Elevated Capital Advisors, LLC
CIK
1802387
City
SANDY
State / Country
UT
Top Portfolio Positions
507 positions ·
$154,039,333 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
45,998 | $11,673,832 | 7.58% |
| MSFT |
Microsoft Corp
Technology
|
20,395 | $7,549,617 | 4.90% |
| NVDA |
Nvidia Corp
Technology
|
36,272 | $6,325,836 | 4.11% |
| PCN |
Pimco Corporate & Income Strategy Fund
Financial Services
|
399,746 | $4,756,977 | 3.09% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
21,118 | $4,398,245 | 2.86% |
| DSU |
Blackrock Debt Strategies Fund, Inc.
Financial Services
|
455,494 | $4,368,187 | 2.84% |
| XOM |
Exxon Mobil Corp
Energy
|
16,249 | $2,756,805 | 1.79% |
| QQQ |
Invesco Qqq Trust, Series 1
|
4,400 | $2,539,592 | 1.65% |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,352 | $2,401,701 | 1.56% |
| AVGO |
Broadcom Inc.
Technology
|
7,499 | $2,321,015 | 1.51% |
Portfolio Trend
Holdings in FFC
Shares Held
Position Value (USD)
21 of 21 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,767,873 | 114,130 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,890,725 | 114,520 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,967,701 | 116,501 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,991,322 | 122,242 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,947,315 | 122,242 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,079,746 | 133,918 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,228,609 | 135,808 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $2,031,731 | 137,372 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $2,057,155 | 138,529 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,816,535 | 130,686 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,671,716 | 128,891 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,747,013 | 127,148 | Shares | Sole | 2023-08-18 | |
| 2023-03-31 | $2,305,854 | 166,608 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,211,169 | 147,215 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $2,097,087 | 141,218 | Shares | Sole | 2022-10-06 | |
| 2022-03-31 | $2,117,233 | 107,583 | Shares | Sole | 2022-04-20 | |
| 2021-09-30 | $2,158,274 | 96,914 | Shares | Sole | 2021-10-07 | |
| 2021-03-31 | $2,365,164 | 100,946 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $2,543,373 | 108,552 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $2,382,418 | 113,665 | Shares | Sole | 2020-11-27 | |
| 2020-06-30 | $2,335,012 | 116,112 | Shares | Sole | 2020-09-11 | |
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