88 is the total number of securities ELEVATUS WELATH MANAGEMENT has owned. The longest ELEVATUS WELATH MANAGEMENT has owned a single stock is 2 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
MSFT | MICROSOFT CORP | 2 | 2 | 3.04% | 6.45% | 9.86% | Q2 2023 | Q3 2023 | 2 |
VOT | VANGUARD INDEX FDS | 2 | 2 | 0.20% | 5.41% | 10.62% | Q2 2023 | Q3 2023 | 2 |
AAPL | APPLE INC | 2 | 2 | 1.90% | 5.09% | 8.28% | Q2 2023 | Q3 2023 | 2 |
AMZN | AMAZON COM INC | 2 | 2 | 4.69% | 4.88% | 5.08% | Q2 2023 | Q3 2023 | 2 |
NVDA | NVIDIA CORPORATION | 2 | 2 | 2.36% | 4.52% | 6.68% | Q2 2023 | Q3 2023 | 2 |
BABA | ALIBABA GROUP HLDG LTD | 2 | 2 | 3.28% | 3.78% | 4.30% | Q2 2023 | Q3 2023 | 2 |
CTAS | CINTAS CORP | 2 | 2 | 2.00% | 3.00% | 3.99% | Q2 2023 | Q3 2023 | 2 |
BLK | BLACKROCK INC | 2 | 2 | 2.52% | 2.84% | 3.16% | Q2 2023 | Q3 2023 | 2 |
VRSK | VERISK ANALYTICS INC | 2 | 2 | 2.22% | 2.75% | 3.28% | Q2 2023 | Q3 2023 | 2 |
GOOG | ALPHABET INC | 2 | 2 | 2.52% | 2.60% | 2.67% | Q2 2023 | Q3 2023 | 2 |
PAYX | PAYCHEX INC | 2 | 2 | 1.75% | 2.06% | 2.36% | Q2 2023 | Q3 2023 | 2 |
AMAT | APPLIED MATLS INC | 2 | 2 | 1.91% | 2.01% | 2.11% | Q2 2023 | Q3 2023 | 2 |
AMD | ADVANCED MICRO DEVICES... | 2 | 2 | 0.68% | 1.18% | 1.68% | Q2 2023 | Q3 2023 | 2 |
GOOGL | ALPHABET INC | 2 | 2 | 0.56% | 0.72% | 0.89% | Q2 2023 | Q3 2023 | 2 |
DHR | DANAHER CORPORATION | 2 | 2 | 0.54% | 0.64% | 0.75% | Q2 2023 | Q3 2023 | 2 |
XOM | EXXON MOBIL CORP | 2 | 2 | 0.48% | 0.62% | 0.76% | Q2 2023 | Q3 2023 | 2 |
TMO | THERMO FISHER SCIENTIF... | 2 | 2 | 0.40% | 0.47% | 0.53% | Q2 2023 | Q3 2023 | 2 |
AVGO | BROADCOM INC | 2 | 2 | 0.38% | 0.44% | 0.50% | Q2 2023 | Q3 2023 | 2 |
QQQ | INVESCO QQQ TR | 2 | 2 | 0.23% | 0.43% | 0.63% | Q2 2023 | Q3 2023 | 2 |
ORCL | ORACLE CORP | 2 | 2 | 0.37% | 0.42% | 0.47% | Q2 2023 | Q3 2023 | 2 |
TSLA | TESLA INC | 2 | 2 | 0.23% | 0.40% | 0.57% | Q2 2023 | Q3 2023 | 2 |
PEP | PEPSICO INC | 2 | 2 | 0.35% | 0.39% | 0.43% | Q2 2023 | Q3 2023 | 2 |
CVX | CHEVRON CORP NEW | 2 | 2 | 0.28% | 0.35% | 0.42% | Q2 2023 | Q3 2023 | 2 |
BIIB | BIOGEN INC | 2 | 2 | 0.31% | 0.33% | 0.36% | Q2 2023 | Q3 2023 | 2 |
NYF | ISHARES TR | 2 | 2 | 0.28% | 0.31% | 0.35% | Q2 2023 | Q3 2023 | 2 |
COST | COSTCO WHSL CORP NEW | 2 | 2 | 0.16% | 0.22% | 0.29% | Q2 2023 | Q3 2023 | 2 |
JNJ | JOHNSON & JOHNSON | 2 | 2 | 0.16% | 0.21% | 0.25% | Q2 2023 | Q3 2023 | 2 |
VOO | VANGUARD INDEX FDS | 2 | 2 | 0.14% | 0.17% | 0.20% | Q2 2023 | Q3 2023 | 2 |
JPST | J P MORGAN EXCHANGE TR... | 2 | 2 | 0.14% | 0.17% | 0.19% | Q2 2023 | Q3 2023 | 2 |
HON | HONEYWELL INTL INC | 2 | 2 | 0.15% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
VBK | VANGUARD INDEX FDS | 1 | 1 | 10.80% | 10.80% | 10.80% | Q2 2023 | Q2 2023 | 1 |
PROSHARES TR | 1 | 1 | 9.42% | 9.42% | 9.42% | Q3 2023 | Q3 2023 | 1 | |
BKR | BAKER HUGHES COMPANY | 1 | 1 | 5.19% | 5.19% | 5.19% | Q3 2023 | Q3 2023 | 1 |
ARKK | ARK ETF TR | 1 | 1 | 5.15% | 5.15% | 5.15% | Q2 2023 | Q2 2023 | 1 |
LRCX | LAM RESEARCH CORP | 1 | 1 | 4.07% | 4.07% | 4.07% | Q2 2023 | Q2 2023 | 1 |
TNA | DIREXION SHS ETF TR | 1 | 1 | 3.77% | 3.77% | 3.77% | Q2 2023 | Q2 2023 | 1 |
LYV | LIVE NATION ENTERTAINM... | 1 | 1 | 3.44% | 3.44% | 3.44% | Q2 2023 | Q2 2023 | 1 |
EFX | EQUIFAX INC | 1 | 1 | 3.28% | 3.28% | 3.28% | Q2 2023 | Q2 2023 | 1 |
TJX | TJX COS INC NEW | 1 | 1 | 3.25% | 3.25% | 3.25% | Q3 2023 | Q3 2023 | 1 |
ISRG | INTUITIVE SURGICAL INC | 1 | 1 | 3.24% | 3.24% | 3.24% | Q3 2023 | Q3 2023 | 1 |
DIREXION SHS ETF TR | 1 | 1 | 2.76% | 2.76% | 2.76% | Q2 2023 | Q2 2023 | 1 | |
LEN | LENNAR CORP | 1 | 1 | 2.27% | 2.27% | 2.27% | Q2 2023 | Q2 2023 | 1 |
CI | THE CIGNA GROUP | 1 | 1 | 2.26% | 2.26% | 2.26% | Q2 2023 | Q2 2023 | 1 |
ALGN | ALIGN TECHNOLOGY INC | 1 | 1 | 2.24% | 2.24% | 2.24% | Q2 2023 | Q2 2023 | 1 |
IPGP | IPG PHOTONICS CORP | 1 | 1 | 2.19% | 2.19% | 2.19% | Q2 2023 | Q2 2023 | 1 |
SPG | SIMON PPTY GROUP INC NEW | 1 | 1 | 2.13% | 2.13% | 2.13% | Q2 2023 | Q2 2023 | 1 |
INTC | INTEL CORP | 1 | 1 | 2.07% | 2.07% | 2.07% | Q3 2023 | Q3 2023 | 1 |
CLX | CLOROX CO DEL | 1 | 1 | 2.03% | 2.03% | 2.03% | Q2 2023 | Q2 2023 | 1 |
VUG | VANGUARD INDEX FDS | 1 | 1 | 2.00% | 2.00% | 2.00% | Q3 2023 | Q3 2023 | 1 |
BIO | BIO RAD LABS INC | 1 | 1 | 1.80% | 1.80% | 1.80% | Q2 2023 | Q2 2023 | 1 |
SYK | STRYKER CORPORATION | 1 | 1 | 1.74% | 1.74% | 1.74% | Q3 2023 | Q3 2023 | 1 |
WHR | WHIRLPOOL CORP | 1 | 1 | 1.67% | 1.67% | 1.67% | Q2 2023 | Q2 2023 | 1 |
INTU | INTUIT | 1 | 1 | 1.64% | 1.64% | 1.64% | Q3 2023 | Q3 2023 | 1 |
AIZ | ASSURANT INC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q3 2023 | Q3 2023 | 1 |
MAS | MASCO CORP | 1 | 1 | 1.51% | 1.51% | 1.51% | Q3 2023 | Q3 2023 | 1 |
EXPE | EXPEDIA GROUP INC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q2 2023 | Q2 2023 | 1 |
COG | COTERRA ENERGY INC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2023 | Q3 2023 | 1 |
VONV | VANGUARD SCOTTSDALE FDS | 1 | 1 | 0.89% | 0.89% | 0.89% | Q3 2023 | Q3 2023 | 1 |
IEFA | ISHARES TR | 1 | 1 | 0.81% | 0.81% | 0.81% | Q3 2023 | Q3 2023 | 1 |
VGT | VANGUARD WORLD FDS | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2023 | Q3 2023 | 1 |
PTNQ | PACER FDS TR | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2023 | Q3 2023 | 1 |
IWF | ISHARES TR | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2023 | Q3 2023 | 1 |
VIG | VANGUARD SPECIALIZED F... | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2023 | Q3 2023 | 1 |
FB | META PLATFORMS INC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
XLV | SELECT SECTOR SPDR TR | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 |
ATLASSIAN CORPORATION | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2023 | Q3 2023 | 1 | |
LLY | ELI LILLY & CO | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
XLF | SELECT SECTOR SPDR TR | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
VYM | VANGUARD WHITEHALL FDS | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
LNT | ALLIANT ENERGY CORP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
XLC | SELECT SECTOR SPDR TR | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
ARCC | ARES CAPITAL CORP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
XLY | SELECT SECTOR SPDR TR | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
MA | MASTERCARD INCORPORATED | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
PFF | ISHARES TR | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 |
ACN | ACCENTURE PLC IRELAND | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
V | VISA INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
EFAV | ISHARES TR | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
UNH | UNITEDHEALTH GROUP INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
XLE | SELECT SECTOR SPDR TR | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
JPM | JPMORGAN CHASE & CO | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
ABBV | ABBVIE INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
ADP | AUTOMATIC DATA PROCESS... | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
FTNT | FORTINET INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
NEE | NEXTERA ENERGY INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
HCA | HCA HEALTHCARE INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
QYLD | GLOBAL X FDS | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
OSISKO DEVELOPMENT CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 | |
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The securities at the top of the list , including MICROSOFT CORP, VANGUARD INDEX FDS, and APPLE INC, are the highest-conviction holdings of ELEVATUS WELATH MANAGEMENT.
The conviction is calculated by counting the number of quarters a security has been reported by ELEVATUS WELATH MANAGEMENT. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that ELEVATUS WELATH MANAGEMENT owns currently or has owned in the past.