| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2015 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TR | 16 | Q2 2024 | 8.3% |
| ALPS ETF TR | 16 | Q2 2024 | 3.6% |
| APPLE INC | 16 | Q2 2024 | 3.0% |
| ALPS ETF TR | 16 | Q2 2024 | 3.3% |
| VANGUARD BD INDEX FDS | 16 | Q2 2024 | 3.7% |
| PIMCO CORPORATE INCOME STRAT | 16 | Q2 2024 | 2.2% |
| ALPS ETF TR | 16 | Q2 2024 | 2.1% |
| EXXON MOBIL CORP | 16 | Q2 2024 | 2.2% |
| VANGUARD BD INDEX FDS | 16 | Q2 2024 | 1.9% |
| VANGUARD BD INDEX FDS | 16 | Q2 2024 | 2.0% |
View Elevated Capital Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-01 |
| 13F-HR | 2024-04-15 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-08-18 |
| 13F-HR | 2023-04-18 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-06 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2021-10-07 |
View Elevated Capital Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.