ELEVATUS WELATH MANAGEMENT Portfolio
Invests via ELEVATUS WELATH MANAGEMENT | Managed by Daniel F. Antocicco, Daniel J. Hare, Mark S. Corcoran
Invests via ELEVATUS WELATH MANAGEMENT
Managed by Daniel F. Antocicco, Daniel J. Hare, Mark S. Corcoran
Automatically Tracked
ELEVATUS WELATH MANAGEMENT Profile
Boutique wealth and asset management firm serving high-net-worth and institutional clients with discretionary portfolio management, financial planning, and alternative allocations; emphasizes customized multi-asset solutions, risk-managed equity and fixed-income strategies, and client reporting infrastructure. ELEVATUS WELATH MANAGEMENT positions itself as a mid-market independent adviser supporting capital preservation and growth.
Boutique wealth and asset management firm serving high-net-worth and institutional clients with discretionary portfolio management, financial planning, and alternative allocations; emphasizes customized multi-asset solutions, risk-managed equity and fixed-income strategies, and client reporting infrastructure. ELEVATUS WELATH MANAGEMENT positions itself as a mid-market independent adviser supporting capital preservation and growth.
Investment Philosophy & Strategy
Boutique wealth manager prioritizing client-tailored, multi-asset portfolios that blend capital preservation with selective growth. Investment approach emphasizes disciplined risk budgeting, liability-aware asset allocation, and active rebalancing across equities, credit, alternatives, and duration management. Underwriting favors liquid core holdings complemented by bespoke private allocations for diversification and real return potential. Decision-making is client-centric, outcome-oriented, and governed by transparent reporting and fiduciary risk controls.
Boutique wealth manager prioritizing client-tailored, multi-asset portfolios that blend capital preservation with selective growth. Investment approach emphasizes disciplined risk budgeting, liability-aware asset allocation, and active rebalancing across equities, credit, alternatives, and duration management. Underwriting favors liquid core holdings complemented by bespoke private allocations for diversification and real return potential. Decision-making is client-centric, outcome-oriented, and governed by transparent reporting and fiduciary risk controls.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
54.38%
Gain -1.3%
Monthly
0.97%
Yearly
12.23%
Drawdown
18.19%
$390.53M
Equity
Holdings
$390.53M
Investment
$363.82M
$78.72M
Profit -$4.63M
Realized
$52M
Unrealized
$26.72M
Dividends
$14M
Goals
Avg. 39% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.3%
Profit
-$4.63M
Win %
68%
This Week
Compared To Last Week
Gain
-3.22%
Profit
-$12.99M
Win %
68%
This Month
Compared to last month
Gain
-2.39%
Profit
-$9.55M
Win %
68%
This Year
Compared to last year
Gain
-4.31%
Profit
-$17.57M
Win %
67%
IDXX IDEXX Laboratories, Inc.
+3.19%
+$7,577.64 
NI NiSource Inc.
+2.78%
+$5,636.84 
BP BP p.l.c. Sponsored ADR
+2.37%
+$8,633.05 
PM Philip Morris International Inc.
+2.36%
+$12,681.93 
CNQ Canadian Natural Resources Limited
+2.24%
+$6,253.72 
FIGR Figure Technology Solutions Inc Cl A
+2.21%
+$5,206.96 
PEP PepsiCo, Inc.
+2.18%
+$21,602 
RTX RTX Corporation
+2.05%
+$12,948.48 
AEP American Electric Power Company, Inc.
+2.02%
+$4,397.52 
KO The Coca-Cola Company
+1.81%
+$12,346.31 
LMT Lockheed Martin Corporation
+1.81%
+$8,317.25 
JPM JPMorgan Chase & Co.
+1.81%
+$30,963.07 
AEE Ameren Corporation
+1.77%
+$4,204.4 
FTI TechnipFMC plc
+1.67%
+$3,779.1 
ALL Allstate Corporation
+1.61%
+$4,854.84 
COF Capital One Financial Corporation
+1.59%
+$12,149.91 
AMT American Tower Corporation
+1.56%
+$11,068.13 
ENVA Enova International Inc.
+1.55%
+$3,642.11 
KMX CarMax Inc.
+1.48%
+$7,110.48 
MO Altria Group, Inc.
+1.43%
+$3,366.51 
CVX Chevron Corporation
+1.41%
+$17,214.33 
APA APA Corporation
+1.4%
+$27,333.9 
XLE Energy Select Sector SPDR Fund
+1.37%
+$4,353.57 
WFC Wells Fargo & Company
+1.32%
+$9,288.98 
NWE NorthWestern Energy Group, Inc.
+1.29%
+$4,329.97 
KALU Kaiser Aluminum Corporation
+1.27%
+$3,320.08 
NEE NextEra Energy, Inc.
+1.23%
+$2,300.84 
MNST Monster Beverage Corporation
+1.22%
+$4,547.67 
JNJ Johnson & Johnson
+1.22%
+$11,766.72 
GOLD Gold.com, Inc.
+1.21%
+$2,877.12 
MAR Marriott International Inc. - Class A
+1.21%
+$35,043.76 
HD The Home Depot, Inc.
+1.19%
+$4,031.51 
PG Procter & Gamble Co
+1.17%
+$4,802.39 
COST Costco Wholesale Corporation
+1.12%
+$8,542.52 
MRK Merck & Co., Inc.
+1.11%
+$13,124.72 
POWI Power Integrations Inc.
+1.09%
+$2,299.08 
HIG The Hartford Insurance Group, Inc.
+1.07%
+$2,642.62 
VTR Ventas Inc.
+1.04%
+$18,414.19 
POOL Pool Corporation
+1.02%
+$4,267.65 
CRUS Cirrus Logic, Inc.
+1.01%
+$1,608.2 
XOM Exxon Mobil Corporation
+0.98%
+$31,200.98 
BBWI Bath & Body Works, Inc.
+0.98%
+$3,677.6 
PSX Phillips 66
+0.87%
+$19,242.95 
CMI Cummins Inc.
+0.85%
+$5,825.61 
HWM Howmet Aerospace Inc.
+0.84%
+$2,410.55 
AAPL Apple Inc.
+0.82%
+$97,098.24 
CB Chubb Limited
+0.82%
+$4,639.27 
FERG Ferguson Enterprises Inc
+0.82%
+$1,681.14 
ADI Analog Devices, Inc.
+0.79%
+$14,328.35 
LLY Eli Lilly and Company
+0.78%
+$8,954.51 
VZ Verizon Communications Inc.
+0.78%
+$2,733.09 
TXN Texas Instruments Inc
+0.76%
+$10,000.04 
WPC W. P. Carey Inc.
+0.74%
+$1,654.56 
CARR Carrier Global Corporation
+0.73%
+$8,887.2 
HEI.A Heico Corporation
+0.69%
+$4,217.6 
EXPE Expedia Group, Inc.
+0.68%
+$1,665.63 
V Visa Inc. Class A
+0.68%
+$6,949.8 
BRK-B Berkshire Hathaway Inc.
+0.67%
+$12,336.9 
XLF Financial Select Sector SPDR Fund
+0.56%
+$3,911.89 
ACN Accenture plc Class A
+0.56%
+$3,996.72 
ISRG Intuitive Surgical, Inc.
+0.49%
+$1,182.31 
PAAS Pan American Silver Corp.
+0.48%
+$4,568.76 
WMT Walmart Inc.
+0.47%
+$4,943.95 
NTRS Northern Trust Corporation
+0.47%
+$1,292.06 
MAS Masco Corporation
+0.46%
+$4,263.93 
ABBV AbbVie Inc.
+0.43%
+$4,090.69 
MCD McDonald's Corporation
+0.42%
+$943 
WELL Welltower Inc.
+0.41%
+$5,668.65 
CAT Caterpillar Inc.
+0.4%
+$690.3 
ASML ASML Holding N.V. New York Registry Shares
+0.39%
+$852.82 
IRM Iron Mountain Inc.
+0.39%
+$13,051.28 
VYM Vanguard High Dividend Yield ETF
+0.38%
+$6,056.05 
IEFA iShares Core MSCI EAFE ETF
+0.37%
+$3,756.96 
MS Morgan Stanley
+0.36%
+$659.09 
AMGN Amgen Inc.
+0.34%
+$1,487.02 
MCK McKesson Corporation
+0.32%
+$1,506.6 
VTV Vanguard Value ETF
+0.3%
+$13,620.42 
EFA iShares MSCI EAFE ETF
+0.26%
+$31,232.25 
AEO American Eagle Outfitters, Inc.
+0.22%
+$608.82 
ADP Automatic Data Processing Inc.
+0.21%
+$599.45 
MA Mastercard Incorporated
+0.18%
+$922.07 
GFF Griffon Corporation
+0.18%
+$419.39 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.18%
+$2,875.25 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.17%
+$378.76 
AMG Affiliated Managers Group Inc.
+0.17%
+$463.44 
IUSV iShares Core S&P U.S. Value ETF
+0.15%
+$493.15 
ACI Albertsons Companies, Inc.
+0.15%
+$483.32 
MWA Mueller Water Products Inc.
+0.14%
+$370.65 
OMAH VistaShares Target 15 Berkshire Select Income ETF
+0.11%
+$585.56 
VIG Vanguard Dividend Appreciation ETF
+0.1%
+$1,256.98 
ANF Abercrombie & Fitch Co.
+0.08%
+$489.44 
BINC iShares Flexible Income Active ETF
+0.08%
+$7,400.48 
JEPI JPMorgan Equity Premium Income Fund
+0.08%
+$662.09 
WM Waste Management, Inc.
+0.07%
+$144.15 
VNT Vontier Corporation
+0.06%
+$462.7 
BSV Vanguard Short-Term Bond ETF
+0.06%
+$4,940.01 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.05%
+$3,617.28 
JPST JPMorgan Ultra-Short Income ETF
+0.05%
+$6,475.1 
VTES Vanguard Short-Term Tax-Exempt Bond ETF
+0.05%
+$122.1 
RACE Ferrari N.V.
+0.05%
+$114.01 
ATKR Atkore Inc.
+0.04%
+$126.49 
NVDA NVIDIA Corporation
+0.04%
+$6,825.28 
BND Vanguard Total Bond Market Index Fund
+0.04%
+$82.35 
DBJP Xtrackers MSCI Japan Hedged Equity ETF
+0.03%
+$1,794.33 
ICLO Invesco AAA CLO Floating Rate Note ETF
+0.02%
+$753 
VONV Vanguard Russell 1000 Value Index Fund
+0.01%
+$142.91 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$365.08 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$725,099.76 
NBIS Nebius Group N.V.
-9.12%
-$268,179.8 
IREN IREN Limited
-8.67%
-$124,848.93 
APLD Applied Digital Corporation
-8.58%
-$85,965.25 
CIFR Cipher Mining Inc.
-8.17%
-$82,821.08 
NET Cloudflare Inc.
-7.63%
-$419,500.05 
FTNT Fortinet Inc.
-7.58%
-$86,180.12 
DDOG Datadog, Inc. Class A Common Stock
-7.38%
-$292,363.86 
SOXL Direxion Daily Semiconductor Bull 3X Shares
-6.91%
-$408,804.9 
IONQ IonQ, Inc.
-6.62%
-$120,506.75 
OUST Ouster, Inc.
-6.58%
-$61,425.08 
PLTR Palantir Technologies Inc.
-6.44%
-$87,723.45 
BBAI BigBear.ai Holdings Inc.
-6.01%
-$52,194.1 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-4.45%
-$27,424.57 
DOCU DocuSign Inc.
-4.44%
-$26,843.44 
SNDK SanDisk Corporation
-4.4%
-$10,809.03 
GME Gamestop Corp.
-4.23%
-$18,481.26 
JBHT J.B. Hunt Transport Services, Inc.
-4.19%
-$45,707.97 
WDC Western Digital Corporation
-4.17%
-$48,398.89 
MU Micron Technology, Inc.
-3.97%
-$161,390.82 
NTRA NATERA INC (Common Stock) – ticker 45E
-3.77%
-$30,809.96 
ORCL Oracle Corporation
-3.73%
-$30,441.05 
CSHR CoinShares PLC
-3.54%
-$10,264.41 
AMD Advanced Micro Devices, Inc.
-3.53%
-$374,301.06 
CRM Salesforce Inc
-3.33%
-$12,412.22 
LYFT Lyft Inc.
-3.29%
-$12,657.69 
ANET Arista Networks, Inc.
-3.27%
-$10,738.32 
LRCX Lam Research Corporation
-3.18%
-$38,490.44 
BILL Bill Holdings Inc.
-3.14%
-$13,511 
GLW Corning Incorporated
-3.01%
-$9,687.77 
AMAT Applied Materials, Inc.
-3.01%
-$50,414.11 
KLAC KLA Corporation
-2.94%
-$34,989.96 
AVGO Broadcom Inc.
-2.91%
-$129,266.51 
QXO Qxo Inc.
-2.59%
-$15,606.35 
NFLX Netflix, Inc.
-2.52%
-$9,964.35 
FSK FS KKR Capital Corp.
-2.52%
-$6,050.97 
ETSY Etsy Inc.
-2.51%
-$14,259.84 
META Meta Platforms Inc Class A
-2.43%
-$109,573.2 
APP AppLovin Corporation Class A Common Stock
-2.41%
-$16,940.3 
SOFI SoFi Technologies, Inc.
-2.25%
-$50,052.08 
ADSK Autodesk, Inc.
-2.23%
-$6,317.85 
KEYS Keysight Technologies, Inc.
-2.08%
-$51,703.83 
MSFT Microsoft Corp.
-2.04%
-$312,023.4 
EXPD Expeditors International of Washington, Inc.
-2.03%
-$5,361.08 
VGT Vanguard Information Technology ETF
-2.03%
-$43,526.48 
MOH Molina Healthcare Inc.
-1.98%
-$7,828.8 
ARW Arrow Electronics Inc.
-1.96%
-$4,933.44 
VRT Vertiv Holdings Co
-1.96%
-$5,767.7 
SPCX Space Exploration Technologies Corp. Class A
-1.91%
-$17,562.56 
NOK Nokia Corporation Sponsored ADR
-1.88%
-$4,002.84 
SMH VanEck Semiconductor ETF
-1.81%
-$5,989.32 
LSCC Lattice Semiconductor Corporation
-1.78%
-$26,398.05 
MGM MGM Resorts International
-1.66%
-$5,795.23 
QYLD Global X Nasdaq 100 Covered Call ETF
-1.65%
-$7,316.93 
TRIN Trinity Capital Inc.
-1.65%
-$3,193.57 
GOOGL Alphabet Inc
-1.63%
-$60,066 
RKT Rocket Companies, Inc. Class A
-1.63%
-$2,291.58 
TMO Thermo Fisher Scientific Inc.
-1.6%
-$26,248.3 
CSCO Cisco Systems, Inc.
-1.57%
-$4,617.37 
NVT nVent Electric plc
-1.57%
-$3,639.87 
QQQ Invesco QQQ Trust, Series 1
-1.56%
-$26,695.2 
MGNI Magnite, Inc.
-1.55%
-$6,368.42 
HIMS Hims & Hers Health, Inc.
-1.53%
-$35,622.45 
SE Sea Ltd.
-1.5%
-$10,068.94 
GOOG Alphabet Inc
-1.48%
-$155,037.4 
BMRN Biomarin Pharmaceutical Inc.
-1.44%
-$5,792.78 
IBM International Business Machines Corporation
-1.43%
-$2,653.8 
APH Amphenol Corporation
-1.42%
-$10,240.48 
DE Deere & Company
-1.42%
-$17,260.28 
ETN Eaton Corporation plc
-1.4%
-$3,541.93 
VONG Vanguard Russell 1000 Growth Fund
-1.35%
-$2,923.7 
VUG Vanguard Growth ETF
-1.29%
-$59,455.8 
EEM iShares MSCI Emerging Markets ETF
-1.29%
-$100,562.55 
LEG Leggett & Platt, Inc.
-1.29%
-$5,215.08 
HCA HCA Healthcare Inc.
-1.28%
-$3,347.12 
IWF iShares Russell 1000 Growth ETF
-1.28%
-$14,354.52 
PWR Quanta Services Inc.
-1.26%
-$2,583.91 
TSLA Tesla, Inc.
-1.18%
-$21,051.03 
A Agilent Technologies Inc.
-1.13%
-$7,552.05 
IWM iShares Russell 2000 ETF
-1.05%
-$3,242.19 
EXEL Exelixis Inc.
-1.03%
-$5,848.86 
IUSG iShares Core S&P U.S. Growth ETF
-0.97%
-$6,208.41 
VB Vanguard Small-Cap ETF
-0.93%
-$10,492.2 
XLC Communication Services Select Sector SPDR Fund
-0.9%
-$4,903.55 
ALK Alaska Air Group Inc.
-0.81%
-$1,994.79 
TPC Tutor Perini Corporation
-0.8%
-$1,781.25 
VC Visteon Corporation
-0.78%
-$2,059.65 
RVTY Revvity Inc.
-0.77%
-$4,201.93 
XYLD Global X S&P 500 Covered Call ETF
-0.75%
-$1,669.5 
LYV Live Nation Entertainment, Inc.
-0.74%
-$13,545.49 
CRS Carpenter Technology Corporation
-0.72%
-$2,346.63 
EME EMCOR Group, Inc.
-0.71%
-$1,367.65 
AMZN Amazon.com Inc
-0.66%
-$63,589.88 
DHR Danaher Corporation
-0.65%
-$4,869 
CALM Cal-Maine Foods Inc.
-0.6%
-$2,748.16 
VOO Vanguard S&P 500 ETF
-0.6%
-$56,351.93 
IVV iShares Core S&P 500 ETF
-0.59%
-$3,336.08 
SPY SPDR S&P 500 ETF Trust
-0.55%
-$12,839.83 
MTZ MasTec, Inc. Common Stock
-0.52%
-$764.8 
EMR Emerson Electric Co.
-0.47%
-$4,250.34 
IJR iShares Core S&P Small-Cap ETF
-0.46%
-$1,389.78 
TDW Tidewater Inc.
-0.46%
-$1,560.6 
VSGX Vanguard ESG International Stock ETF
-0.45%
-$1,186 
ACWI iShares MSCI ACWI ETF
-0.44%
-$1,404.2 
LRN Stride, Inc.
-0.42%
-$1,520.05 
GFL GFL Environmental Inc.
-0.41%
-$2,819.7 
NSC Norfolk Southern Corporation
-0.37%
-$872.26 
CROX Crocs, Inc.
-0.36%
-$3,140.41 
VO Vanguard Mid-Cap ETF
-0.36%
-$3,203.63 
PAYX Paychex Inc.
-0.34%
-$6,232.76 
DVA DaVita Inc.
-0.32%
-$2,217.57 
ACKY Vistashares TAR15 AC Inc ETF
-0.29%
-$1,385.99 
INDA ISHARES MSCI INDIA ETF
-0.26%
-$550.62 
RSP Invesco S&P 500 Equal Weight ETF
-0.25%
-$1,060.56 
VWOB Vanguard Emerging Markets Government Bond Fund
-0.24%
-$877.92 
ALLW SPDR Bridgewater All Weather Mutual Fund
-0.24%
-$639.94 
DHI D.R. Horton, Inc.
-0.2%
-$508.2 
GLD SPDR Gold Shares
-0.17%
-$4,022.79 
NVO Novo Nordisk A/S Sponsored ADR
-0.14%
-$520.47 
XLV Health Care Select Sector SPDR Fund
-0.12%
-$616.14 
MTN Vail Resorts, Inc.
-0.11%
-$785.05 
MUSA Murphy USA Inc.
-0.11%
-$528.6 
MPC Marathon Petroleum Corporation
-0.11%
-$454.42 
VIS Vanguard Industrials ETF
-0.1%
-$308.45 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.06%
-$132.11 
BA Boeing Company
-0.06%
-$113.82 
GEV GE Vernova Inc.
-0.04%
-$263.5 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.02%
-$1,867.27 
FLTR VanEck IG Floating Rate ETF
-0.02%
-$1,890.17 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.02%
-$1,211.45 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.02%
-$71.88 
CW Curtiss-Wright Corporation
-0.01%
-$493.5 
SBUX Starbucks Corporation
-0.01%
-$26.69 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.01%
-$585.07 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1385 | Longs Won 903/1385 65% | Profit Factor 2.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $433,097.09 |
| Average Win $164,223.99 | Best Trade (Jun 30) $6.52M | Sharpe Ratio -10.15 |
| Average Loss -$144,349.43 | Worst Trade (Dec 30) -$3.57M | Z-Score 3.26 (99.89%) |
| Commissions $0 | Avg. Trade Length 10m 3w 3d | Expectancy $56,835.98 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,703 | 2,432 | 2,162 | 1,892 | 1,622 | 1,351 | 1,081 | 811 | 541 | 270 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 3,795 | $504,090 | $658,660.2 | - | $154,570.2 | 30.66% | -1.134% |
| AAPL Apple Inc. | 34,432 | $9.2M | $11.87M | - | $2.67M | 28.99% | +0.825% |
| ABBV AbbVie Inc. | 3,353 | $712,968.17 | $954,330.86 | - | $241,362.69 | 33.85% | +0.43% |
| ACI Albertsons Companies, Inc. | 24,166 | $326,970 | $315,366.3 | - | -$11,603.7 | -3.55% | +0.153% |
| ACKY Vistashares TAR15 AC Inc ETF | 27,123 | $529,398.07 | $478,720.95 | - | -$50,677.12 | -9.57% | -0.289% |
| ACN Accenture plc Class A | 3,172 | $546,144.95 | $717,442.96 | - | $171,298.01 | 31.36% | +0.56% |
| ACWI iShares MSCI ACWI ETF | 2,006 | $204,151 | $318,011.18 | - | $113,860.18 | 55.77% | -0.44% |
| ADI Analog Devices, Inc. | 4,520 | $1.8M | $1.84M | - | $45,056.4 | 2.51% | +0.785% |
| ADP Automatic Data Processing Inc. | 1,016 | $227,617 | $290,819.84 | - | $63,202.84 | 27.77% | +0.207% |
| ADSK Autodesk, Inc. | 1,155 | $224,555 | $276,841.95 | - | $52,286.95 | 23.28% | -2.231% |
| AEE Ameren Corporation | 2,285 | $258,332 | $241,296 | - | -$17,036 | -6.59% | +1.773% |
| AEO American Eagle Outfitters, Inc. | 15,220 | $261,782 | $275,329.8 | - | $13,547.8 | 5.18% | +0.222% |
| AEP American Electric Power Company, Inc. | 1,752 | $229,660.43 | $222,153.6 | - | -$7,506.83 | -3.27% | +2.019% |
| AGG iShares Core U.S. Aggregate Bond ETF | 36,508 | $3.62M | $3.48M | - | -$140,537.63 | -3.88% | +0.01% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 2,039 | $984,878 | $588,312.67 | - | -$396,565.33 | -40.27% | -4.454% |
| ALK Alaska Air Group Inc. | 6,762 | $352,976 | $244,818.21 | - | -$108,157.79 | -30.64% | -0.808% |
| ALL Allstate Corporation | 1,261 | $300,108 | $306,990.45 | - | $6,882.45 | 2.29% | +1.607% |
| ALLW SPDR Bridgewater All Weather Mutual Fund | 9,142 | $251,308 | $266,123.62 | - | $14,815.62 | 5.9% | -0.24% |
| AMAT Applied Materials, Inc. | 3,899 | $1M | $1.63M | - | $624,192.64 | 62.29% | -3.007% |
| AMD Advanced Micro Devices, Inc. | 18,866 | $6.48M | $10.23M | - | $3.75M | 57.87% | -3.529% |
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FAQ
Which stocks have generated the highest profits for ELEVATUS WELATH MANAGEMENT?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $20.54M, Meta Platforms Inc Class A - $4.58M, Direxion Daily Semiconductor Bull 3X Shares - $4.54M, SoFi Technologies, Inc - $3.97M, and Amazon.com Inc - $3.09M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: ProShares UltraPro Short QQQ - $2.84M, Coinbase Global, Inc - $1.77M, iShares 20+ Year Treasury Bond ETF - $1.64M, Direxion Daily Regional Banks Bull 3X Shares - $1.48M, and CrowdStrike Holdings, Inc - $1.46M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does ELEVATUS WELATH MANAGEMENT's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14M earned over time. The largest contributors to dividend income include Invesco AAA CLO Floating Rate Note ETF - $881,744.95, JPMorgan Ultra-Short Income ETF - $876,627.23, Janus Henderson AAA CLO ETF - $733,939.34, ProShares UltraPro Short QQQ - $721,534.59, and iShares Flexible Income Active ETF - $645,313.46. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are ELEVATUS WELATH MANAGEMENT's monthly returns?
ELEVATUS WELATH MANAGEMENT's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can ELEVATUS WELATH MANAGEMENT's strategy be considered aggressive or moderate?
ELEVATUS WELATH MANAGEMENT's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow ELEVATUS WELATH MANAGEMENT's strategy?
ELEVATUS WELATH MANAGEMENT's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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