Elevate Capital Advisors, LLC Top Holdings and 13F Report (2025) About Elevate Capital Advisors, LLCInvestment ActivityElevate Capital Advisors, LLC has $113.55 million in total holdings as of December 31, 2024.Elevate Capital Advisors, LLC owns shares of 65 different stocks, but just 38 companies or ETFs make up 80% of its holdings.Largest Holdings Apple $5,029,221Alphabet $4,758,192Amazon.com $4,680,686Travelers Companies $4,627,352SPROTT PHYSICAL GOLD TR $4,427,517 Sector AllocationMap of 500 Largest Holdings ofElevate Capital Advisors, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorAAPLApple$5,029,22120,0834.4%Computer and TechnologyGOOGLAlphabet$4,758,19225,1364.2%Computer and TechnologyAMZNAmazon.com$4,680,68621,3354.1%Retail/WholesaleTRVTravelers Companies$4,627,35219,2094.1%FinanceSPROTT PHYSICAL GOLD TR$4,427,517219,8373.9%UNITVOOVanguard S&P 500 ETF$4,372,8538,1163.9%ETFMSFTMicrosoft$4,284,68910,1653.8%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$3,474,81040,5653.1%ETFWRBW. R. Berkley$3,283,56956,1102.9%FinanceULTAUlta Beauty$2,996,6686,8902.6%Retail/WholesaleCPNGCoupang$2,617,862119,1022.3%Retail/WholesaleVVisa$2,554,0658,0812.2%Business ServicesFNVFranco-Nevada$2,384,49020,2782.1%Basic MaterialsBRK.BBerkshire Hathaway$2,155,3464,7551.9%FinanceROIVRoivant Sciences$2,115,831178,8531.9%MedicalABNBAirbnb$2,099,80015,9791.8%Consumer DiscretionaryPGProcter & Gamble$1,945,36711,6041.7%Consumer StaplesHSYHershey$1,938,72611,4481.7%Consumer StaplesPYPLPayPal$1,930,27622,6161.7%Computer and TechnologyBTUPeabody Energy$1,888,89690,2051.7%Oils/EnergyAXSAXIS Capital$1,840,19420,7651.6%FinanceURAGlobal X Uranium ETF$1,776,85366,3501.6%ETFEQTEQT$1,744,36237,8301.5%Oils/EnergyDEDeere & Company$1,736,8844,0991.5%Industrial ProductsISHARES BITCOIN TRUST ETF$1,698,92632,0251.5%SHS BEN INTMNSTMonster Beverage$1,623,68430,8921.4%Consumer StaplesNXPINXP Semiconductors$1,619,9837,7941.4%Computer and TechnologyCOHRCoherent$1,562,00316,4891.4%Business ServicesKOCoca-Cola$1,515,91224,3481.3%Consumer StaplesROPRoper Technologies$1,503,5312,8921.3%Computer and TechnologySHWSherwin-Williams$1,462,6654,3031.3%Basic MaterialsSGOViShares 0-3 Month Treasury Bond ETF$1,410,49914,0601.2%ETFPMPhilip Morris International$1,397,58711,6131.2%Consumer StaplesVRSNVeriSign$1,384,3556,6891.2%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$1,372,9977,7101.2%ETFADPAutomatic Data Processing$1,362,3274,6541.2%Business ServicesCMECME Group$1,323,0815,6971.2%FinanceKBWPInvesco KBW Property & Casualty Insurance ETF$1,303,70211,2331.1%ETFABBVAbbVie$1,285,2357,2331.1%MedicalJPMJPMorgan Chase & Co.$1,260,0895,2571.1%FinanceMKCMcCormick & Company, Incorporated$1,239,50716,2581.1%Consumer StaplesADIAnalog Devices$1,189,6095,5991.0%Computer and TechnologyNVONovo Nordisk A/S$1,132,62513,1671.0%MedicalCSXCSX$1,116,18734,5891.0%TransportationKMBKimberly-Clark$1,113,8408,5001.0%Consumer StaplesCOSTCostco Wholesale$1,109,8211,2111.0%Retail/WholesaleCHEChemed$1,105,6932,0871.0%MedicalADSKAutodesk$1,086,5153,6761.0%Computer and TechnologyCMCSAComcast$1,079,15328,7541.0%Consumer DiscretionaryMCDMcDonald's$1,067,0073,6810.9%Retail/WholesaleMUMicron Technology$969,25111,5170.9%Computer and TechnologyCLXClorox$833,9165,1350.7%Consumer StaplesDHRDanaher$828,5963,6100.7%Multi-Sector ConglomeratesLMTLockheed Martin$796,3091,6390.7%AerospaceGDGeneral Dynamics$796,1973,0220.7%AerospaceSTZConstellation Brands$793,2393,5890.7%Consumer StaplesSGOLabrdn Physical Gold Shares ETF$708,96528,3020.6%ETFFRANKLIN TEMPLETON DIGITAL H$670,05212,3740.6%BITCOIN ETF SHSASMLASML$490,7017080.4%Computer and TechnologySMHVanEck Semiconductor ETF$399,0961,6480.4%ManufacturingAVGOBroadcom$306,0561,3200.3%Computer and TechnologyNVDANVIDIA$272,7702,0310.2%Computer and TechnologyLLYEli Lilly and Company$262,0993400.2%MedicalMETAMeta Platforms$227,5663890.2%Computer and TechnologyXLPConsumer Staples Select Sector SPDR Fund$204,1422,5970.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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