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The Analysis of ELEVATUS WELATH MANAGEMENT's Holdings & P&L

Currently, ELEVATUS WELATH MANAGEMENT holds 141 types of securities in its portfolio with a total value $190.8M. In the most recent quarter, they have increased their positions in AGG (+40.9K shares, valued at $4.1M), MBB (+14.2K shares, valued at $1.3M), NBIS (+3.8K shares, valued at $396.2K); decreased their positions in N/A (-21.8K shares, valued at $13.1M), EFA (-114.1K shares, valued at $11.1M), EEM (-127.3K shares, valued at $7.2M); initiated new positions in MBB (+14.2K shares, valued at $1.3M), NBIS (+3.8K shares, valued at $396.2K), QXO (+14.0K shares, valued at $272.5K).

1M P&L

+7.5M+4.10%

3M P&L

-14.8M-7.25%

HY P&L

-5.6M-2.88%

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/A86.5M

51.0%

2Semiconductors14.7M

8.7%

3Software - Infrastructure10.7M

6.3%

Top Industries by Stock Count

1N/A53 stocks

41.1%

2Semiconductors5 stocks

3.9%

3Aerospace & Defense5 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION56.4K shares-38.04%2026-03-312026-04-15

FLTR VANECK ETF TRUST351.8K shares-11.13%2026-03-312026-04-15

MSFT MICROSOFT CORP23.8K shares-41.58%2026-03-312026-04-15

BINC BLACKROCK ETF TRUST II157.5K shares-21.20%2026-03-312026-04-15

AGG ISHARES TR68.3K shares149.04%2026-03-312026-04-15

ALPHABET INC ALPHABET INC21.3K shares-52.43%2026-03-312026-04-15

CW CURTISS WRIGHT CORP8.2K shares0.00%2026-03-312026-04-15

VTV VANGUARD INDEX FDS28.5K shares-47.04%2026-03-312026-04-15

Sponsored

AAPL APPLE INC21.9K shares-47.83%2026-03-312026-04-15

GLD SPDR GOLD TR10.7K shares-46.96%2026-03-312026-04-15

AMZN AMAZON COM INC21.7K shares-49.70%2026-03-312026-04-15

CVX CHEVRON CORPORATION20.0K shares-19.22%2026-03-312026-04-15

ICLO INVESCO ACTIVELY MANAGED EXC157.0K shares-9.49%2026-03-312026-04-15

JAAA JANUS DETROIT STR TR78.0K shares-15.39%2026-03-312026-04-15

WMT WALMART INC29.6K shares-41.50%2026-03-312026-04-15

VANGUARD INDEX FDS VANGUARD INDEX FDS6.1K shares-78.21%2026-03-312026-04-15

Sponsored

JPST J P MORGAN EXCHANGE TRADED F71.2K shares-10.44%2026-03-312026-04-15

VNLA JANUS DETROIT STR TR63.4K shares-60.60%2026-03-312026-04-15

VUG VANGUARD INDEX FDS7.0K shares-19.05%2026-03-312026-04-15

XOM EXXON MOBIL CORP17.4K shares-6.54%2026-03-312026-04-15

EFA ISHARES TR29.8K shares-79.29%2026-03-312026-04-15

VTR VENTAS INC34.7K shares-63.47%2026-03-312026-04-15

SOXL DIREXION SHARES ETF TRUST58.1K shares-43.52%2026-03-312026-04-15

BROADCOM INC BROADCOM INC8.9K shares-22.31%2026-03-312026-04-15

Sponsored

ALPHABET INC ALPHABET INC8.9K shares-17.74%2026-03-312026-04-15

META META PLATFORMS INC4.3K shares-40.65%2026-03-312026-04-15

AMD ADVANCED MICRO DEVICES INC10.6K shares-31.46%2026-03-312026-04-15

KEYS KEYSIGHT TECHNOLOGIES INC7.5K shares-51.64%2026-03-312026-04-15

SPY STATE STR SPDR S&P 500 ETF T3.0K shares-16.60%2026-03-312026-04-15

APA CORPORATION APA CORPORATION42.8K shares-1.30%2026-03-312026-04-15

DBJP DBX ETF TR16.1K shares13.70%2026-03-312026-04-15

DBEZ DBX ETF TR28.1K shares24.88%2026-03-312026-04-15

Sponsored

DBEF DBX ETF TR31.1K shares22.57%2026-03-312026-04-15

VGT VANGUARD WORLD FD2.2K shares-4.70%2026-03-312026-04-15

PAYX PAYCHEX INC16.1K shares-17.69%2026-03-312026-04-15

VEA VANGUARD TAX-MANAGED FDS23.0K shares0.00%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO4.8K shares-68.45%2026-03-312026-04-15

VBR VANGUARD INDEX FDS6.4K shares-79.41%2026-03-312026-04-15

AMAT APPLIED MATLS INC4.0K shares-62.84%2026-03-312026-04-15

MBB ISHARES TR14.2K sharesnew addition2026-03-312026-04-15

Sponsored

EEM ISHARES TR23.7K shares-84.32%2026-03-312026-04-15

LSCC LATTICE SEMICONDUCTOR CORP13.4K shares-64.59%2026-03-312026-04-15

PAAS PAN AMERN SILVER CORP21.9K shares-66.29%2026-03-312026-04-15

INVESCO QQQ TR INVESCO QQQ TR2.0K shares2.89%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.2K shares-83.87%2026-03-312026-04-15

VYM VANGUARD WHITEHALL FDS6.9K shares6.19%2026-03-312026-04-15

IWF ISHARES TR2.3K shares0.09%2026-03-312026-04-15

TSM TAIWAN SEMICONDUCTOR MANUFAC2.8K shares5.65%2026-03-312026-04-15

Sponsored

IEFA ISHARES TR10.3K shares-6.94%2026-03-312026-04-15

VONV VANGUARD SCOTTSDALE FDS9.5K shares0.35%2026-03-312026-04-15

PLTR PALANTIR TECHNOLOGIES INC6.0K shares-1.08%2026-03-312026-04-15

VB VANGUARD INDEX FDS3.1K shares-18.68%2026-03-312026-04-15

ORCL ORACLE CORP5.5K shares-12.41%2026-03-312026-04-15

JEPI J P MORGAN EXCHANGE TRADED F14.3K shares-0.87%2026-03-312026-04-15

TSLA TESLA INC2.2K shares-1.32%2026-03-312026-04-15

PEP PEPSICO INC4.4K shares2.95%2026-03-312026-04-15

Sponsored

BSV VANGUARD BD INDEX FDS8.5K shares-2.77%2026-03-312026-04-15

VIG VANGUARD SPECIALIZED FUNDS2.9K shares22.04%2026-03-312026-04-15

DHR DANAHER CORP DEL3.2K shares0.15%2026-03-312026-04-15

LAM RESEARCH CORP LAM RESEARCH CORP2.9K shares5.86%2026-03-312026-04-15

COST COSTCO WHOLESALE CORPORATION579 shares0.52%2026-03-312026-04-15

XLV SELECT SECTOR SPDR TR3.9K shares0.41%2026-03-312026-04-15

VO VANGUARD INDEX FDS2.0K shares-49.34%2026-03-312026-04-15

XLF SELECT SECTOR SPDR TR11.3K shares0.51%2026-03-312026-04-15

Sponsored

RTX RTX CORPORATION2.9K shares-11.18%2026-03-312026-04-15

XLC SELECT SECTOR SPDR TR4.8K shares-5.15%2026-03-312026-04-15

DE DEERE & CO938 shares7.69%2026-03-312026-04-15

OMAH TIDAL TRUST III29.3K shares-10.04%2026-03-312026-04-15

HWM HOWMET AEROSPACE INC2.2K shares-83.85%2026-03-312026-04-15

KO COCA COLA CO6.7K shares-3.60%2026-03-312026-04-15

TXN TEXAS INSTRS INC2.6K shares2.13%2026-03-312026-04-15

TMO THERMO FISHER SCIENTIFIC INC1.0K shares1.83%2026-03-312026-04-15

Sponsored

ABBV ABBVIE INC2.2K shares-34.89%2026-03-312026-04-15

LMT LOCKHEED MARTIN CORP785 shares-0.51%2026-03-312026-04-15

TIDAL TRUST III TIDAL TRUST III27.1K shares21.23%2026-03-312026-04-15

IUSG ISHARES TR3.0K shares1.81%2026-03-312026-04-15

MERCK & CO INC MERCK & CO INC3.9K shares13.05%2026-03-312026-04-15

IVV ISHARES TR686 shares0.15%2026-03-312026-04-15

PSX PHILLIPS 662.4K shares-4.25%2026-03-312026-04-15

PM PHILIP MORRIS INTL INC2.7K shares24.07%2026-03-312026-04-15

Sponsored

NFLX NETFLIX INC.4.5K shares22.41%2026-03-312026-04-15

LLY ELI LILLY & CO463 shares-9.92%2026-03-312026-04-15

APP APPLOVIN CORP1.1K shares-69.60%2026-03-312026-04-15

NBIS NEBIUS GROUP N.V.3.8K sharesnew addition2026-03-312026-04-15

BIV VANGUARD BD INDEX FDS5.1K shares-6.15%2026-03-312026-04-15

XLY SELECT SECTOR SPDR TR3.6K shares-4.52%2026-03-312026-04-15

VZ VERIZON COMMUNICATIONS INC7.7K shares-6.06%2026-03-312026-04-15

COF CAPITAL ONE FINL CORP2.1K shares19.35%2026-03-312026-04-15

Sponsored

VWOB VANGUARD WHITEHALL FDS5.7K shares0.02%2026-03-312026-04-15

MA MASTERCARD INCORPORATED737 shares1.24%2026-03-312026-04-15

JNJ JOHNSON & JOHNSON1.5K shares-2.57%2026-03-312026-04-15

QYLD GLOBAL X FDS20.9K shares-4.21%2026-03-312026-04-15

EMR EMERSON ELEC CO2.7K shares17.23%2026-03-312026-04-15

BN BROOKFIELD CORP8.5K shares1.54%2026-03-312026-04-15

JBHT HUNT J B TRANS SVCS INC1.6K shares20.75%2026-03-312026-04-15

CRS CARPENTER TECHNOLOGY CORP858 shares0.12%2026-03-312026-04-15

Sponsored

VNT VONTIER CORPORATION9.5K shares30.89%2026-03-312026-04-15

PG PROCTER & GAMBLE CO2.3K shares1.33%2026-03-312026-04-15

AMT AMERICAN TOWER CORP1.9K shares3.07%2026-03-312026-04-15

WFC WELLS FARGO & CO4.0K shares6.80%2026-03-312026-04-15

V VISA INC1.1K shares-18.92%2026-03-312026-04-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.7K shares0.36%2026-03-312026-04-15

VIS VANGUARD WORLD FD993 shares0.30%2026-03-312026-04-15

CMI CUMMINS INC551 shares-4.51%2026-03-312026-04-15

Sponsored

XLE SELECT SECTOR SPDR TR4.7K shares0.98%2026-03-312026-04-15

IUSV ISHARES TR2.8K shares-0.85%2026-03-312026-04-15

VRT VERTIV HOLDINGS CO1.1K shares-28.46%2026-03-312026-04-15

ACWI ISHARES TR2.0K shares0.00%2026-03-312026-04-15

IWM ISHARES TR1.1K shares10.91%2026-03-312026-04-15

SBUX STARBUCKS CORP3.1K shares2.07%2026-03-312026-04-15

QXO QXO INC14.0K sharesnew addition2026-03-312026-04-15

MCD MCDONALDS CORP861 shares4.62%2026-03-312026-04-15

Sponsored

HCA HCA HEALTHCARE INC564 shares1.08%2026-03-312026-04-15

IJR ISHARES TR2.1K shares-32.01%2026-03-312026-04-15

ALLW SSGA ACTIVE TR9.1K shares0.00%2026-03-312026-04-15

HON HONEYWELL INTL INC1.2K shares2.21%2026-03-312026-04-15

ISRG INTUITIVE SURGICAL INC563 shares1.26%2026-03-312026-04-15

INDA ISHARES TR5.4K shares-96.27%2026-03-312026-04-15

BND VANGUARD BD INDEX FDS3.4K shares-9.51%2026-03-312026-04-15

SLV ISHARES SILVER TR3.6K sharesnew addition2026-03-312026-04-15

Sponsored

FTNT FORTINET INC3.0K shares8.00%2026-03-312026-04-15

COP CONOCOPHILLIPS1.8K sharesnew addition2026-03-312026-04-15

GLW CORNING INC1.7K sharesnew addition2026-03-312026-04-15

AEP AMERICAN ELEC PWR CO INC1.7K sharesnew addition2026-03-312026-04-15

MCK MCKESSON CORP252 shares-7.01%2026-03-312026-04-15

WM WASTE MGMT INC DEL948 shares-7.51%2026-03-312026-04-15

MPC MARATHON PETE CORP888 sharesnew addition2026-03-312026-04-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.1K shares4.07%2026-03-312026-04-15

Sponsored

BA BOEING CO1.1K shares-5.77%2026-03-312026-04-15

NSC NORFOLK SOUTHN CORP733 shares0.00%2026-03-312026-04-15

GEV GE VERNOVA INC237 sharesnew addition2026-03-312026-04-15

XYLD GLOBAL X FDS5.3K shares-8.34%2026-03-312026-04-15

SMH VANECK ETF TRUST537 shares-10.65%2026-03-312026-04-15

SPDW SPDR INDEX SHS FDS4.5K sharesnew addition2026-03-312026-04-15

EMN EASTMAN CHEM CO2.6K sharesnew addition2026-03-312026-04-15

CRM SALESFORCE INC1.1K sharesnew addition2026-03-312026-04-15

Sponsored

AES AES CORP12.7K shares-92.65%2026-03-312026-04-15

TRIN TRINITY CAP INC11.5K shares2.25%2026-03-312026-04-15

EOSE EOS ENERGY ENTERPRISES INC17.1K shares-72.48%2026-03-312026-04-15

COTY COTY INC24.1K sharesnew addition2026-03-312026-04-15

TE T1 ENERGY INC10.0K shares0.00%2026-03-312026-04-15

NVDA

NVIDIA CORPORATION

-38.04%

Shares56.4K

Event2026-03-31

Filed2026-04-15

FLTR

VANECK ETF TRUST

-11.13%

Shares351.8K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

-41.58%

Shares23.8K

Event2026-03-31

Filed2026-04-15

BINC

BLACKROCK ETF TRUST II

-21.20%

Shares157.5K

Event2026-03-31

Filed2026-04-15

AGG

ISHARES TR

149.04%

Shares68.3K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

-52.43%

Shares21.3K

Event2026-03-31

Filed2026-04-15

CURTISS WRIGHT CORP

0.00%

Shares8.2K

Event2026-03-31

Filed2026-04-15

VTV

VANGUARD INDEX FDS

-47.04%

Shares28.5K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

-47.83%

Shares21.9K

Event2026-03-31

Filed2026-04-15

GLD

SPDR GOLD TR

-46.96%

Shares10.7K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

-49.70%

Shares21.7K

Event2026-03-31

Filed2026-04-15

CVX

CHEVRON CORPORATION

-19.22%

Shares20.0K

Event2026-03-31

Filed2026-04-15

ICLO

INVESCO ACTIVELY MANAGED EXC

-9.49%

Shares157.0K

Event2026-03-31

Filed2026-04-15

JAAA

JANUS DETROIT STR TR

-15.39%

Shares78.0K

Event2026-03-31

Filed2026-04-15

WMT

WALMART INC

-41.50%

Shares29.6K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

-78.21%

Shares6.1K

Event2026-03-31

Filed2026-04-15

JPST

J P MORGAN EXCHANGE TRADED F

-10.44%

Shares71.2K

Event2026-03-31

Filed2026-04-15

VNLA

JANUS DETROIT STR TR

-60.60%

Shares63.4K

Event2026-03-31

Filed2026-04-15

VUG

VANGUARD INDEX FDS

-19.05%

Shares7.0K

Event2026-03-31

Filed2026-04-15

XOM

EXXON MOBIL CORP

-6.54%

Shares17.4K

Event2026-03-31

Filed2026-04-15

EFA

ISHARES TR

-79.29%

Shares29.8K

Event2026-03-31

Filed2026-04-15

VTR

VENTAS INC

-63.47%

Shares34.7K

Event2026-03-31

Filed2026-04-15

SOXL

DIREXION SHARES ETF TRUST

-43.52%

Shares58.1K

Event2026-03-31

Filed2026-04-15

BROADCOM INC

-22.31%

Shares8.9K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

-17.74%

Shares8.9K

Event2026-03-31

Filed2026-04-15