ELEVATE WEALTH ADVISORY, INC

13F Filings History

Latest 13F report: Q3 2024 - Nov 13, 2024
Value $: $135M
Signature - Title: Deanne Rosso - President/Chief Compliance Officer
Location: Athens, GA
Summary: This page shows a list of all the recent 13F filings made by ELEVATE WEALTH ADVISORY, INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ELEVATE WEALTH ADVISORY, INC reported 121 stock holdings with total value $135M as of Q3 2024. Top holdings included ITOT, VGIT, BSV, DFIV, and STIP.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	121	$135M	+$4.23M	-$762K	+$3.47M	ITOT, VGIT, BSV, DFIV, STIP	13F-HR	11/13/2024, 09:03 AM
Q2 2024	111	$123M	+$10.2M	-$1.05M	+$9.16M	ITOT, VGIT, BSV, DFIV, STIP	13F-HR	8/12/2024, 11:16 AM
Q1 2024	106	$115M	+$7.75M	-$6.37M	+$1.37M	ITOT, VGIT, BSV, DFIV, STIP	13F-HR	5/2/2024, 11:46 AM
Q4 2023	110	$109M	$0	$0		VGIT, BSV, ITOT, DFIV, STIP	13F-HR	2/14/2024, 12:12 PM