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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 13     View All Holdings Currently Viewing:  Closed 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
   (DSI)1 Year Chart         DSI iShares KLD 400 Social Index 187 Closed $102.47 $0 0 0% -268,000 -2,947 0    Closed - End Fund - E...
   (TWOK)1 Year Chart         TWOK Spdr Russell 2000 180 Closed $42.09 $0 0 0% -288,000 -6,827 0    N/A
   (EDOC)1 Year Chart         EDOC Global X Fds 186 Closed $0.00 $0 0 0% -101,000 -10,026 0    N/A
   (EMM)1 Year Chart         EMM Global X Emerging Markets Etf 179 Closed $27.56 $0 0 0% -285,000 -5,845 0    Closed - End Fund - E...
   (FTHI)1 Year Chart         FTHI First Trust High Income 185 Closed $0.00 $0 0 0% -755,000 -35,325 0    N/A
   (XLB)1 Year Chart         XLB SPDR Materials Select Sector 178 Closed $90.70 $0 0 0% -377,000 -4,407 0    Closed - End Fund - E...
   (ROBT)1 Year Chart         ROBT First Trust Nasdaq Artifici... 184 Closed $0.00 $0 0 0% -245,000 -5,384 0    N/A
   (BTEC)1 Year Chart         BTEC Principal Healthcare Innova... 177 Closed $0.00 $0 0 0% -301,000 -8,275 0    N/A
   (HFND)1 Year Chart         HFND Unlimited Hfnd Multi-strate... 183 Closed $0.00 $0 0 0% -2,832,000 -136,042 0    N/A
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 176 Closed $97.48 $0 0 0% -1,669,000 -16,816 0    Closed - End Fund - E...
   (ARKF)1 Year Chart         ARKF Ark Fintech Innovation Etf 182 Closed $0.00 $0 0 0% -448,000 -16,238 0    N/A
   (FAPR)1 Year Chart         FAPR Ft Cboe Vest Us Equity Buff... 175 Closed $0.00 $0 0 0% -1,582,000 -45,255 0    N/A
   (LGLV)1 Year Chart         LGLV Spdr Russell 1000 Low Volat... 181 Closed $153.11 $0 0 0% -712,000 -4,913 0    N/A
      13 Records Found
  1    
Page 1 of 1
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