Elevated Capital Advisors, LLC
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in Elevated Capital Advisors, LLC
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | VEA | VANGUARD TAX-MANAGED FDS | 2.99% | 11.867 M $ | 185188 | 2022/09/30 | 295.183 K $ | 2.58 % |
| 2026/03/31 | AAPL | APPLE INC | 2.94% | 11.674 M $ | 45998 | 2022/09/30 | -908.415 K $ | -6.65 % |
| 2026/03/31 | VUG | VANGUARD INDEX FDS | 2.84% | 11.270 M $ | 25801 | 2022/09/30 | -1.283 M $ | -10.47 % |
| 2026/03/31 | BUCK | SIMPLIFY EXCHANGE TRADED FUN | 2.61% | 10.375 M $ | 441417 | 2024/06/30 | -89.784 K $ | -0.84 % |
| 2026/03/31 | CTA | SIMPLIFY EXCHANGE TRADED FUN | 2.55% | 10.119 M $ | 334840 | 2024/12/31 | 983.078 K $ | 10.86 % |
| 2026/03/31 | SPLG | SPDR SERIES TRUST | 2.42% | 9.613 M $ | 125601 | 2022/09/30 | -588.741 K $ | -4.59 % |
| 2026/03/31 | VTV | VANGUARD INDEX FDS | 2.32% | 9.211 M $ | 46948 | 2022/09/30 | 239.112 K $ | 2.73 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 1.90% | 7.550 M $ | 20395 | 2022/09/30 | -2.247 M $ | -23.46 % |
| 2026/03/31 | AGGH | SIMPLIFY EXCHANGE TRADED FUN | 1.80% | 7.154 M $ | 351530 | 2025/09/30 | -81.716 K $ | -1.69 % |
| 2026/03/31 | FOXY | SIMPLIFY EXCHANGE TRADED FUN | 1.80% | 7.132 M $ | 243929 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SIXO | AIM ETF PRODUCTS TRUST | 1.79% | 7.094 M $ | 210017 | 2024/06/30 | -15.754 K $ | -2.74 % |
| 2026/03/31 | SBAR | SIMPLIFY EXCHANGE TRADED FUN | 1.78% | 7.066 M $ | 287955 | 2025/09/30 | -300.484 K $ | -6.19 % |
| 2026/03/31 | FPEI | FIRST TR EXCH TRADED FD III | 1.76% | 6.982 M $ | 367491 | 2022/09/30 | -138.026 K $ | -2.01 % |
| 2026/03/31 | BNDX | VANGUARD CHARLOTTE FDS | 1.64% | 6.503 M $ | 135344 | 2022/09/30 | -35.684 K $ | -0.56 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 1.59% | 6.326 M $ | 36272 | 2022/09/30 | -334.298 K $ | -6.49 % |
| 2026/03/31 | BSV | VANGUARD BD INDEX FDS | 1.55% | 6.171 M $ | 78699 | 2022/09/30 | -30.922 K $ | -0.51 % |
| 2026/03/31 | FDL | FIRST TR EXCHANGE-TRADED FD | 1.21% | 4.816 M $ | 94796 | 2022/09/30 | 633.299 K $ | 14.57 % |
| 2026/03/31 | PCN | PIMCO CORPORATE & INCM STRG | 1.20% | 4.757 M $ | 399746 | 2022/09/30 | -311.845 K $ | -6.74 % |
| 2026/03/31 | SVOL | SIMPLIFY EXCHANGE TRADED FUN | 1.18% | 4.673 M $ | 304641 | 2024/12/31 | -918.167 K $ | -12.64 % |
| 2026/03/31 | AZBO | AIM ETF PRODUCTS TRUST | 1.17% | 4.648 M $ | 120829 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 1.11% | 4.398 M $ | 21118 | 2022/09/30 | -429.329 K $ | -9.77 % |
| 2026/03/31 | DSU | BLACKROCK DEBT STRATEGIES FD | 1.10% | 4.368 M $ | 455494 | 2022/09/30 | -240.295 K $ | -5.80 % |
| 2026/03/31 | SEPW | AIM ETF PRODUCTS TRUST | 1.09% | 4.313 M $ | 136529 | 2024/09/30 | -7.251 K $ | -1.03 % |
| 2026/03/31 | VWO | VANGUARD INTL EQUITY INDEX F | 0.98% | 3.877 M $ | 71728 | 2022/09/30 | 20.295 K $ | 0.54 % |
| 2026/03/31 | JULW | AIM ETF PRODUCTS TRUST | 0.94% | 3.720 M $ | 95852 | 2024/09/30 | -16.332 K $ | -0.79 % |
| 2026/03/31 | TUA | SIMPLIFY EXCHANGE TRADED FUN | 0.88% | 3.498 M $ | 165802 | 2024/06/30 | -89.540 K $ | -3.65 % |
| 2026/03/31 | VNLA | JANUS DETROIT STR TR | 0.87% | 3.439 M $ | 70391 | 2024/09/30 | -27.900 K $ | -0.57 % |
| 2026/03/31 | PYLD | PIMCO ETF TR | 0.82% | 3.268 M $ | 124748 | 2024/03/31 | -86.354 K $ | -1.80 % |
| 2026/03/31 | VMBS | VANGUARD SCOTTSDALE FDS | 0.80% | 3.183 M $ | 67791 | 2022/09/30 | -8.710 K $ | -0.28 % |
| 2026/03/31 | BIV | VANGUARD BD INDEX FDS | 0.78% | 3.103 M $ | 40205 | 2022/09/30 | -27.725 K $ | -0.90 % |
| 2026/03/31 | BLV | VANGUARD BD INDEX FDS | 0.75% | 2.966 M $ | 43130 | 2022/09/30 | -31.273 K $ | -1.06 % |
| 2026/03/31 | FVD | FIRST TR EXCHANGE-TRADED FD | 0.75% | 2.963 M $ | 63001 | 2023/06/30 | 60.679 K $ | 2.06 % |
| 2026/03/31 | AIM ETF PRODUCTS TRUST | 0.74% | 2.944 M $ | 110769 | 2026/03/31 | 0.000 $ | 0.00 % | |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.69% | 2.757 M $ | 16249 | 2022/09/30 | 986.843 K $ | 40.98 % |
| 2026/03/31 | ELEVATION SERIES TRUST | 0.68% | 2.689 M $ | 111442 | 2024/09/30 | 6.262 K $ | 0.67 % | |
| 2026/03/31 | BOND | PIMCO ETF TR | 0.65% | 2.577 M $ | 27930 | 2024/09/30 | -32.618 K $ | -0.86 % |
| 2026/03/31 | QQQ | INVESCO QQQ TR | 0.64% | 2.540 M $ | 4400 | 2022/09/30 | -163.669 K $ | -6.04 % |
| 2026/03/31 | VB | VANGUARD INDEX FDS | 0.64% | 2.531 M $ | 9665 | 2022/09/30 | 37.373 K $ | 1.54 % |
| 2026/03/31 | KNG | FIRST TR EXCHANGE-TRADED FD | 0.62% | 2.467 M $ | 50656 | 2023/06/30 | -21.518 K $ | -0.90 % |
| 2026/03/31 | GAEM | SIMPLIFY EXCHANGE TRADED FUN | 0.61% | 2.430 M $ | 93843 | 2025/09/30 | -67.872 K $ | -2.78 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 0.60% | 2.402 M $ | 8352 | 2024/03/31 | -309.096 K $ | -8.13 % |
| 2026/03/31 | AVGO | BROADCOM INC | 0.58% | 2.321 M $ | 7499 | 2022/12/31 | -153.860 K $ | -10.57 % |
| 2026/03/31 | ELEVATION SERIES TRUST | 0.55% | 2.179 M $ | 87029 | 2026/03/31 | 0.000 $ | 0.00 % | |
| 2026/03/31 | SEPZ | ELEVATION SERIES TRUST | 0.54% | 2.133 M $ | 52513 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | V | VISA INC | 0.54% | 2.131 M $ | 7051 | 2022/09/30 | -328.529 K $ | -13.82 % |
| 2026/03/31 | QUAL | ISHARES TR | 0.51% | 2.008 M $ | 10466 | 2023/06/30 | -74.814 K $ | -3.43 % |
| 2026/03/31 | MCD | MCDONALDS CORP | 0.50% | 1.989 M $ | 6401 | 2024/06/30 | 36.089 K $ | 1.69 % |
| 2026/03/31 | EMLP | FIRST TR EXCHANGE-TRADED FD | 0.47% | 1.872 M $ | 42876 | 2023/06/30 | 264.938 K $ | 15.29 % |
| 2026/03/31 | FIDU | FIDELITY COVINGTON TRUST | 0.46% | 1.840 M $ | 21272 | 2024/09/30 | 116.444 K $ | 4.90 % |
| 2026/03/31 | GOOG | ALPHABET INC | 0.46% | 1.838 M $ | 6408 | 2022/09/30 | -253.209 K $ | -8.59 % |
| 2026/03/31 | META | META PLATFORMS INC | 0.46% | 1.814 M $ | 3170 | 2023/06/30 | -215.677 K $ | -13.33 % |
| 2026/03/31 | TSLA | TESLA INC | 0.45% | 1.807 M $ | 4860 | 2022/09/30 | -431.252 K $ | -17.34 % |
| 2026/03/31 | TROW | PRICE T ROWE GROUP INC | 0.45% | 1.797 M $ | 19938 | 2022/12/31 | -82.950 K $ | -11.96 % |
| 2026/03/31 | FFC | FLAHERTY & CRUMRIN PFD & INM | 0.44% | 1.768 M $ | 114130 | 2022/09/30 | -116.810 K $ | -6.18 % |
| 2026/03/31 | AMAT | APPLIED MATLS INC | 0.44% | 1.729 M $ | 5058 | 2022/12/31 | 397.542 K $ | 32.99 % |
| 2026/03/31 | FDIS | FIDELITY COVINGTON TRUST | 0.43% | 1.726 M $ | 18510 | 2024/09/30 | -177.403 K $ | -8.71 % |
| 2026/03/31 | MA | MASTERCARD INCORPORATED | 0.43% | 1.716 M $ | 3434 | 2022/09/30 | -251.833 K $ | -12.48 % |
| 2026/03/31 | MDYG | SPDR SERIES TRUST | 0.42% | 1.678 M $ | 17489 | 2024/09/30 | 85.291 K $ | 3.82 % |
| 2026/03/31 | IVV | ISHARES TR | 0.42% | 1.668 M $ | 2554 | 2022/09/30 | -155.699 K $ | -4.63 % |
| 2026/03/31 | INTU | INTUIT | 0.40% | 1.596 M $ | 3692 | 2022/09/30 | -207.726 K $ | -34.71 % |
| 2026/03/31 | FMAT | FIDELITY COVINGTON TRUST | 0.40% | 1.596 M $ | 27682 | 2024/09/30 | 146.772 K $ | 8.53 % |
| 2026/03/31 | PM | PHILIP MORRIS INTL INC | 0.40% | 1.583 M $ | 9575 | 2022/09/30 | 55.555 K $ | 3.08 % |
| 2026/03/31 | FHLC | FIDELITY COVINGTON TRUST | 0.39% | 1.561 M $ | 22188 | 2024/12/31 | -10.399 K $ | -5.28 % |
| 2026/03/31 | AMD | ADVANCED MICRO DEVICES INC | 0.39% | 1.531 M $ | 7528 | 2022/09/30 | -109.521 K $ | -5.01 % |
| 2026/03/31 | FUTY | FIDELITY COVINGTON TRUST | 0.38% | 1.518 M $ | 25704 | 2024/09/30 | 107.492 K $ | 6.97 % |
| 2026/03/31 | JNJ | JOHNSON & JOHNSON | 0.37% | 1.488 M $ | 6087 | 2024/09/30 | 291.034 K $ | 18.12 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.35% | 1.406 M $ | 2934 | 2022/09/30 | -81.934 K $ | -4.67 % |
| 2026/03/31 | MDYV | SPDR SERIES TRUST | 0.35% | 1.394 M $ | 16371 | 2024/09/30 | 9.522 K $ | 0.59 % |
| 2026/03/31 | ABBV | ABBVIE INC | 0.35% | 1.378 M $ | 6335 | 2022/09/30 | -104.214 K $ | -4.81 % |
| 2026/03/31 | IBM | INTERNATIONAL BUSINESS MACHS | 0.34% | 1.346 M $ | 5554 | 2024/06/30 | -244.450 K $ | -18.17 % |
| 2026/03/31 | VLO | VALERO ENERGY CORP | 0.33% | 1.315 M $ | 5322 | 2024/06/30 | 411.503 K $ | 51.78 % |
| 2026/03/31 | JPM | JPMORGAN CHASE & CO | 0.33% | 1.306 M $ | 4441 | 2024/09/30 | -204.501 K $ | -8.71 % |
| 2026/03/31 | FGD | FIRST TR EXCHANGE-TRADED FD | 0.33% | 1.298 M $ | 40656 | 2023/06/30 | 76.447 K $ | 5.48 % |
| 2026/03/31 | STX | SEAGATE TECHNOLOGY HLDNGS PL | 0.32% | 1.274 M $ | 3251 | 2024/06/30 | 895.001 K $ | 42.25 % |
| 2026/03/31 | PFE | PFIZER INC | 0.32% | 1.271 M $ | 45251 | 2024/06/30 | 77.569 K $ | 12.77 % |
| 2026/03/31 | BILZ | PIMCO ETF TR | 0.32% | 1.256 M $ | 12437 | 2024/06/30 | 7.503 K $ | 0.20 % |
| 2026/03/31 | VZ | VERIZON COMMUNICATIONS INC | 0.31% | 1.218 M $ | 24253 | 2024/06/30 | 349.244 K $ | 23.25 % |
| 2026/03/31 | PG | PROCTER & GAMBLE CO | 0.30% | 1.205 M $ | 8341 | 2022/09/30 | 14.989 K $ | 0.79 % |
| 2026/03/31 | RDVY | FIRST TR EXCHANGE TRADED FD | 0.30% | 1.202 M $ | 17603 | 2023/06/30 | -21.609 K $ | -1.71 % |
| 2026/03/31 | JANZ | ELEVATION SERIES TRUST | 0.30% | 1.191 M $ | 32392 | 2025/09/30 | -16.730 K $ | -3.54 % |
| 2026/03/31 | ACN | ACCENTURE PLC IRELAND | 0.30% | 1.177 M $ | 5937 | 2022/12/31 | -207.579 K $ | -26.09 % |
| 2026/03/31 | ADM | ARCHER DANIELS MIDLAND CO | 0.29% | 1.147 M $ | 15775 | 2025/12/31 | 121.000 $ | 26.43 % |
| 2026/03/31 | MDIV | FIRST TR EXCHANGE TRADED FD | 0.28% | 1.130 M $ | 69906 | 2022/09/30 | 31.290 K $ | 2.86 % |
| 2026/03/31 | HD | HOME DEPOT INC | 0.28% | 1.108 M $ | 3369 | 2022/12/31 | -80.308 K $ | -4.42 % |
| 2026/03/31 | SKOR | FLEXSHARES TR | 0.28% | 1.107 M $ | 22759 | 2024/09/30 | -7.688 K $ | -1.04 % |
| 2026/03/31 | D | DOMINION ENERGY INC | 0.28% | 1.094 M $ | 17696 | 2024/06/30 | 52.022 K $ | 5.51 % |
| 2026/03/31 | LYB | LYONDELLBASELL INDUSTRIES NV | 0.27% | 1.084 M $ | 13454 | 2024/06/30 | 828.401 K $ | 86.05 % |
| 2026/03/31 | DECZ | ELEVATION SERIES TRUST | 0.27% | 1.077 M $ | 27738 | 2025/09/30 | -41.983 K $ | -3.55 % |
| 2026/03/31 | SPBO | SPDR SERIES TRUST | 0.27% | 1.071 M $ | 36880 | 2024/09/30 | -13.579 K $ | -1.06 % |
| 2026/03/31 | CFG | CITIZENS FINL GROUP INC | 0.27% | 1.065 M $ | 17752 | 2024/06/30 | 26.181 K $ | 2.67 % |
| 2026/03/31 | USB | US BANCORP | 0.26% | 1.050 M $ | 20198 | 2024/06/30 | -29.084 K $ | -2.53 % |
| 2026/03/31 | PAYM | ELEVATION SERIES TRUST | 0.26% | 1.046 M $ | 47662 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | AMGN | AMGEN INC | 0.26% | 1.042 M $ | 2960 | 2022/12/31 | 29.423 K $ | 7.50 % |
| 2026/03/31 | ILTB | ISHARES TR | 0.26% | 1.034 M $ | 21108 | 2024/09/30 | -17.489 K $ | -1.45 % |
| 2026/03/31 | T | AT&T INC | 0.26% | 1.025 M $ | 35366 | 2022/09/30 | 163.792 K $ | 16.71 % |
| 2026/03/31 | CSCO | CISCO SYS INC | 0.26% | 1.018 M $ | 13120 | 2024/09/30 | 8.859 K $ | 0.73 % |
| 2026/03/31 | KEY | KEYCORP | 0.25% | 1.011 M $ | 50403 | 2024/06/30 | -28.279 K $ | -2.86 % |
| 2026/03/31 | F | FORD MTR CO | 0.25% | 1.009 M $ | 87441 | 2024/06/30 | -113.703 K $ | -12.04 % |
| 2026/03/31 | GOVT | ISHARES TR | 0.25% | 984.040 K $ | 42952 | 2024/09/30 | -5.927 K $ | -0.52 % |
| 2026/03/31 | PRU | PRUDENTIAL FINL INC | 0.24% | 968.139 K $ | 9910 | 2024/06/30 | -146.765 K $ | -13.46 % |