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

Instuitional Investor - Elevated Capital Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Elevated Capital Advisors, Llc
Portfolio Value $363,624,969
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - GROWTH ETF
 155,917 $13,430,670 3.69%
2.
Vanguard Tax-Managed Fds
 185,986 $13,251,510 3.64%
3.
Plains Gp Holdings Lp
 PAGP 497,573 $11,653,154 3.2%
4.
Vanguard Index Fds - VALUE ETF
 48,340 $10,534,795 2.9%
5.
Spdr Series Trust
 KRE 111,996 $9,842,236 2.71%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.