Elevatus Welath Management Top Holdings and 13F Report (2025) About Elevatus Welath ManagementInvestment ActivityElevatus Welath Management has $299.94 million in total holdings as of June 30, 2025.Elevatus Welath Management owns shares of 113 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 66.40% of the portfolio was purchased this quarter.About 29.39% of the portfolio was sold this quarter.This quarter, Elevatus Welath Management has purchased 104 new stocks and bought additional shares in 34 stocks.Elevatus Welath Management sold shares of 32 stocks and completely divested from 22 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $24,829,524Microsoft $15,976,269Meta Platforms $15,929,191NVIDIA $15,105,395JPMorgan Ultra-Short Income ETF $12,036,645 Largest New Holdings this Quarter 47103U886 - Janus Henderson Short Duration Income ETF $10,322,898 Holding92203J407 - Vanguard Total International Bond ETF $9,576,571 Holding25459W458 - Direxion Daily Semiconductors Bull 3x Shares $9,516,991 Holding83406F102 - SoFi Technologies $8,970,210 Holding08975B109 - BigBear.ai $8,685,802 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 39,395 shares (about $22.38M)Meta Platforms 16,866 shares (about $12.45M)Janus Henderson Short Duration Income ETF 209,815 shares (about $10.32M)Vanguard Total International Bond ETF 193,427 shares (about $9.58M)Direxion Daily Semiconductors Bull 3x Shares 379,012 shares (about $9.52M) Largest Sales this Quarter iShares Core U.S. Aggregate Bond ETF 173,293 shares (about $17.19M)Invesco AAA CLO Floating Rate Note ETF 615,690 shares (about $15.74M)Janus Henderson AAA CLO ETF 199,818 shares (about $10.14M)SPDR Gold Shares 19,969 shares (about $6.09M)JPMorgan Ultra-Short Income ETF 96,424 shares (about $4.89M) Sector Allocation Over TimeMap of 500 Largest Holdings ofElevatus Welath Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$24,829,524$22,377,359 ▲912.6%43,7128.3%ETFMSFTMicrosoft$15,976,269$5,752,034 ▲56.3%32,1195.3%Computer and TechnologyMETAMeta Platforms$15,929,191$12,448,417 ▲357.6%21,5825.3%Computer and TechnologyNVDANVIDIA$15,105,395$8,309,468 ▲122.3%95,6105.0%Computer and TechnologyJPSTJPMorgan Ultra-Short Income ETF$12,036,645$4,886,765 ▼-28.9%237,5034.0%ETFEFAiShares MSCI EAFE ETF$10,901,111$7,204,030 ▲194.9%121,9503.6%FinanceVNLAJanus Henderson Short Duration Income ETF$10,322,898$10,322,898 ▲New Holding209,8153.4%ETFBNDXVanguard Total International Bond ETF$9,576,571$9,576,571 ▲New Holding193,4273.2%ETFSOXLDirexion Daily Semiconductors Bull 3x Shares$9,516,991$9,516,991 ▲New Holding379,0123.2%ETFSOFISoFi Technologies$8,970,210$8,970,210 ▲New Holding492,5983.0%FinanceBBAIBigBear.ai$8,685,802$8,685,802 ▲New Holding1,279,2052.9%Computer and TechnologyBINCiShares Flexible Income Active ETF$8,172,657$8,172,657 ▲New Holding154,6682.7%ETFSUPER MICRO COMPUTER INC$8,052,196$8,052,196 ▲New Holding164,2972.7%COM NEWAMZNAmazon.com$7,603,838$3,926,203 ▲106.8%34,6592.5%Retail/WholesaleTNADirexion Daily Small Cap Bull 3X Shares$6,800,973$6,800,973 ▲New Holding202,7722.3%ETFGOOGAlphabet$6,732,875$4,707,602 ▲232.4%37,9552.2%Computer and TechnologyEEMiShares MSCI Emerging Markets ETF$6,258,175$3,230,536 ▲106.7%129,7302.1%FinanceQXO INC$5,899,009$5,899,009 ▲New Holding273,8632.0%COM NEWVSTVistra$5,455,039$5,455,039 ▲New Holding28,1461.8%UtilitiesINDAiShares MSCI India ETF$5,276,460$5,276,460 ▲New Holding94,7641.8%ETFLMTLockheed Martin$5,009,588$5,009,588 ▲New Holding10,8171.7%AerospaceFASDirexion Daily Financial Bull 3X Shares$4,988,200$4,988,200 ▲New Holding29,5861.7%FinanceISRGIntuitive Surgical$4,451,615$4,451,615 ▲New Holding8,1921.5%MedicalJPMJPMorgan Chase & Co.$4,280,773$3,087,514 ▲258.7%14,7661.4%FinanceCWCurtiss-Wright$4,018,2970.0%8,2251.3%AerospaceAMDAdvanced Micro Devices$3,689,542$3,689,542 ▲New Holding26,0011.2%Computer and TechnologyAAPLApple$3,520,062$550,670 ▼-13.5%17,1571.2%Computer and TechnologyPAYXPaychex$3,317,221$7,564 ▲0.2%22,8051.1%Computer and TechnologyVUGVanguard Growth ETF$3,200,824$1,945,221 ▼-37.8%7,3011.1%ETFEATBrinker International$3,162,267$3,162,267 ▲New Holding17,5361.1%Retail/WholesaleTPRTapestry$2,931,361$2,931,361 ▲New Holding33,3831.0%Retail/WholesaleETNEaton$2,904,114$2,904,114 ▲New Holding8,1351.0%IndustrialsABTAbbott Laboratories$2,805,514$2,596,192 ▲1,240.3%20,6270.9%MedicalREDDIT INC$2,802,409$2,802,409 ▲New Holding18,6120.9%CL AEWEdwards Lifesciences$2,494,117$2,494,117 ▲New Holding31,8900.8%MedicalAVGOBroadcom$2,165,452$238,431 ▲12.4%7,8560.7%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,076,6380.0%3,3610.7%FinanceXOMExxon Mobil$1,895,342$59,613 ▲3.2%17,5820.6%EnergyGOOGLAlphabet$1,586,623$255,361 ▲19.2%9,0030.5%Computer and TechnologyVGTVanguard Information Technology ETF$1,523,8070.0%2,2970.5%ETFJAAAJanus Henderson AAA CLO ETF$1,418,624$10,140,830 ▼-87.7%27,9530.5%ETFORCLOracle$1,307,534$97,939 ▲8.1%5,9810.4%Computer and TechnologyMARAMarathon Digital$1,281,464$1,281,464 ▲New Holding81,7260.4%FinanceICLOInvesco AAA CLO Floating Rate Note ETF$1,090,639$15,736,947 ▼-93.5%42,6700.4%ETFBRK.BBerkshire Hathaway$1,068,694$1,943 ▼-0.2%2,2000.4%FinanceQQQInvesco QQQ$1,024,940$77,229 ▼-7.0%1,8580.3%FinanceIWFiShares Russell 1000 Growth ETF$954,8800.0%2,2490.3%ETFVEAVanguard FTSE Developed Markets ETF$921,7380.0%16,1680.3%ETFVTVVanguard Value ETF$886,932$307,015 ▼-25.7%5,0180.3%ETFIEFAiShares Core MSCI EAFE ETF$852,8320.0%10,2160.3%ETFBSVVanguard Short-Term Bond ETF$809,193$57,687 ▼-6.7%10,2820.3%ETFPALANTIR TECHNOLOGIES INC$720,588$52,347 ▼-6.8%5,2860.2%CL AVBVanguard Small-Cap ETF$700,286$404,057 ▲136.4%2,9550.2%ETFVOVanguard Mid-Cap ETF$693,892$166,758 ▲31.6%2,4800.2%ETFCVXChevron$654,848$13,174 ▼-2.0%4,5730.2%EnergyTIDAL TRUST III$651,622$651,622 ▲New Holding33,7630.2%VISTASHARES TRGTDHRDanaher$637,936$37,735 ▼-5.6%3,2290.2%MedicalVONVVanguard Russell 1000 Value ETF$632,0030.0%7,4170.2%ETFJEPIJPMorgan Equity Premium Income ETF$615,060$196,417 ▲46.9%10,8190.2%ETFXLFFinancial Select Sector SPDR Fund$585,5490.0%11,1810.2%ETFXLCCommunication Services Select Sector SPDR Fund$550,395$109 ▲0.0%5,0710.2%ETFABBVAbbVie$538,347$146,653 ▲37.4%2,9000.2%MedicalCOSTCostco Wholesale$536,733$94,077 ▼-14.9%5420.2%Retail/WholesaleBIVVanguard Intermediate-Term Bond ETF$535,347$60,093 ▼-10.1%6,9220.2%ETFXLVHealth Care Select Sector SPDR Fund$515,466$135 ▲0.0%3,8240.2%ETFTSLATesla$505,079$40,978 ▼-7.5%1,5900.2%Auto/Tires/TrucksPMPhilip Morris International$503,648$2,186 ▲0.4%2,7650.2%Consumer StaplesWMTWalmart$494,740$1,267,845 ▼-71.9%5,0600.2%Retail/WholesaleNFLXNetflix$488,782$101,774 ▼-17.2%3650.2%Consumer DiscretionaryKOCocaCola$476,001$9,127 ▼-1.9%6,7280.2%Consumer StaplesVVisa$459,223$83,818 ▲22.3%1,2930.2%Business ServicesGLDSPDR Gold Shares$415,788$6,087,149 ▼-93.6%1,3640.1%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$407,0590.0%1,8730.1%FinanceMAMastercard$406,838$7,305 ▲1.8%7240.1%Business ServicesRTXRTX$405,607$405,607 ▲New Holding2,7780.1%AerospaceIUSGiShares Core S&P U.S. Growth ETF$404,901$71,595 ▲21.5%2,6920.1%ManufacturingFTNTFortinet$400,890$60,789 ▲17.9%3,7920.1%Computer and TechnologyTMOThermo Fisher Scientific$399,383$47,439 ▼-10.6%9850.1%MedicalVWOBVanguard Emerging Markets Government Bond ETF$376,285$70,970 ▼-15.9%5,7580.1%ETFTSMTaiwan Semiconductor Manufacturing$362,610$362,610 ▲New Holding1,6010.1%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$355,641$17,191,101 ▼-98.0%3,5850.1%FinanceVZVerizon Communications$346,228$63,647 ▲22.5%8,0020.1%Computer and TechnologyPGProcter & Gamble$333,303$26,129 ▲8.5%2,0920.1%Consumer StaplesPEPPepsiCo$331,638$19,407 ▼-5.5%2,5120.1%Consumer StaplesEETProShares Ultra MSCI Emerging Markets$324,309$324,309 ▲New Holding5,0610.1%ETFAMATApplied Materials$305,888$19,404 ▼-6.0%1,6710.1%Computer and TechnologyBNDVanguard Total Bond Market ETF$286,347$286,347 ▲New Holding3,8890.1%ETFVISVanguard Industrials ETF$275,8690.0%9850.1%ETFADPAutomatic Data Processing$275,6750.0%8940.1%Computer and TechnologyDBJPXtrackers MSCI Japan Hedged Equity ETF$273,7630.0%3,5800.1%ETFLLYEli Lilly and Company$267,556$64,744 ▲31.9%3430.1%MedicalHONHoneywell International$266,764$114,860 ▼-30.1%1,1450.1%Multi-Sector ConglomeratesACWIiShares MSCI ACWI ETF$257,9720.0%2,0060.1%ManufacturingDBEZXtrackers MSCI Eurozone Hedged Equity ETF$252,7340.0%4,9550.1%ETFIVViShares Core S&P 500 ETF$251,882$1,241 ▲0.5%4060.1%ETFIUSViShares Core S&P U.S. Value ETF$248,698$189 ▲0.1%2,6280.1%ManufacturingGRAYSCALE BITCOIN TRUST ETF$246,007$246,007 ▲New Holding2,9000.1%SHS REP COM UTRSPInvesco S&P 500 Equal Weight ETF$243,820$243,820 ▲New Holding1,3420.1%ETFQYLDGlobal X Nasdaq 100 Covered Call ETF$241,504$51,682 ▼-17.6%14,4440.1%ManufacturingTXNTexas Instruments$239,801$239,801 ▲New Holding1,1550.1%Computer and TechnologyShowing 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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