ELEVATUS WELATH MANAGEMENT
Top Portfolio Positions
87 positions ·
$100,567,954 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
56,444 | $9,843,833 | 9.79% | |
| MSFT |
Microsoft Corp
Technology
|
23,767 | $8,797,830 | 8.75% | |
| CW |
Curtiss Wright Corp
Industrials
|
8,225 | $5,602,212 | 5.57% | |
| AAPL |
Apple Inc.
Technology
|
21,858 | $5,547,341 | 5.52% | |
| GLD |
Spdr Gold Trust
|
10,740 | $4,621,314 | 4.60% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
21,658 | $4,510,711 | 4.49% | |
| CVX |
Chevron Corp
Energy
|
19,991 | $4,136,137 | 4.11% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
29,597 | $3,678,315 | 3.66% | |
| XOM |
Exxon Mobil Corp
Energy
|
17,446 | $2,959,888 | 2.94% | |
| VTR |
Ventas, Inc.
Real Estate
|
34,712 | $2,838,747 | 2.82% |
Portfolio Trend
12 quarters · across all stocks
Holdings in SA
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $3,132,456 | 105,862 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $3,675,605 | 152,199 | Shares | Sole | 2025-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||