0001802387-23-000003.txt : 20230818 0001802387-23-000003.hdr.sgml : 20230818 20230818103211 ACCESSION NUMBER: 0001802387-23-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230818 DATE AS OF CHANGE: 20230818 EFFECTIVENESS DATE: 20230818 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: 231184221 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 06-30-2023 06-30-2023 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 08-18-2023 0 179 300566893 false INFORMATION TABLE 2 elevatedcap_13f06-2023.xml 3M CO COM 88579Y101 1795453 17938 SH SOLE 0 0 0 17938 ABBOTT LABS COM 002824100 294899 2705 SH SOLE 0 0 0 2705 ABBVIE INC COM 00287Y109 2288280 16984 SH SOLE 0 0 0 16984 ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 2601927 141640 SH SOLE 0 0 0 141640 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 632372 2049 SH SOLE 0 0 0 2049 ADOBE SYSTEMS INCORPORATED COM 00724F101 852897 1744 SH SOLE 0 0 0 1744 ADVANCED MICRO DEVICES INC COM 007903107 780511 6852 SH SOLE 0 0 0 6852 AFLAC INC COM 001055102 315496 4520 SH SOLE 0 0 0 4520 ALPHABET INC CAP STK CL C 02079K107 1759267 14543 SH SOLE 0 0 0 14543 ALPS ETF TR RIVRFRNT STR INC 00162Q783 8758271 385657 SH SOLE 0 0 0 385657 ALPS ETF TR RIVERFRNT DYMC 00162Q528 3200620 69383 SH SOLE 0 0 0 69383 ALPS ETF TR RIVERFRONT DYM 00162Q536 3520714 158525 SH SOLE 0 0 0 158525 ALPS ETF TR ACTIVE EQTY OPPT 00162Q510 855936 19412 SH SOLE 0 0 0 19412 ALTRIA GROUP INC COM 02209S103 1598205 35280 SH SOLE 0 0 0 35280 AMAZON COM INC COM 023135106 1389499 10659 SH SOLE 0 0 0 10659 AMERICAN ELEC PWR CO INC COM 025537101 1576810 18727 SH SOLE 0 0 0 18727 AMERICAN EXPRESS CO COM 025816109 269903 1549 SH SOLE 0 0 0 1549 AMERICAN TOWER CORP NEW COM 03027X100 530657 2736 SH SOLE 0 0 0 2736 AMGEN INC COM 031162100 252128 1136 SH SOLE 0 0 0 1136 APPLE INC COM 037833100 5972551 30791 SH SOLE 0 0 0 30791 APPLIED MATLS INC COM 038222105 877502 6071 SH SOLE 0 0 0 6071 ARK ETF TR FINTECH INNOVA 00214Q708 350786 16776 SH SOLE 0 0 0 16776 AT&T INC COM 00206R102 1929021 120942 SH SOLE 0 0 0 120942 BCE INC COM NEW 05534B760 2030432 44537 SH SOLE 0 0 0 44537 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 336141 986 SH SOLE 0 0 0 986 BLACKROCK DEBT STRATEGIES FD COM NEW 09255R202 4279508 437131 SH SOLE 0 0 0 437131 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 1421756 42824 SH SOLE 0 0 0 42824 BROADCOM INC 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33739P855 6511424 386435 SH SOLE 0 0 0 386435 FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID 33734X200 1059131 49400 SH SOLE 0 0 0 49400 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 495378 6598 SH SOLE 0 0 0 6598 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 1427416 52867 SH SOLE 0 0 0 52867 FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 33738R118 746331 12723 SH SOLE 0 0 0 12723 FIRST TR EXCHANGE-TRADED FD NASDAQ BUYWRITE 33738R407 818401 41322 SH SOLE 0 0 0 41322 FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 506931 17906 SH SOLE 0 0 0 17906 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 1002426 21283 SH SOLE 0 0 0 21283 FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 5242223 132279 SH SOLE 0 0 0 132279 FIRST TR EXCHANGE-TRADED FD NASDQ ARTFCIAL 33738R720 232643 5094 SH SOLE 0 0 0 5094 FIRST TR EXCHANGE-TRADED FD FT CBOE VEST S&P 33739Q705 2318100 43862 SH SOLE 0 0 0 43862 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 298435 1831 SH SOLE 0 0 0 1831 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 812698 17940 SH SOLE 0 0 0 17940 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 2052215 43050 SH SOLE 0 0 0 43050 FIRST TR EXCHANGE-TRADED FD MULTI ASSET DI 33738R100 1108154 76109 SH SOLE 0 0 0 76109 FIRST TR EXCHANGE-TRADED FD BUYWRIT INCM ETF 33738R308 414285 19709 SH SOLE 0 0 0 19709 FIRST TR EXCHNG TRADED FD VI TCW SECURITIZED 33740U109 1662398 77864 SH SOLE 0 0 0 77864 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 1065958 24133 SH SOLE 0 0 0 24133 FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 4680317 193642 SH SOLE 0 0 0 193642 FIRST TR MORNINGSTAR DIVID L SHS 336917109 3707422 109010 SH SOLE 0 0 0 109010 FIRST TR STOXX EUROPEAN SELE COMMON SHS 33735T109 514906 45366 SH SOLE 0 0 0 45366 FIRST TR VALUE LINE DIVID IN SHS 33734H106 2560947 63880 SH SOLE 0 0 0 63880 FLAHERTY & CRUMRINE PFD SECS COM 338478100 1747007 127148 SH SOLE 0 0 0 127148 GENERAL ELECTRIC CO COM NEW 369604301 865508 7879 SH SOLE 0 0 0 7879 GENERAL MLS INC COM 370334104 1227571 16005 SH SOLE 0 0 0 16005 GLACIER BANCORP INC NEW COM 37637Q105 636273 20413 SH SOLE 0 0 0 20413 GLOBAL X FDS US INFR DEV ETF 37954Y673 264955 8430 SH SOLE 0 0 0 8430 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 1756069 17548 SH SOLE 0 0 0 17548 GSK PLC SPONSORED ADR 37733W204 1322138 37097 SH SOLE 0 0 0 37097 HOME DEPOT INC COM 437076102 737724 2375 SH SOLE 0 0 0 2375 HONEYWELL INTL INC COM 438516106 601128 2897 SH SOLE 0 0 0 2897 INTUIT COM 461202103 595647 1300 SH SOLE 0 0 0 1300 INTUITIVE SURGICAL INC COM NEW 46120E602 480768 1406 SH SOLE 0 0 0 1406 INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 227053 4574 SH SOLE 0 0 0 4574 INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 46137V431 4708087 51863 SH SOLE 0 0 0 51863 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1276198 8528 SH SOLE 0 0 0 8528 INVESCO QQQ TR UNIT SER 1 46090E103 15643740 42347 SH SOLE 0 0 0 42347 ISHARES INC MSCI EMRG CHN 46434G764 672578 12939 SH SOLE 0 0 0 12939 ISHARES INC CORE MSCI EMKT 46434G103 870465 17660 SH SOLE 0 0 0 17660 ISHARES TR PFD AND INCM SEC 464288687 1688350 54586 SH SOLE 0 0 0 54586 ISHARES TR CORE S&P SCP ETF 464287804 1565468 15710 SH SOLE 0 0 0 15710 ISHARES TR TIPS BD ETF 464287176 211796 1968 SH SOLE 0 0 0 1968 ISHARES TR 7-10 YR TRSY BD 464287440 2457769 25443 SH SOLE 0 0 0 25443 ISHARES TR MSCI USA QLT FCT 46432F339 9081486 67335 SH SOLE 0 0 0 67335 ISHARES TR RUS TP200 GR ETF 464289438 234669 1480 SH SOLE 0 0 0 1480 ISHARES TR CORE S&P MCP ETF 464287507 205000 784 SH SOLE 0 0 0 784 ISHARES TR GLOBAL EQUITY 46434V316 438291 12386 SH SOLE 0 0 0 12386 ISHARES TR CORE US AGGBD ET 464287226 1875484 19147 SH SOLE 0 0 0 19147 ISHARES TR ISHS 5-10YR INVT 464288638 716223 14163 SH SOLE 0 0 0 14163 ISHARES TR RUS 1000 VAL ETF 464287598 229800 1456 SH SOLE 0 0 0 1456 ISHARES TR SHORT TREAS BD 464288679 792867 7179 SH SOLE 0 0 0 7179 ISHARES TR MSCI USA MMENTM 46432F396 2821929 19563 SH SOLE 0 0 0 19563 ISHARES TR CORE S&P500 ETF 464287200 2631066 5903 SH SOLE 0 0 0 5903 ISHARES TR YLD OPTIM BD 46434V787 863764 39369 SH SOLE 0 0 0 39369 ISHARES TR RUS MD CP GR ETF 464287481 3567211 36916 SH SOLE 0 0 0 36916 ISHARES TR ISHS 1-5YR INVS 464288646 707949 14111 SH SOLE 0 0 0 14111 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 538461 9732 SH SOLE 0 0 0 9732 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 2552073 51195 SH SOLE 0 0 0 51195 KIMBERLY-CLARK CORP COM 494368103 1355490 9818 SH SOLE 0 0 0 9818 LILLY ELI & CO COM 532457108 523851 1117 SH SOLE 0 0 0 1117 LOCKHEED MARTIN CORP COM 539830109 315498 685 SH SOLE 0 0 0 685 LOWES COS INC COM 548661107 385270 1707 SH SOLE 0 0 0 1707 MASTERCARD INCORPORATED CL A 57636Q104 690033 1754 SH SOLE 0 0 0 1754 META PLATFORMS INC CL A 30303M102 212682 741 SH SOLE 0 0 0 741 MICROSOFT CORP COM 594918104 3438483 10097 SH SOLE 0 0 0 10097 NATIONAL GRID PLC SPONSORED ADR NE 636274409 1713589 25451 SH SOLE 0 0 0 25451 NVIDIA CORPORATION COM 67066G104 444171 1050 SH SOLE 0 0 0 1050 OREILLY AUTOMOTIVE INC COM 67103H107 205390 215 SH SOLE 0 0 0 215 PAYCHEX INC COM 704326107 581388 5197 SH SOLE 0 0 0 5197 PEPSICO INC COM 713448108 2423098 13082 SH SOLE 0 0 0 13082 PHILIP MORRIS INTL INC COM 718172109 1661145 17016 SH SOLE 0 0 0 17016 PIMCO CORPORATE & INCM STRG COM 72200U100 4730210 360809 SH SOLE 0 0 0 360809 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 287796 3156 SH SOLE 0 0 0 3156 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 1790098 17944 SH SOLE 0 0 0 17944 PPL CORP COM 69351T106 1587539 59998 SH SOLE 0 0 0 59998 PRICE T ROWE GROUP INC COM 74144T108 557524 4977 SH SOLE 0 0 0 4977 PRINCIPAL EXCHANGE TRADED FD PRIN HLTHCRE INV 74255Y409 270409 7526 SH SOLE 0 0 0 7526 PROCTER AND GAMBLE CO COM 742718109 1594584 10509 SH SOLE 0 0 0 10509 PROSPERITY BANCSHARES INC COM 743606105 327640 5801 SH SOLE 0 0 0 5801 S&P GLOBAL INC COM 78409V104 573674 1431 SH SOLE 0 0 0 1431 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 493605 14643 SH SOLE 0 0 0 14643 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1685054 9923 SH SOLE 0 0 0 9923 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 1256851 11711 SH SOLE 0 0 0 11711 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1420836 19156 SH SOLE 0 0 0 19156 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 469431 7213 SH SOLE 0 0 0 7213 SELECT SECTOR SPDR TR ENERGY 81369Y506 216681 2669 SH SOLE 0 0 0 2669 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2061111 11855 SH SOLE 0 0 0 11855 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2545930 19181 SH SOLE 0 0 0 19181 SELECTQUOTE INC COM 816307300 63759 32697 SH SOLE 0 0 0 32697 SERVICENOW INC COM 81762P102 649075 1155 SH SOLE 0 0 0 1155 SHELL PLC SPON ADS 780259305 559058 9259 SH SOLE 0 0 0 9259 SOUTHERN CO COM 842587107 1712450 24377 SH SOLE 0 0 0 24377 SPDR GOLD TR GOLD SHS 78463V107 953655 5350 SH SOLE 0 0 0 5350 SPDR S&P 500 ETF TR TR UNIT 78462F103 368366 831 SH SOLE 0 0 0 831 SPDR SER TR SSGA US LRG ETF 78468R804 1482398 10543 SH SOLE 0 0 0 10543 SPDR SER TR PRTFLO S&P500 GW 78464A409 249653 4092 SH SOLE 0 0 0 4092 SPDR SER TR PORTFOLIO S&P500 78464A854 2003096 38440 SH SOLE 0 0 0 38440 SPDR SER TR BLOOMBERG INVT 78468R200 3185583 103799 SH SOLE 0 0 0 103799 SPDR SER TR PORTFOLIO LN COR 78464A367 2265376 97394 SH SOLE 0 0 0 97394 SPDR SER TR PORTFOLI S&P1500 78464A805 1769666 32507 SH SOLE 0 0 0 32507 SPDR SER TR PRTFLO S&P500 VL 78464A508 328018 7593 SH SOLE 0 0 0 7593 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 3603241 39242 SH SOLE 0 0 0 39242 SPDR SER TR PORTFOLIO SHORT 78464A474 5407254 183670 SH SOLE 0 0 0 183670 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 3358329 80208 SH SOLE 0 0 0 80208 STEEL DYNAMICS INC COM 858119100 271706 2494 SH SOLE 0 0 0 2494 TESLA INC COM 88160R101 1897050 7247 SH SOLE 0 0 0 7247 THERMO FISHER SCIENTIFIC INC COM 883556102 592201 1135 SH SOLE 0 0 0 1135 TIDAL ETF TR UNLIMITED HFND 886364439 2923347 141738 SH SOLE 0 0 0 141738 TOLL BROTHERS INC COM 889478103 463192 5858 SH SOLE 0 0 0 5858 UNION PAC CORP COM 907818108 252706 1235 SH SOLE 0 0 0 1235 UNITED PARCEL SERVICE INC CL B 911312106 469277 2618 SH SOLE 0 0 0 2618 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 1275341 45925 SH SOLE 0 0 0 45925 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 3275997 45068 SH SOLE 0 0 0 45068 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 1822675 24328 SH SOLE 0 29 0 24299 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3256227 43089 SH SOLE 0 51 0 43038 VANGUARD BD INDEX FDS INTERMED TERM 921937819 4125000 54832 SH SOLE 0 28 0 54804 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 3726500 76238 SH SOLE 0 93 0 76145 VANGUARD INDEX FDS GROWTH ETF 922908736 7186415 25397 SH SOLE 0 91 0 25306 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 948706 11354 SH SOLE 0 0 0 11354 VANGUARD INDEX FDS VALUE ETF 922908744 5336467 37554 SH SOLE 0 129 0 37425 VANGUARD INDEX FDS MID CAP ETF 922908629 1879029 8535 SH SOLE 0 0 0 8535 VANGUARD INDEX FDS TOTAL STK MKT 922908769 385270 1749 SH SOLE 0 20 0 1729 VANGUARD INDEX FDS SMALL CP ETF 922908751 2458186 12360 SH SOLE 0 26 0 12333 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 770113 19162 SH SOLE 0 0 0 19162 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2127081 52288 SH SOLE 0 185 0 52103 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 1736707 37763 SH SOLE 0 46 0 37717 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 370318 4718 SH SOLE 0 0 0 4718 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 6714419 145397 SH SOLE 0 527 0 144869 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 205670 1939 SH SOLE 0 0 0 1939 VANGUARD WORLD FD MEGA GRWTH IND 921910816 525955 2235 SH SOLE 0 0 0 2235 VERISK ANALYTICS INC COM 92345Y106 1013519 4484 SH SOLE 0 0 0 4484 VERIZON COMMUNICATIONS INC COM 92343V104 1985400 53385 SH SOLE 0 0 0 53385 VICTORY PORTFOLIOS II SHORT TRM BD ETF 92647N535 837331 17130 SH SOLE 0 0 0 17130 VISA INC COM CL A 92826C839 1119999 4716 SH SOLE 0 0 0 4716 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 1722218 182245 SH SOLE 0 0 0 182245 WEST PHARMACEUTICAL SVSC INC COM 955306105 358374 937 SH SOLE 0 0 0 937 WESTERN UN CO COM 959802109 402003 34271 SH SOLE 0 0 0 34271 WILLIAMS SONOMA INC COM 969904101 452631 3617 SH SOLE 0 0 0 3617