Fund Holdings — Elevation Capital Advisory, LLC

Total Portfolio Value
$233.37M
Total Bought
$142.27M
Total Sold
$135.40M
Net Transaction
+$6.87M
Filing Period:
Securities
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SharesValue ($K)
Q3 2024
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Q4 2024
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Change
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Q3 2024
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Q4 2024
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Weight (%)
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Change
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SPDR SER TR
ST STR BLO 1 ETF
100,925264,394+163,4699,26624,17410.36%+14,907
VANGUARD WORLD FD95739,966+39,00930813,7255.88%+13,417
FIDELITY COMWLTH TR0138,678+138,678010,5484.52%+10,548
INVESCO QQQ TR12,19330,455+18,2625,95115,5706.67%+9,618
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
2,82476,484+73,6603238,8063.77%+8,482
VANGUARD INDEX FDS88421,261+20,3773398,7263.74%+8,387
ISHARES TR019,269+19,26907,7383.32%+7,738
ISHARES TR025,792+25,79207,4503.19%+7,450
ISHARES TR046,629+46,62906,7482.89%+6,748
JANUS DETROIT STR TR
HENDRSN SHRT ETF
0135,341+135,34106,6202.84%+6,620
WISDOMTREE TR(WT)0282,348+282,34806,2792.69%+6,279
WISDOMTREE TR(WT)0116,164+116,16405,8452.50%+5,845
PROSHARES TR
INVT INT RT HG
073,258+73,25805,7272.45%+5,727
SPDR SER TR
ST STR CONV ETF
071,135+71,13505,5412.37%+5,541
PRINCIPAL EXCHANGE TRADED FD
US MEGA CP ETF
076,840+76,84004,6131.98%+4,613
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
5,93271,019+65,0872823,5481.52%+3,266
ISHARES TR042,484+42,48403,2551.39%+3,255
SPDR SER TR
ST STR PFD ETF
087,580+87,58002,8891.24%+2,889
VANGUARD WORLD FD
CONSUM DIS ETF
03,783+3,78301,4200.61%+1,420
VANGUARD WORLD FD
FINANCIALS ETF
8,91418,116+9,2029802,1390.92%+1,159
COLLABORATIVE INVESTMNT SER
MINDFUL CNSRVTV
1,045,6941,107,835+62,14122,83823,81510.21%+977
VANGUARD WORLD FD
CONSUM STP ETF
04,574+4,57409670.41%+967
RBB FD INC
MOTLEY FOL ETF
207,422208,930+1,50811,66812,5615.38%+893
VANGUARD WORLD FD
COMM SRVC ETF
5,32310,261+4,9387741,5900.68%+816
ISHARES TR
MSCI USA MMENTM
45,14046,536+1,3969,1539,6294.13%+477
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
03,649+3,64903770.16%+377
VANGUARD ADMIRAL FDS INC01,025+1,02503750.16%+375
VANGUARD INDEX FDS04,164+4,16403710.16%+371
VANGUARD SPECIALIZED FUNDS01,879+1,87903680.16%+368
NUSHARES ETF TR
NUVEEN ESG LRGCP
04,028+4,02803460.15%+346
FIRST TR LRGE CP CORE ALPHA
COM SHS
02,964+2,96403090.13%+309
PUTNAM ETF TRUST07,669+7,66902970.13%+297
VANGUARD INDEX FDS6,2306,643+4133,2873,5791.53%+292
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
03,804+3,80402550.11%+255
AMAZON COM INC(AMZN)01,020+1,02002240.10%+224
ISHARES TR02,318+2,31802080.09%+208
VANGUARD WORLD FD
UTILITIES ETF
1,1992,301+1,1022093760.16%+167
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
22,20723,643+1,4362,3242,4801.06%+155
ISHARES TR22,38722,904+5173,1253,2771.40%+152
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
10,42511,086+6611,2541,3690.59%+115
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
23,20124,733+1,5321,2291,3410.57%+112
SCHWAB STRATEGIC TR14,56446,883+32,3191,2311,2810.55%+50
WISDOMTREE TR(WT)14,99115,953+9621,2471,2910.55%+44
FIRST TR EXCHANGE-TRADED FD
FIRST TR TA HIYL
69,10670,415+1,3092,9002,9101.25%+11
LEGG MASON ETF INVT3,2883,104-1842402340.10%-6
VANGUARD BD INDEX FDS3,5553,126-4292792340.10%-45
INVESCO EXCHANGE TRADED FD T
LARG CAP GRO ETF
4,7103,037-1,6734653090.13%-156
TRIMTABS ETF TR
LEADERS ETF
3,1880-3,1882080—-208
ISHARES TR
ESG AWR MSCI USA
1,8300-1,8302310—-231
FIDELITY COVINGTON TRUST4,0070-4,0072460—-246
ISHARES TR5340-5343080—-308
FRANKLIN TEMPLETON ETF TR
US LRG CP MLTFCT
5,2990-5,2993080—-308
ISHARES TR2,9350-2,9353690—-369
ISHARES TR
MSCI USA QLT FCT
2,1710-2,1713890—-389
COLLABORATIVE INVESTMNT SER
MOHR SECTOR NAV
69,62857,304-12,3242,1591,7330.74%-426
COLLABORATIVE INVESTMNT SER
ADAPTIVE CORE
39,30317,723-21,5808603880.17%-472
VANGUARD WORLD FD
HEALTH CAR ETF
2,5630-2,5637230—-723
VANGUARD WORLD FD
ENERGY ETF
5,9310-5,9317260—-726
VANGUARD WORLD FD
INF TECH ETF
3,4710-3,4712,0360—-2,036
ISHARES TR50,25234,953-15,29911,0588,2233.52%-2,835
VANECK ETF TRUST
FALLEN ANGEL HG
106,0700-106,0703,1200—-3,120
ISHARES TR
FALN ANGLS USD
122,8050-122,8053,3570—-3,357
INVESCO EXCH TRADED FD TR II50,9500-50,9503,6550—-3,655
ISHARES TR
MSCI USA MIN ETF
40,3040-40,3043,6800—-3,680
VANGUARD INDEX FDS15,2900-15,2904,0260—-4,026
SPDR SER TR
ST STR MSCI USAQ
27,0030-27,0034,2540—-4,254
INVESCO EXCH TRADED FD TR II
TAXABLE MUN BD
184,2500-184,2505,0800—-5,080
ISHARES TR146,8700-146,8705,6780—-5,678
ISHARES TR56,2590-56,2595,6970—-5,697
ISHARES TR102,1260-102,1266,0500—-6,050
FIRST TR EXCH TRADED FD III339,6930-339,6936,1480—-6,148
SPDR SER TR
ST STR R1K LOWV
37,3570-37,3576,3220—-6,322
FIRST TR EXCHANGE-TRADED FD71,9290-71,9296,5310—-6,531
JOHN HANCOCK EXCHANGE TRADED
MLTFCTR LRG CAP
101,0290-101,0297,0150—-7,015
ISHARES TR70,8410-70,8418,5270—-8,527
SCHWAB STRATEGIC TR83,6270-83,6278,7120—-8,712
VANECK ETF TRUST
MRNGSTR WDE MOAT
105,82313,909-91,91410,2601,2900.55%-8,970
AMERICAN CENTY ETF TR99,5160-99,5169,0620—-9,062
ISHARES TR128,9420-128,9429,4090—-9,409
GLOBAL X FDS
CONSCIOUS COS
271,2740-271,27410,6180—-10,618
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Elevation Capital Advisory, LLC — 13F Holdings — Q4 2024 | TickerTrail