Portfolio (Quarterly)
Guide ↗
Elevated Capital Advisors, LLC
· CIK 0001802387| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 321 | TEL | TE CONNECTIVITY PLC | Technology | 304.0 | $64K | 0.02% | -556.0 | -64.7% | $209.02 | -4.1% |
| 322 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 75.0 | $63K | 0.02% | -122.0 | -61.9% | $845.99 | +11.9% |
| 323 | SJM | SMUCKER J M CO | Consumer Defensive | 641.0 | $62K | 0.02% | +559.0 | +681.7% | $96.44 | +7.5% |
| 324 | IVZ | INVESCO LTD | Financial Services | 2,513.0 | $61K | 0.01% | -30K | -92.2% | $24.29 | +12.7% |
| 325 | RFDA | ALPS ETF TR | — | 974.0 | $61K | 0.01% | -5K | -84.3% | $62.67 | +9.5% |
| 326 | EGP | EASTGROUP PPTYS INC | Real Estate | 322.0 | $60K | 0.01% | -4K | -93.1% | $185.14 | +9.2% |
| 327 | GLOF | ISHARES TR | — | 1,138.0 | $59K | 0.01% | — | — | $52.12 | +10.4% |
| 328 | IEMG | ISHARES INC | — | 848.0 | $59K | 0.01% | +385.0 | +83.2% | $69.75 | +12.6% |
| 329 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 1,539.0 | $59K | 0.01% | +140.0 | +10.0% | $38.42 | +13.2% |
| 330 | FIGS | FIGS INC | Consumer Cyclical | 4,000.0 | $59K | 0.01% | — | — | $14.77 | -22.1% |
| 331 | LNT | ALLIANT ENERGY CORP | Utilities | 821.0 | $59K | 0.01% | -11K | -93.3% | $71.74 | +0.5% |
| 332 | EFAV | ISHARES TR | — | 643.0 | $59K | 0.01% | — | — | $91.37 | +0.3% |
| 333 | IWY | ISHARES TR | — | 235.0 | $58K | 0.01% | — | — | $248.84 | +16.3% |
| 334 | VCR | VANGUARD WORLD FD | — | 162.0 | $58K | 0.01% | -7.0 | -4.1% | $359.24 | +5.7% |
| 335 | CBSH | COMMERCE BANCSHARES INC | Financial Services | 1,172.0 | $58K | 0.01% | — | — | $49.20 | +5.5% |
| 336 | TXT | TEXTRON INC | Industrials | 656.0 | $57K | 0.01% | -80.0 | -10.9% | $87.57 | +3.5% |
| 337 | TPH | TRI POINTE HOMES INC | Consumer Cyclical | 1,217.0 | $57K | 0.01% | -16K | -92.9% | $46.73 | +0.5% |
| 338 | IXC | ISHARES TR | — | 972.0 | $56K | 0.01% | — | — | $57.61 | +0.0% |
| 339 | SPLB | SPDR SERIES TRUST | — | 2,476.0 | $55K | 0.01% | — | — | $22.22 | -2.1% |
| 340 | XFIV | BONDBLOXX ETF TRUST | — | 1,114.0 | $55K | 0.01% | NEW | — | $49.18 | -1.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
28.8%
Financial Services
23.7%
Consumer Cyclical
10.1%
Utilities
7.0%
Communication Services
6.9%
Healthcare
6.7%
Consumer Defensive
5.6%
Industrials
4.9%
Energy
4.2%
Basic Materials
1.5%