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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Elevated Capital Advisors LLC
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|---|---|
| CRD # | 226721 |
| SEC # | 801-110864 |
| CIK # | 0001802387 |
| AUM | $433.0 M (2025-03-13) |
| Employees | 23 (87% Investors, 0% Brokers) |
| Phone | 385-237-3338 |
| Address | 11925 South 700 East Draper, UT 84020 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 11.0 | ||
| Microsoft Corp | 7.2 | ||
| PIMCO Corporate & Income Strategy Fund | 4.9 | ||
| BlackRock Debt Strategies Fund Inc | 4.3 | ||
| Amazon Com Inc | 3.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 930 | 232.8 |
| (b) Individuals (high net worth individuals) | 101 | 200.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,403 | 433.0 |
| By Discretionary | ||
| Discretionary | 2,380 | 430.8 |
| Non-Discretionary | 23 | 2.3 |
| Total | 2,403 | 433.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 433.0 | |
| Total | 2,403 | 433.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001802387] |
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|---|---|---|
|
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OH | 0.4 |
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Prentiss Smith & Company Inc
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VT | 0.4 |
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CA | 0.4 |
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QBOX Fiduciary Solutions LLC
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IN | 0.4 |
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CA | 0.4 |
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NC | 0.4 |
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Consultiva Wealth Management Corp
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PR | 0.4 |
|
Elite Retirement Planning LLC
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IA | 0.4 |
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AMJ Financial Wealth Management LLC
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VA | 0.4 |