Elevatus Welath Management Top Holdings and 13F Report (2025) About Elevatus Welath ManagementInvestment ActivityElevatus Welath Management has $292.26 million in total holdings as of December 31, 2024.Elevatus Welath Management owns shares of 107 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 25.67% of the portfolio was purchased this quarter.About 32.23% of the portfolio was sold this quarter.This quarter, Elevatus Welath Management has purchased 101 new stocks and bought additional shares in 47 stocks.Elevatus Welath Management sold shares of 26 stocks and completely divested from 12 stocks this quarter.Largest Holdings Vanguard S&P 500 ETF $33,659,104Microsoft $22,960,699SPDR Portfolio S&P 600 Small Cap ETF $22,901,323NVIDIA $19,768,049Amazon.com $14,836,249 Largest New Holdings this Quarter iShares Core U.S. Aggregate Bond ETF $7,376,231 HoldingiShares iBoxx $ High Yield Corporate Bond ETF $5,994,031 HoldingISHARES BITCOIN TRUST ETF $5,271,366 HoldingBLACKROCK INC $5,261,689 HoldingiShares MSCI Emerging Markets ETF $1,848,618 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 24,425 shares (about $13.16M)iShares Core U.S. Aggregate Bond ETF 76,122 shares (about $7.38M)Apple 26,748 shares (about $6.70M)Alphabet 34,613 shares (about $6.59M)iShares iBoxx $ High Yield Corporate Bond ETF 76,211 shares (about $5.99M) Largest Sales this Quarter Vanguard Value ETF 74,129 shares (about $12.55M)iShares 20+ Year Treasury Bond ETF 123,025 shares (about $10.74M)SPDR Portfolio S&P 600 Small Cap ETF 207,502 shares (about $9.32M)Eli Lilly and Company 4,279 shares (about $3.30M)Vanguard Growth ETF 5,790 shares (about $2.38M) Sector Allocation Over TimeMap of 500 Largest Holdings ofElevatus Welath Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVOOVanguard S&P 500 ETF$33,659,104$13,160,505 ▲64.2%62,46911.5%ETFMSFTMicrosoft$22,960,699$4,214,562 ▲22.5%54,4747.9%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$22,901,323$9,320,983 ▼-28.9%509,8257.8%ETFNVDANVIDIA$19,768,049$4,904,948 ▲33.0%147,2046.8%Computer and TechnologyAMZNAmazon.com$14,836,249$449,311 ▲3.1%67,6255.1%Retail/WholesaleMETAMeta Platforms$14,398,290$442,060 ▲3.2%24,5914.9%Computer and TechnologyGOOGAlphabet$13,748,631$6,591,702 ▲92.1%72,1944.7%Computer and TechnologyVUGVanguard Growth ETF$12,756,401$2,376,434 ▼-15.7%31,0804.4%ETFAAPLApple$11,850,281$6,698,181 ▲130.0%47,3224.1%Computer and TechnologyICLOInvesco AAA CLO Floating Rate Note ETF$11,302,413$760,456 ▲7.2%440,8123.9%ETFJAAAJanus Henderson AAA CLO ETF$10,292,676$896,909 ▲9.5%202,9713.5%ETFAGGiShares Core U.S. Aggregate Bond ETF$7,376,231$7,376,231 ▲New Holding76,1222.5%FinancePWRQuanta Services$6,894,488$12,642 ▲0.2%21,8152.4%ConstructionHYGiShares iBoxx $ High Yield Corporate Bond ETF$5,994,031$5,994,031 ▲New Holding76,2112.1%ETFISHARES BITCOIN TRUST ETF$5,271,366$5,271,366 ▲New Holding99,3661.8%SHS BEN INTBLACKROCK INC$5,261,689$5,261,689 ▲New Holding5,1331.8%COMIBMInternational Business Machines$4,964,557$2,221,784 ▼-30.9%22,5841.7%Computer and TechnologyISRGIntuitive Surgical$4,390,728$116,397 ▲2.7%8,4121.5%MedicalPAYXPaychex$3,184,877$26,362 ▼-0.8%22,7131.1%Business ServicesCWCurtiss-Wright$2,918,721$46,487 ▼-1.6%8,2251.0%AerospaceVWOBVanguard Emerging Markets Government Bond ETF$2,767,242$2,418,211 ▲692.8%43,8200.9%ETFJPSTJPMorgan Ultra-Short Income ETF$2,407,750$1,099,281 ▲84.0%47,8010.8%ETFCBRECBRE Group$2,360,988$2,268,822 ▼-49.0%17,9830.8%FinanceNOWServiceNow$2,270,777$15,902 ▼-0.7%2,1420.8%Computer and TechnologyXOMExxon Mobil$2,043,245$100,360 ▲5.2%18,9950.7%Oils/EnergySPYSPDR S&P 500 ETF Trust$1,884,894$361,623 ▲23.7%3,2160.6%FinanceEEMiShares MSCI Emerging Markets ETF$1,848,618$1,848,618 ▲New Holding44,2040.6%FinanceECLEcolab$1,768,277$36,087 ▼-2.0%7,5460.6%Basic MaterialsMTBM&T Bank$1,501,949$52,077 ▼-3.4%7,9890.5%FinanceAVGOBroadcom$1,495,582$1,623 ▲0.1%6,4510.5%Computer and TechnologyGOOGLAlphabet$1,488,281$145,383 ▼-8.9%7,8620.5%Computer and TechnologyVGTVanguard Information Technology ETF$1,428,015$3,108 ▼-0.2%2,2970.5%ETFJPMJPMorgan Chase & Co.$1,189,463$162,766 ▲15.9%4,9620.4%FinanceVOVanguard Mid-Cap ETF$1,134,356$783,353 ▲223.2%4,2950.4%ETFQQQInvesco QQQ$1,114,896$3,578 ▲0.3%2,1810.4%FinanceVBVanguard Small-Cap ETF$1,072,032$88,175 ▼-7.6%4,4620.4%ETFTSLATesla$1,003,139$250,785 ▲33.3%2,4840.3%Auto/Tires/TrucksORCLOracle$924,664$16,497 ▲1.8%5,5490.3%Computer and TechnologyVTVVanguard Value ETF$913,035$12,550,041 ▼-93.2%5,3930.3%ETFIWFiShares Russell 1000 Growth ETF$903,1530.0%2,2490.3%ETFPTNQPacer Trendpilot 100 ETF$859,4460.0%11,6110.3%ETFBSVVanguard Short-Term Bond ETF$814,658$419,885 ▲106.4%10,5430.3%ETFBRK.BBerkshire Hathaway$810,465$395,714 ▲95.4%1,7880.3%FinanceDHRDanaher$784,198$689 ▲0.1%3,4160.3%MedicalVEAVanguard FTSE Developed Markets ETF$773,154$12,146 ▼-1.5%16,1680.3%ETFIEFAiShares Core MSCI EAFE ETF$717,980$90,450 ▼-11.2%10,2160.2%ETFCVXChevron$671,924$14,774 ▲2.2%4,6390.2%Oils/EnergyCOSTCostco Wholesale$658,579$140,143 ▲27.0%7190.2%Retail/WholesaleWMTWalmart$602,682$141,117 ▲30.6%6,6710.2%Retail/WholesaleVONVVanguard Russell 1000 Value$602,6310.0%7,4170.2%ETFTMOThermo Fisher Scientific$572,8830.0%1,1010.2%MedicalEFAiShares MSCI EAFE ETF$568,0580.0%7,5130.2%FinanceXLFFinancial Select Sector SPDR Fund$540,3780.0%11,1810.2%ETFAMATApplied Materials$534,290$221,035 ▼-29.3%3,2850.2%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$525,797$138 ▲0.0%3,8220.2%ETFMAMastercard$521,129$155,812 ▲42.7%9900.2%Business ServicesRSPInvesco S&P 500 Equal Weight ETF$501,009$197,144 ▼-28.2%2,8590.2%ETFLLYEli Lilly and Company$497,128$3,303,122 ▼-86.9%6440.2%MedicalXLCCommunication Services Select Sector SPDR Fund$490,727$97 ▲0.0%5,0690.2%ETFBIVVanguard Intermediate-Term Bond ETF$470,425$470,425 ▲New Holding6,2950.2%ETFPALANTIR TECHNOLOGIES INC$460,889$297,074 ▼-39.2%6,0940.2%CL AABBVAbbVie$454,866$208,776 ▲84.8%2,5600.2%MedicalXLYConsumer Discretionary Select Sector SPDR Fund$425,816$42,851 ▼-9.1%1,8980.1%FinanceUNHUnitedHealth Group$425,118$153,346 ▲56.4%8400.1%MedicalIXUSiShares Core MSCI Total International Stock ETF$424,817$424,817 ▲New Holding6,4230.1%ManufacturingKOCoca-Cola$421,648$92,648 ▲28.2%6,7720.1%Consumer StaplesPEPPepsiCo$406,955$16,120 ▼-3.8%2,6760.1%Consumer StaplesIJRiShares Core S&P Small-Cap ETF$391,309$18,551 ▼-4.5%3,3960.1%ETFDPSTDirexion Daily Regional Banks Bull 3x Shares$377,359$377,359 ▲New Holding3,4350.1%ETFHONHoneywell International$376,707$118,794 ▲46.1%1,6680.1%Multi-Sector ConglomeratesNFLXNetflix$373,463$373,463 ▲New Holding4190.1%Consumer DiscretionaryIWMiShares Russell 2000 ETF$361,491$7,513 ▼-2.0%1,6360.1%FinanceVVisa$359,839$316 ▲0.1%1,1390.1%Business ServicesPGProcter & Gamble$348,873$130,262 ▲59.6%2,0810.1%Consumer StaplesVOTVanguard Mid-Cap Growth ETF$346,331$12,686 ▼-3.5%1,3650.1%ETFIUSGiShares Core S&P U.S. Growth ETF$335,636$101,569 ▲43.4%2,4090.1%ManufacturingFTNTFortinet$313,3900.0%3,3170.1%Computer and TechnologyHDHome Depot$274,181$274,181 ▲New Holding7050.1%Retail/WholesaleDBJPXtrackers MSCI Japan Hedged Equity ETF$270,9340.0%3,5800.1%ETFVZVerizon Communications$263,620$20,995 ▲8.7%6,5920.1%Computer and TechnologyADPAutomatic Data Processing$261,5030.0%8930.1%Business ServicesTXNTexas Instruments$259,889$259,889 ▲New Holding1,3860.1%Computer and TechnologyVISVanguard Industrials ETF$250,5750.0%9850.1%ETFPMPhilip Morris International$250,272$11,431 ▲4.8%2,0800.1%Consumer StaplesIVViShares Core S&P 500 ETF$243,257$4,123 ▼-1.7%4130.1%ETFIUSViShares Core S&P U.S. Value ETF$242,995$185 ▲0.1%2,6240.1%ManufacturingGLDSPDR Gold Shares$241,888$241,888 ▲New Holding9990.1%FinanceACWIiShares MSCI ACWI ETF$235,7050.0%2,0060.1%ManufacturingCOPConocoPhillips$232,036$20,824 ▲9.9%2,3400.1%Oils/EnergyBIGTRoundhill Magnificent Seven ETF$228,5640.0%4,2000.1%ETFDBEZXtrackers MSCI Eurozone Hedged Equity ETF$226,3170.0%4,9550.1%ETFVIGVanguard Dividend Appreciation ETF$225,723$392 ▲0.2%1,1530.1%ETFARCCAres Capital$225,204$4,356 ▲2.0%10,2880.1%FinanceMCDMcDonald's$223,058$11,312 ▲5.3%7690.1%Retail/WholesaleDBEFXtrackers MSCI EAFE Hedged Equity ETF$222,2350.0%5,3680.1%ETFBABoeing$221,250$221,250 ▲New Holding1,2500.1%AerospaceJNJJohnson & Johnson$220,252$16,342 ▲8.0%1,5230.1%MedicalWMWaste Management$218,078$3,228 ▲1.5%1,0810.1%Business ServicesGRAYSCALE BITCOIN TRUST ETF$214,658$214,658 ▲New Holding2,9000.1%SHS REP COM UTOUSMALPS O'Shares U.S. Small-Cap Quality Dividend ETF$214,2280.0%4,9000.1%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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