| |
|
|
| Name: |
ELEVATUS WELATH MANAGEMENT |
| City: |
VICTOR |
| State: |
NY |
| Zip: |
14564 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
11 |
|
View All Holdings |
Currently
Viewing:
Unchanged Positions |
|
|
Page 1 of 1 |
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 |
|
VEA |
Vanguard Europe Pacific ETF |
36 |
- |
$49.56 |
$887,000 |
17,680 |
0.35% |
40,000 |
0 |
0.001 |
Closed - End Fund - F... |
|
|
IWF |
iShares Russell 1000 Growth |
38 |
- |
$336.86 |
$870,000 |
2,581 |
0.34% |
88,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
|
PTNQ |
Pacer Trendpilot 100 Etf |
42 |
- |
$0.00 |
$797,000 |
11,611 |
0.31% |
38,000 |
0 |
0.073 |
N/A |
|
|
VONV |
Vanguard Russell 1000 Value... |
50 |
- |
$77.59 |
$583,000 |
7,417 |
0.23% |
45,000 |
0 |
0.008 |
N/A |
|
|
VNQ |
Vanguard REIT Index VIPERs |
52 |
- |
$83.16 |
$548,000 |
6,333 |
0.22% |
-12,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
MA |
MasterCard Inc A |
54 |
- |
$457.76 |
$514,000 |
1,068 |
0.2% |
58,000 |
0 |
0 |
Business Services |
|
|
XLF |
SPDR Financial Sector |
60 |
- |
$41.66 |
$416,000 |
9,866 |
0.16% |
45,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
VWOB |
Vanguard Emerging Markets G... |
64 |
- |
$63.15 |
$353,000 |
5,527 |
0.14% |
1,000 |
0 |
0.002 |
N/A |
|
|
IWM |
iShares Tr Russell 2000 Indx |
69 |
- |
$204.74 |
$317,000 |
1,508 |
0.13% |
14,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
CRM |
Salesforce.com Inc |
74 |
- |
$277.52 |
$273,000 |
907 |
0.11% |
34,000 |
0 |
0 |
Internet Software & S... |
|
|
ACWI |
iShares MSCI ACWI Index |
87 |
- |
$110.25 |
$221,000 |
2,006 |
0.09% |
17,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
