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  Name: ELEVATE WEALTH ADVISORY INC
  City: ATHENS
  State: GA
  Zip: 30606
   
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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

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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)1 Year Chart         NVDA NVIDIA Corporation 40 New $949.50 $364,000 402 0.32% 364,000 402 0    Semiconductor - Speci...
   (ITA)1 Year Chart         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)1 Year Chart         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    
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