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| Name: |
ELEVATUS WELATH MANAGEMENT |
| City: |
VICTOR |
| State: |
NY |
| Zip: |
14564 |
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data |
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| Holdings
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16 |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
TLT |
iShares Tr Lehman 20+yr Tres |
13 |
- |
$90.35 |
$7,102,000 |
75,062 |
2.8% |
-7,245,000 |
-70,036 |
0.007 |
Closed - End Fund - E... |
|
|
AAPL |
Apple Inc |
27 |
- |
$186.28 |
$3,616,000 |
21,089 |
1.43% |
-8,634,000 |
-42,537 |
0 |
Personal Computers |
|
|
GOOG |
Alphabet Inc |
31 |
- |
$170.90 |
$1,267,000 |
8,319 |
0.5% |
-7,072,000 |
-50,855 |
0 |
Search Engines & Info... |
|
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GOOGL |
Alphabet Inc |
32 |
- |
$169.14 |
$1,233,000 |
8,169 |
0.49% |
-53,000 |
-1,036 |
0 |
Search Engines & Info... |
|
|
SPY |
Standard & Poors Depository... |
35 |
- |
$520.91 |
$1,049,000 |
2,006 |
0.41% |
-7,461,000 |
-15,898 |
0 |
Closed - End Fund - E... |
|
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AVGO |
Broadcom Limited |
37 |
- |
$1,337.51 |
$871,000 |
657 |
0.34% |
99,000 |
-34 |
0 |
Semiconductor- Broad... |
|
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XOM |
Exxon Mobil Corp |
39 |
- |
$117.91 |
$854,000 |
7,350 |
0.34% |
115,000 |
-45 |
0 |
Integrated Oil & Gas |
|
|
IEFA |
Ishares Core Msci Eafe |
45 |
- |
$0.00 |
$726,000 |
9,787 |
0.29% |
-24,000 |
-869 |
0 |
N/A |
|
|
TSLA |
Tesla Motors Inc |
57 |
- |
$177.81 |
$449,000 |
2,553 |
0.18% |
-220,000 |
-138 |
0 |
Auto Manufacturers |
|
|
JPM |
JP Morgan Chase & Co |
58 |
- |
$198.73 |
$434,000 |
2,168 |
0.17% |
-149,000 |
-1,257 |
0 |
Domestic Money Center... |
|
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COST |
Costco Wholesale Corp |
59 |
- |
$775.15 |
$425,000 |
580 |
0.17% |
39,000 |
-4 |
0 |
Discount, Variety Stores |
|
|
HD |
Home Depot Inc |
66 |
- |
$340.96 |
$341,000 |
889 |
0.13% |
17,000 |
-45 |
0 |
Home Improvement Stores |
|
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ABBV |
Abbvie Inc. |
70 |
- |
$161.28 |
$307,000 |
1,689 |
0.12% |
-58,000 |
-666 |
0 |
Drug Manufacturers - ... |
|
|
UNH |
Unitedhealth Group Inc |
73 |
- |
$511.74 |
$293,000 |
592 |
0.12% |
-25,000 |
-11 |
0 |
Health Care Plans |
|
|
ARCC |
Ares Capital Corp |
77 |
- |
$21.14 |
$238,000 |
11,425 |
0.09% |
-1,000 |
-509 |
0.003 |
Closed - End Fund - Debt |
|
|
ACN |
Accenture Plc |
88 |
- |
$307.41 |
$216,000 |
623 |
0.09% |
-3,000,000 |
-8,543 |
0 |
Management Services |
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