Elevated Capital Advisors, LLC Top Holdings and 13F Report (2025) About Elevated Capital Advisors, LLCInvestment ActivityElevated Capital Advisors, LLC has $356.97 million in total holdings as of March 31, 2025.Elevated Capital Advisors, LLC owns shares of 252 different stocks, but just 117 companies or ETFs make up 80% of its holdings.Approximately 5.38% of the portfolio was purchased this quarter.About 6.69% of the portfolio was sold this quarter.This quarter, Elevated Capital Advisors, LLC has purchased 260 new stocks and bought additional shares in 91 stocks.Elevated Capital Advisors, LLC sold shares of 152 stocks and completely divested from 11 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $12,992,925Apple $11,029,952Vanguard Growth ETF $9,928,522Vanguard FTSE Developed Markets ETF $9,245,331Vanguard Value ETF $7,680,764 Largest New Holdings this Quarter 00326A104 - abrdn Physical Gold Shares ETF $216,791 Holding464285204 - iShares Gold Trust $215,204 Holding808524805 - Schwab International Equity ETF $207,826 Holding Largest Purchases this Quarter Simplify Managed Futures Strategy ETF 146,411 shares (about $4.33M)Simplify Treasury Option Income ETF 151,524 shares (about $3.74M)Simplify Volatility Premium ETF 187,112 shares (about $3.40M)Simplify Enhanced Income ETF 131,007 shares (about $2.87M)NVIDIA 3,635 shares (about $393.96K) Largest Sales this Quarter Janus Henderson Short Duration Income ETF 33,285 shares (about $1.64M)PIMCO Multi Sector Bond Active ETF 59,959 shares (about $1.58M)PIMCO ETF TR 13,173 shares (about $1.22M)Vanguard Total International Bond ETF 24,914 shares (about $1.22M)Vanguard Short-Term Bond ETF 15,081 shares (about $1.18M) Sector Allocation Over TimeMap of 500 Largest Holdings ofElevated Capital Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$12,992,925$142,633 ▲1.1%197,5813.6%ETFAAPLApple$11,029,952$288,105 ▲2.7%49,6553.1%Computer and TechnologyVUGVanguard Growth ETF$9,928,522$763,504 ▼-7.1%26,7752.8%ETFVEAVanguard FTSE Developed Markets ETF$9,245,331$536,613 ▼-5.5%181,8872.6%ETFVTVVanguard Value ETF$7,680,764$494,558 ▼-6.0%44,4642.2%ETFMSFTMicrosoft$7,235,613$163,294 ▼-2.2%19,2752.0%Computer and TechnologyBNDXVanguard Total International Bond ETF$7,199,897$1,216,305 ▼-14.5%147,4782.0%ETFFPEIFirst Trust Institutional Preferred Securities and Income ETF$7,000,291$606,609 ▼-8.0%374,3472.0%ETFBSVVanguard Short-Term Bond ETF$6,801,904$1,180,540 ▼-14.8%86,8921.9%ETFCTASimplify Managed Futures Strategy ETF$5,684,675$4,333,762 ▲320.8%192,0501.6%ETFVNLAJanus Henderson Short Duration Income ETF$5,593,356$1,635,954 ▼-22.6%113,8021.6%ETFPYLDPIMCO Multi Sector Bond Active ETF$5,460,049$1,579,923 ▼-22.4%207,2121.5%ETFBUCKSimplify Treasury Option Income ETF$5,405,911$3,739,615 ▲224.4%219,0401.5%ETFPCNPIMCO Corporate & Income Strategy Fund$4,948,119$417,785 ▼-7.8%362,5001.4%Financial ServicesAIM ETF PRODUCTS TRUST$4,701,383$226,584 ▲5.1%179,2711.3%ALLIANZIM U S LAFDLFirst Trust Morningstar Dividend Leaders Index$4,554,521$545,477 ▼-10.7%104,8461.3%ETFPIMCO ETF TR$4,330,660$1,218,111 ▼-22.0%46,8331.2%ACTIVE BD ETFDSUBlackRock Debt Strategies Fund$4,317,684$317,961 ▼-6.9%413,5711.2%FinanceSVOLSimplify Volatility Premium ETF$4,308,086$3,401,702 ▲375.3%236,9681.2%ETFAIM ETF PRODUCTS TRUST$4,291,327$121,044 ▲2.9%148,9011.2%ALLIANZIM US LRGBILZPIMCO Ultra Short Government Active ETF$4,240,948$82,680 ▲2.0%41,9071.2%ETFHIGHSimplify Enhanced Income ETF$3,675,027$2,874,285 ▲359.0%167,5041.0%ETFAMZNAmazon.com$3,549,007$152,402 ▼-4.1%18,6531.0%Retail/WholesaleVMBSVanguard Mortgage-Backed Securities ETF$3,488,615$595,545 ▼-14.6%75,3321.0%ETFBIVVanguard Intermediate-Term Bond ETF$3,437,594$640,275 ▼-15.7%44,8951.0%ETFBLVVanguard Long-Term Bond ETF$3,306,491$549,134 ▼-14.2%46,9540.9%ETFJUNWAllianzIM U.S. Large Cap Buffer20 Jun ETF$3,184,480$201,468 ▲6.8%107,1040.9%ETFIVViShares Core S&P 500 ETF$3,135,903$54,503 ▲1.8%5,5810.9%ETFVWOVanguard FTSE Emerging Markets ETF$3,109,281$157,686 ▼-4.8%68,6980.9%ETFFVDFirst Trust Value Line Dividend Index Fund$3,030,395$354,269 ▼-10.5%67,9610.8%ETFTUASimplify Short Term Treasury Futures Strategy ETF$2,829,821$83,156 ▲3.0%128,8040.8%ETFNVDANVIDIA$2,820,677$393,958 ▲16.2%26,0260.8%Computer and TechnologyABBVAbbVie$2,599,603$142,897 ▼-5.2%12,4070.7%MedicalKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$2,518,268$219,560 ▼-8.0%49,8470.7%ETFGOOGAlphabet$2,447,642$113,891 ▼-4.4%15,6670.7%Computer and TechnologyVVisa$2,267,510$131,074 ▼-5.5%6,4700.6%Business ServicesVOOVanguard S&P 500 ETF$2,250,377$88,391 ▲4.1%4,3790.6%ETFQQQInvesco QQQ$2,229,561$73,615 ▼-3.2%4,7550.6%FinanceJULWAllianzIM U.S. Large Cap Buffer20 Jul ETF$2,228,124$92,162 ▲4.3%64,6470.6%ETFQUALiShares MSCI USA Quality Factor ETF$2,125,220$112,276 ▼-5.0%12,4360.6%ETFGJUNFT Cboe Vest U.S. Equity Moderate Buffer ETF - June$2,099,860$82,016 ▲4.1%59,7060.6%ETFTSLATesla$2,090,976$9,589 ▲0.5%8,0680.6%Auto/Tires/TrucksVBVanguard Small-Cap ETF$2,070,171$136,371 ▼-6.2%9,3360.6%ETFFFCFlaherty & Crumrine Preferred Securities Income Fund$1,947,321$185,999 ▼-8.7%122,2420.5%Financial ServicesXOMExxon Mobil$1,929,048$49,832 ▼-2.5%16,2200.5%EnergyEMLPFirst Trust North American Energy Infrastructure Fund$1,866,900$240,987 ▼-11.4%49,7970.5%ETFPMPhilip Morris International$1,803,161$141,428 ▼-7.3%11,3600.5%Consumer StaplesCVXChevron$1,758,535$79,127 ▲4.7%10,5120.5%EnergyMAMastercard$1,663,457$81,118 ▼-4.6%3,0350.5%Business ServicesSPBOSPDR Portfolio Corporate Bond ETF$1,575,958$215,810 ▼-12.0%54,2870.4%ETFHDHome Depot$1,536,499$37,386 ▼-2.4%4,1920.4%Retail/WholesaleGEGE Aerospace$1,526,696$124,890 ▼-7.6%7,6280.4%IndustrialsLLYEli Lilly and Company$1,514,123$156,121 ▼-9.3%1,8330.4%MedicalILTBiShares Core 10+ Year USD Bond ETF$1,501,128$189,997 ▼-11.2%30,0230.4%ETFMCDMcDonald's$1,495,302$18,430 ▲1.2%4,7870.4%Retail/WholesaleGOOGLAlphabet$1,453,194$83,508 ▼-5.4%9,3970.4%Computer and TechnologyVZVerizon Communications$1,446,261$49,760 ▲3.6%31,8840.4%Computer and TechnologyKMBKimberly-Clark$1,430,775$13,654 ▲1.0%10,0600.4%Consumer StaplesGOVTiShares U.S. Treasury Bond ETF$1,403,000$180,110 ▼-11.4%61,0400.4%ETFIBMInternational Business Machines$1,382,625$70,872 ▼-4.9%5,5600.4%Computer and TechnologyPEPPepsiCo$1,372,441$9,596 ▼-0.7%9,1530.4%Consumer StaplesBRK.BBerkshire Hathaway$1,347,214$6,390 ▼-0.5%2,5300.4%FinanceJPMJPMorgan Chase & Co.$1,344,482$109,403 ▼-7.5%5,4810.4%FinanceETREntergy$1,329,957$29,665 ▼-2.2%15,5570.4%UtilitiesLTPZPIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund$1,325,218$24,185 ▲1.9%24,1650.4%ETFCOSTCostco Wholesale$1,319,437$42,562 ▼-3.1%1,3950.4%Retail/WholesaleTAT&T$1,294,114$133,170 ▼-9.3%45,7610.4%Computer and TechnologyIPInternational Paper$1,282,754$40,013 ▲3.2%24,0440.4%Basic MaterialsFGDFirst Trust DJ Global Select Dividend Index Fund$1,273,750$115,773 ▼-8.3%52,6340.4%ETFFIDUFidelity MSCI Industrials Index ETF$1,251,782$72,168 ▼-5.5%18,2820.4%ETFDECZTrueShares Structured Outcome (December) ETF$1,219,232$40,498 ▲3.4%34,0200.3%ETFEMREmerson Electric$1,218,003$17,323 ▼-1.4%11,1090.3%IndustrialsADBEAdobe$1,207,046$18,794 ▲1.6%3,1470.3%Computer and TechnologyAVGOBroadcom$1,195,411$101,794 ▼-7.8%7,1400.3%Computer and TechnologyPGProcter & Gamble$1,185,618$19,258 ▼-1.6%6,9570.3%Consumer StaplesMDIVFirst Trust Multi-Asset Diversified Income Index Fund$1,182,278$107,321 ▼-8.3%72,3000.3%ManufacturingNINiSource$1,174,231$5,853 ▼-0.5%29,2900.3%UtilitiesRDVYFirst Trust NASDAQ Rising Dividend Achievers$1,173,751$146,177 ▼-11.1%20,0500.3%ManufacturingPAYXPaychex$1,138,776$68,657 ▼-5.7%7,3810.3%Business ServicesELEVATION SERIES TRUST$1,137,126$41,846 ▲3.8%45,8700.3%TRUESHARES QUARTFMATFidelity MSCI Materials Index ETF$1,087,040$81,225 ▼-7.0%22,4970.3%ETFAMDAdvanced Micro Devices$1,084,215$26,096 ▲2.5%10,5530.3%Computer and TechnologySTXSeagate Technology$1,083,205$81,892 ▲8.2%12,7510.3%Computer and TechnologyFEBWAllianzIM U.S. Large Cap Buffer20 Feb ETF$1,082,932$42,874 ▼-3.8%35,6400.3%ETFNRGNRG Energy$1,067,063$41,239 ▼-3.7%11,1780.3%UtilitiesSGOViShares 0-3 Month Treasury Bond ETF$1,065,454$319,817 ▼-23.1%10,5840.3%ETFPRUPrudential Financial$1,051,922$55,729 ▲5.6%9,4190.3%FinanceLYBLyondellBasell Industries$1,048,663$91,026 ▲9.5%14,8960.3%Basic MaterialsMETAMeta Platforms$1,041,131$76,672 ▼-6.9%1,8060.3%Computer and TechnologyELEVATION SERIES TRUST$1,023,777$51,659 ▲5.3%41,1820.3%TRUSHARES BULLSIXJAllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF$1,023,481$16,558 ▲1.6%34,1820.3%ETFFDISFidelity MSCI Consumer Discretionary Index ETF$1,020,846$59,070 ▼-5.5%12,0800.3%ETFIVWiShares S&P 500 Growth ETF$1,015,323$84,943 ▼-7.7%10,9370.3%ETFDDominion Energy$1,013,753$25,007 ▲2.5%18,0800.3%UtilitiesEXCExelon$1,011,260$8,801 ▲0.9%21,9460.3%UtilitiesAMATApplied Materials$1,007,602$30,476 ▼-2.9%6,9430.3%Computer and TechnologyFNFFidelity National Financial$1,005,923$1,952 ▼-0.2%15,4570.3%FinanceSPTLSPDR Portfolio Long Term Treasury ETF$1,003,537$83,605 ▼-7.7%36,8140.3%ETFUSBU.S. Bancorp$991,359$28,118 ▲2.9%23,4810.3%FinanceOKEONEOK$989,053$33,240 ▲3.5%9,9680.3%EnergyShowing 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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