E
ELEVATE WEALTH ADVISORY, INC
ELEVATE WEALTH ADVISORY, INC is an institution, managing $137.6M across 121 long positions as of Q3 2025 with 95% ETF concentration, 59% concentrated in top 10 holdings, and minimal technology exposure.
- Portfolio Value
- $137.6M
- Positions
- 121
- Top Holding
- ITOT at 10.92%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in ELEVATE WEALTH ADVISORY, INC's portfolio (58.8% of total portfolio)
GthenH
| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $15.0M | 10.92% | -$304.3K Sold | — 103.1K shares | |
ETF ETF | $10.9M | 7.92% | +$81.2K Bought | — 138.1K shares | |
ETF ETF | $10.7M | 7.75% | -$251.3K Sold | — 177.8K shares | |
ETF ETF | $10.0M | 7.27% | -$302.4K Sold | — 216.9K shares | |
ETF ETF | $7.3M | 5.29% | -$192.8K Sold | — 70.4K shares | |
ETF ETF | $5.6M | 4.07% | -$37.6K Sold | — 84.9K shares | |
ETF ETF | $5.5M | 3.99% | -$276.8K Sold | — 61.7K shares | |
ETF ETF | $5.4M | 3.92% | -$81.3K Sold | — 67.3K shares | |
ETF ETF | $5.3M | 3.87% | -$244.9K Sold | — 53.5K shares | |
ETF ETF | $5.2M | 3.81% | -$110.4K Sold | — 77.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in ELEVATE WEALTH ADVISORY, INC's latest filing
GthenC
Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+171.88% | |
+45.45% | |
+38.53% | |
+17.97% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
Sold | |
Sold |
Analytics
Portfolio insights and performance metrics for ELEVATE WEALTH ADVISORY, INC
GthenA