Chief Compliance Officer

0001802387-20-000001.txt : 20200206 0001802387-20-000001.hdr.sgml : 20200206 20200206133026 ACCESSION NUMBER: 0001802387-20-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200206 DATE AS OF CHANGE: 20200206 EFFECTIVENESS DATE: 20200206 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Elevated Capital Advisors, LLC CENTRAL INDEX KEY: 0001802387 IRS NUMBER: 473912684 STATE OF INCORPORATION: UT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19768 FILM NUMBER: 20582099 BUSINESS ADDRESS: STREET 1: 9350 S. 150 E. SUITE 320 CITY: SANDY STATE: UT ZIP: 84070 BUSINESS PHONE: 801-639-0095 MAIL ADDRESS: STREET 1: 9350 S. 150 E. SUITE 320 CITY: SANDY STATE: UT ZIP: 84070 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001802387 XXXXXXXX 12-31-2019 12-31-2019 Elevated Capital Advisors, LLC

9350 S. 150 E. SUITE 320 SANDY UT 84070

13F HOLDINGS REPORT 028-19768 N Elton Wilcox Chief Compliance Officer 801-639-0095 Elton Wilcox Sandy UT 02-06-2020 0 120 89995 false INFORMATION TABLE 2 13f_12312019.xml DANAHER CORPORATION COM 235851102 247 1607 SH SOLE 0 0 1607 AMERICAN TOWER CORP NEW COM 03027X100 314 1367 SH SOLE 0 0 1367 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 506 4370 SH SOLE 0 0 4370 VANGUARD BD INDEX FD INC SHORT TRM BOND 921937827 499 6188 SH SOLE 0 0 6188 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 405 6857 SH SOLE 0 0 6857 JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC 46641Q837 538 10662 SH SOLE 0 0 10662 AMERICAN EXPRESS CO COM 025816109 214 1720 SH SOLE 0 0 1720 ADOBE INC COM 00724F101 265 802 SH SOLE 0 0 802 PEPSICO INC COM 713448108 357 2613 SH SOLE 0 0 2613 COSTCO WHSL CORP NEW COM 22160K105 236 802 SH SOLE 0 0 802 ISHARES TR SH TR CRPORT ETF 464288646 667 12439 SH SOLE 0 0 12439 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 452 7179 SH SOLE 0 0 7179 HUNTINGTON BANCSHARES INC COM 446150104 213 14148 SH SOLE 0 0 14148 APPLE INC COM 037833100 2674 9107 SH SOLE 0 0 9107 AT&T INC COM 00206R102 505 12911 SH SOLE 0 0 12911 WORKDAY INC CL A 98138H101 212 1287 SH SOLE 0 0 1287 AMAZON COM INC COM 023135106 305 165 SH SOLE 0 0 165 ISHARES TR MSCI MIN VOL ETF 46429B697 446 6799 SH SOLE 0 0 6799 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 826 8286 SH SOLE 0 0 8286 VANGUARD INDEX FDS GROWTH ETF 922908736 1158 6354 SH SOLE 0 0 6354 BOEING CO COM 097023105 279 856 SH SOLE 0 0 856 PHILIP MORRIS INTL INC COM 718172109 516 6063 SH SOLE 0 0 6063 FLAHERTY & CRUMRIN PFD & INM COM 338478100 1666 76832 SH SOLE 0 0 76832 CDN IMPERIAL BK COMM TORONTO COM 136069101 228 2744 SH SOLE 0 0 2744 DUKE ENERGY CORP NEW COM NEW 26441C204 350 3835 SH SOLE 0 0 3835 BCE INC COM NEW 05534B760 331 7133 SH SOLE 0 0 7133 ISHARES TR CORE TOTAL USD 46434V613 535 10273 SH SOLE 0 0 10273 WISDOMTREE TR JAPN HEDGE EQT 97717W851 253 4696 SH SOLE 0 0 4696 FIRST TR EXCH TRADED FD III RIVRFRNT DYN DEV 33739P608 555 9255 SH SOLE 0 0 9255 ALPS ETF TR RIVERFRNT FLEX 00162Q510 1140 31931 SH SOLE 0 0 31931 NEW MTN FIN CORP COM 647551100 1657 120568 SH SOLE 0 0 120568 ISHARES TR CORE S&P SCP ETF 464287804 304 3629 SH SOLE 0 0 3629 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 216 2808 SH SOLE 0 0 2808 INVESCO ACTIVELY MANAGD ETF ULTRA SHRT DUR 46090A887 1323 26262 SH SOLE 0 0 26262 EXXON MOBIL CORP COM 30231G102 1946 27894 SH SOLE 0 0 27894 ISHARES TR FLTG RATE NT ETF 46429B655 831 16310 SH SOLE 0 0 16310 PIMCO INCOME OPPORTUNITY FD COM 72202B100 1664 59861 SH SOLE 0 0 59861 VANGUARD INDEX FDS VALUE ETF 922908744 1073 8955 SH SOLE 0 0 8955 PROCTER & GAMBLE CO COM 742718109 398 3189 SH SOLE 0 0 3189 ABBVIE INC COM 00287Y109 441 4981 SH SOLE 0 0 4981 VANGUARD BD INDEX FD INC LONG TERM BOND 921937793 2804 27942 SH SOLE 0 0 27942 HANCOCK JOHN PFD INCOME FD I COM 41021P103 1642 85134 SH SOLE 0 0 85134 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 378 8893 SH SOLE 0 0 8893 CHEVRON CORP NEW COM 166764100 486 4036 SH SOLE 0 0 4036 ALPS ETF TR RIVERFRNT DYMC 00162Q528 1618 46183 SH SOLE 0 0 46183 INVESCO EXCHNG TRADED FD TR KBW PREM YIELD 46138E594 1646 52735 SH SOLE 0 0 52735 WELLTOWER INC COM 95040Q104 232 2834 SH SOLE 0 0 2834 ISHARES TR MULTIFACTOR GLBL 46434V316 580 18599 SH SOLE 0 0 18599 VANGUARD INDEX FDS MID CAP ETF 922908629 1038 5827 SH SOLE 0 0 5827 ALPS ETF TR RIVRFRNT STR INC 00162Q783 294 11807 SH SOLE 0 0 11807 SSGA ACTIVE ETF TR BLKSTN GSOSRLN 78467V608 673 14440 SH SOLE 0 0 14440 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 457 4925 SH SOLE 0 0 4925 VISA INC COM CL A 92826C839 403 2147 SH SOLE 0 0 2147 PROSPERITY BANCSHARES INC COM 743606105 417 5801 SH SOLE 0 0 5801 PPL CORP COM 69351T106 304 8467 SH SOLE 0 0 8467 KIMBERLY CLARK CORP COM 494368103 329 2394 SH SOLE 0 0 2394 ISHARES TR 3 7 YR TREAS BD 464288661 2472 19658 SH SOLE 0 0 19658 FACEBOOK INC CL A 30303M102 266 1296 SH SOLE 0 0 1296 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 273 5136 SH SOLE 0 0 5136 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 541 5905 SH SOLE 0 0 5905 ISHARES TR CORE S&P TTL STK 464287150 768 10559 SH SOLE 0 0 10559 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 335 10888 SH SOLE 0 0 10888 VANGUARD BD INDEX FD INC INTERMED TERM 921937819 265 3035 SH SOLE 0 0 3035 VANGUARD INDEX FDS SMALL CP ETF 922908751 753 4548 SH SOLE 0 0 4548 FIRST TR EXCHANGE TRADED FD SENIOR LN FD 33738D309 909 18972 SH SOLE 0 0 18972 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 419 8916 SH SOLE 0 0 8916 ALTRIA GROUP INC COM 02209S103 273 5461 SH SOLE 0 0 5461 BARCLAYS BK PLC DJUBS CMDT ETN36 06738C778 786 34395 SH SOLE 0 0 34395 GOLUB CAP BDC INC COM 38173M102 1667 90330 SH SOLE 0 0 90330 MAIN STREET CAPITAL CORP COM 56035L104 1637 37974 SH SOLE 0 0 37974 VERIZON COMMUNICATIONS INC COM 92343V104 405 6598 SH SOLE 0 0 6598 NETFLIX INC COM 64110L106 203 628 SH SOLE 0 0 628 AMGEN INC COM 031162100 251 1041 SH SOLE 0 0 1041 VANECK VECTORS ETF TRUST FALLEN ANGEL HG 92189F437 677 22664 SH SOLE 0 0 22664 COCA COLA CO COM 191216100 416 7520 SH SOLE 0 0 7520 INVESCO QQQ TR UNIT SER 1 46090E103 274 1289 SH SOLE 0 0 1289 SOUTHERN CO COM 842587107 373 5857 SH SOLE 0 0 5857 FIDELITY NATL INFORMATION SV COM 31620M106 229 1650 SH SOLE 0 0 1650 UNITEDHEALTH GROUP INC COM 91324P102 276 939 SH SOLE 0 0 939 ISHARES TR INTRM TR CRP ETF 464288638 1264 21805 SH SOLE 0 0 21805 FIRST TR EXCHANGE TRADED FD FST LOW OPPT EFT 33739Q200 240 4634 SH SOLE 0 0 4634 INVESCO EXCHNG TRADED FD TR FNDMNTL HY CRP 46138E719 239 12424 SH SOLE 0 0 12424 VENTAS INC COM 92276F100 264 4576 SH SOLE 0 0 4576 ALPS ETF TR RIVERFRONT DYM 00162Q536 2255 89845 SH SOLE 0 0 89845 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 3277 11078 SH SOLE 0 0 11078 DOMINION ENERGY INC COM 25746U109 407 4911 SH SOLE 0 0 4911 ARES CAP CORP COM 04010L103 1630 87374 SH SOLE 0 0 87374 ISHARES US ETF TR SHT MAT BD ETF 46431W507 1565 31151 SH SOLE 0 0 31151 STARBUCKS CORP COM 855244109 242 2756 SH SOLE 0 0 2756 MICROSOFT CORP COM 594918104 401 2544 SH SOLE 0 0 2544 NATIONAL GRID PLC SPONSORED ADR NE 636274409 311 4967 SH SOLE 0 0 4967 MASTERCARD INC CL A 57636Q104 300 1004 SH SOLE 0 0 1004 CERNER CORP COM 156782104 215 2933 SH SOLE 0 0 2933 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 542 5317 SH SOLE 0 0 5317 VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF 921943858 2332 52928 SH SOLE 0 0 52928 TWO RDS SHARED TR ANFIELD CAP DI 90213U115 1405 137217 SH SOLE 0 0 137217 TOTAL S A SPONSORED ADS 89151E109 207 3746 SH SOLE 0 0 3746 ISHARES TR RUS MD CP GR ETF 464287481 566 3712 SH SOLE 0 0 3712 UNION PACIFIC CORP COM 907818108 237 1312 SH SOLE 0 0 1312 HONEYWELL INTL INC COM 438516106 596 3370 SH SOLE 0 0 3370 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 749 16837 SH SOLE 0 0 16837 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 2719 26768 SH SOLE 0 0 26768 CATERPILLAR INC DEL COM 149123101 506 3424 SH SOLE 0 0 3424 UNITED PARCEL SERVICE INC CL B 911312106 364 3106 SH SOLE 0 0 3106 ISHARES TR CORE S&P500 ETF 464287200 1359 4203 SH SOLE 0 0 4203 ADVISORSHARES TR NEWFLT MULSINC 00768Y727 204 4217 SH SOLE 0 0 4217 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 521 9209 SH SOLE 0 0 9209 VANGUARD BD INDEX FD INC TOTAL BND MRKT 921937835 3312 39498 SH SOLE 0 0 39498 PIMCO CORPORATE INCOME STRAT COM 72200U100 1654 86505 SH SOLE 0 0 86505 AFLAC INC COM 001055102 217 4108 SH SOLE 0 0 4108 BP PLC SPONSORED ADR 055622104 503 13332 SH SOLE 0 0 13332 FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 33734X176 211 2914 SH SOLE 0 0 2914 PEOPLES UTAH BANCORP COM 712706209 771 25610 SH SOLE 0 0 25610 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 204 1628 SH SOLE 0 0 1628 PAYPAL HLDGS INC COM 70450Y103 248 2292 SH SOLE 0 0 2292 NEUBERGER BERMAN RE ES SEC F COM 64190A103 1639 293650 SH SOLE 0 0 293650 CROWN CASTLE INTL CORP NEW COM 22822V101 386 2718 SH SOLE 0 0 2718 SPDR GOLD TRUST GOLD SHS 78463V107 1073 7508 SH SOLE 0 0 7508 THERMO FISHER SCIENTIFIC INC COM 883556102 306 942 SH SOLE 0 0 942