0001802387-22-000005.txt : 20221006
0001802387-22-000005.hdr.sgml : 20221006
20221006123046
ACCESSION NUMBER: 0001802387-22-000005
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20220930
FILED AS OF DATE: 20221006
DATE AS OF CHANGE: 20221006
EFFECTIVENESS DATE: 20221006
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: 221297598
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
09-30-2022
09-30-2022
Elevated Capital Advisors, LLC
9350 S. 150 E. SUITE 320
SANDY
UT
84070
13F HOLDINGS REPORT
028-19768
N
Elton Wilcox
CCO
385-237-3338
Elton Wilcox
Sandy
UT
10-06-2022
0
148
254194
false
INFORMATION TABLE
2
elevatedcap_13f9-2022.xml
3M CO
COM
88579Y101
1554
14064
SH
SOLE
0
0
0
14064
ABBOTT LABS
COM
002824100
266
2747
SH
SOLE
0
0
0
2747
ABBVIE INC
COM
00287Y109
1768
13174
SH
SOLE
0
0
0
13174
ADOBE SYSTEMS INCORPORATED
COM
00724F101
826
3001
SH
SOLE
0
0
0
3001
ADVANCED MICRO DEVICES INC
COM
007903107
282
4455
SH
SOLE
0
0
0
4455
AFLAC INC
COM
001055102
232
4120
SH
SOLE
0
0
0
4120
ALPHABET INC
CAP STK CL C
02079K107
988
10271
SH
SOLE
0
0
0
10271
ALPS ETF TR
RIVERFRONT DYM
00162Q536
5857
268881
SH
SOLE
0
0
0
268881
ALPS ETF TR
RIVERFRNT DYMC
00162Q528
4254
109255
SH
SOLE
0
0
0
109255
ALPS ETF TR
RIVRFRNT STR INC
00162Q783
8103
364503
SH
SOLE
0
0
0
364503
ALPS ETF TR
RIVERFRNT FLEX
00162Q510
846
22737
SH
SOLE
0
0
0
22737
ALTRIA GROUP INC
COM
02209S103
1318
32630
SH
SOLE
0
0
0
32630
AMAZON COM INC
COM
023135106
953
8432
SH
SOLE
0
0
0
8432
AMERICAN ELEC PWR CO INC
COM
025537101
1417
16389
SH
SOLE
0
0
0
16389
AMERICAN EXPRESS CO
COM
025816109
214
1584
SH
SOLE
0
0
0
1584
AMERICAN TOWER CORP NEW
COM
03027X100
479
2232
SH
SOLE
0
0
0
2232
AMPLIFY ETF TR
ONLIN RETL ETF
032108102
218
5519
SH
SOLE
0
0
0
5519
APPLE INC
COM
037833100
3855
27891
SH
SOLE
0
0
0
27891
ARK ETF TR
FINTECH INNOVA
00214Q708
225
14596
SH
SOLE
0
0
0
14596
AT&T INC
COM
00206R102
1655
107885
SH
SOLE
0
0
0
107885
BCE INC
COM NEW
05534B760
1628
38808
SH
SOLE
0
0
0
38808
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
258
967
SH
SOLE
0
0
0
967
BLACKROCK DEBT STRATEGIES FD
COM NEW
09255R202
4787
536637
SH
SOLE
0
0
0
536637
BRITISH AMERN TOB PLC
SPONSORED ADR
110448107
1312
36959
SH
SOLE
0
0
0
36959
CHEVRON CORP NEW
COM
166764100
1534
10675
SH
SOLE
0
0
0
10675
CHIPOTLE MEXICAN GRILL INC
COM
169656105
974
648
SH
SOLE
0
0
0
648
COCA COLA CO
COM
191216100
1123
20046
SH
SOLE
0
0
0
20046
COHEN & STEERS INFRASTRUCTUR
COM
19248A109
2368
101875
SH
SOLE
0
0
0
101875
COSTCO WHSL CORP NEW
COM
22160K105
1224
2592
SH
SOLE
0
0
0
2592
COUPA SOFTWARE INC
COM
22266L106
644
10959
SH
SOLE
0
0
0
10959
CROWN CASTLE INTL CORP NEW
COM
22822V101
1608
11122
SH
SOLE
0
0
0
11122
DANAHER CORPORATION
COM
235851102
977
3783
SH
SOLE
0
0
0
3783
DOMINION ENERGY INC
COM
25746U109
1347
19485
SH
SOLE
0
0
0
19485
DUKE ENERGY CORP NEW
COM NEW
26441C204
1400
15048
SH
SOLE
0
0
0
15048
ETF SER SOLUTIONS
APTUS DEFINED
26922A388
1475
58105
SH
SOLE
0
0
0
58105
ETF SER SOLUTIONS
NATIONWIDE NASDQ
26922A172
4875
250766
SH
SOLE
0
0
0
250766
ETSY INC
COM
29786A106
687
6860
SH
SOLE
0
0
0
6860
EXXON MOBIL CORP
COM
30231G102
3739
42828
SH
SOLE
0
0
0
42828
FIRST TR EXCH TRADED FD III
RIVRFRNT DYN DEV
33739P608
1012
21912
SH
SOLE
0
0
0
21912
FIRST TR EXCH TRADED FD III
INSTL PFD SECS
33739P855
7775
453369
SH
SOLE
0
0
0
453369
FIRST TR EXCHANGE TRAD FD VI
FST TR GLB FD
33739H101
2393
94434
SH
SOLE
0
0
0
94434
FIRST TR EXCHANGE TRADED FD
TECH ALPHADEX
33734X176
269
3099
SH
SOLE
0
0
0
3099
FIRST TR EXCHANGE-TRADED FD
CAP STRENGTH ETF
33733E104
7283
109654
SH
SOLE
0
0
0
109654
FIRST TR EXCHANGE-TRADED FD
NAS CLNEDG GREEN
33733E500
366
6426
SH
SOLE
0
0
0
6426
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
33739Q200
734
15494
SH
SOLE
0
0
0
15494
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
33738D309
716
16236
SH
SOLE
0
0
0
16236
FIRST TR EXCHANGE-TRADED FD
MULTI ASSET DI
33738R100
1281
88690
SH
SOLE
0
0
0
88690
FIRST TR EXCHANGE-TRADED FD
DJ INTERNT IDX
33733E302
239
1891
SH
SOLE
0
0
0
1891
FIRST TR EXCHANGE-TRADED FD
FIRST TR TA HIYL
33738D408
4492
117219
SH
SOLE
0
0
0
117219
FIRST TR EXCHNG TRADED FD VI
TCW OPPORTUNIS
33740F805
862
19803
SH
SOLE
0
0
0
19803
FIRST TR EXCHNG TRADED FD VI
TCW UNCONSTRAI
33740F888
4371
183494
SH
SOLE
0
0
0
183494
FIRST TR MORNINGSTAR DIVID L
SHS
336917109
1425
44345
SH
SOLE
0
0
0
44345
FLAHERTY & CRUMRINE PFD SECS
COM
338478100
2097
141218
SH
SOLE
0
0
0
141218
GENERAL MLS INC
COM
370334104
1238
16159
SH
SOLE
0
0
0
16159
GLACIER BANCORP INC NEW
COM
37637Q105
1003
20413
SH
SOLE
0
0
0
20413
GLOBAL X FDS
US INFR DEV ETF
37954Y673
263
11393
SH
SOLE
0
0
0
11393
GSK PLC
SPONSORED ADR
37733W105
1015
34505
SH
SOLE
0
0
0
34505
HONEYWELL INTL INC
COM
438516106
484
2897
SH
SOLE
0
0
0
2897
INTUIT
COM
461202103
1140
2943
SH
SOLE
0
0
0
2943
INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 CB
46138J841
1506
73881
SH
SOLE
0
0
0
73881
INVESCO EXCHANGE TRADED FD T
S&P 500 GARP ETF
46137V431
3832
51214
SH
SOLE
0
0
0
51214
INVESCO EXCHANGE TRADED FD T
S&P500 EQL TEC
46137V282
339
1495
SH
SOLE
0
0
0
1495
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
1776
13955
SH
SOLE
0
0
0
13955
INVESCO QQQ TR
UNIT SER 1
46090E103
10845
40577
SH
SOLE
0
0
0
40577
ISHARES INC
CORE MSCI EMKT
46434G103
883
20539
SH
SOLE
0
0
0
20539
ISHARES TR
ISHS 5-10YR INVT
464288638
1032
21381
SH
SOLE
0
0
0
21381
ISHARES TR
CORE S&P SCP ETF
464287804
1343
15401
SH
SOLE
0
0
0
15401
ISHARES TR
FLTG RATE NT ETF
46429B655
793
15775
SH
SOLE
0
0
0
15775
ISHARES TR
TIPS BD ETF
464287176
206
1968
SH
SOLE
0
0
0
1968
ISHARES TR
MSCI GBL MULTIFC
46434V316
359
12309
SH
SOLE
0
0
0
12309
ISHARES TR
SHORT TREAS BD
464288679
643
5841
SH
SOLE
0
0
0
5841
ISHARES TR
ISHS 1-5YR INVS
464288646
1059
21480
SH
SOLE
0
0
0
21480
ISHARES TR
YLD OPTIM BD
46434V787
673
31581
SH
SOLE
0
0
0
31581
ISHARES TR
RUS MD CP GR ETF
464287481
2935
37422
SH
SOLE
0
0
0
37422
ISHARES TR
MSCI USA MMENTM
46432F396
2584
19698
SH
SOLE
0
0
0
19698
ISHARES TR
CORE S&P500 ETF
464287200
1746
4869
SH
SOLE
0
0
0
4869
ISHARES TR
0-5YR INVT GR CP
46434V100
3256
68697
SH
SOLE
0
0
0
68697
ISHARES TR
MBS ETF
464288588
234
2554
SH
SOLE
0
0
0
2554
ISHARES U S ETF TR
BLACKROCK ST MAT
46431W507
667
13533
SH
SOLE
0
0
0
13533
ISHARES U S ETF TR
INT RT HDG C B
46431W705
2528
28487
SH
SOLE
0
0
0
28487
JANUS DETROIT STR TR
HENDRSON AAA CL
47103U845
2880
58655
SH
SOLE
0
0
0
58655
KIMBERLY-CLARK CORP
COM
494368103
1024
9099
SH
SOLE
0
0
0
9099
KRANESHARES TR
QUADRTC INT RT
500767736
2753
124218
SH
SOLE
0
0
0
124218
MASTERCARD INCORPORATED
CL A
57636Q104
1184
4162
SH
SOLE
0
0
0
4162
META PLATFORMS INC
CL A
30303M102
712
5245
SH
SOLE
0
0
0
5245
MICROSOFT CORP
COM
594918104
1617
6944
SH
SOLE
0
0
0
6944
MSCI INC
COM
55354G100
551
1307
SH
SOLE
0
0
0
1307
NATIONAL GRID PLC
SPONSORED ADR NE
636274409
1185
23004
SH
SOLE
0
0
0
23004
NETFLIX INC
COM
64110L106
793
3368
SH
SOLE
0
0
0
3368
NVIDIA CORPORATION
COM
67066G104
931
7671
SH
SOLE
0
0
0
7671
OREILLY AUTOMOTIVE INC
COM
67103H107
1276
1814
SH
SOLE
0
0
0
1814
PAYPAL HLDGS INC
COM
70450Y103
848
9853
SH
SOLE
0
0
0
9853
PEPSICO INC
COM
713448108
1590
9742
SH
SOLE
0
0
0
9742
PHILIP MORRIS INTL INC
COM
718172109
1301
15675
SH
SOLE
0
0
0
15675
PIMCO CORPORATE & INCM STRG
COM
72200U100
5476
462499
SH
SOLE
0
0
0
462499
PIMCO ETF TR
0-5 HIGH YIELD
72201R783
437
5008
SH
SOLE
0
0
0
5008
PPL CORP
COM
69351T106
1361
53686
SH
SOLE
0
0
0
53686
PRINCIPAL EXCHANGE-TRADED FD
PRIN HLTHCRE INV
74255Y409
254
7403
SH
SOLE
0
0
0
7403
PROCTER AND GAMBLE CO
COM
742718109
1308
10357
SH
SOLE
0
0
0
10357
PROSPERITY BANCSHARES INC
COM
743606105
387
5801
SH
SOLE
0
0
0
5801
SELECT SECTOR SPDR TR
SBI INT-INDS
81369Y704
1069
12909
SH
SOLE
0
0
0
12909
SELECT SECTOR SPDR TR
COMMUNICATION
81369Y852
1210
25258
SH
SOLE
0
0
0
25258
SELECT SECTOR SPDR TR
SBI MATERIALS
81369Y100
478
7021
SH
SOLE
0
0
0
7021
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
1312
10831
SH
SOLE
0
0
0
10831
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
1842
15507
SH
SOLE
0
0
0
15507
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
1524
50188
SH
SOLE
0
0
0
50188
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
1718
12062
SH
SOLE
0
0
0
12062
SELECTQUOTE INC
COM
816307300
24
32854
SH
SOLE
0
0
0
32854
SHELL PLC
SPON ADS
780259305
533
10706
SH
SOLE
0
0
0
10706
SHERWIN WILLIAMS CO
COM
824348106
222
1082
SH
SOLE
0
0
0
1082
SOUTHERN CO
COM
842587107
1452
21354
SH
SOLE
0
0
0
21354
SPDR GOLD TR
GOLD SHS
78463V107
1138
7359
SH
SOLE
0
0
0
7359
SPDR SER TR
PORTFOLIO S&P500
78464A854
1704
40580
SH
SOLE
0
0
0
40580
SPDR SER TR
PORTFOLI S&P1500
78464A805
1707
38698
SH
SOLE
0
0
0
38698
SPDR SER TR
PORTFOLIO SHORT
78464A474
8083
276624
SH
SOLE
0
0
0
276624
SPDR SER TR
BLOOMBERG 1-3 MO
78468R663
302
3292
SH
SOLE
0
0
0
3292
SPDR SER TR
PORTFOLIO LN COR
78464A367
2540
116804
SH
SOLE
0
0
0
116804
SPDR SER TR
BLOOMBERG INVT
78468R200
3958
130642
SH
SOLE
0
0
0
130642
SSGA ACTIVE ETF TR
BLACKSTONE SENR
78467V608
2240
54817
SH
SOLE
0
0
0
54817
TESLA INC
COM
88160R101
372
1403
SH
SOLE
0
0
0
1403
THERMO FISHER SCIENTIFIC INC
COM
883556102
1360
2682
SH
SOLE
0
0
0
2682
TWILIO INC
CL A
90138F102
555
8030
SH
SOLE
0
0
0
8030
ULTA BEAUTY INC
COM
90384S303
1179
2940
SH
SOLE
0
0
0
2940
UNION PAC CORP
COM
907818108
241
1235
SH
SOLE
0
0
0
1235
VANGUARD BD INDEX FDS
LONG TERM BOND
921937793
1173
16299
SH
SOLE
0
0
0
16299
VANGUARD BD INDEX FDS
SHORT TRM BOND
921937827
2711
36230
SH
SOLE
0
0
0
36230
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
4096
55737
SH
SOLE
0
0
0
55737
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
3987
55891
SH
SOLE
0
0
0
55891
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
2503
52433
SH
SOLE
0
0
0
52433
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
221
1230
SH
SOLE
0
0
0
1230
VANGUARD INDEX FDS
GROWTH ETF
922908736
4133
19320
SH
SOLE
0
0
0
19320
VANGUARD INDEX FDS
VALUE ETF
922908744
3459
28009
SH
SOLE
0
0
0
28009
VANGUARD INDEX FDS
MID CAP ETF
922908629
2093
11134
SH
SOLE
0
0
0
11134
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
1113
13880
SH
SOLE
0
0
0
13880
VANGUARD INDEX FDS
SMALL CP ETF
922908751
2018
11807
SH
SOLE
0
0
0
11807
VANGUARD INTL EQUITY INDEX F
GLB EX US ETF
922042676
885
23201
SH
SOLE
0
0
0
23201
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1378
37777
SH
SOLE
0
0
0
37777
VANGUARD SCOTTSDALE FDS
MTG-BKD SECS ETF
92206C771
1164
25815
SH
SOLE
0
0
0
25815
VANGUARD TAX-MANAGED INTL FD
VAN FTSE DEV MKT
921943858
4012
110338
SH
SOLE
0
0
0
110338
VANGUARD WORLD FD
MEGA GRWTH IND
921910816
378
2168
SH
SOLE
0
0
0
2168
VERISK ANALYTICS INC
COM
92345Y106
833
4883
SH
SOLE
0
0
0
4883
VERIZON COMMUNICATIONS INC
COM
92343V104
1633
43008
SH
SOLE
0
0
0
43008
VERTIV HOLDINGS CO
COM CL A
92537N108
499
51330
SH
SOLE
0
0
0
51330
VICTORY PORTFOLIOS II
VICTORYSHS SHORT
92647N535
877
18119
SH
SOLE
0
0
0
18119
VISA INC
COM CL A
92826C839
338
1902
SH
SOLE
0
0
0
1902
VODAFONE GROUP PLC NEW
SPONSORED ADR
92857W308
1528
134825
SH
SOLE
0
0
0
134825
WHEATON PRECIOUS METALS CORP
COM
962879102
414
12806
SH
SOLE
0
0
0
12806
ZOETIS INC
CL A
98978V103
1150
7758
SH
SOLE
0
0
0
7758