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Asset Manager ← All Institutions

ELEVATUS WELATH MANAGEMENT

1501 PITTSFORD-VICTOR ROAD SUITE 101, VICTOR, NY 14564 • 585-565-4450

Q2 2025 · Filed 2025-08-14
Market Value
$300M
+70.3%
Holdings
134
+15
New Purchases
31
Added To
34
Closed
21
Reduced
32
Top 10 Concentration
44.4%
Turnover
38.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VOO 8.28% 1.26% +7.02% $25M
META 5.31% 1.54% +3.77% $16M
VNLA 3.44% 0.00% +3.44% $10M
BNDX 3.19% 0.00% +3.19% $10M
SOXL 3.17% 0.00% +3.17% $10M
SOFI 2.99% 0.00% +2.99% $9M
BBAI 2.90% 0.00% +2.90% $9M
BINC 2.72% 0.00% +2.72% $8M
SMCI 2.68% 0.00% +2.68% $8M
NVDA 5.04% 2.65% +2.39% $15M
TNA 2.27% 0.00% +2.27% $7M
QXO 1.97% 0.00% +1.97% $6M
VST 1.82% 0.00% +1.82% $5M
INDA 1.76% 0.00% +1.76% $5M
EFA 3.63% 1.92% +1.72% $11M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AGG 0.12% 9.93% -9.82% $356K
ICLO 0.36% 9.53% -9.16% $1M
JAAA 0.47% 6.56% -6.08% $1M
JPST 4.01% 9.60% -5.59% $12M
TDG 0.00% 5.53% -5.53% $0
GLD 0.14% 3.49% -3.35% $416K
IBM 0.00% 1.57% -1.57% $0
COKE 0.00% 1.51% -1.51% $0
VUG 1.07% 2.47% -1.40% $3M
AAPL 1.17% 2.50% -1.33% $4M
AFL 0.00% 1.28% -1.28% $0
DVN 0.00% 1.24% -1.24% $0
ESS 0.00% 1.15% -1.15% $0
OXY 0.00% 1.08% -1.08% $0
PAYX 1.11% 1.99% -0.89% $3M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 50.6%
Technology 20.5%
Communication Services 6.5%
Industrials 6.3%
Energy 5.1%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 46 $124M 41.4%
Large Cap 67 $132M 43.9%
Mid Cap 11 $33M 11.0%
Small Cap 8 $11M 3.6%
Micro Cap 2 $577K 0.2%

Portfolio Analytics

Avg Market Cap
$408.5B
Median Market Cap
$88.9B
Avg P/E
39.2
Median P/E
28.9
Avg Dividend Yield
0.02%
Avg Beta
1.07
# Stocks
74
# ETFs / Funds
60

Top Holdings (134 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VOO 8.28% 43,712 $25M $568.03 $23M +39,395 +912.6%
2 MSFT 5.33% 32,119 $16M $497.41 $8M +11,564 +56.3%
3 META 5.31% 21,582 $16M $738.08 $13M +16,866 +357.6%
4 NVDA 5.04% 95,610 $15M $157.99 $10M +52,595 +122.3%
5 JPST 4.01% 237,503 $12M $50.68 -$5M -96,424 -28.9%
6 EFA 3.63% 121,950 $11M $89.39 $8M +80,591 +194.9%
7 VNLA 3.44% 209,815 $10M $49.20 +209,815 NEW
8 BNDX 3.19% 193,427 $10M $49.51 +193,427 NEW
9 SOXL 3.17% 379,012 $10M $25.11 +379,012 NEW
10 SOFI 2.99% 492,598 $9M $18.21 +492,598 NEW
11 BBAI 2.90% 1,279,205 $9M $6.79 +1,279,205 NEW
12 BINC 2.72% 154,668 $8M $52.84 +154,668 NEW
13 SMCI 2.68% 164,297 $8M $49.01 +164,297 NEW
14 AMZN 2.54% 34,659 $8M $219.39 $4M +17,896 +106.8%
15 TNA 2.27% 202,772 $7M $33.54 +202,772 NEW
16 GOOG 2.24% 37,955 $7M $177.39 $5M +26,538 +232.4%
17 EEM 2.09% 129,730 $6M $48.24 $4M +66,968 +106.7%
18 QXO 1.97% 273,863 $6M $21.54 +273,863 NEW
19 VST 1.82% 28,146 $5M $193.81 +28,146 NEW
20 INDA 1.76% 94,764 $5M $55.68 +94,764 NEW
21 LMT 1.67% 10,817 $5M $463.12 +10,817 NEW
22 FAS 1.66% 29,586 $5M $168.60 +29,586 NEW
23 ISRG 1.48% 8,192 $4M $543.41 +8,192 NEW
24 JPM 1.43% 14,766 $4M $289.91 $3M +10,650 +258.8%
25 CW 1.34% 8,225 $4M $488.55 $1M
26 AMD 1.23% 26,001 $4M $141.90 +26,001 NEW
27 AAPL 1.17% 17,157 $4M $205.17 -$887K -2,684 -13.5%
28 PAYX 1.11% 22,805 $3M $145.46 -$193K +52 +0.2%
29 VUG 1.07% 7,301 $3M $438.41 -$1M -4,437 -37.8%
30 EAT 1.05% 17,536 $3M $180.33 +17,536 NEW
31 TPR 0.98% 33,383 $3M $87.81 +33,383 NEW
32 ETN 0.97% 8,135 $3M $356.99 +8,135 NEW
33 ABT 0.94% 20,627 $3M $136.01 $3M +19,088 +1240.3%
34 RDDT 0.93% 18,612 $3M $150.57 +18,612 NEW
35 EW 0.83% 31,890 $2M $78.21 +31,890 NEW
36 AVGO 0.72% 7,856 $2M $275.64 $995K +865 +12.4%
37 SPY 0.69% 3,361 $2M $617.86 $197K
38 XOM 0.63% 17,582 $2M $107.80 -$130K +553 +3.2%
39 GOOGL 0.53% 9,003 $2M $176.23 $418K +1,449 +19.2%
40 VGT 0.51% 2,297 $2M $663.39 $278K
41 JAAA 0.47% 27,953 $1M $50.75 -$10M -199,818 -87.7%
42 ORCL 0.44% 5,981 $1M $218.61 $534K +448 +8.1%
43 MARA 0.43% 81,726 $1M $15.68 +81,726 NEW
44 ICLO 0.36% 42,670 $1M $25.56 -$16M -615,690 -93.5%
45 BRK-B 0.36% 2,200 $1M $485.77 -$105K -4 -0.2%
46 QQQ 0.34% 1,858 $1M $551.64 $88K -140 -7.0%
47 IWF 0.32% 2,249 $955K $424.58 $143K
48 VEA 0.31% 16,168 $922K $57.01 $100K
49 VTV 0.30% 5,018 $887K $176.75 -$280K -1,737 -25.7%
50 IEFA 0.28% 10,216 $853K $83.48 $80K
51 BSV 0.27% 10,282 $809K $78.70 -$53K -733 -6.7%
52 PLTR 0.24% 5,286 $721K $136.32 $242K -384 -6.8%
53 VB 0.23% 2,955 $700K $236.98 $423K +1,705 +136.4%
54 VO 0.23% 2,480 $694K $279.80 $207K +596 +31.6%
55 CVX 0.22% 4,573 $655K $143.20 -$126K -92 -2.0%
56 OMAH 0.22% 33,763 $652K $19.30 +33,763 NEW
57 DHR 0.21% 3,229 $638K $197.56 -$63K -191 -5.6%
58 VONV 0.21% 7,417 $632K $85.21 $20K
59 JEPI 0.21% 10,819 $615K $56.85 $194K +3,455 +46.9%
60 XLF 0.20% 11,181 $586K $52.37 $29K
61 XLC 0.18% 5,071 $550K $108.54 $61K +1 +0.0%
62 ABBV 0.18% 2,900 $538K $185.64 $96K +790 +37.4%
63 COST 0.18% 542 $537K $990.28 -$66K -95 -14.9%
64 BIV 0.18% 6,922 $535K $77.34 -$54K -777 -10.1%
65 XLV 0.17% 3,824 $515K $134.80 -$43K +1 +0.0%
66 TSLA 0.17% 1,590 $505K $317.66 $60K -129 -7.5%
67 PM 0.17% 2,765 $504K $182.15 $67K +12 +0.4%
68 WMT 0.16% 5,060 $495K $97.77 -$1M -12,967 -71.9%
69 NFLX 0.16% 365 $489K $1,339.13 $78K -76 -17.2%
70 KO 0.16% 6,728 $476K $70.75 -$15K -129 -1.9%
71 V 0.15% 1,293 $459K $355.16 $89K +236 +22.3%
72 GLD 0.14% 1,364 $416K $304.83 -$6M -19,969 -93.6%
73 XLY 0.14% 1,873 $407K $217.33 $37K
74 MA 0.14% 724 $407K $561.93 $17K +13 +1.8%
75 RTX 0.14% 2,778 $406K $146.01 +2,778 NEW
76 IUSG 0.13% 2,692 $405K $150.41 $123K +476 +21.5%
77 FTNT 0.13% 3,792 $401K $105.72 $91K +575 +17.9%
78 TMO 0.13% 985 $399K $405.46 -$149K -117 -10.6%
79 VWOB 0.13% 5,758 $376K $65.35 -$63K -1,086 -15.9%
80 TSM 0.12% 1,601 $363K $226.49 +1,601 NEW
81 AGG 0.12% 3,585 $356K $99.20 -$17M -173,293 -98.0%
82 VZ 0.12% 8,002 $346K $43.27 $50K +1,471 +22.5%
83 PG 0.11% 2,092 $333K $159.32 $5K +164 +8.5%
84 PEP 0.11% 2,512 $332K $132.02 -$67K -147 -5.5%
85 EET 0.11% 5,061 $324K $64.08 +5,061 NEW
86 AMAT 0.10% 1,671 $306K $183.06 $48K -106 -6.0%
87 BND 0.10% 3,889 $286K $73.63 +3,889 NEW
88 VIS 0.09% 985 $276K $280.07 $32K
89 ADP 0.09% 894 $276K $308.36 $3K
90 DBJP 0.09% 3,580 $274K $76.47 $8K
91 LLY 0.09% 343 $268K $780.05 $53K +83 +31.9%
92 HON 0.09% 1,145 $267K $232.98 -$80K -493 -30.1%
93 ACWI 0.09% 2,006 $258K $128.60 $24K
94 DBEZ 0.08% 4,955 $253K $51.01 $5K
95 IVV 0.08% 406 $252K $620.40 $25K +2 +0.5%
96 IUSV 0.08% 2,628 $249K $94.63 $6K +2 +0.1%
97 GBTC 0.08% 2,900 $246K $84.83 +2,900 NEW
98 RSP 0.08% 1,342 $244K $181.68 +1,342 NEW
99 QYLD 0.08% 14,444 $242K $16.72 -$50K -3,091 -17.6%
100 TXN 0.08% 1,155 $240K $207.62 +1,155 NEW

New Positions

SymbolValue% Port
VNLA $10M 3.44%
BNDX $10M 3.19%
SOXL $10M 3.17%
SOFI $9M 2.99%
BBAI $9M 2.90%
BINC $8M 2.72%
SMCI $8M 2.68%
TNA $7M 2.27%
QXO $6M 1.97%
VST $5M 1.82%
INDA $5M 1.76%
LMT $5M 1.67%
FAS $5M 1.66%
ISRG $4M 1.48%
AMD $4M 1.23%

Sold Out Positions

SymbolValue% Port
AFL —%
DVN —%
MTB —%
IBM —%
TDG —%
CION —%
ESS —%
COP —%
OXY —%
UNH —%
ARCC —%
IXUS —%
HYG —%
COKE —%
VIG —%
View SEC EDGAR Filings for ELEVATUS WELATH MANAGEMENT →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms