Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
INVESCO QQQ TR | 37,901 | -1,416 | $16,829 |
QQQ | 37,901 | -1,416 | $16,829 |
ALPS ETF TR (RIGS) | 548,439 | +159,563 | $12,548 |
RIGS | 548,439 | +159,563 | $12,548 |
FIRST TR MORNINGSTAR DIVID L (FDL) | 283,232 | +12,410 | $10,899 |
FDL | 283,232 | +12,410 | $10,899 |
VANGUARD INDEX FDS (VUG) | 30,430 | +950 | $10,474 |
VUG | 30,430 | +950 | $10,474 |
ISHARES TR (QUAL) | 57,550 | -6,341 | $9,458 |
QUAL | 57,550 | -6,341 | $9,458 |
VANGUARD TAX MANAGED FDS (VEA) | 186,876 | +9,502 | $9,376 |
VEA | 186,876 | +9,502 | $9,376 |
FIRST TR VALUE LINE DIVID IN (FVD) | 218,952 | +11,102 | $9,246 |
FVD | 218,952 | +11,102 | $9,246 |
VANGUARD INDEX FDS (VTV) | 47,557 | +2,103 | $7,745 |
VTV | 47,557 | +2,103 | $7,745 |
FIRST TR EXCH TRADED FD III (FPEI) | 410,223 | +20,820 | $7,474 |
FPEI | 410,223 | +20,820 | $7,474 |
INVESCO EXCHANGE TRADED FD T (RSP) | 36,326 | +24,674 | $6,153 |
RSP | 36,326 | +24,674 | $6,153 |
FIRST TR EXCHANGE TRADED FD (SDVY) | 167,152 | +148,396 | $5,820 |
SDVY | 167,152 | +148,396 | $5,820 |
APPLE INC | 33,192 | +1,278 | $5,692 |
AAPL | 33,192 | +1,278 | $5,692 |
PIMCO CORPORATE & INCM STRG | 390,062 | +25,883 | $5,449 |
PCN | 390,062 | +25,883 | $5,449 |
VANECK ETF TRUST (MOAT) | 60,207 | +60,207 | $5,413 |
MOAT | 60,207 | +60,207 | $5,413 |
FIRST TR EXCHNG TRADED FD VI (UCON) | 212,451 | +14,012 | $5,226 |
UCON | 212,451 | +14,012 | $5,226 |
FIRST TR EXCHANGE TRADED FD (KNG) | 95,974 | +7,131 | $5,155 |
KNG | 95,974 | +7,131 | $5,155 |
VANGUARD CHARLOTTE FDS (BNDX) | 102,435 | +16,073 | $5,039 |
BNDX | 102,435 | +16,073 | $5,039 |
BLACKROCK DEBT STRATEGIES FD | 442,022 | +16,555 | $4,889 |
DSU | 442,022 | +16,555 | $4,889 |
EXXON MOBIL CORP | 41,088 | +1,028 | $4,776 |
XOM | 41,088 | +1,028 | $4,776 |
VANGUARD BD INDEX FDS (BSV) | 60,510 | +9,572 | $4,639 |
BSV | 60,510 | +9,572 | $4,639 |
MICROSOFT CORP | 10,656 | +514 | $4,483 |
MSFT | 10,656 | +514 | $4,483 |
VANGUARD BD INDEX FDS (BIV) | 58,743 | +4,003 | $4,429 |
BIV | 58,743 | +4,003 | $4,429 |
SELECT SECTOR SPDR TR (XLY) | 21,700 | +5,700 | $3,990 |
XLY | 21,700 | +5,700 | $3,990 |
FIRST TR EXCHANGE TRADED FD (RDVY) | 69,590 | +2,453 | $3,909 |
RDVY | 69,590 | +2,453 | $3,909 |
FIRST TR EXCHANGE TRADED FD (EMLP) | 127,540 | +8,288 | $3,766 |
EMLP | 127,540 | +8,288 | $3,766 |
SSGA ACTIVE ETF TR (SRLN) | 82,859 | -6,954 | $3,489 |
SRLN | 82,859 | -6,954 | $3,489 |
ABBVIE INC | 18,705 | +324 | $3,406 |
ABBV | 18,705 | +324 | $3,406 |
ABRDN GOLD ETF TRUST (SGOL) | 152,229 | +11,798 | $3,233 |
SGOL | 152,229 | +11,798 | $3,233 |
SELECT SECTOR SPDR TR (XLI) | 25,498 | +6,447 | $3,212 |
XLI | 25,498 | +6,447 | $3,212 |
SELECT SECTOR SPDR TR (XLP) | 42,065 | +4,788 | $3,212 |
XLP | 42,065 | +4,788 | $3,212 |
VANGUARD INDEX FDS (VB) | 13,718 | +259 | $3,136 |
VB | 13,718 | +259 | $3,136 |
SPDR SER TR (SPSB) | 101,355 | +8,222 | $3,017 |
SPSB | 101,355 | +8,222 | $3,017 |
VANGUARD INTL EQUITY INDEX F (VWO) | 71,724 | +4,608 | $2,996 |
VWO | 71,724 | +4,608 | $2,996 |
FIRST TR EXCHANGE TRADED FD (HYLS) | 72,217 | +5,060 | $2,978 |
HYLS | 72,217 | +5,060 | $2,978 |
VANGUARD BD INDEX FDS (BND) | 40,285 | -509 | $2,926 |
BND | 40,285 | -509 | $2,926 |
FIRST TR EXCHNG TRADED FD VI (DEED) | 139,236 | +51,232 | $2,884 |
DEED | 139,236 | +51,232 | $2,884 |
ISHARES TR (IEI) | 24,387 | +24,387 | $2,824 |
IEI | 24,387 | +24,387 | $2,824 |
ALPS ETF TR (RFDA) | 55,338 | -2,226 | $2,809 |
RFDA | 55,338 | -2,226 | $2,809 |
FIRST TR EXCHANGE TRADED FD (TDIV) | 39,654 | +1,037 | $2,763 |
TDIV | 39,654 | +1,037 | $2,763 |
VANECK ETF TRUST (ANGL) | 90,495 | +39,964 | $2,626 |
ANGL | 90,495 | +39,964 | $2,626 |
SELECT SECTOR SPDR TR (XLK) | 12,433 | -86 | $2,589 |
XLK | 12,433 | -86 | $2,589 |
SELECT SECTOR SPDR TR (XLV) | 17,493 | +250 | $2,584 |
XLV | 17,493 | +250 | $2,584 |
PEPSICO INC | 14,421 | +1,062 | $2,524 |
PEP | 14,421 | +1,062 | $2,524 |
VANGUARD SCOTTSDALE FDS (VMBS) | 52,291 | +8,127 | $2,385 |
VMBS | 52,291 | +8,127 | $2,385 |
FIRST TR EXCHANGE TRADED FD (FID) | 148,890 | +7,987 | $2,375 |
FID | 148,890 | +7,987 | $2,375 |
ALPHABET INC | 15,470 | +589 | $2,355 |
GOOG | 15,470 | +589 | $2,355 |
VANGUARD BD INDEX FDS (BLV) | 32,498 | +4,854 | $2,351 |
BLV | 32,498 | +4,854 | $2,351 |
ISHARES TR (IWY) | 12,033 | +10,502 | $2,348 |
IWY | 12,033 | +10,502 | $2,348 |
FIRST TR EXCHANGE TRADED FD (LMBS) | 48,240 | +1,644 | $2,328 |
LMBS | 48,240 | +1,644 | $2,328 |
VANGUARD WORLD FD (VOX) | 17,170 | +6,211 | $2,253 |
VOX | 17,170 | +6,211 | $2,253 |
See Full List: All Stocks Held By Elevated Capital Advisors LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Elevated Capital Advisors LLC
Size ($ in 1000's)
At 03/31/2024: $348,986 At 12/31/2023: $319,688 Elevated Capital Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Elevated Capital Advisors LLC 13F filings. Link to 13F filings: SEC filings |