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

21 quarters · across all stocks

Holdings in PETS

Export CSV
1 of 1 shown
Report Date Value (USD) Shares
2026-03-31 $114 50