ELEVATUS WELATH MANAGEMENT

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
Tracking: 0 Updated: 4 hours ago
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:
44.93%
Gain -1.09%
Monthly
1.02%
Yearly
12.97%
Drawdown
18.19%
$392.85M
Equity
Holdings
$392.85M
Investment
$363.82M
$81.03M
Profit -$3.85M
Realized
$52M
Unrealized
$29.03M
Dividends
$13.29M

Goals

Avg. 40.5% completed goals
Yearly
Gain > 5%
2026
0%
Yearly
Gain < 20%
2026
81%
Today
Compared To Yesterday
Gain
-1.09%
Profit
-$3.85M
Win %
69%
This Week
Compared To Last Week
Gain
-1.45%
Profit
-$5.77M
Win %
69%
This Month
Compared to last month
Gain
-0.97%
Profit
-$3.85M
Win %
69%
This Year
Compared to last year
Gain
-3.74%
Profit
-$15.25M
Win %
68%
SanDisk Corporation logo
SNDK SanDisk Corporation
+13.67%
+$32,352.31
Palantir Technologies Inc. logo
PLTR Palantir Technologies Inc.
+4.66%
+$54,156.2
Micron Technology, Inc. logo
MU Micron Technology, Inc.
+4.23%
+$168,381.35
Tesla, Inc. logo
TSLA Tesla, Inc.
+3.8%
+$61,092.1
Leggett & Platt, Inc. logo
LEG Leggett & Platt, Inc.
+2.97%
+$12,168.52
Murphy USA Inc. logo
MUSA Murphy USA Inc.
+2.97%
+$14,298.64
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
+2.79%
+$98,622.28
Bath & Body Works, Inc. logo
BBWI Bath & Body Works, Inc.
+2.76%
+$9,194
W. P. Carey Inc. logo
WPC W. P. Carey Inc.
+1.13%
+$2,757.6
Altria Group, Inc. logo
MO Altria Group, Inc.
+1.09%
+$2,233.7
Griffon Corporation logo
GFF Griffon Corporation
+1.04%
+$2,689.03
Apple Inc. logo
AAPL Apple Inc.
+1%
+$103,640.32
Magnite, Inc. logo
MGNI Magnite, Inc.
+0.99%
+$4,022.16
Vanguard Russell 1000 Growth Fund logo
VONG Vanguard Russell 1000 Growth Fund
+0.98%
+$2,129.4
Alphabet Inc logo
GOOGL Alphabet Inc
+0.82%
+$29,821.39
Novo Nordisk A/S Sponsored ADR logo
NVO Novo Nordisk A/S Sponsored ADR
+0.71%
+$3,122.79
SPDR S&P 500 ETF Trust logo
SPY SPDR S&P 500 ETF Trust
+0.7%
+$16,207.76
Enova International Inc. logo
ENVA Enova International Inc.
+0.58%
+$2,009.45
Cal-Maine Foods Inc. logo
CALM Cal-Maine Foods Inc.
+0.46%
+$2,748.16
VistaShares Target 15 Berkshire Select Income ETF logo
OMAH VistaShares Target 15 Berkshire Select Income ETF
+0.43%
+$2,342.24
American Eagle Outfitters, Inc. logo
AEO American Eagle Outfitters, Inc.
+0.37%
+$913.2
Heico Corporation logo
HEI.A Heico Corporation
+0.1%
+$738.08
Invesco AAA CLO Floating Rate Note ETF logo
ICLO Invesco AAA CLO Floating Rate Note ETF
+0.02%
+$941.25
Agilent Technologies Inc. logo
A Agilent Technologies Inc.
0%
-$0.04
AbbVie Inc. logo
ABBV AbbVie Inc.
0%
$0
Albertsons Companies, Inc. logo
ACI Albertsons Companies, Inc.
0%
$0
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
0%
+$0.05
Automatic Data Processing Inc. logo
ADP Automatic Data Processing Inc.
0%
+$0.01
Autodesk, Inc. logo
ADSK Autodesk, Inc.
0%
+$0.01
Ameren Corporation logo
AEE Ameren Corporation
0%
$0
American Electric Power Company, Inc. logo
AEP American Electric Power Company, Inc.
0%
$0
Allstate Corporation logo
ALL Allstate Corporation
0%
$0
Alaska Air Group Inc. logo
ALK Alaska Air Group Inc.
0%
$0
Affiliated Managers Group Inc. logo
AMG Affiliated Managers Group Inc.
0%
+$0.01
Amgen Inc. logo
AMGN Amgen Inc.
0%
+$0.01
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
0%
$0
American Tower Corporation logo
AMT American Tower Corporation
0%
+$0.04
Amazon.com Inc logo
AMZN Amazon.com Inc
0%
$0
Abercrombie & Fitch Co. logo
ANF Abercrombie & Fitch Co.
0%
$0
Amphenol Corporation logo
APH Amphenol Corporation
0%
$0
APA Corporation logo
APA APA Corporation
0%
$0
AppLovin Corporation Class A Common Stock logo
APP AppLovin Corporation Class A Common Stock
0%
-$0.03
Arrow Electronics Inc. logo
ARW Arrow Electronics Inc.
0%
$0
ASML Holding N.V. New York Registry Shares logo
ASML ASML Holding N.V. New York Registry Shares
0%
-$0.01
Atkore Inc. logo
ATKR Atkore Inc.
0%
$0
Broadcom Inc. logo
AVGO Broadcom Inc.
0%
+$0.15
BigBear.ai Holdings Inc. logo
BBAI BigBear.ai Holdings Inc.
0%
$0
Bill Holdings Inc. logo
BILL Bill Holdings Inc.
0%
$0
Biomarin Pharmaceutical Inc. logo
BMRN Biomarin Pharmaceutical Inc.
0%
$0
Carrier Global Corporation logo
CARR Carrier Global Corporation
0%
$0
Caterpillar Inc. logo
CAT Caterpillar Inc.
0%
$0
Chubb Limited logo
CB Chubb Limited
0%
+$0.02
Cummins Inc. logo
CMI Cummins Inc.
0%
$0
Canadian Natural Resources Limited logo
CNQ Canadian Natural Resources Limited
0%
$0
Capital One Financial Corporation logo
COF Capital One Financial Corporation
0%
$0
Crocs, Inc. logo
CROX Crocs, Inc.
0%
$0
Salesforce Inc logo
CRM Salesforce Inc
0%
-$0.02
Carpenter Technology Corporation logo
CRS Carpenter Technology Corporation
0%
-$0.01
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
0%
$0
Cirrus Logic, Inc. logo
CRUS Cirrus Logic, Inc.
0%
$0
Chevron Corporation logo
CVX Chevron Corporation
0%
-$0.06
Curtiss-Wright Corporation logo
CW Curtiss-Wright Corporation
0%
-$0.16
Datadog, Inc. Class A Common Stock logo
DDOG Datadog, Inc. Class A Common Stock
0%
$0
Deere & Company logo
DE Deere & Company
0%
$0
D.R. Horton, Inc. logo
DHI D.R. Horton, Inc.
0%
-$0.02
Danaher Corporation logo
DHR Danaher Corporation
0%
+$0.03
DocuSign Inc. logo
DOCU DocuSign Inc.
0%
$0
DaVita Inc. logo
DVA DaVita Inc.
0%
$0
EMCOR Group, Inc. logo
EME EMCOR Group, Inc.
0%
$0
Emerson Electric Co. logo
EMR Emerson Electric Co.
0%
$0
Eaton Corporation plc logo
ETN Eaton Corporation plc
0%
$0
Etsy Inc. logo
ETSY Etsy Inc.
0%
$0
Expeditors International of Washington, Inc. logo
EXPD Expeditors International of Washington, Inc.
0%
$0
Expedia Group, Inc. logo
EXPE Expedia Group, Inc.
0%
-$0.01
Exelixis Inc. logo
EXEL Exelixis Inc.
0%
$0
Ferguson Enterprises Inc logo
FERG Ferguson Enterprises Inc
0%
+$0.01
FS KKR Capital Corp. logo
FSK FS KKR Capital Corp.
0%
$0
TechnipFMC plc logo
FTI TechnipFMC plc
0%
$0
Fortinet Inc. logo
FTNT Fortinet Inc.
0%
$0
GFL Environmental Inc. logo
GFL GFL Environmental Inc.
0%
$0
Corning Incorporated logo
GLW Corning Incorporated
0%
$0
Gamestop Corp. logo
GME Gamestop Corp.
0%
$0
Gold.com, Inc. logo
GOLD Gold.com, Inc.
0%
$0
Alphabet Inc logo
GOOG Alphabet Inc
0%
$0
HCA Healthcare Inc. logo
HCA HCA Healthcare Inc.
0%
$0
The Home Depot, Inc. logo
HD The Home Depot, Inc.
0%
$0
The Hartford Insurance Group, Inc. logo
HIG The Hartford Insurance Group, Inc.
0%
$0
Howmet Aerospace Inc. logo
HWM Howmet Aerospace Inc.
0%
$0
International Business Machines Corporation logo
IBM International Business Machines Corporation
0%
$0
IDEXX Laboratories, Inc. logo
IDXX IDEXX Laboratories, Inc.
0%
-$0.01
IonQ, Inc. logo
IONQ IonQ, Inc.
0%
$0
Iron Mountain Inc. logo
IRM Iron Mountain Inc.
0%
$0
IREN Limited logo
IREN IREN Limited
0%
$0
Intuitive Surgical, Inc. logo
ISRG Intuitive Surgical, Inc.
0%
+$0.01
J.B. Hunt Transport Services, Inc. logo
JBHT J.B. Hunt Transport Services, Inc.
0%
$0
Johnson & Johnson logo
JNJ Johnson & Johnson
0%
+$0.04
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
0%
+$0.05
Kaiser Aluminum Corporation logo
KALU Kaiser Aluminum Corporation
0%
-$0.02
Keysight Technologies, Inc. logo
KEYS Keysight Technologies, Inc.
0%
$0
KLA Corporation logo
KLAC KLA Corporation
0%
$0
CarMax Inc. logo
KMX CarMax Inc.
0%
$0
The Coca-Cola Company logo
KO The Coca-Cola Company
0%
$0
Eli Lilly and Company logo
LLY Eli Lilly and Company
0%
-$0.03
Lockheed Martin Corporation logo
LMT Lockheed Martin Corporation
0%
+$0.03
Stride, Inc. logo
LRN Stride, Inc.
0%
$0
Lam Research Corporation logo
LRCX Lam Research Corporation
0%
$0
Lattice Semiconductor Corporation logo
LSCC Lattice Semiconductor Corporation
0%
$0
Lyft Inc. logo
LYFT Lyft Inc.
0%
$0
Live Nation Entertainment, Inc. logo
LYV Live Nation Entertainment, Inc.
0%
$0
Mastercard Incorporated logo
MA Mastercard Incorporated
0%
+$0.02
Masco Corporation logo
MAS Masco Corporation
0%
$0
Marriott International Inc. - Class A logo
MAR Marriott International Inc. - Class A
0%
+$0.08
McDonald's Corporation logo
MCD McDonald's Corporation
0%
-$0.01
MGM Resorts International logo
MGM MGM Resorts International
0%
$0
Monster Beverage Corporation logo
MNST Monster Beverage Corporation
0%
$0
Molina Healthcare Inc. logo
MOH Molina Healthcare Inc.
0%
$0
Marathon Petroleum Corporation logo
MPC Marathon Petroleum Corporation
0%
$0
Merck & Co., Inc. logo
MRK Merck & Co., Inc.
0%
$0
Morgan Stanley logo
MS Morgan Stanley
0%
$0
Microsoft Corp. logo
MSFT Microsoft Corp.
0%
+$0.28
MasTec, Inc. Common Stock logo
MTZ MasTec, Inc. Common Stock
0%
+$0.01
NextEra Energy, Inc. logo
NEE NextEra Energy, Inc.
0%
$0
Cloudflare Inc. logo
NET Cloudflare Inc.
0%
-$0.17
Netflix, Inc. logo
NFLX Netflix, Inc.
0%
$0
NiSource Inc. logo
NI NiSource Inc.
0%
$0
Nokia Corporation Sponsored ADR logo
NOK Nokia Corporation Sponsored ADR
0%
$0
Norfolk Southern Corporation logo
NSC Norfolk Southern Corporation
0%
$0
Northern Trust Corporation logo
NTRS Northern Trust Corporation
0%
$0
NVIDIA Corporation logo
NVDA NVIDIA Corporation
0%
$0
NorthWestern Energy Group, Inc. logo
NWE NorthWestern Energy Group, Inc.
0%
$0
nVent Electric plc logo
NVT nVent Electric plc
0%
$0
Oracle Corporation logo
ORCL Oracle Corporation
0%
$0
Ouster, Inc. logo
OUST Ouster, Inc.
0%
$0
Pan American Silver Corp. logo
PAAS Pan American Silver Corp.
0%
$0
Paychex Inc. logo
PAYX Paychex Inc.
0%
$0
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
0%
$0
Procter & Gamble Co logo
PG Procter & Gamble Co
0%
-$0.01
Philip Morris International Inc. logo
PM Philip Morris International Inc.
0%
$0
Power Integrations Inc. logo
POWI Power Integrations Inc.
0%
$0
Pool Corporation logo
POOL Pool Corporation
0%
$0
Phillips 66 logo
PSX Phillips 66
0%
$0
Quanta Services Inc. logo
PWR Quanta Services Inc.
0%
-$0.01
Ferrari N.V. logo
RACE Ferrari N.V.
0%
+$0.01
Rocket Companies, Inc. Class A logo
RKT Rocket Companies, Inc. Class A
0%
$0
RTX Corporation logo
RTX RTX Corporation
0%
$0
Revvity Inc. logo
RVTY Revvity Inc.
0%
$0
Starbucks Corporation logo
SBUX Starbucks Corporation
0%
$0
Sea Ltd. logo
SE Sea Ltd.
0%
$0
SoFi Technologies, Inc. logo
SOFI SoFi Technologies, Inc.
0%
$0
Tidewater Inc. logo
TDW Tidewater Inc.
0%
$0
Thermo Fisher Scientific Inc. logo
TMO Thermo Fisher Scientific Inc.
0%
-$0.02
Tutor Perini Corporation logo
TPC Tutor Perini Corporation
0%
$0
Trinity Capital Inc. logo
TRIN Trinity Capital Inc.
0%
$0
Taiwan Semiconductor Manufacturing Company Limited logo
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0
Texas Instruments Inc logo
TXN Texas Instruments Inc
0%
$0
Visa Inc. Class A logo
V Visa Inc. Class A
0%
-$0.03
Visteon Corporation logo
VC Visteon Corporation
0%
$0
Vontier Corporation logo
VNT Vontier Corporation
0%
$0
Vertiv Holdings Co logo
VRT Vertiv Holdings Co
0%
+$0.01
Ventas Inc. logo
VTR Ventas Inc.
0%
-$0.04
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
0%
$0
Western Digital Corporation logo
WDC Western Digital Corporation
0%
-$0.03
Welltower Inc. logo
WELL Welltower Inc.
0%
$0
Wells Fargo & Company logo
WFC Wells Fargo & Company
0%
$0
Waste Management, Inc. logo
WM Waste Management, Inc.
0%
-$0.01
Exxon Mobil Corporation logo
XOM Exxon Mobil Corporation
0%
$0
Global X S&P 500 Covered Call ETF logo
XYLD Global X S&P 500 Covered Call ETF
0%
$0
iShares MSCI ACWI ETF logo
ACWI iShares MSCI ACWI ETF
0%
+$0.02
iShares Core U.S. Aggregate Bond ETF logo
AGG iShares Core U.S. Aggregate Bond ETF
0%
$0
iShares Flexible Income Active ETF logo
BINC iShares Flexible Income Active ETF
0%
$0
Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) logo
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
0%
$0
Vanguard Total Bond Market Index Fund logo
BND Vanguard Total Bond Market Index Fund
0%
$0
Vanguard Short-Term Bond ETF logo
BSV Vanguard Short-Term Bond ETF
0%
$0
Alpha Architect 1-3 Month Boxx Fund logo
BOXX Alpha Architect 1-3 Month Boxx Fund
0%
$0
Xtrackers MSCI EAFE Hedged Equity ETF logo
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
0%
$0
Xtrackers MSCI Eurozone Hedged Equity ETF logo
DBEZ Xtrackers MSCI Eurozone Hedged Equity ETF
0%
+$32.21
Xtrackers MSCI Japan Hedged Equity ETF logo
DBJP Xtrackers MSCI Japan Hedged Equity ETF
0%
$0
iShares MSCI EAFE ETF logo
EFA iShares MSCI EAFE ETF
0%
$0
iShares MSCI Emerging Markets ETF logo
EEM iShares MSCI Emerging Markets ETF
0%
$0
VanEck IG Floating Rate ETF logo
FLTR VanEck IG Floating Rate ETF
0%
$0
SPDR Gold Shares logo
GLD SPDR Gold Shares
0%
$0
iShares Core MSCI EAFE ETF logo
IEFA iShares Core MSCI EAFE ETF
0%
-$0.02
iShares Core S&P Small-Cap ETF logo
IJR iShares Core S&P Small-Cap ETF
0%
+$0.02
ISHARES MSCI INDIA ETF logo
INDA ISHARES MSCI INDIA ETF
0%
$0
iShares Core S&P U.S. Growth ETF logo
IUSG iShares Core S&P U.S. Growth ETF
0%
$0
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
0%
$0
iShares Russell 2000 ETF logo
IWM iShares Russell 2000 ETF
0%
+$0.01
iShares Russell 1000 Growth ETF logo
IWF iShares Russell 1000 Growth ETF
0%
$0
iShares Core S&P U.S. Value ETF logo
IUSV iShares Core S&P U.S. Value ETF
0%
$0
JPMorgan Equity Premium Income Fund logo
JEPI JPMorgan Equity Premium Income Fund
0%
$0
JPMorgan Ultra-Short Income ETF logo
JPST JPMorgan Ultra-Short Income ETF
0%
$0
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
0%
-$0.02
Global X Nasdaq 100 Covered Call ETF logo
QYLD Global X Nasdaq 100 Covered Call ETF
0%
$0
Invesco S&P 500 Equal Weight ETF logo
RSP Invesco S&P 500 Equal Weight ETF
0%
$0
Space Exploration Technologies Corp. Class A logo
SPCX Space Exploration Technologies Corp. Class A
0%
$0
Direxion Daily Semiconductor Bull 3X Shares logo
SOXL Direxion Daily Semiconductor Bull 3X Shares
0%
$0
VanEck Semiconductor ETF logo
SMH VanEck Semiconductor ETF
0%
-$0.01
SPDR Portfolio Developed World ex-US ETF logo
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0
VANGUARD FTSE DEVELOPED MARKETS ETF logo
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
0%
$0
VANGUARD SMALL-CAP VALUE ETF logo
VBR VANGUARD SMALL-CAP VALUE ETF
0%
+$0.26
Vanguard Small-Cap ETF logo
VB Vanguard Small-Cap ETF
0%
$0
Vanguard Industrials ETF logo
VIS Vanguard Industrials ETF
0%
$0
Vanguard S&P 500 ETF logo
VOO Vanguard S&P 500 ETF
0%
+$0.27
Vanguard Mid-Cap ETF logo
VO Vanguard Mid-Cap ETF
0%
$0
Vanguard Information Technology ETF logo
VGT Vanguard Information Technology ETF
0%
$0
Vanguard Dividend Appreciation ETF logo
VIG Vanguard Dividend Appreciation ETF
0%
$0
Vanguard Russell 1000 Value Index Fund logo
VONV Vanguard Russell 1000 Value Index Fund
0%
-$0.03
Vanguard ESG International Stock ETF logo
VSGX Vanguard ESG International Stock ETF
0%
$0
Vanguard Short-Term Tax-Exempt Bond ETF logo
VTES Vanguard Short-Term Tax-Exempt Bond ETF
0%
$0
Vanguard High Dividend Yield ETF logo
VYM Vanguard High Dividend Yield ETF
0%
$0
Vanguard Emerging Markets Government Bond Fund logo
VWOB Vanguard Emerging Markets Government Bond Fund
0%
$0
Vanguard Value ETF logo
VTV Vanguard Value ETF
0%
+$0.21
Vanguard Growth ETF logo
VUG Vanguard Growth ETF
0%
$0
Communication Services Select Sector SPDR Fund logo
XLC Communication Services Select Sector SPDR Fund
0%
$0
Financial Select Sector SPDR Fund logo
XLF Financial Select Sector SPDR Fund
0%
$0
Energy Select Sector SPDR Fund logo
XLE Energy Select Sector SPDR Fund
0%
$0
Health Care Select Sector SPDR Fund logo
XLV Health Care Select Sector SPDR Fund
0%
$0
Consumer Discretionary Select Sector SPDR Fund logo
XLY Consumer Discretionary Select Sector SPDR Fund
0%
$0
Vanguard International Tax-Exempt Bond Fund logo
VTEI Vanguard International Tax-Exempt Bond Fund
0%
$0
Figure Technology Solutions Inc Cl A logo
FIGR Figure Technology Solutions Inc Cl A
0%
$0
ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) logo
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
0%
$0
GE Vernova Inc. logo
GEV GE Vernova Inc.
0%
-$0.02
Qxo Inc. logo
QXO Qxo Inc.
0%
$0
Nebius Group N.V. logo
NBIS Nebius Group N.V.
0%
$0
SPDR Bridgewater All Weather Mutual Fund logo
ALLW SPDR Bridgewater All Weather Mutual Fund
0%
-$0.91
CoinShares PLC logo
CSHR CoinShares PLC
0%
$0
TALEN ENERGY CORP NEW logo
TLNE TALEN ENERGY CORP NEW
-9.14%
-$95,546.88
Hims & Hers Health, Inc. logo
HIMS Hims & Hers Health, Inc.
-4%
-$94,993.2
Arista Networks, Inc. logo
ANET Arista Networks, Inc.
-3.27%
-$12,191.36
Mueller Water Products Inc. logo
MWA Mueller Water Products Inc.
-2.52%
-$8,154.3
McKesson Corporation logo
MCK McKesson Corporation
-2.51%
-$10,248.59
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
-2.48%
-$53,065.47
Vail Resorts, Inc. logo
MTN Vail Resorts, Inc.
-1.98%
-$13,188.84
Applied Digital Corporation logo
APLD Applied Digital Corporation
-1.7%
-$26,035.19
NATERA INC (Common Stock) – ticker 45E logo
NTRA NATERA INC (Common Stock) – ticker 45E
-1.64%
-$10,458.4
Accenture plc Class A logo
ACN Accenture plc Class A
-0.92%
-$5,233.8
Boeing Company logo
BA Boeing Company
-0.38%
-$943.08
Walmart Inc. logo
WMT Walmart Inc.
-0.25%
-$2,606.83
BP p.l.c. Sponsored ADR logo
BP BP p.l.c. Sponsored ADR
-0.23%
-$750.7
Cipher Mining Inc. logo
CIFR Cipher Mining Inc.
-0.03%
-$504.94
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
-0.02%
-$278.8
Vistashares TAR15 AC Inc ETF logo
ACKY Vistashares TAR15 AC Inc ETF
0%
-$10.85
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
0%
-$3.92
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Dividends

Dividend Analysis

Yearly
$
Trades
1385
Longs Won
909/1385 65%
Profit Factor
2.24
Profitability
Shorts Won
0/0 0%
Standard Deviation
$426,449.97
Average Win
$161,220.9
Best Trade
(Aug 14) $6.63M
Sharpe Ratio
-10.15
Average Loss
-$137,644.99
Worst Trade
(Dec 30) -$3.57M
Z-Score
7.01 (100%)
Commissions
$0
Avg. Trade Length
10m 4d
Expectancy
$58,505.98
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 2,857 2,571 2,286 2,000 1,714 1,429 1,143 857 571 286
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
Symbol Quantity Cost Value Comm. Profit (&#36;) Gain (%) Change
Agilent Technologies Inc. logo
A Agilent Technologies Inc.
3,795 $504,090 $562,570.8 - $58,480.8 11.6%
0.0
Apple Inc. logo
AAPL Apple Inc.
34,432 $9.2M $10.51M - $1.31M 14.2%
+0.996%
AbbVie Inc. logo
ABBV AbbVie Inc.
3,353 $712,968.17 $834,092.25 - $121,124.08 16.99%
0.0
Albertsons Companies, Inc. logo
ACI Albertsons Companies, Inc.
24,166 $326,970 $290,233.66 - -$36,736.34 -11.24%
0.0
Vistashares TAR15 AC Inc ETF logo
ACKY Vistashares TAR15 AC Inc ETF
27,123 $529,398.07 $495,146.64 - -$34,251.43 -6.47%
-0.002%
Accenture plc Class A logo
ACN Accenture plc Class A
3,172 $546,144.95 $566,170.28 - $20,025.33 3.67%
-0.916%
iShares MSCI ACWI ETF logo
ACWI iShares MSCI ACWI ETF
2,006 $204,151 $324,269.9 - $120,118.9 58.84%
0.0
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
4,520 $1.8M $1.74M - -$57,502.4 -3.2%
0.0
Automatic Data Processing Inc. logo
ADP Automatic Data Processing Inc.
1,016 $227,617 $273,639.28 - $46,022.28 20.22%
0.0
Autodesk, Inc. logo
ADSK Autodesk, Inc.
1,155 $224,555 $288,184.05 - $63,629.05 28.34%
0.0
Ameren Corporation logo
AEE Ameren Corporation
2,285 $258,332 $248,653.7 - -$9,678.3 -3.75%
0.0
American Eagle Outfitters, Inc. logo
AEO American Eagle Outfitters, Inc.
15,220 $261,782 $248,086 - -$13,696 -5.23%
+0.369%
American Electric Power Company, Inc. logo
AEP American Electric Power Company, Inc.
1,752 $229,660.43 $218,386.8 - -$11,273.63 -4.91%
0.0
iShares Core U.S. Aggregate Bond ETF logo
AGG iShares Core U.S. Aggregate Bond ETF
36,508 $3.62M $3.56M - -$67,156.55 -1.85%
0.0
ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) logo
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
2,039 $984,878 $650,033.18 - -$334,844.82 -34%
0.0
Alaska Air Group Inc. logo
ALK Alaska Air Group Inc.
6,762 $352,976 $320,315.94 - -$32,660.06 -9.25%
0.0
Allstate Corporation logo
ALL Allstate Corporation
1,261 $300,108 $322,614.24 - $22,506.24 7.5%
0.0
SPDR Bridgewater All Weather Mutual Fund logo
ALLW SPDR Bridgewater All Weather Mutual Fund
9,142 $251,308 $273,911.69 - $22,603.69 8.99%
0.0
Applied Materials, Inc. logo
AMAT Applied Materials, Inc.
3,899 $1M $2.08M - $1.08M 108%
-2.483%
Advanced Micro Devices, Inc. logo
AMD Advanced Micro Devices, Inc.
18,866 $6.48M $9.11M - $2.63M 40.56%
0.0
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Option values are updated at end of day.
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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 - $20.52M, Meta Platforms Inc Class A - $4.57M, 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 $13.29M earned over time. The largest contributors to dividend income include Invesco AAA CLO Floating Rate Note ETF - $863,049.84, JPMorgan Ultra-Short Income ETF - $832,166.6, Janus Henderson AAA CLO ETF - $733,939.34, ProShares UltraPro Short QQQ - $721,534.59, and iShares Flexible Income Active ETF - $603,145.52. 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.
Account USV