ELEVATUS WELATH MANAGEMENT

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$306M
Signature - Title
Christopher Plummer - CCO
Location
Victor, NY
Summary
This page shows a list of all the recent 13F filings made by ELEVATUS WELATH MANAGEMENT. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ELEVATUS WELATH MANAGEMENT reported 101 stock holdings with total value $306M as of Q3 2024. Top holdings included SPSM, VOO, MSFT, TNA, and VUG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 101 $306M +$137M -$102M +$34.4M SPSM, VOO, MSFT, TNA, VUG 13F-HR 11/14/2024, 10:13 AM
Q2 2024 105 $267M +$145M -$119M +$26.6M MSFT, NVDA, AMZN, ICLO, META 13F-HR 8/14/2024, 03:12 PM
Q1 2024 96 $254M +$89.4M -$80M +$9.4M NVDA, MSFT, META, AMZN, VOT 13F-HR 5/10/2024, 03:52 PM
Q4 2023 92 $220M +$145M -$45.1M +$100M MSFT, TLT, AAPL, NVDA, SPY 13F-HR 2/12/2024, 12:56 PM
Q3 2023 67 $111M +$67.1M -$99M -$31.9M MSFT, SQQQ, AAPL, NVDA, BKR 13F-HR 11/14/2023, 02:34 PM
Q2 2023 51 $144M $0 $0 VBK, VOT, ARKK, AMZN, BABA 13F-HR 8/8/2023, 01:32 PM