The Analysis of Elevate Capital Advisors, LLC's Holdings


Currently, Elevate Capital Advisors, LLC holds 75 types of securities in its portfolio with a total value $143.4M. In the most recent quarter, they have increased their positions in BIL (+49.0K shares, valued at $4.5M), ADP (+9.2K shares, valued at $2.7M), BAH (+26.0K shares, valued at $2.6M); decreased their positions in PG (-10.6K shares, valued at $1.6M), VRSN (-1.9K shares, valued at $540.4K), MKTX (-1.9K shares, valued at $337.0K); initiated new positions in BAH (+26.0K shares, valued at $2.6M), ACN (+6.5K shares, valued at $1.6M), CPRT (+32.7K shares, valued at $1.5M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
BIL SPDR SERIES TRUST74.4K shares192.66%2025-09-302025-10-28history
PHYS SPROTT ASSET MANAGEMENT LP203.1K shares2.99%2025-09-302025-10-28history
TRV TRAVELERS COMPANIES INC17.3K shares-1.29%2025-09-302025-10-28history
META META PLATFORMS INC5.7K shares0.25%2025-09-302025-10-28history
MSFT MICROSOFT CORP7.8K shares0.50%2025-09-302025-10-28history
HSY HERSHEY CO21.3K shares17.99%2025-09-302025-10-28history
WRB BERKLEY W R CORP49.4K shares-1.90%2025-09-302025-10-28history
ADP AUTOMATIC DATA PROCESSING IN12.9K shares251.95%2025-09-302025-10-28history
Sponsored
AAPL APPLE INC14.7K shares5.02%2025-09-302025-10-28history
V VISA INC10.9K shares50.54%2025-09-302025-10-28history
AMZN AMAZON COM INC16.2K shares6.66%2025-09-302025-10-28history
QUAL ISHARES TR18.1K shares14.73%2025-09-302025-10-28history
KBWP INVESCO EXCH TRADED FD TR II28.4K shares17.82%2025-09-302025-10-28history
FNV FRANCO NEV CORP15.7K shares2.35%2025-09-302025-10-28history
CPNG COUPANG INC106.1K shares2.67%2025-09-302025-10-28history
SGOV ISHARES TR33.4K shares15.48%2025-09-302025-10-28history
Sponsored
GOOGL ALPHABET INC13.3K shares1.52%2025-09-302025-10-28history
UBER UBER TECHNOLOGIES INC31.0K shares14.41%2025-09-302025-10-28history
DG DOLLAR GEN CORP NEW27.4K shares4.13%2025-09-302025-10-28history
BAH BOOZ ALLEN HAMILTON HLDG COR26.0K sharesnew addition2025-09-302025-10-28history
ASML ASML HOLDING N V2.6K shares32.37%2025-09-302025-10-28history
EQT EQT CORP45.2K shares29.99%2025-09-302025-10-28history
BRK.B BERKSHIRE HATHAWAY INC DEL4.9K shares5.06%2025-09-302025-10-28history
MCD MCDONALDS CORP7.7K shares4.32%2025-09-302025-10-28history
Sponsored
NKE NIKE INC33.3K shares6.78%2025-09-302025-10-28history
CME CME GROUP INC8.5K shares85.20%2025-09-302025-10-28history
L LOEWS CORP22.8K shares1.62%2025-09-302025-10-28history
ADBE ADOBE INC6.4K shares23.81%2025-09-302025-10-28history
ABBV ABBVIE INC9.6K shares33.42%2025-09-302025-10-28history
ANET ARISTA NETWORKS INC14.9K shares-3.16%2025-09-302025-10-28history
KO COCA COLA CO31.5K shares14.89%2025-09-302025-10-28history
SGOL ETFS GOLD TR56.7K shares18.57%2025-09-302025-10-28history
Sponsored
AXS AXIS CAP HLDGS LTD21.6K shares3.23%2025-09-302025-10-28history
PM PHILIP MORRIS INTL INC12.7K shares6.48%2025-09-302025-10-28history
NVDA NVIDIA CORPORATION10.9K shares0.94%2025-09-302025-10-28history
EZBC FRANKLIN TEMPLETON DIGITAL H27.8K shares10.88%2025-09-302025-10-28history
VOO VANGUARD INDEX FDS3.0K shares2.64%2025-09-302025-10-28history
DE DEERE & CO3.8K shares18.93%2025-09-302025-10-28history
ROIV ROIVANT SCIENCES LTD113.8K shares-1.93%2025-09-302025-10-28history
MNST MONSTER BEVERAGE CORP NEW25.5K shares-1.57%2025-09-302025-10-28history
Sponsored
IBIT ISHARES BITCOIN TRUST ETF25.0K shares4.51%2025-09-302025-10-28history
ACN ACCENTURE PLC IRELAND6.5K sharesnew addition2025-09-302025-10-28history
ABNB AIRBNB INC13.0K shares0.48%2025-09-302025-10-28history
CPRT COPART INC32.7K sharesnew addition2025-09-302025-10-28history
CMG CHIPOTLE MEXICAN GRILL INC34.6K sharesnew addition2025-09-302025-10-28history
INTU INTUIT2.0K sharesnew addition2025-09-302025-10-28history
MKTX MARKETAXESS HLDGS INC7.3K shares-20.91%2025-09-302025-10-28history
XLE SELECT SECTOR SPDR TR13.4K shares-3.31%2025-09-302025-10-28history
Sponsored
PG PROCTER AND GAMBLE CO6.2K shares-63.12%2025-09-302025-10-28history
VRSN VERISIGN INC3.3K shares-37.07%2025-09-302025-10-28history
CB CHUBB LIMITED2.9K sharesnew addition2025-09-302025-10-28history
COST COSTCO WHSL CORP NEW879 shares-4.97%2025-09-302025-10-28history
SMH VANECK ETF TRUST2.4K shares-3.86%2025-09-302025-10-28history
MRK MERCK & CO INC8.6K sharesnew addition2025-09-302025-10-28history
DKNG DRAFTKINGS INC NEW16.0K shares3.60%2025-09-302025-10-28history
FLUT FLUTTER ENTMT PLC2.2K shares3.28%2025-09-302025-10-28history
Sponsored
AVGO BROADCOM INC1.6K shares19.38%2025-09-302025-10-28history
LLY ELI LILLY & CO651 shares69.09%2025-09-302025-10-28history
SHW SHERWIN WILLIAMS CO1.3K shares-33.40%2025-09-302025-10-28history
TSLA TESLA INC969 shares14.54%2025-09-302025-10-28history
TMO THERMO FISHER SCIENTIFIC INC815 sharesnew addition2025-09-302025-10-28history
TTD THE TRADE DESK INC7.5K sharesnew addition2025-09-302025-10-28history
VG VENTURE GLOBAL INC24.8K sharesnew addition2025-09-302025-10-28history
JEPI J P MORGAN EXCHANGE TRADED F6.1K sharesnew addition2025-09-302025-10-28history
Sponsored
BLK BLACKROCK INC284 shares0.00%2025-09-302025-10-28history
JPC NUVEEN PFD & INCOME OPPORTUN34.6K shares120.39%2025-09-302025-10-28history
SMLF ISHARES TR3.6K sharesnew addition2025-09-302025-10-28history
ENB ENBRIDGE INC5.0K shares-16.67%2025-09-302025-10-28history
NLY ANNALY CAPITAL MANAGEMENT IN12.2K sharesnew addition2025-09-302025-10-28history
SHOP SHOPIFY INC1.6K sharesnew addition2025-09-302025-10-28history
CHWY CHEWY INC5.4K sharesnew addition2025-09-302025-10-28history
PEP PEPSICO INC1.5K shares-5.77%2025-09-302025-10-28history
Sponsored
MSDL MORGAN STANLEY DIRECT LENDIN10.8K sharesnew addition2025-09-302025-10-28history
RITM RITHM CAPITAL CORP10.9K shares2.06%2025-09-302025-10-28history
TWO TWO HBRS INVT CORP11.4K sharesnew addition2025-09-302025-10-28history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available