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Latest Elevated Capital Advisors, LLC Stock Portfolio

Elevated Capital Advisors, LLC Performance:
2025 Q4: 0.3%YTD: 7.93%2024: 9.13%
Performance for 2025 Q4 is 0.3%, and YTD is 7.93%, and 2024 is 9.13%.

About Elevated Capital Advisors, LLC and 13F Hedge Fund Stock Holdings

Elevated Capital Advisors, LLC is a hedge fund based in DRAPER, UT. On 18-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $311.9 Millions. In it's latest 13F Holdings report, Elevated Capital Advisors, LLC reported an equity portfolio of $429 Millions as of 31 Dec, 2025.

The top stock holdings of Elevated Capital Advisors, LLC are AAPL, BIL, VB. The fund has invested 3.2% of it's portfolio in APPLE INC and 3% of portfolio in SPDR SERIES TRUST.

The fund managers got completely rid off INTERPUBLIC GROUP COS INC (IPG) and ISHARES GOLD TR (IAU) stocks. They significantly reduced their stock positions in VANGUARD WHITEHALL FDS (VIGI), ABBOTT LABS (ABT) and NEWMONT CORP (NEM). Elevated Capital Advisors, LLC opened new stock positions in LULULEMON ATHLETICA INC (LULU), SELECT SECTOR SPDR TR (XLB) and WELLS FARGO CO NEW (WFC). The fund showed a lot of confidence in some stocks as they added substantially to SERVICENOW INC (NOW), SELECT SECTOR SPDR TR (XLB) and OMNICOM GROUP INC (OMC).

Elevated Capital Advisors, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Elevated Capital Advisors, LLC made a return of 0.3% in the last quarter. In trailing 12 months, it's portfolio return was 7.93%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
lululemon athletica inc507,264
select sector spdr tr219,877
wells fargo co new218,305
nutrien ltd209,725
monster beverage corp new197,655
walmart inc197,354
te connectivity plc195,618
series portfolios tr195,298
New stocks bought by Elevated Capital Advisors, LLC

Additions

Ticker% Inc.
servicenow inc330
select sector spdr tr128
select sector spdr tr97.78
select sector spdr tr93.62
omnicom group inc69.61
aptargroup inc58.6
tri pointe homes inc48.29
graco inc46.13
Additions to existing portfolio by Elevated Capital Advisors, LLC

Reductions

Ticker% Reduced
vanguard whitehall fds-76.28
abbott labs-69.57
newmont corp-32.44
alphabet inc-28.52
abbvie inc-27.44
ge vernova inc-27.04
broadcom inc-26.64
tesla inc-24.11
Elevated Capital Advisors, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by Elevated Capital Advisors, LLC

Sector Distribution

Elevated Capital Advisors, LLC has about 61.8% of it's holdings in Others sector.

Sector%
Others61.8
Technology10.9
Financial Services6.1
Consumer Cyclical4.1
Utilities3.6
Communication Services3.2
Healthcare3
Industrials2.7
Consumer Defensive2.2
Energy1.5

Market Cap. Distribution

Elevated Capital Advisors, LLC has about 34.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED61.8
MEGA-CAP18.7
LARGE-CAP16
MID-CAP3.1

Stocks belong to which Index?

About 35.6% of the stocks held by Elevated Capital Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others64.3
S&P 50034.4
RUSSELL 20001.2
Top 5 Winners (%)%
LLY
eli lilly & co
37.2 %
AMD
advanced micro devices inc
30.8 %
GOOG
alphabet inc
27.4 %
CMA
comerica inc
25.9 %
GOOG
alphabet inc
24.7 %
Top 5 Winners ($)$
AAPL
apple inc
0.9 M
GOOG
alphabet inc
0.8 M
GOOG
alphabet inc
0.8 M
AMD
advanced micro devices inc
0.6 M
VEA
vanguard tax-managed fds
0.5 M
Top 5 Losers (%)%
NOW
servicenow inc
-75.5 %
XLB
select sector spdr tr
-43.3 %
XLB
select sector spdr tr
-41.9 %
XLB
select sector spdr tr
-41.8 %
NWL
newell brands inc
-25.7 %
Top 5 Losers ($)$
NOW
servicenow inc
-2.0 M
MSFT
microsoft corp
-0.7 M
XLB
select sector spdr tr
-0.5 M
HD
home depot inc
-0.3 M
AGGH
simplify exchange traded fun
-0.3 M

Elevated Capital Advisors, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Elevated Capital Advisors, LLC

Elevated Capital Advisors, LLC has 828 stocks in it's portfolio. About 24.5% of the portfolio is in top 10 stocks. NOW proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Elevated Capital Advisors, LLC last quarter.

Last Reported on: 27 Jan, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions