ELEVATUS WELATH MANAGEMENT
CIK 1982776 · Holdings on Dec 31, 2023 · First reported Feb 12, 2024
Top ten holdings
Q4 2023- MSFT8.94%
- TLT6.52%
- AAPL5.57%
- NVDA5.54%
- SPY3.87%
- GOOG3.79%
- VOT3.67%
- AMZN3.64%
- META3.45%
- DPST3.40%
Share classes counted separately48.39%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | MSFTMICROSOFT CORP View history and evidence | $19.67M | 8.94% | 52.31K shares | — | ↗▾ | |
| 02 | TLTISHARES 20+ YEAR TREASURY BD20 YR TR BD ETF View history and evidence | $14.35M | 6.52% | 145.10K shares | — | ↗▾ | |
| 03 | AAPLAPPLE INC View history and evidence | $12.25M | 5.57% | 63.63K shares | — | ↗▾ | |
| 04 | NVDANVIDIA CORP View history and evidence | $12.18M | 5.54% | 24.60K shares | — | ↗▾ | |
| 05 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $8.51M | 3.87% | 17.90K shares | — | ↗▾ | |
| 06 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $8.34M | 3.79% | 59.17K shares | — | ↗▾ | |
| 07 | VOTVNGRD MRNGSTR MC GRW ETF-USDMCAP GR IDXVIP View history and evidence | $8.07M | 3.67% | 36.75K shares | — | ↗▾ | |
| 08 | AMZNAMAZON.COM INC View history and evidence | $8.01M | 3.64% | 52.75K shares | — | ↗▾ | |
| 09 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $7.59M | 3.45% | 21.44K shares | — | ↗▾ | |
| 10 | DPSTDIRX DLY RGNL BNK B3X ETF-UIDAILY REGIONAL View history and evidence | $7.49M | 3.40% | 77.06K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 16
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 74347G432 PROSHARES TR | Non-derivative | — | — | SEC filing ↗ | |
| BKR BAKER HUGHES CO | Non-derivative | — | — | SEC filing ↗ | |
| CTAS CINTAS CORP | Non-derivative | — | — | SEC filing ↗ |
3 / 16 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1982776 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Feb 12, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 220094684
}Research all 92 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.