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Home > Institutional Investor > Elevate Capital Advisors, Llc > Profile

Instuitional Investor - Elevate Capital Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Elevate Capital Advisors, Llc
Portfolio Value $125,462,081
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Sprott Physical Gold Trust
 PHYS 197,208 $4,999,223 3.98%
2.
Travelers Companies Inc.
 TRV 17,502 $4,682,510 3.73%
3.
Meta Platforms Inc.
 META 5,711 $4,215,258 3.36%
4.
Microsoft Corp
 MSFT 7,803 $3,881,156 3.09%
5.
Berkley W R Corp
 WRB 50,383 $3,701,638 2.95%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)