ELEVATE WEALTH ADVISORY, INC
CIK
2011651
City
ATHENS
State / Country
GA
Top Portfolio Positions
15 positions ·
$8,730,945 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SO |
Southern Co
Utilities
|
14,906 | $1,438,727 | 16.48% | |
| FTNT |
Fortinet, Inc.
Technology
|
12,611 | $1,030,570 | 11.80% | |
| MSFT |
Microsoft Corp
Technology
|
2,041 | $755,516 | 8.65% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
2,271 | $653,048 | 7.48% | |
| AAPL |
Apple Inc.
Technology
|
2,533 | $642,850 | 7.36% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
7,808 | $621,594 | 7.12% | |
| RTX |
RTX Corp
Industrials
|
3,134 | $604,548 | 6.92% | |
| NVDA |
Nvidia Corp
Technology
|
3,313 | $577,787 | 6.62% | |
| KO |
Coca Cola Co
Consumer Defensive
|
7,094 | $539,498 | 6.18% | |
| META |
Meta Platforms, Inc.
Communication Services
|
769 | $439,967 | 5.04% |
Portfolio Trend
Holdings in RQI
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $301,250 | 25,000 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $285,500 | 25,000 | Shares | Sole | 2026-01-27 | |
| No 13F history on record for this holder in this stock. | ||||||