Latest Elevated Capital Advisors, LLC Stock Portfolio

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 $357 Millions as of 30 Jun, 2025.

The top stock holdings of Elevated Capital Advisors, LLC are BIL, AAPL, VB. The fund has invested 3.6% of it's portfolio in SPDR SER TR and 3.1% of portfolio in APPLE INC.

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

New Buys

No new stocks were added by Elevated Capital Advisors, LLC

Additions

No additions were made to existing positions by Elevated Capital Advisors, LLC

Reductions

None of the existing positions were reduced by Elevated Capital Advisors, LLC

Sold off

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

Sector Distribution

Sector	%
Others	61.2
Technology	9.4
Financial Services	6.1
Utilities	4.5
Communication Services	4.1
Consumer Cyclical	3.9
Healthcare	3.1
Industrials	2.6
Consumer Defensive	2.5
Energy	1.6

Market Cap. Distribution

Category	%
UNALLOCATED	61.2
MEGA-CAP	18
LARGE-CAP	17.5
MID-CAP	2.7

Stocks belong to which Index?

Index	%
Others	63.6
S&P 500	35.3
RUSSELL 2000	1.1

Top 5 Winners (%)		%

Top 5 Winners ($)		$

Top 5 Losers (%)		%

Top 5 Losers ($)		$

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

Last Reported on: 15 Jul, 2025

	Ticker	Namesorted descending	% Portfolio	Shares Held	$ Value	Type	% Change
	BIL	spdr ser tr	3.64	197,581	12,992,900	unchanged	0.00
Historical Trend of SPDR SER TR Position Held By Elevated Capital Advisors, LLC What % of Portfolio is BIL?: Number of BIL shares held: Change in No. of Shares Held:
	AAPL	apple inc	3.09	49,655	11,030,000	unchanged	0.00

	VB	vanguard index fds	2.78	26,775	9,928,520	unchanged	0.00

	VEA	vanguard tax-managed fds	2.59	181,887	9,245,330	unchanged	0.00

	VB	vanguard index fds	2.15	44,464	7,680,760	unchanged	0.00

	MSFT	microsoft corp	2.03	19,275	7,235,610	unchanged	0.00

	BNDX	vanguard charlotte fds	2.02	147,478	7,199,900	unchanged	0.00

	FCAL	first tr exch traded fd iii	1.96	374,347	7,000,290	unchanged	0.00

	BIV	vanguard bd index fds	1.91	86,892	6,801,900	unchanged	0.00

	AGGH	simplify exchange traded fun	1.59	192,050	5,684,680	unchanged	0.00

	JAAA	janus detroit str tr	1.57	113,802	5,593,360	unchanged	0.00

	BOND	pimco etf tr	1.53	207,212	5,460,050	unchanged	0.00

	AGGH	simplify exchange traded fun	1.51	219,040	5,405,910	unchanged	0.00

		pimco corporate & incm strg	1.39	362,500	4,948,120	unchanged	0.00

	AZAA	aim etf products trust	1.32	179,271	4,701,380	unchanged	0.00

	FDL	first tr morningstar divid l	1.28	104,846	4,554,520	unchanged	0.00

	BOND	pimco etf tr	1.21	46,833	4,330,660	unchanged	0.00

		blackrock debt strategies fd	1.21	413,571	4,317,680	unchanged	0.00

	AGGH	simplify exchange traded fun	1.21	236,968	4,308,090	unchanged	0.00

	AZAA	aim etf products trust	1.20	148,901	4,291,330	unchanged	0.00