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Home > Institutional Investor > Elevatus Welath Management > Profile

Instuitional Investor - Elevatus Welath Management

Fund Profile
Filing Period:
Fund Name: Elevatus Welath Management
Portfolio Value $292,262,650
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 62,469 $33,659,104 11.51%
2.
Microsoft Corp
 MSFT 54,474 $22,960,699 7.85%
3.
Spdr Ser Tr
 509,825 $22,901,323 7.83%
4.
Nvidia Corp
 NVDA 147,204 $19,768,049 6.76%
5.
Amazon Com Inc
 AMZN 67,625 $14,836,249 5.07%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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 November 14th, 2024)