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Company Main View
Name:
ELEVATE WEALTH ADVISORY INC
City:
ATHENS
State:
GA
Zip:
30606
Achive data
View Filing Period:
Current Quarter
2023-12-31
Portfolio Summary
View Filing
Filing Report Date :
2024-03-31
Total Value :
$114,870,000
Total Value Change :
$5,730,000
Securities Held Change :
-4
All Securities Held :
106
New Positions
:
3
Closed Positions
:
7
Increased Positions
:
35
Unchanged Positions
:
28
Decreased Positions
:
40
Download
Free Registration Required For Full Results
Holdings Found :
3
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
NVDA
NVIDIA Corporation
40
New
$949.50
$364,000
402
0.32%
364,000
402
0
Semiconductor - Speci...
ITA
iShares Dow Jones US Aerosp...
67
New
$0.00
$109,000
823
0.09%
109,000
823
0.001
Closed - End Fund - E...
VOO
Vanguard S&P 500 Etf
85
New
$487.06
$39,000
81
0.03%
39,000
81
0
Closed - End Fund - E...
3
Records Found
1
Page 1 of 1
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