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The Analysis of Elevate Capital Advisors, LLC's Holdings & P&L

Currently, Elevate Capital Advisors, LLC holds 72 types of securities in its portfolio with a total value $154.6M. In the most recent quarter, they have increased their positions in SHY (+114.5K shares, valued at $9.5M), PNC (+28.3K shares, valued at $5.9M), IGSB (+105.9K shares, valued at $5.6M); decreased their positions in QUAL (-16.1K shares, valued at $3.1M), META (-2.8K shares, valued at $1.6M), AAPL (-6.2K shares, valued at $1.6M); initiated new positions in PNC (+28.3K shares, valued at $5.9M), RTX (+5.0K shares, valued at $959.3K), TSM (+2.1K shares, valued at $713.1K).

1M P&L

+680.0K+0.51%

3M P&L

-1.8M-1.29%

HY P&L

+4.9M+3.76%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A54.7M

39.8%

2Insurance - Property & Casualty16.2M

11.7%

3Banks - Regional5.9M

4.3%

Top Industries by Stock Count

1N/A15 stocks

25.4%

2Insurance - Property & Casualty7 stocks

11.9%

3Beverages - Non-Alcoholic3 stocks

5.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IGSB ISHARES TR346.0K shares44.13%2026-03-312026-04-24

SHY ISHARES TR176.9K shares183.52%2026-03-312026-04-24

PHYS SPROTT ASSET MANAGEMENT LP227.4K shares10.03%2026-03-312026-04-24

PNC PNC FINL SVCS GROUP INC28.3K sharesnew addition2026-03-312026-04-24

FNV FRANCO NEV CORP23.1K shares48.40%2026-03-312026-04-24

AXS AXIS CAP HLDGS LTD53.3K shares98.94%2026-03-312026-04-24

TRV TRAVELERS COMPANIES INC17.2K shares-6.17%2026-03-312026-04-24

BIL SPDR SERIES TRUST52.7K shares47.70%2026-03-312026-04-24

Sponsored

WRB BERKLEY W R CORP67.4K shares36.32%2026-03-312026-04-24

HSY HERSHEY CO15.8K shares-30.07%2026-03-312026-04-24

AMZN AMAZON COM INC14.7K shares-33.17%2026-03-312026-04-24

V VISA INC10.0K shares-9.08%2026-03-312026-04-24

L LOEWS CORP27.9K shares13.86%2026-03-312026-04-24

BROADCOM INC BROADCOM INC9.6K shares117.54%2026-03-312026-04-24

EQT CORP EQT CORP44.0K shares-6.10%2026-03-312026-04-24

DG DOLLAR GEN CORP22.5K shares1.95%2026-03-312026-04-24

Sponsored

KO COCA COLA CO33.0K shares-14.55%2026-03-312026-04-24

LLY ELI LILLY & CO2.7K shares12.05%2026-03-312026-04-24

AAPL APPLE INC9.5K shares-39.34%2026-03-312026-04-24

ASML ASML HLDG NV1.8K shares-24.32%2026-03-312026-04-24

ACGL ARCH CAP GROUP LTD25.1K shares71.56%2026-03-312026-04-24

ALPHABET INC ALPHABET INC8.0K shares-37.19%2026-03-312026-04-24

CME CME GROUP INC7.7K shares-21.13%2026-03-312026-04-24

NVDA NVIDIA CORPORATION12.8K shares3.10%2026-03-312026-04-24

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SMLF ISHARES TR29.5K shares238.47%2026-03-312026-04-24

MCD MCDONALDS CORP7.0K shares-18.22%2026-03-312026-04-24

META META PLATFORMS INC3.7K shares-43.27%2026-03-312026-04-24

MSFT MICROSOFT CORP5.6K shares-34.41%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.0K shares-30.91%2026-03-312026-04-24

ABBV ABBVIE INC7.9K shares-8.20%2026-03-312026-04-24

MNST MONSTER BEVERAGE CORP NEW21.8K shares-10.38%2026-03-312026-04-24

CB CHUBB LTD SWITZ4.7K shares-10.14%2026-03-312026-04-24

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC11.4K shares-11.98%2026-03-312026-04-24

IBIT ISHARES BITCOIN TRUST ETF35.0K shares-4.64%2026-03-312026-04-24

ETFS GOLD TR ETFS GOLD TR29.2K shares-41.11%2026-03-312026-04-24

TSLA TESLA INC3.4K shares25.30%2026-03-312026-04-24

XLE SELECT SECTOR SPDR TR20.0K shares-12.98%2026-03-312026-04-24

SGOV ISHARES TR12.1K shares-30.84%2026-03-312026-04-24

MERCK & CO INC MERCK & CO INC9.9K shares-14.54%2026-03-312026-04-24

KNSL KINSALE CAP GROUP INC3.4K shares24.36%2026-03-312026-04-24

Sponsored

DE DEERE & CO2.0K shares-5.12%2026-03-312026-04-24

PM PHILIP MORRIS INTL INC6.8K shares-29.87%2026-03-312026-04-24

UBER UBER TECHNOLOGIES INC15.1K shares-29.36%2026-03-312026-04-24

RTX RTX CORPORATION5.0K sharesnew addition2026-03-312026-04-24

EZBC FRANKLIN TEMPLETON DIGITAL H23.9K shares-6.67%2026-03-312026-04-24

ROIV ROIVANT SCIENCES LTD32.1K shares-58.54%2026-03-312026-04-24

QNITY ELECTRONICS INC QNITY ELECTRONICS INC6.5K shares-18.35%2026-03-312026-04-24

PGR PROGRESSIVE CORP3.8K shares35.76%2026-03-312026-04-24

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC2.1K sharesnew addition2026-03-312026-04-24

CELH CELSIUS HLDGS INC19.5K shares-30.34%2026-03-312026-04-24

VANGUARD INDEX FDS VANGUARD INDEX FDS1.0K shares-64.84%2026-03-312026-04-24

TKO TKO GROUP HOLDINGS INC2.8K shares22.83%2026-03-312026-04-24

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.7K shares-57.89%2026-03-312026-04-24

PRME PRIME MEDICINE INC151.1K shares254.07%2026-03-312026-04-24

BND VANGUARD BD INDEX FDS7.0K shares15.98%2026-03-312026-04-24

DYN DYNE THERAPEUTICS INC24.6K shares2.02%2026-03-312026-04-24

Sponsored

QTUM ETF SER SOLUTIONS4.1K sharesnew addition2026-03-312026-04-24

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET14.7K shares101.76%2026-03-312026-04-24

MPWR MONOLITHIC PWR SYS INC397 sharesnew addition2026-03-312026-04-24

COHERENT CORP COHERENT CORP1.6K sharesnew addition2026-03-312026-04-24

KBWP INVESCO EXCH TRADED FD TR II3.0K shares-16.15%2026-03-312026-04-24

VEA VANGUARD TAX-MANAGED FDS5.3K shares13.75%2026-03-312026-04-24

DRAFTKINGS INC NEW DRAFTKINGS INC NEW14.6K shares-23.82%2026-03-312026-04-24

NBIS NEBIUS GROUP N.V.2.7K sharesnew addition2026-03-312026-04-24

Sponsored

ORI OLD REP INTL CORP7.0K shares-29.74%2026-03-312026-04-24

APP APPLOVIN CORP635 shares25.00%2026-03-312026-04-24

JOBY JOBY AVIATION INC30.4K shares-0.15%2026-03-312026-04-24

GDS GDS HLDGS LTD6.2K shares-60.74%2026-03-312026-04-24

EWS ISHARES INC8.8K sharesnew addition2026-03-312026-04-24

WMT WALMART INC2.0K sharesnew addition2026-03-312026-04-24

CCJ CAMECO CORP2.0K sharesnew addition2026-03-312026-04-24

QUAL ISHARES TR1.1K shares-93.67%2026-03-312026-04-24

Sponsored

IGSB

ISHARES TR

44.13%

Shares346.0K

Event2026-03-31

Filed2026-04-24

SHY

ISHARES TR

183.52%

Shares176.9K

Event2026-03-31

Filed2026-04-24

PHYS

SPROTT ASSET MANAGEMENT LP

10.03%

Shares227.4K

Event2026-03-31

Filed2026-04-24

PNC

PNC FINL SVCS GROUP INC

New

Shares28.3K

Event2026-03-31

Filed2026-04-24

FNV

FRANCO NEV CORP

48.40%

Shares23.1K

Event2026-03-31

Filed2026-04-24

AXS

AXIS CAP HLDGS LTD

98.94%

Shares53.3K

Event2026-03-31

Filed2026-04-24

TRV

TRAVELERS COMPANIES INC

-6.17%

Shares17.2K

Event2026-03-31

Filed2026-04-24

BIL

SPDR SERIES TRUST

47.70%

Shares52.7K

Event2026-03-31

Filed2026-04-24

WRB

BERKLEY W R CORP

36.32%

Shares67.4K

Event2026-03-31

Filed2026-04-24

HSY

HERSHEY CO

-30.07%

Shares15.8K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

-33.17%

Shares14.7K

Event2026-03-31

Filed2026-04-24

VISA INC

-9.08%

Shares10.0K

Event2026-03-31

Filed2026-04-24

LOEWS CORP

13.86%

Shares27.9K

Event2026-03-31

Filed2026-04-24

BROADCOM INC

117.54%

Shares9.6K

Event2026-03-31

Filed2026-04-24

EQT CORP

-6.10%

Shares44.0K

Event2026-03-31

Filed2026-04-24

DOLLAR GEN CORP

1.95%

Shares22.5K

Event2026-03-31

Filed2026-04-24

COCA COLA CO

-14.55%

Shares33.0K

Event2026-03-31

Filed2026-04-24

LLY

ELI LILLY & CO

12.05%

Shares2.7K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

-39.34%

Shares9.5K

Event2026-03-31

Filed2026-04-24

ASML

ASML HLDG NV

-24.32%

Shares1.8K

Event2026-03-31

Filed2026-04-24

ACGL

ARCH CAP GROUP LTD

71.56%

Shares25.1K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-37.19%

Shares8.0K

Event2026-03-31

Filed2026-04-24

CME

CME GROUP INC

-21.13%

Shares7.7K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

3.10%

Shares12.8K

Event2026-03-31

Filed2026-04-24

SMLF

ISHARES TR

238.47%

Shares29.5K

Event2026-03-31

Filed2026-04-24

MCD

MCDONALDS CORP

-18.22%

Shares7.0K

Event2026-03-31

Filed2026-04-24