ELEVATUS WELATH MANAGEMENT Q4 2024 Filing

Filed February 13, 2025

Portfolio Value

$292.3M

Holdings

107

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (107 positions)

StockValue
VOOVANGUARD INDEX FDS
$33.7M
MSFTMICROSOFT CORP
$23.0M
SPSMSPDR SER TR
$22.9M
NVDANVIDIA CORPORATION
$19.8M
AMZNAMAZON COM INC
$14.8M
METAMETA PLATFORMS INC
$14.4M
GOOGALPHABET INC
$13.7M
VUGVANGUARD INDEX FDS
$12.8M
AAPLAPPLE INC
$11.9M
ICLOINVESCO ACTIVELY MANAGED EXC
$11.3M
JAAAJANUS DETROIT STR TR
$10.3M
AGGISHARES TR
$7.4M
PWRQUANTA SVCS INC
$6.9M
HYGISHARES TR
$6.0M
IBITISHARES BITCOIN TRUST ETF
$5.3M
BLKBLACKROCK INC
$5.3M
IBMINTERNATIONAL BUSINESS MACHS
$5.0M
ISRGINTUITIVE SURGICAL INC
$4.4M
PAYXPAYCHEX INC
$3.2M
CWCURTISS WRIGHT CORP
$2.9M
VWOBVANGUARD WHITEHALL FDS
$2.8M
JPSTJ P MORGAN EXCHANGE TRADED F
$2.4M
CBRECBRE GROUP INC
$2.4M
NOWSERVICENOW INC
$2.3M
XOMEXXON MOBIL CORP
$2.0M
SPYSPDR S&P 500 ETF TR
$1.9M
EEMISHARES TR
$1.8M
ECLECOLAB INC
$1.8M
MTBM & T BK CORP
$1.5M
AVGOBROADCOM INC
$1.5M
GOOGLALPHABET INC
$1.5M
VGTVANGUARD WORLD FD
$1.4M
JPMJPMORGAN CHASE & CO.
$1.2M
VOVANGUARD INDEX FDS
$1.1M
NDQINVESCO QQQ TR
$1.1M
VBVANGUARD INDEX FDS
$1.1M
TSLATESLA INC
$1.0M
ORCLORACLE CORP
$925K
VTVVANGUARD INDEX FDS
$913K
IWFISHARES TR
$903K
PTNQPACER FDS TR
$859K
BSVVANGUARD BD INDEX FDS
$815K
BRK/BBERKSHIRE HATHAWAY INC DEL
$810K
DHRDANAHER CORPORATION
$784K
VEAVANGUARD TAX-MANAGED FDS
$773K
AQLTISHARES TR
$718K
CVXCHEVRON CORP NEW
$672K
COSTCOSTCO WHSL CORP NEW
$659K
WMTWALMART INC
$603K
VONVVANGUARD SCOTTSDALE FDS
$603K
TMOTHERMO FISHER SCIENTIFIC INC
$573K
EFAISHARES TR
$568K
XLFSELECT SECTOR SPDR TR
$540K
AMATAPPLIED MATLS INC
$534K
XLVSELECT SECTOR SPDR TR
$526K
MAMASTERCARD INCORPORATED
$521K
RSPINVESCO EXCHANGE TRADED FD T
$501K
LLYELI LILLY & CO
$497K
XLCSELECT SECTOR SPDR TR
$491K
BIVVANGUARD BD INDEX FDS
$470K
PLTRPALANTIR TECHNOLOGIES INC
$461K
ABBVABBVIE INC
$455K
XLYSELECT SECTOR SPDR TR
$426K
UNHUNITEDHEALTH GROUP INC
$425K
IXUSISHARES TR
$425K
KOCOCA COLA CO
$422K
PEPPEPSICO INC
$407K
IJRISHARES TR
$391K
DPSTDIREXION SHS ETF TR
$377K
HONHONEYWELL INTL INC
$377K
NFLXNETFLIX INC
$373K
IWMISHARES TR
$361K
VVISA INC
$360K
PGPROCTER AND GAMBLE CO
$349K
VOTVANGUARD INDEX FDS
$346K
IUSGISHARES TR
$336K
FTNTFORTINET INC
$313K
HDHOME DEPOT INC
$274K
DBJPDBX ETF TR
$271K
BACVERIZON COMMUNICATIONS INC
$264K
ADPAUTOMATIC DATA PROCESSING IN
$262K
TXNTEXAS INSTRS INC
$260K
VISVANGUARD WORLD FD
$251K
4I1PHILIP MORRIS INTL INC
$250K
IVVISHARES TR
$243K
IUSVISHARES TR
$243K
GQ9SPDR GOLD TR
$242K
ACWIISHARES TR
$236K
COPCONOCOPHILLIPS
$232K
MAGSLISTED FD TR
$229K
DBEZDBX ETF TR
$226K
VIGVANGUARD SPECIALIZED FUNDS
$226K
ARCCARES CAPITAL CORP
$225K
MCDMCDONALDS CORP
$223K
DBEFDBX ETF TR
$222K
BABOEING CO
$221K
JNJJOHNSON & JOHNSON
$220K
WMWASTE MGMT INC DEL
$218K
GBTCGRAYSCALE BITCOIN TRUST ETF
$215K
OUSMALPS ETF TR
$214K
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