ELEVATE WEALTH ADVISORY, INC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Athens, GA
CIK
0002011651
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 121 134,729 ITOT, VGIT, BSV, DFIV 13F-HR 11/13/2024 000139834424020533
Q2 2024 111 123,238 ITOT, VGIT, BSV, DFIV 13F-HR 8/12/2024 000139834424014326
Q1 2024 106 114,867 ITOT, VGIT, BSV, DFIV 13F-HR 5/2/2024 000139834424008539
Q4 2023 110 109,144 VGIT, BSV, ITOT, DFIV 13F-HR 2/14/2024 000139834424002994