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Home > Institutional Investor > Elevate Capital Advisors, Llc > Profile

Instuitional Investor - Elevate Capital Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Elevate Capital Advisors, Llc
Portfolio Value $108,129,713
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Travelers Companies Inc.
 TRV 18,560 $4,908,377 4.54%
2.
Sprott Physical Gold Trust
 PHYS 202,193 $4,864,764 4.5%
3.
Microsoft Corp
 MSFT 12,288 $4,612,879 4.27%
4.
Amazon Com Inc
 AMZN 21,882 $4,163,269 3.85%
5.
Apple Inc.
 AAPL 18,433 $4,094,603 3.79%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)