The Analysis of Elevation Capital Advisory, LLC's Holdings
Currently, Elevation Capital Advisory, LLC holds 59 types of securities in its portfolio with a total value $250.4M. In the most recent quarter, they have increased their positions in VONG (+91.1K shares, valued at $11.0M), IVW (+79.2K shares, valued at $9.6M), MGK (+23.4K shares, valued at $9.4M); decreased their positions in QQQ (-18.8K shares, valued at $11.3M), VUG (-20.3K shares, valued at $9.7M), AOK (-227.1K shares, valued at $9.1M); initiated new positions in VONG (+91.1K shares, valued at $11.0M), IVW (+79.2K shares, valued at $9.6M), USMC (+128.1K shares, valued at $8.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MFUL COLLABORATIVE INVESTMNT SER890.2K shares-19.02%2025-09-302025-10-30
IWY ISHARES TR52.0K shares179.96%2025-09-302025-10-30 VONG VANGUARD SCOTTSDALE FDS91.1K sharesnew addition2025-09-302025-10-30 MGK VANGUARD WORLD FD27.2K shares612.70%2025-09-302025-10-30 OEF ISHARES TR29.8K shares-22.45%2025-09-302025-10-30 IUSG ISHARES TR59.5K shares153.76%2025-09-302025-10-30 IVW ISHARES TR79.2K sharesnew addition2025-09-302025-10-30 USMC PRINCIPAL EXCHANGE TRADED FD128.1K sharesnew addition2025-09-302025-10-30 BIL SPDR SERIES TRUST93.3K shares-5.17%2025-09-302025-10-30 KRMA GLOBAL X FDS192.3K sharesnew addition2025-09-302025-10-30 PKW INVESCO EXCHANGE TRADED FD T61.4K shares337.45%2025-09-302025-10-30 QQQ INVESCO QQQ TR13.5K shares-58.24%2025-09-302025-10-30 IMCG ISHARES TR93.4K shares1801.83%2025-09-302025-10-30 USMV ISHARES TR79.6K sharesnew addition2025-09-302025-10-30 XLG INVESCO EXCHANGE TRADED FD T128.3K shares-23.98%2025-09-302025-10-30 SUSA ISHARES TR50.3K sharesnew addition2025-09-302025-10-30 TIPX SPDR SERIES TRUST323.0K shares-14.65%2025-09-302025-10-30 CWB SPDR SERIES TRUST67.3K shares78.76%2025-09-302025-10-30 ICVT ISHARES TR56.3K sharesnew addition2025-09-302025-10-30 INKM SSGA ACTIVE ETF TR165.3K sharesnew addition2025-09-302025-10-30 HYZD WISDOMTREE TR231.7K sharesnew addition2025-09-302025-10-30 IYLD ISHARES TR222.1K sharesnew addition2025-09-302025-10-30 DGRW WISDOMTREE TR48.3K shares-45.48%2025-09-302025-10-30 VOO VANGUARD INDEX FDS6.9K shares-10.88%2025-09-302025-10-30 QUS SPDR SERIES TRUST22.1K sharesnew addition2025-09-302025-10-30 SPGP INVESCO EXCHANGE TRADED FD T33.0K shares21.10%2025-09-302025-10-30 TMFC RBB FD INC47.3K shares-0.90%2025-09-302025-10-30 AOA ISHARES TR34.5K sharesnew addition2025-09-302025-10-30 IYY ISHARES TR18.0K sharesnew addition2025-09-302025-10-30 ITOT ISHARES TR18.6K shares30.05%2025-09-302025-10-30 HYLS FIRST TR EXCHANGE-TRADED FD62.7K sharesnew addition2025-09-302025-10-30 JMOM J P MORGAN EXCHANGE TRADED F37.0K sharesnew addition2025-09-302025-10-30 PSK SPDR SERIES TRUST75.7K sharesnew addition2025-09-302025-10-30 MGC VANGUARD WORLD FD10.2K shares-61.95%2025-09-302025-10-30 FDMO FIDELITY COVINGTON TRUST23.2K sharesnew addition2025-09-302025-10-30 JPST J P MORGAN EXCHANGE TRADED F35.2K sharesnew addition2025-09-302025-10-30 LMBS FIRST TR EXCHANGE-TRADED FD33.4K shares1.51%2025-09-302025-10-30 FLTB FIDELITY MERRIMACK STR TR32.7K sharesnew addition2025-09-302025-10-30 VGSH VANGUARD SCOTTSDALE FDS28.0K shares1.92%2025-09-302025-10-30 XMMO INVESCO EXCHANGE TRADED FD T11.3K shares-11.40%2025-09-302025-10-30 MOAT VANECK ETF TRUST15.1K shares-7.41%2025-09-302025-10-30 OMFL INVESCO EXCH TRD SLF IDX FD24.6K shares-7.59%2025-09-302025-10-30 SCHD SCHWAB STRATEGIC TR53.3K shares3.24%2025-09-302025-10-30 VTIP VANGUARD MALVERN FDS23.7K sharesnew addition2025-09-302025-10-30 ANGL VANECK ETF TRUST34.3K shares-55.08%2025-09-302025-10-30 FDVV FIDELITY COVINGTON TRUST10.5K sharesnew addition2025-09-302025-10-30 VOOG VANGUARD ADMIRAL FDS INC1.2K shares-72.86%2025-09-302025-10-30 PWB INVESCO EXCHANGE TRADED FD T3.9K shares-94.86%2025-09-302025-10-30 SPHQ INVESCO EXCHANGE TRADED FD T6.0K sharesnew addition2025-09-302025-10-30 VGT VANGUARD WORLD FD552 shares-87.39%2025-09-302025-10-30 IWL ISHARES TR2.4K sharesnew addition2025-09-302025-10-30 VUG VANGUARD INDEX FDS839 shares-96.02%2025-09-302025-10-30 FDG AMERICAN CENTY ETF TR3.3K shares-95.55%2025-09-302025-10-30 FBCG FIDELITY COVINGTON TRUST7.5K sharesnew addition2025-09-302025-10-30 AOK ISHARES TR10.0K shares-95.80%2025-09-302025-10-30 PGX INVESCO EXCH TRADED FD TR II31.3K sharesnew addition2025-09-302025-10-30 BIV VANGUARD BD INDEX FDS2.9K shares-8.48%2025-09-302025-10-30 LRGF ISHARES TR3.3K sharesnew addition2025-09-302025-10-30 AMZN AMAZON COM INC1.0K shares0.00%2025-09-302025-10-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available