$111 Million is the total value of ELEVATUS WELATH MANAGEMENT's 67 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BIIB | BIOGEN INC | $399,651 | -9.8% | 1,555 | 0.0% | 0.36% | +17.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 2 | Q3 2023 | 9.9% |
| VANGUARD INDEX FDS | 2 | Q3 2023 | 10.6% |
| APPLE INC | 2 | Q3 2023 | 8.3% |
| AMAZON COM INC | 2 | Q3 2023 | 5.1% |
| NVIDIA CORPORATION | 2 | Q3 2023 | 6.7% |
| ALIBABA GROUP HLDG LTD | 2 | Q3 2023 | 4.3% |
| CINTAS CORP | 2 | Q3 2023 | 4.0% |
| BLACKROCK INC | 2 | Q3 2023 | 3.2% |
| VERISK ANALYTICS INC | 2 | Q3 2023 | 3.3% |
| ALPHABET INC | 2 | Q3 2023 | 2.7% |
View ELEVATUS WELATH MANAGEMENT's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-08 |
View ELEVATUS WELATH MANAGEMENT'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.