0001802387-20-000003.txt : 20200911 0001802387-20-000003.hdr.sgml : 20200911 20200911100453 ACCESSION NUMBER: 0001802387-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200911 DATE AS OF CHANGE: 20200911 EFFECTIVENESS DATE: 20200911 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: 201170156 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 06-30-2020 06-30-2020 Elevated Capital Advisors, LLC
9350 S. 150 E. SUITE 320 SANDY UT 84070
13F HOLDINGS REPORT 028-19768 N
Elton Wilcox CCO 8016390095 Elton Wilcox Sandy UT 09-11-2020 0 153 203464 false
INFORMATION TABLE 2 elevatedcap_13f06-2020.xml VANGUARD BD INDEX FDS LONG TERM BOND 921937793 4654 40906 SH SOLE 0 0 0 40906 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 536 10692 SH SOLE 0 0 0 10692 AMERICAN TOWER CORP NEW COM 03027X100 635 2477 SH SOLE 0 0 0 2477 SPDR SER TR BLOMBERG BRC INV 78468R200 881 28818 SH SOLE 0 0 0 28818 VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 4678 110218 SH SOLE 0 0 0 110218 ALPS ETF TR RIVERFRONT UNC 00162Q544 244 9589 SH SOLE 0 0 0 9589 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 943 8278 SH SOLE 0 0 0 8278 DANAHER CORPORATION COM 235851102 793 3775 SH SOLE 0 0 0 3775 MASTERCARD INCORPORATED CL A 57636Q104 1253 3474 SH SOLE 0 0 0 3474 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1068 15982 SH SOLE 0 0 0 15982 ISHARES TR SH TR CRPORT ETF 464288646 2450 44506 SH SOLE 0 0 0 44506 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 1636 25111 SH SOLE 0 0 0 25111 PEPSICO INC COM 713448108 920 6421 SH SOLE 0 0 0 6421 CHURCH & DWIGHT INC COM 171340102 551 5618 SH SOLE 0 0 0 5618 ISHARES TR TIPS BD ETF 464287176 527 4145 SH SOLE 0 0 0 4145 ADOBE INC COM 00724F101 1333 2498 SH SOLE 0 0 0 2498 COSTCO WHSL CORP NEW COM 22160K105 612 1706 SH SOLE 0 0 0 1706 UNION PAC CORP COM 907818108 258 1312 SH SOLE 0 0 0 1312 REGENERON PHARMACEUTICALS COM 75886F107 1014 1662 SH SOLE 0 0 0 1662 INVESCO EXCHANGE-TRADED FD T SR LN ETF 46138G508 301 13690 SH SOLE 0 0 0 13690 AT&T INC COM 00206R102 1123 37809 SH SOLE 0 0 0 37809 APPLE INC COM 037833100 4114 31308 SH SOLE 0 0 0 31308 AMAZON COM INC COM 023135106 1142 324 SH SOLE 0 0 0 324 MARTIN MARIETTA MATLS INC COM 573284106 226 1062 SH SOLE 0 0 0 1062 VANECK VECTORS ETF TR FALLEN ANGEL HG 92189F437 569 18602 SH SOLE 0 0 0 18602 PHILIP MORRIS INTL INC COM 718172109 972 12159 SH SOLE 0 0 0 12159 TWO RDS SHARED TR ANFIELD UNVL ETF 90214Q766 5862 594531 SH SOLE 0 0 0 594531 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3091 37204 SH SOLE 0 0 0 37204 SPDR SER TR PORTFOLIO SH TSR 78468R101 1078 35120 SH SOLE 0 0 0 35120 PROCTER AND GAMBLE CO COM 742718109 868 6181 SH SOLE 0 0 0 6181 FIRST TR EXCH TRADED FD III INSTL PFD SECS 33739P855 2492 126734 SH SOLE 0 0 0 126734 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 317 3345 SH SOLE 0 0 0 3345 BOEING CO COM 097023105 211 1208 SH SOLE 0 0 0 1208 ETF SER SOLUTIONS NATIONWIDE RSK 26922A172 2626 91193 SH SOLE 0 0 0 91193 VANGUARD INDEX FDS GROWTH ETF 922908736 3693 15042 SH SOLE 0 0 0 15042 BLACKROCK DEBT STRATEGIES FD COM NEW 09255R202 2596 255262 SH SOLE 0 0 0 255262 PIMCO CORPORATE & INCOME STR COM 72200U100 2388 150268 SH SOLE 0 0 0 150268 ISHARES TR US REGNL BKS ETF 464288778 232 6609 SH SOLE 0 0 0 6609 DUKE ENERGY CORP NEW COM NEW 26441C204 795 9756 SH SOLE 0 0 0 9756 TWILIO INC CL A 90138F102 1026 3883 SH SOLE 0 0 0 3883 INDEXIQ ETF TR IQ S&P HGH YLD 45409B412 945 37452 SH SOLE 0 0 0 37452 VERTIV HOLDINGS CO COM CL A 92537N108 553 33215 SH SOLE 0 0 0 33215 FIRST TR EXCH TRADED FD III RIVRFRNT DYN DEV 33739P608 1068 18325 SH SOLE 0 0 0 18325 DOMINOS PIZZA INC COM 25754A201 225 558 SH SOLE 0 0 0 558 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 1186 5282 SH SOLE 0 0 0 5282 FLAHERTY & CRUMRIN PFD & INM COM 338478100 2603 116112 SH SOLE 0 0 0 116112 ISHARES TR CORE TOTAL USD 46434V613 645 11783 SH SOLE 0 0 0 11783 BCE INC COM NEW 05534B760 1177 26920 SH SOLE 0 0 0 26920 ALPS ETF TR RIVERFRNT FLEX 00162Q510 1892 51403 SH SOLE 0 0 0 51403 ARES CAPITAL CORP COM 04010L103 1534 105072 SH SOLE 0 0 0 105072 ISHARES TR CORE S&P SCP ETF 464287804 730 9648 SH SOLE 0 0 0 9648 ISHARES TR US HOME CONS ETF 464288752 258 4575 SH SOLE 0 0 0 4575 EXXON MOBIL CORP COM 30231G102 1647 42016 SH SOLE 0 0 0 42016 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 883 25613 SH SOLE 0 0 0 25613 ISHARES TR FLTG RATE NT ETF 46429B655 511 10080 SH SOLE 0 0 0 10080 SPDR SER TR PORTFOLIO LN TSR 78464A664 891 18838 SH SOLE 0 0 0 18838 ABBVIE INC COM 00287Y109 817 8696 SH SOLE 0 0 0 8696 CHEVRON CORP NEW COM 166764100 883 10615 SH SOLE 0 0 0 10615 VANGUARD INDEX FDS VALUE ETF 922908744 2721 24852 SH SOLE 0 0 0 24852 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 5908 106492 SH SOLE 0 0 0 106492 ISHARES INC CORE MSCI EMKT 46434G103 950 17582 SH SOLE 0 0 0 17582 GILEAD SCIENCES INC COM 375558103 221 3313 SH SOLE 0 0 0 3313 PPL CORP COM 69351T106 961 33738 SH SOLE 0 0 0 33738 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 589 7065 SH SOLE 0 0 0 7065 KIMBERLY CLARK CORP COM 494368103 771 4926 SH SOLE 0 0 0 4926 AMETEK INC COM 031100100 238 2313 SH SOLE 0 0 0 2313 VANGUARD INDEX FDS MID CAP ETF 922908629 1557 8416 SH SOLE 0 0 0 8416 PROSPERITY BANCSHARES INC COM 743606105 316 5801 SH SOLE 0 0 0 5801 ALPS ETF TR RIVRFRNT STR INC 00162Q783 394 15924 SH SOLE 0 0 0 15924 ISHARES TR 3 7 YR TREAS BD 464288661 5039 37710 SH SOLE 0 0 0 37710 VISA INC COM CL A 92826C839 502 2319 SH SOLE 0 0 0 2319 ETF SER SOLUTIONS US GLB JETS 26922A842 245 13588 SH SOLE 0 0 0 13588 ISHARES TR IBOXX INV CP ETF 464287242 2037 14904 SH SOLE 0 0 0 14904 ALPS ETF TR RIVERFRNT DYMC 00162Q528 4532 122604 SH SOLE 0 0 0 122604 BLACKSTONE GROUP INC COM CL A 09260D107 1588 29152 SH SOLE 0 0 0 29152 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 4885 55047 SH SOLE 0 0 0 55047 APOLLO GLOBAL MGMT INC COM CL A 03768E105 1567 32328 SH SOLE 0 0 0 32328 ISHARES TR CORE S&P TTL STK 464287150 1947 24199 SH SOLE 0 0 0 24199 VANGUARD SCOTTSDALE FDS MORTG-BACK SEC 92206C771 825 15166 SH SOLE 0 0 0 15166 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1204 9477 SH SOLE 0 0 0 9477 ABERDEEN STD GOLD ETF TR PHYSCL GOLD SHS 00326A104 968 51772 SH SOLE 0 0 0 51772 ZOETIS INC CL A 98978V103 1172 7090 SH SOLE 0 0 0 7090 J P MORGAN EXCHANGE-TRADED F HIGH YLD RESRCH 46641Q878 278 5465 SH SOLE 0 0 0 5465 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 1093 74852 SH SOLE 0 0 0 74852 FACEBOOK INC CL A 30303M102 1432 4733 SH SOLE 0 0 0 4733 SPDR SER TR PORTFOLIO S&P500 78464A854 990 23560 SH SOLE 0 0 0 23560 VANGUARD INDEX FDS SMALL CP ETF 922908751 1448 8936 SH SOLE 0 0 0 8936 INVESCO EXCH TRADED FD TR II FNDMNTL HY CRP 46138E719 550 29008 SH SOLE 0 0 0 29008 FIRST TR EXCHANGE-TRADED FD MULTI ASSET DI 33738R100 5292 374012 SH SOLE 0 0 0 374012 GLAXOSMITHKLINE PLC SPONSORED ADR 37733W105 701 17558 SH SOLE 0 0 0 17558 ALTRIA GROUP INC COM 02209S103 943 21538 SH SOLE 0 0 0 21538 INDEXIQ ETF TR HEDGE MLTI ETF 45409B107 341 10890 SH SOLE 0 0 0 10890 CARVANA CO CL A 146869102 1148 5150 SH SOLE 0 0 0 5150 BARCLAYS BANK PLC DJUBS CMDT ETN36 06738C778 1062 52516 SH SOLE 0 0 0 52516 ISHARES TR IBOXX HI YD ETF 464288513 530 6217 SH SOLE 0 0 0 6217 ISHARES TR CORE US AGGBD ET 464287226 227 1916 SH SOLE 0 0 0 1916 FIRST TR MORNINGSTAR DIVID L SHS 336917109 2531 92175 SH SOLE 0 0 0 92175 NETFLIX INC COM 64110L106 1231 2226 SH SOLE 0 0 0 2226 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 534 11479 SH SOLE 0 0 0 11479 INVESCO QQQ TR UNIT SER 1 46090E103 7936 26212 SH SOLE 0 0 0 26212 COCA COLA CO COM 191216100 766 14967 SH SOLE 0 0 0 14967 ALPS ETF TR RIVERFRONT DYM 00162Q536 5489 208804 SH SOLE 0 0 0 208804 SOUTHERN CO COM 842587107 821 15437 SH SOLE 0 0 0 15437 NVIDIA CORPORATION COM 67066G104 1381 2406 SH SOLE 0 0 0 2406 VERIZON COMMUNICATIONS INC COM 92343V104 1199 19807 SH SOLE 0 0 0 19807 SCHWAB STRATEGIC TR US TIPS ETF 808524870 1532 24758 SH SOLE 0 0 0 24758 AMERICAN ELEC PWR CO INC COM 025537101 873 10869 SH SOLE 0 0 0 10869 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 4361 13265 SH SOLE 0 0 0 13265 OREILLY AUTOMOTIVE INC COM 67103H107 1157 2398 SH SOLE 0 0 0 2398 RINGCENTRAL INC CL A 76680R206 1323 4389 SH SOLE 0 0 0 4389 ISHARES TR INTRM TR CRP ETF 464288638 871 14200 SH SOLE 0 0 0 14200 AGNC INVT CORP COM 00123Q104 1874 133986 SH SOLE 0 0 0 133986 3M CO COM 88579Y101 1227 7239 SH SOLE 0 0 0 7239 COUPA SOFTWARE INC COM 22266L106 1133 3454 SH SOLE 0 0 0 3454 STARBUCKS CORP COM 855244109 334 3775 SH SOLE 0 0 0 3775 DOMINION ENERGY INC COM 25746U109 907 11392 SH SOLE 0 0 0 11392 MICROSOFT CORP COM 594918104 1543 6660 SH SOLE 0 0 0 6660 SPDR GOLD TR GOLD SHS 78463V107 2490 13636 SH SOLE 0 0 0 13636 GENERAL MLS INC COM 370334104 712 11033 SH SOLE 0 0 0 11033 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1821 16639 SH SOLE 0 0 0 16639 ISHARES U S ETF TR SHT MAT BD ETF 46431W507 1115 22254 SH SOLE 0 0 0 22254 MARRIOTT INTL INC NEW CL A 571903202 252 2411 SH SOLE 0 0 0 2411 MSCI INC COM 55354G100 452 1195 SH SOLE 0 0 0 1195 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 943 25042 SH SOLE 0 0 0 25042 PROSHARES TR LONG ONLINE SHRT 74347B375 235 2615 SH SOLE 0 0 0 2615 INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 825 16326 SH SOLE 0 0 0 16326 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 890 17198 SH SOLE 0 0 0 17198 NATIONAL GRID PLC SPONSORED ADR NE 636274409 850 14778 SH SOLE 0 0 0 14778 ISHARES TR MBS ETF 464288588 436 3941 SH SOLE 0 0 0 3941 CERNER CORP COM 156782104 214 2843 SH SOLE 0 0 0 2843 ISHARES TR 20 YR TR BD ETF 464287432 1352 8176 SH SOLE 0 0 0 8176 FIRST TR EXCH TRADED FD III RIVR FRNT DYN 33739P707 384 6120 SH SOLE 0 0 0 6120 CHIPOTLE MEXICAN GRILL INC COM 169656105 980 711 SH SOLE 0 0 0 711 J P MORGAN EXCHANGE-TRADED F ULTRA SHRT INC 46641Q837 566 11135 SH SOLE 0 0 0 11135 CARLYLE GROUP INC COM 14316J108 1506 56028 SH SOLE 0 0 0 56028 ALPHABET INC CAP STK CL C 02079K107 981 568 SH SOLE 0 0 0 568 FIRST TR NASDAQ-100 TECH IND CAP STRENGTH ETF 33733E104 3491 52567 SH SOLE 0 0 0 52567 HONEYWELL INTL INC COM 438516106 617 3576 SH SOLE 0 0 0 3576 ISHARES TR RUS MD CP GR ETF 464287481 1929 10700 SH SOLE 0 0 0 10700 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1511 33610 SH SOLE 0 0 0 33610 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 1587 27358 SH SOLE 0 0 0 27358 VANGUARD BD INDEX FDS INTERMED TERM 921937819 804 8569 SH SOLE 0 0 0 8569 ADVISORSHARES TR NEWFLT MULSINC 00768Y727 240 4936 SH SOLE 0 0 0 4936 PEOPLES UTAH BANCORP COM 712706209 527 25610 SH SOLE 0 0 0 25610 ISHARES TR SHORT TREAS BD 464288679 210 1898 SH SOLE 0 0 0 1898 FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 33734X176 262 2713 SH SOLE 0 0 0 2713 THERMO FISHER SCIENTIFIC INC COM 883556102 1249 2832 SH SOLE 0 0 0 2832 GABELLI UTIL TR COM 36240A101 2472 320171 SH SOLE 0 0 0 320171 DOLLAR GEN CORP NEW COM 256677105 227 1111 SH SOLE 0 0 0 1111 PAYPAL HLDGS INC COM 70450Y103 1514 7180 SH SOLE 0 0 0 7180 CROWN CASTLE INTL CORP NEW COM 22822V101 1132 6810 SH SOLE 0 0 0 6810 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 347 3588 SH SOLE 0 0 0 3588 FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 2323 88263 SH SOLE 0 0 0 88263