,806	0.3%	Computer and Technology
ELEVATION SERIES TRUST	$1,023,777	0.0%	41,182	0.3%	TRUSHARES BULL
SIXJ AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF	$1,023,481	0.0%	34,182	0.3%	ETF
FDIS Fidelity MSCI Consumer Discretionary Index ETF	$1,020,846	0.0%	12,080	0.3%	ETF
IVW iShares S&P 500 Growth ETF	$1,015,323	0.0%	10,937	0.3%	ETF
D Dominion Energy	$1,013,753	0.0%	18,080	0.3%	Utilities
EXC Exelon	$1,011,260	0.0%	21,946	0.3%	Utilities
AMAT Applied Materials	$1,007,602	0.0%	6,943	0.3%	Computer and Technology
FNF Fidelity National Financial	$1,005,923	0.0%	15,457	0.3%	Finance
SPTL SPDR Portfolio Long Term Treasury ETF	$1,003,537	0.0%	36,814	0.3%	ETF
USB U.S. Bancorp	$991,359	0.0%	23,481	0.3%	Finance
OKE ONEOK	$989,053	0.0%	9,968	0.3%	Energy

Showing largest 100 holdings. View all holdings.

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Elevated Capital Advisors, LLC Top Holdings and 13F Report (2025)

About Elevated Capital Advisors, LLC

Investment Activity

Largest Holdings

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Elevated Capital Advisors, LLC Top Holdings and 13F Report (2025)

About Elevated Capital Advisors, LLC

Investment Activity

Largest Holdings

Sector Allocation Over Time

Map of 500 Largest Holdings ofElevated Capital Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools