Elevated Capital Advisors, LLC
Top Portfolio Positions
508 positions ·
$155,442,377 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
45,998 | $11,673,832 | 7.51% | |
| MSFT |
Microsoft Corp
Technology
|
20,395 | $7,549,617 | 4.86% | |
| NVDA |
Nvidia Corp
Technology
|
36,272 | $6,325,836 | 4.07% | |
| PCN |
Pimco Corporate & Income Strategy Fund
Financial Services
|
399,746 | $4,756,977 | 3.06% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
21,118 | $4,398,245 | 2.83% | |
| DSU |
Blackrock Debt Strategies Fund, Inc.
Financial Services
|
455,494 | $4,368,187 | 2.81% | |
| XOM |
Exxon Mobil Corp
Energy
|
16,249 | $2,756,805 | 1.77% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
4,400 | $2,539,592 | 1.63% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
8,352 | $2,401,701 | 1.55% | |
| AVGO |
Broadcom Inc.
Technology
|
7,499 | $2,321,015 | 1.49% |
Portfolio Trend
21 quarters · across all stocks
Holdings in PCN
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,756,977 | 399,746 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $4,626,916 | 362,611 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,832,427 | 361,168 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,600,125 | 362,500 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $4,948,125 | 362,500 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $5,275,495 | 393,107 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $5,599,572 | 394,614 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $5,241,965 | 396,818 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $5,449,166 | 390,062 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $4,519,461 | 364,179 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $4,280,821 | 351,752 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $4,730,205 | 360,809 | Shares | Sole | 2023-08-18 | |
| 2023-03-31 | $6,213,971 | 495,532 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $5,716,736 | 482,425 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $5,475,988 | 462,499 | Shares | Sole | 2022-10-06 | |
| 2022-03-31 | $5,474,466 | 347,806 | Shares | Sole | 2022-04-20 | |
| 2021-09-30 | $5,694,452 | 315,657 | Shares | Sole | 2021-10-07 | |
| 2021-03-31 | $2,391,874 | 138,099 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $2,454,579 | 142,377 | Shares | Sole | 2021-02-25 | |
| 2020-09-30 | $2,313,058 | 148,178 | Shares | Sole | 2020-11-27 | |
| 2020-06-30 | $2,377,239 | 150,268 | Shares | Sole | 2020-09-11 | |
| No 13F history on record for this holder in this stock. | ||||||