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  Name: Elevated Capital Advisors LLC
  City: SANDY
  State: UT
  Zip: 84070
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $348,986,000
  Total Value Change : $29,298,000
  Securities Held Change : 1
   
All Securities Held : 175
  New Positions : 15
  Closed Positions : 13
  Increased Positions : 95
  Unchanged Positions : 9
  Decreased Positions : 56

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Holdings Found : 14     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (MOAT)1 Year Chart         MOAT VANECK VECTORS ETF TR 14 New $53.88 $5,413,000 60,207 1.55% 5,413,000 60,207 0.067    N/A
   (IEI)1 Year Chart         IEI iShares Barclays 3-7 Year T... 37 New $114.69 $2,824,000 24,387 0.81% 2,824,000 24,387 0.021    Closed - End Fund - E...
   (FJUL)1 Year Chart         FJUL Ft Cboe Vest U.S. Equity Bu... 81 New $0.00 $1,234,000 27,754 0.35% 1,234,000 27,754 0.308    N/A
   (XLRE)1 Year Chart         XLRE Real Estate Select Sector S... 85 New $38.05 $1,127,000 28,510 0.32% 1,127,000 28,510 0.005    N/A
   (QQQM)1 Year Chart         QQQM Invesco Nasdaq 100 Etf 126 New $0.00 $581,000 3,181 0.17% 581,000 3,181 0.004    N/A
   (IYW)1 Year Chart         IYW iShares Trust DJ US Sector 132 New $138.63 $522,000 3,868 0.15% 522,000 3,868 0.002    Closed - End Fund - E...
   (PYLD)1 Year Chart         PYLD Pimco Multisector Bond Acti... 137 New $25.58 $450,000 17,457 0.13% 450,000 17,457 0    N/A
   (CSJ)1 Year Chart         CSJ iShares Barclays 1-3 Year C... 150 New $51.14 $351,000 6,851 0.1% 351,000 6,851 0.001    Closed - End Fund - E...
   (ORLY)1 Year Chart         ORLY O Reilly Automotive Inc 166 New $963.26 $233,000 206 0.07% 233,000 206 0    Auto Parts Stores
   (GRNB)1 Year Chart         GRNB Vaneck Vectors Green Bond Etf 168 New $0.00 $227,000 9,552 0.07% 227,000 9,552 0.632    N/A
   (BKHY)1 Year Chart         BKHY Bny Mellon High Yield Beta Etf 169 New $0.00 $227,000 4,767 0.07% 227,000 4,767 0    N/A
   (BGRN)1 Year Chart         BGRN Ishares Global Green Bond Etf 170 New $0.00 $226,000 4,818 0.06% 226,000 4,818 0.02    N/A
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 171 New $172.50 $215,000 1,426 0.06% 215,000 1,426 0    Search Engines & Info...
   (VYM)1 Year Chart         VYM Vanguard High Dividend Yiel... 172 New $120.00 $212,000 1,753 0.06% 212,000 1,753 0.001    Closed - End Fund - Debt
      14 Records Found
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Page 1 of 1
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