Elevated Private Wealth, LLC
CIK: 0002083411SEC EDGAR →
Portfolio Value
$97.1M
Holdings
82
As of
Q4 2025
New Positions
82
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 45,101 | $8.4M | 8.67% |
| 2 | AAPLPut APPLE INC | 12,523 | $3.4M | 3.50% |
| 3 | GOOGLPut ALPHABET INC | 10,580 | $3.3M | 3.41% |
| 4 | MICROSOFT CORP | 5,077 | $2.5M | 2.53% |
| 5 | AMAZON COM INC | 10,493 | $2.4M | 2.49% |
| 6 | FEDEX CORP | 8,284 | $2.4M | 2.46% |
| 7 | UNITEDHEALTH GROUP INC | 7,005 | $2.3M | 2.38% |
| 8 | SCHWAB CHARLES CORP | 21,387 | $2.1M | 2.20% |
| 9 | LRCXPut LAM RESEARCH CORP | 11,249 | $1.9M | 1.99% |
| 10 | VISA INC | 5,089 | $1.8M | 1.84% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 26 | $38.2M | 39.4% |
| Consumer Cyclical | 13 | $11.7M | 12.1% |
| Healthcare | 10 | $10.5M | 10.9% |
| Financial Services | 8 | $8.7M | 8.9% |
| Communication Services | 6 | $7.1M | 7.4% |
| Industrials | 4 | $6.1M | 6.3% |
| Consumer Defensive | 5 | $5.8M | 6.0% |
| Unknown | 4 | $2.6M | 2.7% |
| Energy | 3 | $2.0M | 2.1% |
| Basic Materials | 1 | $1.8M | 1.8% |
| Real Estate | 1 | $1.2M | 1.2% |
| Utilities | 1 | $1.2M | 1.2% |