Elevated Capital Advisors, LLC
CIK
1802387
City
SANDY
State / Country
UT
Top Portfolio Positions
508 positions ·
$155,445,305 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 PTA
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,748 | 200 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $3,862 | 200 | Shares | Sole | 2026-01-27 | |
| No 13F history on record for this holder in this stock. | ||||||