0001802387-23-000002.txt : 20230418 0001802387-23-000002.hdr.sgml : 20230418 20230418150424 ACCESSION NUMBER: 0001802387-23-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230418 DATE AS OF CHANGE: 20230418 EFFECTIVENESS DATE: 20230418 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: 23826509 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 X0202 13F-HR LIVE false false false 0001802387 XXXXXXXX 03-31-2023 03-31-2023 Elevated Capital Advisors, LLC

9350 S. 150 E. SUITE 320 SANDY UT 84070

13F HOLDINGS REPORT 028-19768 N Elton Wilcox 385-237-3338 Elton Wilcox Sandy UT 04-18-2023 0 169 279123659 false INFORMATION TABLE 2 elevatedcap_13f03-2023.xml 3M CO COM 88579Y101 1746810 16619 SH SOLE 0 0 0 16619 ABBOTT LABS COM 002824100 273908 2705 SH SOLE 0 0 0 2705 ABBVIE INC COM 00287Y109 2586436 16229 SH SOLE 0 0 0 16229 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 541687 1895 SH SOLE 0 0 0 1895 ADOBE SYSTEMS INCORPORATED COM 00724F101 652124 1692 SH SOLE 0 0 0 1692 ADVANCED MICRO DEVICES INC COM 007903107 790843 8069 SH SOLE 0 0 0 8069 AFLAC INC COM 001055102 291630 4520 SH SOLE 0 0 0 4520 ALPHABET INC CAP STK CL C 02079K107 1447680 13920 SH SOLE 0 0 0 13920 ALPS ETF TR RIVERFRONT DYM 00162Q536 4403553 195768 SH SOLE 0 0 0 195768 ALPS ETF TR RIVERFRNT DYMC 00162Q528 3357343 77976 SH SOLE 0 0 0 77976 ALPS ETF TR RIVERFRNT FLEX 00162Q510 811488 19520 SH SOLE 0 0 0 19520 ALPS ETF TR RIVRFRNT STR INC 00162Q783 8158361 354866 SH SOLE 0 0 0 354866 ALTRIA GROUP INC COM 02209S103 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2517461 17407 SH SOLE 0 0 0 17407 INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 46137V431 3967672 46514 SH SOLE 0 0 0 46514 INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 46137V282 456349 1654 SH SOLE 0 0 0 1654 INVESCO QQQ TR UNIT SER 1 46090E103 13360271 41630 SH SOLE 0 0 0 41630 ISHARES GOLD TR ISHARES NEW 464285204 232740 6228 SH SOLE 0 0 0 6228 ISHARES INC MSCI EMRG CHN 46434G764 654066 13259 SH SOLE 0 0 0 13259 ISHARES INC CORE MSCI EMKT 46434G103 905936 18568 SH SOLE 0 0 0 18568 ISHARES TR CORE S&P SCP ETF 464287804 1447100 14965 SH SOLE 0 0 0 14965 ISHARES TR TIPS BD ETF 464287176 216972 1968 SH SOLE 0 0 0 1968 ISHARES TR RUS TP200 GR ETF 464289438 336488 2422 SH SOLE 0 0 0 2422 ISHARES TR ISHS 1-5YR INVS 464288646 769269 15221 SH SOLE 0 0 0 15221 ISHARES TR CORE MSCI INTL 46435G326 448264 7413 SH SOLE 0 0 0 7413 ISHARES TR RUS 1000 VAL ETF 464287598 281072 1846 SH SOLE 0 0 0 1846 ISHARES TR ISHS 5-10YR INVT 464288638 782379 15257 SH SOLE 0 0 0 15257 ISHARES TR GLOBAL EQUITY 46434V316 349662 10397 SH SOLE 0 0 0 10397 ISHARES TR CORE US AGGBD ET 464287226 2137990 21457 SH SOLE 0 0 0 21457 ISHARES TR SHORT TREAS BD 464288679 657757 5953 SH SOLE 0 0 0 5953 ISHARES TR MSCI USA MMENTM 46432F396 2423960 17434 SH SOLE 0 0 0 17434 ISHARES TR CORE S&P500 ETF 464287200 2266862 5514 SH SOLE 0 0 0 5514 ISHARES TR 0-5YR INVT GR CP 46434V100 3096366 63869 SH SOLE 0 0 0 63869 ISHARES TR RUS MD CP GR ETF 464287481 3077666 33802 SH SOLE 0 0 0 33802 ISHARES TR YLD OPTIM BD 46434V787 732841 33251 SH SOLE 0 0 0 33251 ISHARES TR 0-5YR HI YL CP 46434V407 236330 5670 SH SOLE 0 0 0 5670 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 651674 13139 SH SOLE 0 0 0 13139 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 774575 14186 SH SOLE 0 0 0 14186 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 2631032 53141 SH SOLE 0 0 0 53141 KIMBERLY-CLARK CORP COM 494368103 1305841 9729 SH SOLE 0 0 0 9729 KRANESHARES TR QUADRTC INT RT 500767736 1570156 69109 SH SOLE 0 0 0 69109 LILLY ELI & CO COM 532457108 363338 1058 SH SOLE 0 0 0 1058 LOCKHEED MARTIN CORP COM 539830109 294180 622 SH SOLE 0 0 0 622 LOWES COS INC COM 548661107 312953 1565 SH SOLE 0 0 0 1565 MASTERCARD INCORPORATED CL A 57636Q104 603428 1660 SH SOLE 0 0 0 1660 MICROSOFT CORP COM 594918104 2815420 9766 SH SOLE 0 0 0 9766 NATIONAL GRID PLC SPONSORED ADR NE 636274409 1743372 25642 SH SOLE 0 0 0 25642 NEWMONT CORP COM 651639106 227649 4644 SH SOLE 0 0 0 4644 NVIDIA CORPORATION COM 67066G104 1019694 3671 SH SOLE 0 0 0 3671 PAYCHEX INC COM 704326107 531010 4634 SH SOLE 0 0 0 4634 PEPSICO INC COM 713448108 2318756 12719 SH SOLE 0 0 0 12719 PHILIP MORRIS INTL INC COM 718172109 1608959 16545 SH SOLE 0 0 0 16545 PIMCO CORPORATE & INCM STRG COM 72200U100 6213972 495532 SH SOLE 0 0 0 495532 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 308445 3378 SH SOLE 0 0 0 3378 PPL CORP COM 69351T106 1597095 57470 SH SOLE 0 0 0 57470 PRICE T ROWE GROUP INC COM 74144T108 497325 4405 SH SOLE 0 0 0 4405 PROCTER AND GAMBLE CO COM 742718109 1533698 10315 SH SOLE 0 0 0 10315 PROSPERITY BANCSHARES INC COM 743606105 356878 5801 SH SOLE 0 0 0 5801 S&P GLOBAL INC COM 78409V104 456475 1324 SH SOLE 0 0 0 1324 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 496306 15437 SH SOLE 0 0 0 15437 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1002754 6706 SH SOLE 0 0 0 6706 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 995810 9842 SH SOLE 0 0 0 9842 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 430015 7418 SH SOLE 0 0 0 7418 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1228213 16440 SH SOLE 0 0 0 16440 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2134130 16485 SH SOLE 0 0 0 16485 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1880394 12452 SH SOLE 0 0 0 12452 SELECTQUOTE INC COM 816307300 71293 32854 SH SOLE 0 0 0 32854 SERVICENOW INC COM 81762P102 512121 1102 SH SOLE 0 0 0 1102 SHELL PLC SPON ADS 780259305 532763 9259 SH SOLE 0 0 0 9259 SOUTHERN CO COM 842587107 1655663 23795 SH SOLE 0 0 0 23795 SPDR GOLD TR GOLD SHS 78463V107 1049026 5726 SH SOLE 0 0 0 5726 SPDR S&P 500 ETF TR TR UNIT 78462F103 224346 548 SH SOLE 0 0 0 548 SPDR SER TR PRTFLO S&P500 GW 78464A409 346388 6257 SH SOLE 0 0 0 6257 SPDR SER TR PORTFOLIO SHORT 78464A474 5612029 189404 SH SOLE 0 0 0 189404 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 3591851 39118 SH SOLE 0 0 0 39118 SPDR SER TR PORTFOLIO S&P500 78464A854 1925413 39988 SH SOLE 0 0 0 39988 SPDR SER TR PORTFOLIO LN COR 78464A367 2422797 102574 SH SOLE 0 0 0 102574 SPDR SER TR BLOOMBERG INVT 78468R200 3097411 101788 SH SOLE 0 0 0 101788 SPDR SER TR PORTFOLI S&P1500 78464A805 1692034 33552 SH SOLE 0 0 0 33552 SPDR SER TR PRTFLO S&P500 VL 78464A508 451829 11096 SH SOLE 0 0 0 11096 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 2645438 63807 SH SOLE 0 0 0 63807 STEEL DYNAMICS INC COM 858119100 255770 2262 SH SOLE 0 0 0 2262 TESLA INC COM 88160R101 1475872 7114 SH SOLE 0 0 0 7114 THERMO FISHER SCIENTIFIC INC COM 883556102 608086 1055 SH SOLE 0 0 0 1055 TIDAL ETF TR UNLIMITED HFND 886364439 2530259 124154 SH SOLE 0 0 0 124154 TOLL BROTHERS INC COM 889478103 341871 5695 SH SOLE 0 0 0 5695 UNION PAC CORP COM 907818108 248556 1235 SH SOLE 0 0 0 1235 UNITED PARCEL SERVICE INC CL B 911312106 471202 2429 SH SOLE 0 0 0 2429 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 984067 35120 SH SOLE 0 0 0 35120 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3269770 42748 SH SOLE 0 51 0 42697 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 1648607 21511 SH SOLE 0 29 0 21482 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 3512790 47579 SH SOLE 0 0 0 47579 VANGUARD BD INDEX FDS INTERMED TERM 921937819 4144371 54005 SH SOLE 0 28 0 53977 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 3314038 67744 SH SOLE 0 93 0 67651 VANGUARD INDEX FDS TOTAL STK MKT 922908769 313294 1535 SH SOLE 0 20 0 1515 VANGUARD INDEX FDS SMALL CP ETF 922908751 2204600 11630 SH SOLE 0 26 0 11604 VANGUARD INDEX FDS LARGE CAP ETF 922908637 823272 4407 SH SOLE 0 0 0 4407 VANGUARD INDEX FDS GROWTH ETF 922908736 5729594 22970 SH SOLE 0 91 0 22879 VANGUARD INDEX FDS MID CAP ETF 922908629 2082147 9872 SH SOLE 0 0 0 9872 VANGUARD INDEX FDS VALUE ETF 922908744 4522164 32743 SH SOLE 0 129 0 32614 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 986980 11886 SH SOLE 0 0 0 11886 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 815855 20110 SH SOLE 0 0 0 20110 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1939795 48015 SH SOLE 0 185 0 47830 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 1558086 33471 SH SOLE 0 46 0 33425 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 5816900 128778 SH SOLE 0 527 0 128251 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 204565 1939 SH SOLE 0 0 0 1939 VANGUARD WORLD FD MEGA GRWTH IND 921910816 394504 1929 SH SOLE 0 0 0 1929 VERISK ANALYTICS INC COM 92345Y106 899632 4689 SH SOLE 0 0 0 4689 VERIZON COMMUNICATIONS INC COM 92343V104 1940927 49908 SH SOLE 0 0 0 49908 VICTORY PORTFOLIOS II VCTRYSHS USAA CR 92647N535 868096 17698 SH SOLE 0 0 0 17698 VISA INC COM CL A 92826C839 1029037 4564 SH SOLE 0 0 0 4564 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 1840592 166720 SH SOLE 0 0 0 166720 WEST PHARMACEUTICAL SVSC INC COM 955306105 317713 917 SH SOLE 0 0 0 917 WESTERN UN CO COM 959802109 324287 29084 SH SOLE 0 0 0 29084 WHEATON PRECIOUS METALS CORP COM 962879102 515360 10701 SH SOLE 0 0 0 10701 WILLIAMS SONOMA INC COM 969904101 395152 3248 SH SOLE 0 0 0 3248