Sponsored

The Analysis of Elevation Advisory Partners LLC's Holdings & P&L

Currently, Elevation Advisory Partners LLC holds 97 types of securities in its portfolio with a total value $107.1M. In the most recent quarter, they have increased their positions in NVDA (+124.3K shares, valued at $23.4M), VYM (+85.0K shares, valued at $12.6M), AAPL (+25.4K shares, valued at $6.6M); initiated new positions in NVDA (+124.3K shares, valued at $23.4M), VYM (+85.0K shares, valued at $12.6M), AAPL (+25.4K shares, valued at $6.6M).

1M P&L

-231.5K-0.20%

3M P&L

+11.5M+11.32%

HY P&L

+13.3M+13.21%

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/A36.1M

35.9%

2Semiconductors27.5M

27.4%

3Consumer Electronics6.6M

6.5%

Top Industries by Stock Count

1N/A42 stocks

46.2%

2Semiconductors6 stocks

6.6%

3Software - Infrastructure6 stocks

6.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION124.3K sharesnew addition2026-03-312026-05-08

VYM VANGUARD WHITEHALL FDS85.0K sharesnew addition2026-03-312026-05-08

AAPL APPLE INC25.4K sharesnew addition2026-03-312026-05-08

AMZN AMAZON COM INC18.7K sharesnew addition2026-03-312026-05-08

MSFT MICROSOFT CORP6.8K sharesnew addition2026-03-312026-05-08

ARM ARM HOLDINGS PLC20.9K sharesnew addition2026-03-312026-05-08

ALPHABET INC ALPHABET INC7.0K sharesnew addition2026-03-312026-05-08

RDVI FIRST TR EXCHANGE-TRADED FD82.1K sharesnew addition2026-03-312026-05-08

Sponsored

TSLA TESLA INC5.1K sharesnew addition2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR3.4K sharesnew addition2026-03-312026-05-08

JPM JPMORGAN CHASE & CO.6.7K sharesnew addition2026-03-312026-05-08

CAT CATERPILLAR INC3.1K sharesnew addition2026-03-312026-05-08

GLD SPDR GOLD TR4.0K sharesnew addition2026-03-312026-05-08

AGX ARGAN INC5.3K sharesnew addition2026-03-312026-05-08

SDVD FIRST TR EXCH TRADED FD III73.1K sharesnew addition2026-03-312026-05-08

SPY SPDR S&P 500 ETF TR2.1K sharesnew addition2026-03-312026-05-08

Sponsored

ALPHABET INC ALPHABET INC4.2K sharesnew addition2026-03-312026-05-08

CRWV COREWEAVE INC12.6K sharesnew addition2026-03-312026-05-08

WMT WALMART INC11.2K sharesnew addition2026-03-312026-05-08

VONG VANGUARD SCOTTSDALE FDS8.8K sharesnew addition2026-03-312026-05-08

VEU VANGUARD INTL EQUITY INDEX F13.0K sharesnew addition2026-03-312026-05-08

PG PROCTER AND GAMBLE CO6.9K sharesnew addition2026-03-312026-05-08

SMH VANECK ETF TRUST2.4K sharesnew addition2026-03-312026-05-08

XLK SELECT SECTOR SPDR TR6.0K sharesnew addition2026-03-312026-05-08

Sponsored

CASY CASEYS GEN STORES INC1.3K sharesnew addition2026-03-312026-05-08

TSM TAIWAN SEMICONDUCTOR MFG LTD2.3K sharesnew addition2026-03-312026-05-08

VNLA JANUS DETROIT STR TR15.6K sharesnew addition2026-03-312026-05-08

XLF SELECT SECTOR SPDR TR14.1K sharesnew addition2026-03-312026-05-08

XLV SELECT SECTOR SPDR TR4.3K sharesnew addition2026-03-312026-05-08

MELI MERCADOLIBRE INC254 sharesnew addition2026-03-312026-05-08

XLC SELECT SECTOR SPDR TR4.8K sharesnew addition2026-03-312026-05-08

DDOG DATADOG INC3.9K sharesnew addition2026-03-312026-05-08

Sponsored

MTUM ISHARES TR2.0K sharesnew addition2026-03-312026-05-08

COST COSTCO WHSL CORP NEW535 sharesnew addition2026-03-312026-05-08

CRWD CROWDSTRIKE HLDGS INC1.1K sharesnew addition2026-03-312026-05-08

VLU SPDR SERIES TRUST2.3K sharesnew addition2026-03-312026-05-08

ASML ASML HOLDING N V350 sharesnew addition2026-03-312026-05-08

IVV ISHARES TR719 sharesnew addition2026-03-312026-05-08

IBIT ISHARES BITCOIN TRUST ETF9.3K sharesnew addition2026-03-312026-05-08

IEI ISHARES TR3.9K sharesnew addition2026-03-312026-05-08

Sponsored

UNP UNION PAC CORP2.0K sharesnew addition2026-03-312026-05-08

GSIE GOLDMAN SACHS ETF TR10.2K sharesnew addition2026-03-312026-05-08

VPL VANGUARD INTL EQUITY INDEX F4.1K sharesnew addition2026-03-312026-05-08

EEMA ISHARES INC4.0K sharesnew addition2026-03-312026-05-08

XLP SELECT SECTOR SPDR TR4.8K sharesnew addition2026-03-312026-05-08

PM PHILIP MORRIS INTL INC2.2K sharesnew addition2026-03-312026-05-08

LLY ELI LILLY & CO374 sharesnew addition2026-03-312026-05-08

KLAR KLARNA GROUP PLC14.7K sharesnew addition2026-03-312026-05-08

Sponsored

VCSH VANGUARD SCOTTSDALE FDS4.7K sharesnew addition2026-03-312026-05-08

JNJ JOHNSON & JOHNSON1.7K sharesnew addition2026-03-312026-05-08

TXRH TEXAS ROADHOUSE INC2.0K sharesnew addition2026-03-312026-05-08

AMD ADVANCED MICRO DEVICES INC1.5K sharesnew addition2026-03-312026-05-08

TOTL SSGA ACTIVE ETF TR9.2K sharesnew addition2026-03-312026-05-08

OVL LISTED FDS TR6.2K sharesnew addition2026-03-312026-05-08

XOM EXXON MOBIL CORP2.4K sharesnew addition2026-03-312026-05-08

NFLX NETFLIX INC3.8K sharesnew addition2026-03-312026-05-08

Sponsored

IXG ISHARES TR2.6K sharesnew addition2026-03-312026-05-08

BROADCOM INC BROADCOM INC924 sharesnew addition2026-03-312026-05-08

TLT ISHARES TR3.3K sharesnew addition2026-03-312026-05-08

VUG VANGUARD INDEX FDS582 sharesnew addition2026-03-312026-05-08

IJR ISHARES TR2.2K sharesnew addition2026-03-312026-05-08

SPYG SPDR SERIES TRUST2.5K sharesnew addition2026-03-312026-05-08

ABBV ABBVIE INC1.2K sharesnew addition2026-03-312026-05-08

VTV VANGUARD INDEX FDS1.4K sharesnew addition2026-03-312026-05-08

Sponsored

QCOM QUALCOMM INC1.7K sharesnew addition2026-03-312026-05-08

T AT&T INC11.5K sharesnew addition2026-03-312026-05-08

NEE NEXTERA ENERGY INC3.0K sharesnew addition2026-03-312026-05-08

CVX CHEVRON CORP NEW1.6K sharesnew addition2026-03-312026-05-08

XNTK SPDR SERIES TRUST898 sharesnew addition2026-03-312026-05-08

MSTR STRATEGY INC1.6K sharesnew addition2026-03-312026-05-08

V VISA INC791 sharesnew addition2026-03-312026-05-08

FTSM FIRST TR EXCHANGE-TRADED FD4.2K sharesnew addition2026-03-312026-05-08

Sponsored

LBRT LIBERTY ENERGY INC11.3K sharesnew addition2026-03-312026-05-08

BAC BANK AMERICA CORP4.8K sharesnew addition2026-03-312026-05-08

PLTR PALANTIR TECHNOLOGIES INC1.5K sharesnew addition2026-03-312026-05-08

IVW ISHARES TR2.0K sharesnew addition2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL521 sharesnew addition2026-03-312026-05-08

IEF ISHARES TR2.6K sharesnew addition2026-03-312026-05-08

SPAB SPDR SERIES TRUST9.3K sharesnew addition2026-03-312026-05-08

PRU PRUDENTIAL FINL INC2.2K sharesnew addition2026-03-312026-05-08

Sponsored

VZ VERIZON COMMUNICATIONS INC6.1K sharesnew addition2026-03-312026-05-08

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.0K sharesnew addition2026-03-312026-05-08

KO COCA COLA CO3.2K sharesnew addition2026-03-312026-05-08

VIGI VANGUARD WHITEHALL FDS2.4K sharesnew addition2026-03-312026-05-08

MU MICRON TECHNOLOGY INC551 sharesnew addition2026-03-312026-05-08

WFC WELLS FARGO CO NEW2.5K sharesnew addition2026-03-312026-05-08

PYLD PIMCO ETF TR8.2K sharesnew addition2026-03-312026-05-08

SPEM SPDR INDEX SHS FDS4.3K sharesnew addition2026-03-312026-05-08

Sponsored

BSCW INVESCO EXCH TRD SLF IDX FD10.2K sharesnew addition2026-03-312026-05-08

PGR PROGRESSIVE CORP1.0K sharesnew addition2026-03-312026-05-08

DIS DISNEY WALT CO1.9K sharesnew addition2026-03-312026-05-08

IBTL ISHARES TR9.9K sharesnew addition2026-03-312026-05-08

MO ALTRIA GROUP INC3.2K sharesnew addition2026-03-312026-05-08

IVE ISHARES TR923 sharesnew addition2026-03-312026-05-08

AKBA AKEBIA THERAPEUTICS INC120.0K sharesnew addition2026-03-312026-05-08

PATH UIPATH INC10.2K sharesnew addition2026-03-312026-05-08

Sponsored

NXL NEXALIN TECHNOLOGY INC10.0K sharesnew addition2026-03-312026-05-08

NVDA

NVIDIA CORPORATION

New

Shares124.3K

Event2026-03-31

Filed2026-05-08

VYM

VANGUARD WHITEHALL FDS

New

Shares85.0K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

New

Shares25.4K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

New

Shares18.7K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

New

Shares6.8K

Event2026-03-31

Filed2026-05-08

ARM

ARM HOLDINGS PLC

New

Shares20.9K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

New

Shares7.0K

Event2026-03-31

Filed2026-05-08

RDVI

FIRST TR EXCHANGE-TRADED FD

New

Shares82.1K

Event2026-03-31

Filed2026-05-08

TSLA

TESLA INC

New

Shares5.1K

Event2026-03-31

Filed2026-05-08

INVESCO QQQ TR

New

Shares3.4K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO.

New

Shares6.7K

Event2026-03-31

Filed2026-05-08

CAT

CATERPILLAR INC

New

Shares3.1K

Event2026-03-31

Filed2026-05-08

GLD

SPDR GOLD TR

New

Shares4.0K

Event2026-03-31

Filed2026-05-08

AGX

ARGAN INC

New

Shares5.3K

Event2026-03-31

Filed2026-05-08

SDVD

FIRST TR EXCH TRADED FD III

New

Shares73.1K

Event2026-03-31

Filed2026-05-08

SPY

SPDR S&P 500 ETF TR

New

Shares2.1K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

New

Shares4.2K

Event2026-03-31

Filed2026-05-08

CRWV

COREWEAVE INC

New

Shares12.6K

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC

New

Shares11.2K

Event2026-03-31

Filed2026-05-08

VONG

VANGUARD SCOTTSDALE FDS

New

Shares8.8K

Event2026-03-31

Filed2026-05-08

VEU

VANGUARD INTL EQUITY INDEX F

New

Shares13.0K

Event2026-03-31

Filed2026-05-08

PROCTER AND GAMBLE CO

New

Shares6.9K

Event2026-03-31

Filed2026-05-08

SMH

VANECK ETF TRUST

New

Shares2.4K

Event2026-03-31

Filed2026-05-08

XLK

SELECT SECTOR SPDR TR

New

Shares6.0K

Event2026-03-31

Filed2026-05-08

CASY

CASEYS GEN STORES INC

New

Shares1.3K

Event2026-03-31

Filed2026-05-08

TSM

TAIWAN SEMICONDUCTOR MFG LTD

New

Shares2.3K

Event2026-03-31

Filed2026-05-08

VNLA

JANUS DETROIT STR TR

New

Shares15.6K

Event2026-03-31

Filed2026-05-08

XLF

SELECT SECTOR SPDR TR

New

Shares14.1K

Event2026-03-31

Filed2026-05-08

XLV

SELECT SECTOR SPDR TR

New

Shares4.3K

Event2026-03-31

Filed2026-05-08

MELI

MERCADOLIBRE INC

New

Shares254

Event2026-03-31

Filed2026-05-08

XLC

SELECT SECTOR SPDR TR

New

Shares4.8K

Event2026-03-31

Filed2026-05-08

DDOG

DATADOG INC

New

Shares3.9K

Event2026-03-31

Filed2026-05-08

MTUM

ISHARES TR

New

Shares2.0K

Event2026-03-31

Filed2026-05-08

COST

COSTCO WHSL CORP NEW

New

Shares535

Event2026-03-31

Filed2026-05-08

CRWD

CROWDSTRIKE HLDGS INC

New

Shares1.1K

Event2026-03-31

Filed2026-05-08

VLU

SPDR SERIES TRUST

New

Shares2.3K

Event2026-03-31

Filed2026-05-08

ASML

ASML HOLDING N V

New

Shares350

Event2026-03-31

Filed2026-05-08

IVV

ISHARES TR

New

Shares719

Event2026-03-31

Filed2026-05-08

IBIT

ISHARES BITCOIN TRUST ETF

New

Shares9.3K

Event2026-03-31

Filed2026-05-08

IEI

ISHARES TR

New

Shares3.9K

Event2026-03-31

Filed2026-05-08

UNP

UNION PAC CORP

New

Shares2.0K

Event2026-03-31

Filed2026-05-08

GSIE

GOLDMAN SACHS ETF TR

New

Shares10.2K

Event2026-03-31

Filed2026-05-08

VPL

VANGUARD INTL EQUITY INDEX F

New

Shares4.1K

Event2026-03-31

Filed2026-05-08

EEMA

ISHARES INC

New

Shares4.0K

Event2026-03-31

Filed2026-05-08

XLP

SELECT SECTOR SPDR TR

New

Shares4.8K

Event2026-03-31

Filed2026-05-08

PHILIP MORRIS INTL INC

New

Shares2.2K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

New

Shares374

Event2026-03-31

Filed2026-05-08

KLAR

KLARNA GROUP PLC

New

Shares14.7K

Event2026-03-31

Filed2026-05-08

VCSH

VANGUARD SCOTTSDALE FDS

New

Shares4.7K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

New

Shares1.7K

Event2026-03-31

Filed2026-05-08

TXRH

TEXAS ROADHOUSE INC

New

Shares2.0K

Event2026-03-31

Filed2026-05-08

AMD

ADVANCED MICRO DEVICES INC

New

Shares1.5K

Event2026-03-31

Filed2026-05-08

TOTL

SSGA ACTIVE ETF TR

New

Shares9.2K

Event2026-03-31

Filed2026-05-08

OVL

LISTED FDS TR

New

Shares6.2K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

New

Shares2.4K

Event2026-03-31

Filed2026-05-08

NFLX

NETFLIX INC

New

Shares3.8K

Event2026-03-31

Filed2026-05-08

IXG

ISHARES TR

New

Shares2.6K

Event2026-03-31

Filed2026-05-08

BROADCOM INC

New

Shares924

Event2026-03-31

Filed2026-05-08

TLT

ISHARES TR

New

Shares3.3K

Event2026-03-31

Filed2026-05-08

VUG

VANGUARD INDEX FDS

New

Shares582

Event2026-03-31

Filed2026-05-08

IJR

ISHARES TR

New

Shares2.2K

Event2026-03-31

Filed2026-05-08

SPYG

SPDR SERIES TRUST

New

Shares2.5K

Event2026-03-31

Filed2026-05-08

ABBV

ABBVIE INC

New

Shares1.2K

Event2026-03-31

Filed2026-05-08

VTV

VANGUARD INDEX FDS

New

Shares1.4K

Event2026-03-31

Filed2026-05-08

QCOM

QUALCOMM INC

New

Shares1.7K

Event2026-03-31

Filed2026-05-08

AT&T INC

New

Shares11.5K

Event2026-03-31

Filed2026-05-08

NEE

NEXTERA ENERGY INC

New

Shares3.0K

Event2026-03-31

Filed2026-05-08

CVX

CHEVRON CORP NEW

New

Shares1.6K

Event2026-03-31

Filed2026-05-08

XNTK

SPDR SERIES TRUST

New

Shares898

Event2026-03-31

Filed2026-05-08

MSTR

STRATEGY INC

New

Shares1.6K

Event2026-03-31

Filed2026-05-08

VISA INC

New

Shares791

Event2026-03-31

Filed2026-05-08

FTSM

FIRST TR EXCHANGE-TRADED FD

New

Shares4.2K

Event2026-03-31

Filed2026-05-08

LBRT

LIBERTY ENERGY INC

New

Shares11.3K

Event2026-03-31

Filed2026-05-08

BAC

BANK AMERICA CORP

New

Shares4.8K

Event2026-03-31

Filed2026-05-08

PLTR

PALANTIR TECHNOLOGIES INC

New

Shares1.5K

Event2026-03-31

Filed2026-05-08

IVW

ISHARES TR

New

Shares2.0K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

New

Shares521

Event2026-03-31

Filed2026-05-08

IEF

ISHARES TR

New

Shares2.6K

Event2026-03-31

Filed2026-05-08

SPAB

SPDR SERIES TRUST

New

Shares9.3K

Event2026-03-31

Filed2026-05-08

PRU

PRUDENTIAL FINL INC

New

Shares2.2K

Event2026-03-31

Filed2026-05-08

VERIZON COMMUNICATIONS INC

New

Shares6.1K

Event2026-03-31

Filed2026-05-08

DUKE ENERGY CORP NEW

New

Shares2.0K

Event2026-03-31

Filed2026-05-08

COCA COLA CO

New

Shares3.2K

Event2026-03-31

Filed2026-05-08

VIGI

VANGUARD WHITEHALL FDS

New

Shares2.4K

Event2026-03-31

Filed2026-05-08

MICRON TECHNOLOGY INC

New

Shares551

Event2026-03-31

Filed2026-05-08

WFC

WELLS FARGO CO NEW

New

Shares2.5K

Event2026-03-31

Filed2026-05-08

PYLD

PIMCO ETF TR

New

Shares8.2K

Event2026-03-31

Filed2026-05-08

SPEM

SPDR INDEX SHS FDS

New

Shares4.3K

Event2026-03-31

Filed2026-05-08

BSCW

INVESCO EXCH TRD SLF IDX FD

New

Shares10.2K

Event2026-03-31

Filed2026-05-08

PGR

PROGRESSIVE CORP

New

Shares1.0K

Event2026-03-31

Filed2026-05-08

DIS

DISNEY WALT CO

New

Shares1.9K

Event2026-03-31

Filed2026-05-08

IBTL

ISHARES TR

New

Shares9.9K

Event2026-03-31

Filed2026-05-08

ALTRIA GROUP INC

New

Shares3.2K

Event2026-03-31

Filed2026-05-08

IVE

ISHARES TR

New

Shares923

Event2026-03-31

Filed2026-05-08

AKBA

AKEBIA THERAPEUTICS INC

New

Shares120.0K

Event2026-03-31

Filed2026-05-08

PATH

UIPATH INC

New

Shares10.2K

Event2026-03-31

Filed2026-05-08

NXL

NEXALIN TECHNOLOGY INC

New

Shares10.0K

Event2026-03-31

Filed2026-05-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available