Elevated Capital Advisors, LLC
Top Portfolio Positions
475 positions ·
$167,517,750 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
50,272 | $13,666,945 | 8.16% |
| MSFT |
Microsoft Corp
Technology
|
19,809 | $9,580,028 | 5.72% |
| NVDA |
Nvidia Corp
Technology
|
27,628 | $5,152,622 | 3.08% |
| PCN |
Pimco Corporate & Income Strategy Fund
Financial Services
|
362,611 | $4,626,916 | 2.76% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
19,039 | $4,394,581 | 2.62% |
| DSU |
Blackrock Debt Strategies Fund, Inc.
Financial Services
|
407,280 | $4,146,110 | 2.48% |
| GOOGL |
Alphabet Inc.
Communication Services
|
12,150 | $3,802,950 | 2.27% |
| QQQ |
Invesco Qqq Trust, Series 1
|
4,408 | $2,707,878 | 1.62% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
5,531 | $2,487,401 | 1.48% |
| XOM |
Exxon Mobil Corp
Energy
|
20,009 | $2,407,883 | 1.44% |
Portfolio Trend
Holdings in DSU
Export CSVShares Held
Position Value (USD)
20 of 20 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $4,146,110 | 407,280 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,268,847 | 401,963 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,367,309 | 413,571 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $4,317,681 | 413,571 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $4,777,730 | 444,027 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $4,859,685 | 440,588 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $4,810,987 | 443,818 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $4,888,763 | 442,022 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $4,590,788 | 425,467 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $4,433,353 | 431,680 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $4,279,512 | 437,131 | Shares | Sole | 2023-08-18 | |
| 2023-03-31 | $5,206,144 | 547,439 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $5,010,007 | 544,566 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $4,786,802 | 536,637 | Shares | Sole | 2022-10-06 | |
| 2022-03-31 | $4,335,407 | 416,066 | Shares | Sole | 2022-04-20 | |
| 2021-09-30 | $4,501,580 | 390,085 | Shares | Sole | 2021-10-07 | |
| 2021-03-31 | $2,392,885 | 217,535 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $2,490,903 | 238,364 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $2,476,073 | 249,102 | Shares | Sole | 2020-11-27 | |
| 2020-06-30 | $2,381,594 | 255,262 | Shares | Sole | 2020-09-11 | |
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