Elevated Capital Advisors, LLC
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| SIMPLIFY EXCHANGE TRADED FUN | 0 | 243,929 | +243,929 | 0 | 7,132,488 | +7,132,488 |
| AIM ETF PRODUCTS TRUST | 0 | 210,017 | +210,017 | 0 | 7,094,374 | +7,094,374 |
| AIM ETF PRODUCTS TRUST | 0 | 120,829 | +120,829 | 0 | 4,648,292 | +4,648,292 |
| AIM ETF PRODUCTS TRUST | 0 | 136,529 | +136,529 | 0 | 4,312,760 | +4,312,760 |
| AIM ETF PRODUCTS TRUST | 0 | 95,852 | +95,852 | 0 | 3,720,179 | +3,720,179 |
| AIM ETF PRODUCTS TRUST | 0 | 110,769 | +110,769 | 0 | 2,944,240 | +2,944,240 |
| SIMPLIFY EXCHANGE TRADED FUN | 0 | 351,530 | +351,530 | 0 | 7,153,640 | +7,153,640 |
| SIMPLIFY EXCHANGE TRADED FUN | 0 | 287,955 | +287,955 | 0 | 7,066,426 | +7,066,426 |
| ELEVATION SERIES TRUST | 0 | 87,029 | +87,029 | 0 | 2,178,902 | +2,178,902 |
| ELEVATION SERIES TRUST | 0 | 52,513 | +52,513 | 0 | 2,132,637 | +2,132,637 |
| ELEVATION SERIES TRUST | 0 | 111,442 | +111,442 | 0 | 2,689,442 | +2,689,442 |
| FIDELITY COVINGTON TRUST | 0 | 22,188 | +22,188 | 0 | 1,561,170 | +1,561,170 |
| NVIDIA CORPORATION | 0 | 36,272 | +36,272 | 0 | 6,325,836 | +6,325,836 |
| ARCHER DANIELS MIDLAND CO | 0 | 15,775 | +15,775 | 0 | 1,146,685 | +1,146,685 |
| PRICE T ROWE GROUP INC | 0 | 19,938 | +19,938 | 0 | 1,797,189 | +1,797,189 |
| SIMPLIFY EXCHANGE TRADED FUN | 0 | 334,840 | +334,840 | 0 | 10,118,855 | +10,118,855 |
| SIMPLIFY EXCHANGE TRADED FUN | 0 | 165,802 | +165,802 | 0 | 3,498,421 | +3,498,421 |
| ELEVATION SERIES TRUST | 0 | 47,662 | +47,662 | 0 | 1,046,216 | +1,046,216 |
| INTUIT | 0 | 3,692 | +3,692 | 0 | 1,596,153 | +1,596,153 |
| BUNGE GLOBAL SA | 0 | 7,420 | +7,420 | 0 | 943,824 | +943,824 |
| BROADCOM INC | 0 | 7,499 | +7,499 | 0 | 2,321,039 | +2,321,039 |
| REGIONS FINANCIAL CORP NEW | 0 | 35,044 | +35,044 | 0 | 915,362 | +915,362 |
| MICRON TECHNOLOGY INC | 0 | 2,184 | +2,184 | 0 | 737,843 | +737,843 |
| ELEVATION SERIES TRUST | 0 | 32,392 | +32,392 | 0 | 1,190,765 | +1,190,765 |
| EVERSOURCE ENERGY | 0 | 10,292 | +10,292 | 0 | 713,048 | +713,048 |
| CVS HEALTH CORP | 0 | 10,008 | +10,008 | 0 | 718,775 | +718,775 |
| PFIZER INC | 0 | 45,251 | +45,251 | 0 | 1,270,647 | +1,270,647 |
| ORACLE CORP | 0 | 4,884 | +4,884 | 0 | 718,485 | +718,485 |
| WALMART INC | 0 | 6,815 | +6,815 | 0 | 846,998 | +846,998 |
| AMGEN INC | 0 | 2,960 | +2,960 | 0 | 1,041,626 | +1,041,626 |
| PINNACLE WEST CAP CORP | 0 | 6,192 | +6,192 | 0 | 623,844 | +623,844 |
| WELLS FARGO & CO | 0 | 10,279 | +10,279 | 0 | 818,309 | +818,309 |
| FIRST TR EXCHNG TRADED FD VI | 0 | 15,154 | +15,154 | 0 | 577,519 | +577,519 |
| BEST BUY INC | 0 | 9,169 | +9,169 | 0 | 588,650 | +588,650 |
| AIM ETF PRODUCTS TRUST | 0 | 20,036 | +20,036 | 0 | 572,028 | +572,028 |
| GENUINE PARTS CO | 0 | 6,141 | +6,141 | 0 | 649,386 | +649,386 |
| APPLIED MATLS INC | 0 | 5,058 | +5,058 | 0 | 1,728,696 | +1,728,696 |
| ELEVATION SERIES TRUST | 0 | 12,731 | +12,731 | 0 | 523,257 | +523,257 |
| VALERO ENERGY CORP | 0 | 5,322 | +5,322 | 0 | 1,315,033 | +1,315,033 |
| COMCAST CORP NEW | 0 | 18,681 | +18,681 | 0 | 536,332 | +536,332 |
| SCHWAB STRATEGIC TR | 0 | 20,145 | +20,145 | 0 | 516,518 | +516,518 |
| SIMPLIFY EXCHANGE TRADED FUN | 0 | 11,636 | +11,636 | 0 | 514,066 | +514,066 |
| ARISTA NETWORKS INC | 0 | 4,185 | +4,185 | 0 | 513,834 | +513,834 |
| SIMPLIFY EXCHANGE TRADED FUN | 0 | 12,883 | +12,883 | 0 | 508,533 | +508,533 |
| LENNAR CORP | 0 | 5,717 | +5,717 | 0 | 496,464 | +496,464 |
| VERISK ANALYTICS INC | 0 | 2,532 | +2,532 | 0 | 480,394 | +480,394 |
| NEXTERA ENERGY INC | 0 | 5,570 | +5,570 | 0 | 517,297 | +517,297 |
| SKYWORKS SOLUTIONS INC | 0 | 8,828 | +8,828 | 0 | 472,739 | +472,739 |
| CONAGRA BRANDS INC | 0 | 29,978 | +29,978 | 0 | 471,254 | +471,254 |
| FIRST TR EXCHANGE-TRADED FD | 0 | 94,796 | +94,796 | 0 | 4,815,652 | +4,815,652 |
| CITIGROUP INC | 0 | 4,015 | +4,015 | 0 | 455,341 | +455,341 |
| VANGUARD INDEX FDS | 0 | 46,948 | +46,948 | 0 | 9,211,105 | +9,211,105 |
| PALANTIR TECHNOLOGIES INC | 0 | 3,277 | +3,277 | 0 | 479,360 | +479,360 |
| INVESCO EXCH TRADED FD TR II | 0 | 1,840 | +1,840 | 0 | 437,221 | +437,221 |
| VANGUARD TAX-MANAGED FDS | 0 | 185,188 | +185,188 | 0 | 11,866,839 | +11,866,839 |
| ACCENTURE PLC IRELAND | 0 | 5,937 | +5,937 | 0 | 1,177,307 | +1,177,307 |
| FLEXSHARES TR | 0 | 22,759 | +22,759 | 0 | 1,106,519 | +1,106,519 |
| EXXON MOBIL CORP | 0 | 16,249 | +16,249 | 0 | 2,756,792 | +2,756,792 |
| MORGAN STANLEY | 0 | 2,313 | +2,313 | 0 | 380,650 | +380,650 |
| BRISTOL-MYERS SQUIBB CO | 0 | 7,592 | +7,592 | 0 | 460,466 | +460,466 |
| SIMPLIFY EXCHANGE TRADED FUN | 0 | 23,631 | +23,631 | 0 | 859,451 | +859,451 |
| BLACKROCK DEBT STRATEGIES FD | 0 | 455,494 | +455,494 | 0 | 4,368,183 | +4,368,183 |
| META PLATFORMS INC | 0 | 3,170 | +3,170 | 0 | 1,813,520 | +1,813,520 |
| COLUMBIA SPORTSWEAR CO | 0 | 3,426 | +3,426 | 0 | 187,772 | +187,772 |
| ALTRIA GROUP INC | 0 | 12,186 | +12,186 | 0 | 804,157 | +804,157 |
| DOMINION ENERGY INC | 0 | 17,696 | +17,696 | 0 | 1,093,980 | +1,093,980 |
| ELEVATION SERIES TRUST | 0 | 6,171 | +6,171 | 0 | 148,807 | +148,807 |
| AIM ETF PRODUCTS TRUST | 0 | 3,500 | +3,500 | 0 | 140,406 | +140,406 |
| FIRST TR EXCHANGE-TRADED FD | 0 | 42,876 | +42,876 | 0 | 1,871,970 | +1,871,970 |
| SELECT SECTOR SPDR TR | 0 | 7,322 | +7,322 | 0 | 448,564 | +448,564 |
| PIMCO CORPORATE & INCM STRG | 0 | 399,746 | +399,746 | 0 | 4,756,981 | +4,756,981 |
| LAM RESEARCH CORP | 0 | 803 | +803 | 0 | 171,569 | +171,569 |
| LYONDELLBASELL INDUSTRIES NV | 0 | 13,454 | +13,454 | 0 | 1,083,847 | +1,083,847 |
| NVENT ELEC PLC | 0 | 1,022 | +1,022 | 0 | 120,882 | +120,882 |
| FIRST TR EXCH TRADED FD III | 0 | 367,491 | +367,491 | 0 | 6,982,335 | +6,982,335 |
| VANGUARD CHARLOTTE FDS | 0 | 135,344 | +135,344 | 0 | 6,503,301 | +6,503,301 |
| SHELL PLC | 0 | 5,881 | +5,881 | 0 | 546,933 | +546,933 |
| VANGUARD INTL EQUITY INDEX F | 0 | 71,728 | +71,728 | 0 | 3,876,874 | +3,876,874 |
| AIM ETF PRODUCTS TRUST | 0 | 3,039 | +3,039 | 0 | 108,036 | +108,036 |
| VANGUARD INDEX FDS | 0 | 9,665 | +9,665 | 0 | 2,531,458 | +2,531,458 |
| HONEYWELL INTL INC | 0 | 3,465 | +3,465 | 0 | 783,194 | +783,194 |
| FIRSTENERGY CORP | 0 | 15,098 | +15,098 | 0 | 764,861 | +764,861 |
| SELECT SECTOR SPDR TR | 0 | 5,060 | +5,060 | 0 | 206,581 | +206,581 |
| MANHATTAN ASSOCIATES INC | 0 | 662 | +662 | 0 | 88,125 | +88,125 |
| CHORD ENERGY CORPORATION | 0 | 602 | +602 | 0 | 85,592 | +85,592 |
| AIM ETF PRODUCTS TRUST | 0 | 2,652 | +2,652 | 0 | 85,262 | +85,262 |
| CITIZENS FINL GROUP INC | 0 | 17,752 | +17,752 | 0 | 1,064,590 | +1,064,590 |
| SELECT SECTOR SPDR TR | 0 | 6,025 | +6,025 | 0 | 301,089 | +301,089 |
| AIM ETF PRODUCTS TRUST | 0 | 2,370 | +2,370 | 0 | 79,040 | +79,040 |
| VANGUARD BD INDEX FDS | 0 | 78,699 | +78,699 | 0 | 6,170,800 | +6,170,800 |
| ELEVATION SERIES TRUST | 0 | 9,111 | +9,111 | 0 | 71,504 | +71,504 |
| UNITED PARCEL SVCS INC | 0 | 5,453 | +5,453 | 0 | 536,485 | +536,485 |
| VERISIGN INC | 0 | 275 | +275 | 0 | 68,299 | +68,299 |
| FORD MTR CO | 0 | 87,441 | +87,441 | 0 | 1,009,069 | +1,009,069 |
| AMERICAN TOWER CORP | 0 | 3,462 | +3,462 | 0 | 597,509 | +597,509 |
| FIRST TR EXCHANGE-TRADED FD | 0 | 50,656 | +50,656 | 0 | 2,467,462 | +2,467,462 |
| PAYCHEX INC | 0 | 7,979 | +7,979 | 0 | 735,071 | +735,071 |
| VANGUARD STAR FDS | 0 | 844 | +844 | 0 | 65,105 | +65,105 |
| ALPS ETF TR | 0 | 974 | +974 | 0 | 61,039 | +61,039 |
| EVEREST GROUP LTD | 0 | 1,967 | +1,967 | 0 | 642,973 | +642,973 |