Filer Name: ELEVATION CAPITAL ADVISORY, LLC
CIK: 1871112
Period: 2024-12-31
Filed At: 2025-02-07
Number of Holdings: 51
Portfolio Value: $0.23B

Elevation Capital Advisory, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
BIL US SPDR BLOOMBERG 1-3 MONTH T-B 264,394 $24M 10.36% 162.0% -
MFUL US MINDFUL CONSERVATIVE ETF 1,107,835 $24M 10.21% 5.9% -
QQQ US INVESCO QQQ TRUST SERIES 1 30,455 $16M 6.67% 149.8% -
MGK US VANGUARD MEGA CAP GROWTH ETF 39,966 $14M 5.88% 4076.2% -
TMFC US MOTLEY FOOL 100 INDEX ETF 208,930 $13M 5.38% 0.7% -
ONEQ US FIDELITY NASDAQ COMPOSITE IN 138,678 $11M 4.52% 100.0% -
MTUM US ISHARES MSCI USA MOMENTUM FA 46,536 $10M 4.13% 3.1% -
PKW US INVESCO BUYBACK ACHIEVERS ET 76,484 $9M 3.77% 2608.4% -
VUG US VANGUARD GROWTH ETF 21,261 $9M 3.74% 2305.1% -
IWY US ISHARES RUSSELL TOP 200 GROW 34,953 $8M 3.52% -30.4% -
IWF US ISHARES RUSSELL 1000 GROWTH 19,269 $8M 3.32% 100.0% -
OEF US ISHARES S&P 100 ETF 25,792 $7M 3.19% 100.0% -
IWL US ISHARES RUSSELL TOP 200 ETF 46,629 $7M 2.89% 100.0% -
VNLA US JANUS HENDERSON SHORT DURATI 135,341 $7M 2.84% 100.0% -
HYZD US WISDOMTREE INTEREST RATE HED 282,348 $6M 2.69% 100.0% -
USFR US WISDOMTREE FLOATING RATE TRE 116,164 $6M 2.50% 100.0% -
IGHG US PROSHARES IG HEDGED 73,258 $6M 2.45% 100.0% -
CWB US SPDR BLOOMBERG CONVERTIBLE S 71,135 $6M 2.37% 100.0% -
USMC US PRINCIPAL US MEGA-CAP ETF 76,840 $5M 1.98% 100.0% -
VOO US VANGUARD S&P 500 ETF 6,643 $4M 1.53% 6.6% -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us