Elevated Capital Advisors, LLC
CIK Number: 0001802387
Main Sectors:
Top Industries:
Filing Date: Apr 24, 2025
Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
---|---|---|---|---|---|---|---|---|---|---|
1 | SPLG | SPDR Portfolio ... | 75.98 | +1.62% | 197.58K | +1.11% | 12.99M | 63.93 | 3.64% | Share |
2 | AAPL | Apple Inc. | 228.44 | +1.57% | 49.66K | +2.68% | 11.03M | 172.17 | 3.09% | Share |
3 | VUG | Vanguard Growth... | 459.44 | +1.83% | 26.77K | -7.14% | 9.93M | 236.31 | 2.78% | Share |
4 | VEA | Vanguard Develo... | 59.60 | +1.68% | 181.89K | -5.49% | 9.25M | 40.55 | 2.59% | Share |
5 | VTV | Vanguard Value ... | 183.40 | +1.35% | 44.46K | -6.05% | 7.68M | 133.03 | 2.15% | Share |
6 | MSFT | Microsoft Corpo... | 509.40 | +1.02% | 19.27K | -2.21% | 7.24M | 332.62 | 2.03% | Share |
7 | BNDX | Vanguard Total ... | 49.31 | +0.22% | 147.48K | -14.45% | 7.2M | 48.52 | 2.02% | Share |
8 | FPEI | First Trust Ins... | 19.12 | +0.35% | 374.35K | -7.97% | 7M | 17.2 | 1.96% | Share |
9 | BSV | Vanguard Short-... | 78.81 | +0.32% | 86.89K | -14.79% | 6.8M | 76.12 | 1.91% | Share |
10 | CTA | Simplify Manage... | 27.75 | -0.23% | 192.05K | +320.80% | 5.68M | 29.19 | 1.59% | Share |
11 | VNLA | Janus Henderson... | 49.24 | +0.09% | 113.8K | -22.63% | 5.59M | 49.04 | 1.57% | Share |
12 | PYLD | PIMCO ETF Trust... | 26.61 | +0.38% | 207.21K | -22.44% | 5.46M | 26.63 | 1.53% | Share |
13 | BUCK | Simplify Stable... | 23.86 | +0.13% | 219.04K | +224.43% | 5.41M | 24.64 | 1.51% | Share |
14 | SIXD | AllianzIM U.S. ... | 28.03 | +0.55% | 179.27K | +5.06% | 4.7M | 26.36 | 1.32% | Share |
15 | FDL | First Trust Mor... | 44.48 | +1.40% | 104.85K | -10.7% | 4.55M | 33.59 | 1.28% | Share |
16 | BOND | PIMCO Active Bo... | 92.45 | +0.52% | 46.83K | -21.95% | 4.33M | 94.5 | 1.21% | Share |
17 | SVOL | Simplify Volati... | 17.64 | +3.28% | 236.97K | +375.30% | 4.31M | 18.73 | 1.21% | Share |
18 | AUGW | AllianzIM U.S. ... | 31.51 | +0.68% | 148.9K | +2.90% | 4.29M | 28.95 | 1.20% | Share |
19 | BILZ | PIMCO ETF Trust... | 101.14 | +0.04% | 41.91K | +1.99% | 4.24M | 100.88 | 1.19% | Share |
20 | HIGH | Simplify Enhanc... | 23.21 | +0.24% | 167.5K | +358.95% | 3.68M | 22.18 | 1.03% | Share |
21 | AMZN | Amazon.com, Inc... | 227.69 | +2.59% | 18.65K | -4.12% | 3.55M | 149.76 | 0.99% | Share |
22 | VMBS | Vanguard Mortga... | 46.51 | +0.60% | 75.33K | -14.58% | 3.49M | 45.32 | 0.98% | Share |
23 | BIV | Vanguard Interm... | 77.63 | +0.62% | 44.9K | -15.7% | 3.44M | 73.68 | 0.96% | Share |
24 | BLV | Vanguard Long-T... | 69.46 | +1.04% | 46.95K | -14.24% | 3.31M | 70.71 | 0.93% | Share |
25 | JUNW | AIM ETF Product... | 32.44 | +0.47% | 107.1K | +6.75% | 3.18M | 29.75 | 0.89% | Share |
26 | IVV | iShares Core S&... | 649.05 | +1.62% | 5.58K | +1.77% | 3.14M | 478.06 | 0.88% | Share |
27 | VWO | Vanguard Emergi... | 52.10 | +1.62% | 68.7K | -4.83% | 3.11M | 38.5 | 0.87% | Share |
28 | FVD | First Trust Val... | 46.84 | +1.23% | 67.96K | -10.47% | 3.03M | 38.4 | 0.85% | Share |
29 | TUA | Simplify Short ... | 21.98 | +0.87% | 128.8K | +3.03% | 2.83M | 21.93 | 0.79% | Share |
30 | NVDA | NVIDIA Corporat... | 178.17 | +1.82% | 26.03K | +16.23% | 2.82M | 82.02 | 0.79% | Share |
31 | ABBV | AbbVie Inc. | 208.51 | -0.47% | 12.41K | -5.21% | 2.6M | 153.25 | 0.73% | Share |
32 | KNG | FT Cboe Vest S&... | 50.65 | +1.14% | 49.85K | -8.02% | 2.52M | 51.31 | 0.71% | Share |
33 | GOOG | Alphabet Inc. | 205.38 | +2.37% | 15.67K | -4.45% | 2.45M | 106.99 | 0.69% | Share |
34 | V | Visa Inc. | 349.67 | +1.74% | 6.47K | -5.46% | 2.27M | 223.87 | 0.64% | Share |
35 | VOO | Vanguard S&P 50... | 593.75 | +1.62% | 4.38K | +4.09% | 2.25M | 516.37 | 0.63% | Share |
36 | QQQ | Invesco QQQ Tru... | 573.58 | +1.83% | 4.75K | -3.2% | 2.23M | 269.3 | 0.62% | Share |
37 | JULW | AllianzIM U.S. ... | 37.92 | +0.63% | 64.65K | +4.31% | 2.23M | 34.68 | 0.62% | Share |
38 | QUAL | iShares MSCI US... | 189.54 | +1.60% | 12.44K | -5.02% | 2.13M | 135.01 | 0.60% | Share |
39 | GJUN | First Trust Exc... | 38.40 | +0.76% | 59.71K | +4.06% | 2.1M | 35.57 | 0.59% | Share |
40 | TSLA | Tesla, Inc. | 336.49 | +5.12% | 8.07K | +0.46% | 2.09M | 164.13 | 0.59% | Share |
41 | VB | Vanguard Small ... | 253.03 | +3.26% | 9.34K | -6.18% | 2.07M | 175.71 | 0.58% | Share |
42 | XOM | Exxon Mobil Cor... | 110.51 | +1.17% | 16.22K | -2.52% | 1.93M | 92.5 | 0.54% | Share |
43 | EMLP | First Trust Nor... | 38.15 | +0.61% | 49.8K | -11.43% | 1.87M | 26.86 | 0.52% | Share |
44 | PM | Philip Morris I... | 170.89 | -2.06% | 11.36K | -7.27% | 1.8M | 86.92 | 0.51% | Share |
45 | CVX | Chevron Corpora... | 157.40 | +1.19% | 10.51K | +4.71% | 1.76M | 154 | 0.49% | Share |
46 | MA | Mastercard Inco... | 598.74 | +1.15% | 3.04K | -4.65% | 1.66M | 379.98 | 0.47% | Share |
47 | SPBO | SPDR Portfolio ... | 29.36 | +0.70% | 54.29K | -12.04% | 1.58M | 29.29 | 0.44% | Share |
48 | HD | The Home Depot,... | 412.00 | +3.60% | 4.19K | -2.38% | 1.54M | 345.42 | 0.43% | Share |
49 | GE | GE Aerospace | 270.19 | +0.55% | 7.63K | -7.56% | 1.53M | 64.1 | 0.43% | Share |
50 | LLY | Eli Lilly and C... | 715.71 | +0.83% | 1.83K | -9.35% | 1.51M | 581.36 | 0.42% | Share |
51 | ILTB | iShares Core 10... | 49.50 | +1.06% | 30.02K | -11.23% | 1.5M | 50.69 | 0.42% | Share |
52 | MCD | McDonald's Corp... | 313.20 | -0.01% | 4.79K | +1.25% | 1.5M | 272.14 | 0.42% | Share |
53 | GOOGL | Alphabet Inc. | 204.54 | +2.40% | 9.4K | -5.43% | 1.45M | 172.82 | 0.41% | Share |
54 | VZ | Verizon Communi... | 44.59 | -0.98% | 31.88K | +3.56% | 1.45M | 42.05 | 0.41% | Share |
55 | KMB | Kimberly-Clark ... | 133.03 | +0.05% | 10.06K | +0.96% | 1.43M | 118.4 | 0.40% | Share |
56 | GOVT | iShares U.S. Tr... | 22.96 | +0.48% | 61.04K | -11.38% | 1.4M | 23.24 | 0.39% | Share |
57 | IBM | International B... | 242.76 | +1.40% | 5.56K | -4.88% | 1.38M | 180.61 | 0.39% | Share |
58 | PEP | PepsiCo, Inc. | 149.36 | +0.26% | 9.15K | -0.69% | 1.37M | 167.22 | 0.38% | Share |
59 | BRK-B | Berkshire Hatha... | 487.04 | -0.32% | 2.53K | -0.47% | 1.35M | 385.61 | 0.38% | Share |
60 | JPM | JPMorgan Chase ... | 294.84 | +1.16% | 5.48K | -7.52% | 1.34M | 224.85 | 0.38% | Share |
61 | ETR | Entergy Corpora... | 88.98 | -0.27% | 15.56K | -2.18% | 1.33M | 52.87 | 0.37% | Share |
62 | LTPZ | PIMCO 15+ Year ... | 52.13 | +1.39% | 24.16K | +1.86% | 1.33M | 54.69 | 0.37% | Share |
63 | COST | Costco Wholesal... | 963.00 | -0.69% | 1.4K | -3.13% | 1.32M | 526.13 | 0.37% | Share |
64 | T | AT&T Inc. | 29.01 | -1.46% | 45.76K | -9.33% | 1.29M | 15.67 | 0.36% | Share |
65 | IP | International P... | 49.10 | +2.23% | 24.04K | +3.22% | 1.28M | 43.65 | 0.36% | Share |
66 | FGD | First Trust Dow... | 29.30 | +1.51% | 52.63K | -8.33% | 1.27M | 21.52 | 0.36% | Share |
67 | FIDU | Fidelity MSCI I... | 81.44 | +2.29% | 18.28K | -5.45% | 1.25M | 71.5 | 0.35% | Share |
68 | DECZ | TrueShares Stru... | 39.68 | +1.68% | 34.02K | +3.44% | 1.22M | 36.44 | 0.34% | Share |
69 | EMR | Emerson Electri... | 134.11 | +3.09% | 11.11K | -1.4% | 1.22M | 111.51 | 0.34% | Share |
70 | ADBE | Adobe Inc. | 360.62 | +2.03% | 3.15K | +1.58% | 1.21M | 384.75 | 0.34% | Share |
71 | AVGO | Broadcom Inc. | 298.91 | +3.22% | 7.14K | -7.85% | 1.2M | 58.62 | 0.33% | Share |
72 | PG | The Procter & G... | 158.55 | -0.11% | 6.96K | -1.6% | 1.19M | 160.85 | 0.33% | Share |
73 | MDIV | Multi-Asset Div... | 16.20 | +1.25% | 72.3K | -8.32% | 1.18M | 14.53 | 0.33% | Share |
74 | NI | NiSource Inc. | 42.47 | +0.41% | 29.29K | -0.5% | 1.17M | 28.7 | 0.33% | Share |
75 | RDVY | First Trust Ris... | 65.95 | +2.09% | 20.05K | -11.07% | 1.17M | 46.64 | 0.33% | Share |
76 | PAYX | Paychex, Inc. | 140.49 | +1.51% | 7.38K | -5.69% | 1.14M | 117.38 | 0.32% | Share |
77 | SOVF | Elevation Serie... | 31.38 | +2.99% | 45.87K | +3.82% | 1.14M | 24.92 | 0.32% | Share |
78 | FMAT | Fidelity MSCI M... | 53.30 | +2.06% | 22.5K | -6.95% | 1.09M | 50.95 | 0.30% | Share |
79 | AMD | Advanced Micro ... | 168.03 | +2.64% | 10.55K | +2.47% | 1.08M | 95.45 | 0.30% | Share |
80 | STX | Seagate Technol... | 158.74 | +2.68% | 12.75K | +8.18% | 1.08M | 100.22 | 0.30% | Share |
81 | FEBW | Allianzim U.S. ... | 32.66 | +0.59% | 35.64K | -3.81% | 1.08M | 29.68 | 0.30% | Share |
82 | NRG | NRG Energy, Inc... | 148.31 | +1.66% | 11.18K | -3.72% | 1.07M | 77.85 | 0.30% | Share |
83 | SGOV | iShares 0-3 Mon... | 100.64 | +0.03% | 10.58K | -23.09% | 1.07M | 100.71 | 0.30% | Share |
84 | PRU | Prudential Fina... | 110.38 | +3.00% | 9.42K | +5.59% | 1.05M | 117.45 | 0.29% | Share |
85 | LYB | LyondellBasell ... | 58.02 | +4.59% | 14.9K | +9.51% | 1.05M | 90.41 | 0.29% | Share |
86 | META | Meta Platforms,... | 755.79 | +2.26% | 1.81K | -6.86% | 1.04M | 495.98 | 0.29% | Share |
87 | SIXJ | AllianzIM U.S. ... | 32.84 | +0.79% | 34.18K | +1.64% | 1.02M | 29.7 | 0.29% | Share |
88 | FDIS | Fidelity MSCI C... | 100.38 | +2.87% | 12.08K | -5.47% | 1.02M | 93.06 | 0.29% | Share |
89 | IVW | iShares S&P 500... | 115.17 | +1.82% | 10.94K | -7.72% | 1.02M | 95.75 | 0.28% | Share |
90 | D | Dominion Energy... | 61.86 | +1.00% | 18.08K | +2.53% | 1.01M | 49.01 | 0.28% | Share |
91 | EXC | Exelon Corporat... | 44.60 | -0.1% | 21.95K | +0.88% | 1.01M | 34.65 | 0.28% | Share |
92 | AMAT | Applied Materia... | 164.23 | +2.75% | 6.94K | -2.94% | 1.01M | 116.97 | 0.28% | Share |
93 | FNF | Fidelity Nation... | 61.13 | +2.97% | 15.46K | -0.19% | 1.01M | 48.58 | 0.28% | Share |
94 | SPTL | SPDR Portfolio ... | 26.36 | +0.90% | 36.81K | -7.69% | 1M | 29.07 | 0.28% | Share |
95 | USB | U.S. Bancorp | 48.05 | +4.06% | 23.48K | +2.92% | 991.36K | 39.53 | 0.28% | Share |
96 | OKE | ONEOK, Inc. | 75.08 | +1.43% | 9.97K | +3.48% | 989.05K | 82.31 | 0.28% | Share |
97 | MRK | Merck & Co., In... | 86.88 | +0.93% | 10.88K | +8.65% | 976.37K | 115.61 | 0.27% | Share |
98 | WSO | Watsco, Inc. | 419.81 | +3.50% | 1.92K | +5.33% | 974.69K | 464.29 | 0.27% | Share |
99 | PEG | Public Service ... | 83.56 | +0.32% | 11.76K | +4.25% | 967.86K | 73.98 | 0.27% | Share |
100 | CMS | CMS Energy Corp... | 72.81 | +0.05% | 12.82K | +2.86% | 962.82K | 59.25 | 0.27% | Share |
101 | WSM | Williams-Sonoma... | 204.15 | +3.52% | 6.07K | -7.36% | 959.08K | 61.64 | 0.27% | Share |
102 | DYNF | BlackRock U.S. ... | 57.12 | +1.54% | 19.49K | -7.91% | 950.26K | 49.47 | 0.27% | Share |
103 | NEM | Newmont Corpora... | 70.66 | +0.81% | 19.55K | -1.81% | 943.71K | 40.26 | 0.26% | Share |
104 | JANW | AllianzIM U.S. ... | 35.71 | +0.71% | 27.91K | -3.91% | 927.06K | 32.27 | 0.26% | Share |
105 | IEI | iShares 3-7 Yea... | 119.26 | +0.45% | 7.79K | -5.75% | 920.83K | 114.91 | 0.26% | Share |
106 | MDYG | SPDR S&P 400 Mi... | 90.97 | +2.70% | 11.51K | -1.06% | 914.75K | 87.45 | 0.26% | Share |
107 | AVIG | Avantis Core Fi... | 41.73 | +0.54% | 21.96K | -9.33% | 909.11K | 42.3 | 0.25% | Share |
108 | SPGI | S&P Global Inc. | 557.67 | +0.95% | 1.78K | -5.02% | 903.55K | 365.81 | 0.25% | Share |
109 | GBCI | Glacier Bancorp... | 47.84 | +5.21% | 20.41K | 0.00% | 902.66K | 49.13 | 0.25% | Share |
110 | UNP | Union Pacific C... | 227.34 | +0.91% | 3.81K | -3.06% | 898.87K | 226.15 | 0.25% | Share |
111 | ACN | Accenture plc | 260.94 | +2.74% | 2.88K | -2.84% | 897.23K | 289.64 | 0.25% | Share |
112 | AEP | American Electr... | 112.89 | -0.22% | 8.18K | +2.78% | 893.71K | 87.87 | 0.25% | Share |
113 | LNT | Alliant Energy ... | 66.54 | +0.66% | 13.8K | +2.12% | 888.08K | 51.02 | 0.25% | Share |
114 | DIS | The Walt Disney... | 119.43 | +2.77% | 9K | -3.15% | 888.07K | 92.06 | 0.25% | Share |
115 | TYA | Simplify Risk P... | 13.54 | +1.69% | 66.73K | +0.30% | 882.83K | 13.24 | 0.25% | Share |
116 | NOW | ServiceNow, Inc... | 891.12 | +1.61% | 1.1K | -4.02% | 874.96K | 434.72 | 0.25% | Share |
117 | SKOR | FlexShares Cred... | 49.01 | +0.47% | 17.98K | -10.7% | 869.05K | 48.95 | 0.24% | Share |
118 | CMA | Comerica Incorp... | 69.62 | +4.00% | 14.68K | +3.36% | 866.7K | 51.07 | 0.24% | Share |
119 | HBAN | Huntington Banc... | 17.30 | +3.81% | 57.31K | +0.54% | 860.27K | 13.29 | 0.24% | Share |
120 | INTU | Intuit Inc. | 661.20 | -5.24% | 1.37K | -3.03% | 843.71K | 426.31 | 0.24% | Share |
121 | FTQI | First Trust Nas... | 20.07 | +1.39% | 44.7K | -6.54% | 842.65K | 19.82 | 0.24% | Share |
122 | AMT | American Tower ... | 212.89 | +1.51% | 3.87K | -3.73% | 842.25K | 206.89 | 0.24% | Share |
123 | KEY | KeyCorp | 18.91 | +4.21% | 52.61K | +3.71% | 841.18K | 14.28 | 0.24% | Share |
124 | OMC | Omnicom Group I... | 79.56 | +2.68% | 10.11K | +5.07% | 838.42K | 88.74 | 0.23% | Share |
125 | CFG | Citizens Financ... | 50.52 | +4.25% | 20.02K | -0.07% | 820.19K | 36.69 | 0.23% | Share |
126 | HON | Honeywell Inter... | 221.49 | +1.87% | 3.87K | -1.93% | 818.84K | 178.85 | 0.23% | Share |
127 | IPG | The Interpublic... | 27.25 | +2.71% | 29.68K | +3.85% | 806.11K | 28.33 | 0.23% | Share |
128 | JNJ | Johnson & Johns... | 177.61 | -0.74% | 4.86K | -2.43% | 805.44K | 157.7 | 0.23% | Share |
129 | PPL | PPL Corporation | 36.66 | -0.15% | 22.29K | +2.16% | 804.71K | 27.54 | 0.23% | Share |
130 | F | Ford Motor Comp... | 11.72 | +3.49% | 79.4K | +9.52% | 796.42K | 12.36 | 0.22% | Share |
131 | OGE | OGE Energy Corp... | 45.17 | +0.47% | 17.27K | +1.16% | 793.53K | 35.48 | 0.22% | Share |
132 | PFG | Principal Finan... | 81.01 | +2.97% | 9.37K | +4.40% | 790.68K | 78.28 | 0.22% | Share |
133 | MO | Altria Group, I... | 67.53 | -0.23% | 13.16K | +1.21% | 789.66K | 46.2 | 0.22% | Share |
134 | RE | Everest Re Grou... | 351.28 | +2.93% | 2.15K | -2.01% | 780.89K | 339.06 | 0.22% | Share |
135 | DTE | DTE Energy Comp... | 139.63 | -0.41% | 5.63K | +2.87% | 778.16K | 109.93 | 0.22% | Share |
136 | EIX | Edison Internat... | 54.91 | +2.04% | 13.18K | +26.56% | 776.67K | 68.62 | 0.22% | Share |
137 | FITB | Fifth Third Ban... | 44.38 | +3.51% | 19.81K | +3.68% | 776.62K | 36.37 | 0.22% | Share |
138 | TDIV | First Trust NAS... | 92.72 | +2.16% | 10.53K | -11.55% | 775.09K | 57.26 | 0.22% | Share |
139 | TROW | T. Rowe Price G... | 108.29 | +3.60% | 8.43K | -1.13% | 774.15K | 110.58 | 0.22% | Share |
140 | VLO | Valero Energy C... | 142.18 | +1.35% | 5.78K | +2.85% | 762.92K | 148.44 | 0.21% | Share |
141 | SDVY | First Trust SMI... | 38.17 | +3.26% | 22.53K | -6.77% | 754.76K | 33.85 | 0.21% | Share |
142 | TMO | Thermo Fisher S... | 497.35 | +2.81% | 1.51K | -3.14% | 752.92K | 521.26 | 0.21% | Share |
143 | SEPW | AllianzIM US La... | 30.85 | +0.16% | 26.19K | -8.8% | 747.65K | 28.53 | 0.21% | Share |
144 | TFC | Truist Financia... | 45.65 | +3.59% | 18.12K | +2.81% | 745.81K | 39.3 | 0.21% | Share |
145 | IWO | iShares Russell... | 308.18 | +3.72% | 2.92K | -1.55% | 745.53K | 285.23 | 0.21% | Share |
146 | BEN | Franklin Resour... | 25.25 | +2.98% | 38.62K | +6.37% | 743.38K | 21.77 | 0.21% | Share |
147 | WEC | WEC Energy Grou... | 108.05 | -0.4% | 6.8K | -3.95% | 741.01K | 78.99 | 0.21% | Share |
148 | ISRG | Intuitive Surgi... | 476.81 | +1.47% | 1.49K | -6.78% | 735.48K | 291.57 | 0.21% | Share |
149 | FUTY | Fidelity MSCI U... | 55.40 | +0.38% | 13.88K | -1.55% | 707.23K | 50.78 | 0.20% | Share |
150 | APRW | AllianzIM U.S. ... | 33.94 | +0.46% | 21.6K | -3.97% | 693.08K | 31.19 | 0.19% | Share |