0001802387-23-000004.txt : 20231017 0001802387-23-000004.hdr.sgml : 20231017 20231017130525 ACCESSION NUMBER: 0001802387-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231017 DATE AS OF CHANGE: 20231017 EFFECTIVENESS DATE: 20231017 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: 231329185 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 09-30-2023 09-30-2023 Elevated Capital Advisors, LLC

9350 S. 150 E. SUITE 320 SANDY UT 84070

13F HOLDINGS REPORT 028-19768 N Elton Wilcox 3852373338 Elton Wilcox Draper UT 10-17-2023 0 171 293629803 false INFORMATION TABLE 2 elevatedcap_13f09-2023.xml ABBOTT LABS COM 002824100 261979 2705 SH SOLE 0 8 0 2697 ABBVIE INC COM 00287Y109 2700166 18115 SH SOLE 0 959 0 17156 ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 2537171 143424 SH SOLE 0 30273 0 113151 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 619846 2018 SH SOLE 0 257 0 1761 ADOBE INC COM 00724F101 852656 1672 SH SOLE 0 260 0 1412 ADVANCED MICRO DEVICES INC COM 007903107 695372 6763 SH SOLE 0 767 0 5996 AFLAC INC COM 001055102 346910 4520 SH SOLE 0 12 0 4508 ALPHABET INC CAP STK CL C 02079K107 1861326 14117 SH SOLE 0 1920 0 12197 ALPS ETF TR ACTIVE EQTY OPPT 00162Q510 782659 18341 SH SOLE 0 1137 0 17204 ALPS ETF TR RIVERFRNT DYMC 00162Q528 2701661 61726 SH SOLE 0 2876 0 58850 ALPS ETF TR RIVERFRONT DYM 00162Q536 2769348 129258 SH SOLE 0 5007 0 124251 ALPS ETF TR RIVRFRNT STR INC 00162Q783 8602497 388375 SH SOLE 0 35635 0 352740 AMAZON COM INC COM 023135106 1313053 10329 SH SOLE 0 1237 0 9092 AMERICAN EXPRESS CO COM 025816109 226980 1521 SH SOLE 0 36 0 1485 AMERICAN TOWER CORP NEW COM 03027X100 453919 2760 SH SOLE 0 350 0 2410 AMGEN INC COM 031162100 299844 1116 SH SOLE 0 165 0 951 APPLE INC COM 037833100 5326434 31111 SH SOLE 0 6740 0 24371 APPLIED MATLS INC COM 038222105 818793 5914 SH SOLE 0 732 0 5182 ARK ETF TR FINTECH INNOVA 00214Q708 337735 17445 SH SOLE 0 5460 0 11985 AT&T INC COM 00206R102 1677772 111702 SH SOLE 0 5753 0 105949 BCE INC COM NEW 05534B760 1442908 37802 SH SOLE 0 1831 0 35971 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 343995 982 SH SOLE 0 36 0 946 BLACKROCK DEBT STRATEGIES FD COM NEW 09255R202 4433354 431680 SH SOLE 0 17491 0 414189 BROADCOM INC COM 11135F101 747037 899 SH SOLE 0 110 0 789 COSTCO WHSL CORP NEW COM 22160K105 754208 1335 SH SOLE 0 206 0 1129 DISNEY WALT CO COM 254687106 479952 5922 SH SOLE 0 480 0 5442 DUKE ENERGY CORP NEW COM NEW 26441C204 1511104 17121 SH SOLE 0 747 0 16374 ELI LILLY & CO COM 532457108 569358 1060 SH SOLE 0 148 0 912 ETF SER SOLUTIONS NATIONWIDE NASDQ 26922A172 333755 16564 SH SOLE 0 5465 0 11099 EVEREST GROUP LTD COM G3223R108 524426 1411 SH SOLE 0 166 0 1245 EXXON MOBIL CORP COM 30231G102 4758344 40469 SH SOLE 0 3307 0 37162 FIRST TR EXCH TRADED FD III INSTL PFD SECS 33739P855 6586229 390179 SH SOLE 0 15419 0 374760 FIRST TR EXCH TRADED FD III RIVRFRNT DYN DEV 33739P608 1606713 28908 SH SOLE 0 1587 0 27321 FIRST TR EXCH TRADED FD III RIVR FRNT DYN 33739P707 434008 8150 SH SOLE 0 457 0 7693 FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID 33734X200 1061511 51505 SH SOLE 0 2098 0 49407 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 3122607 118191 SH SOLE 0 5238 0 112953 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 474840 6449 SH SOLE 0 2611 0 3838 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 2122007 44920 SH SOLE 0 1117 0 43803 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 818132 17887 SH SOLE 0 1082 0 16805 FIRST TR EXCHANGE-TRADED FD BUYWRIT INCM ETF 33738R308 418298 20495 SH SOLE 0 1136 0 19359 FIRST TR EXCHANGE-TRADED FD MULTI ASSET DI 33738R100 1115895 76457 SH SOLE 0 3019 0 73438 FIRST TR EXCHANGE-TRADED FD S&P INTL DIVID 33738R688 2117395 144139 SH SOLE 0 6777 0 137362 FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 520350 18433 SH SOLE 0 762 0 17671 FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 2697559 68763 SH SOLE 0 11441 0 57322 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 3168160 68948 SH SOLE 0 3069 0 65879 FIRST TR EXCHANGE-TRADED FD NASDQ ARTFCIAL 33738R720 219119 5409 SH SOLE 0 292 0 5117 FIRST TR EXCHANGE-TRADED FD FT CBOE VEST S&P 33739Q705 4294392 87001 SH SOLE 0 3836 0 83165 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 304855 1910 SH SOLE 0 620 0 1290 FIRST TR EXCHANGE-TRADED FD NASDAQ BUYWRITE 33738R407 810543 42954 SH SOLE 0 1759 0 41195 FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 33738R118 2196111 39153 SH SOLE 0 1768 0 37385 FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 4662125 195068 SH SOLE 0 21651 0 173417 FIRST TR EXCHNG TRADED FD VI US EQT BUFFER 33740F763 845242 21684 SH SOLE 0 1375 0 20309 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 1024110 24352 SH SOLE 0 616 0 23736 FIRST TR EXCHNG TRADED FD VI TCW SECURITIZED 33740U109 1614034 80806 SH SOLE 0 2077 0 78729 FIRST TR MORNINGSTAR DIVID L SHS 336917109 9059659 270923 SH SOLE 0 12025 0 258898 FIRST TR STOXX EUROPEAN SELE COMMON SHS 33735T109 1583928 145443 SH SOLE 0 6543 0 138900 FIRST TR VALUE LINE DIVID IN SHS 33734H106 7811870 208929 SH SOLE 0 9373 0 199556 FLAHERTY & CRUMRINE PFD SECS COM 338478100 1671721 128891 SH SOLE 0 5132 0 123759 GENERAL ELECTRIC CO COM NEW 369604301 847034 7662 SH SOLE 0 1021 0 6641 GENERAL MLS INC COM 370334104 1433930 22409 SH SOLE 0 1057 0 21352 GLACIER BANCORP INC NEW COM 37637Q105 581771 20413 SH SOLE 0 0 0 20413 GLOBAL X FDS US INFR DEV ETF 37954Y673 388651 12793 SH SOLE 0 2977 0 9816 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 1920367 19183 SH SOLE 0 741 0 18442 HOME DEPOT INC COM 437076102 709740 2349 SH SOLE 0 307 0 2042 HONEYWELL INTL INC COM 438516106 535192 2897 SH SOLE 0 2812 0 85 INTUIT COM 461202103 652981 1278 SH SOLE 0 212 0 1066 INTUITIVE SURGICAL INC COM NEW 46120E602 406283 1390 SH SOLE 0 186 0 1204 INVESCO ACTIVELY MANAGED ETF ULTRA SHRT DUR 46090A887 217636 4379 SH SOLE 0 286 0 4093 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1117184 7885 SH SOLE 0 629 0 7256 INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 46137V431 4655176 51021 SH SOLE 0 12904 0 38117 INVESCO QQQ TR UNIT SER 1 46090E103 14505523 40488 SH SOLE 0 8828 0 31660 ISHARES INC MSCI EMRG CHN 46434G764 559758 11233 SH SOLE 0 707 0 10526 ISHARES INC CORE MSCI EMKT 46434G103 778766 16364 SH SOLE 0 1001 0 15363 ISHARES TR PFD AND INCM SEC 464288687 1649369 54705 SH SOLE 0 6666 0 48039 ISHARES TR CORE S&P SCP ETF 464287804 1469984 15583 SH SOLE 0 3862 0 11721 ISHARES TR 7-10 YR TRSY BD 464287440 2396309 26163 SH SOLE 0 3114 0 23049 ISHARES TR MSCI USA QLT FCT 46432F339 8729479 66238 SH SOLE 0 15620 0 50618 ISHARES TR RUS TP200 GR ETF 464289438 238898 1553 SH SOLE 0 448 0 1105 ISHARES TR 0-3 MNTH TREASRY 46436E718 1576458 15660 SH SOLE 0 996 0 14664 ISHARES TR GLOBAL EQUITY 46434V316 433637 12618 SH SOLE 0 1419 0 11199 ISHARES TR CORE US AGGBD ET 464287226 1889939 20097 SH SOLE 0 1131 0 18966 ISHARES TR ISHS 5-10YR INVT 464288638 349988 7194 SH SOLE 0 434 0 6760 ISHARES TR RUS 1000 VAL ETF 464287598 219076 1443 SH SOLE 0 418 0 1025 ISHARES TR MSCI EMG MKT ETF 464287234 214418 5650 SH SOLE 0 635 0 5015 ISHARES TR RUS MD CP GR ETF 464287481 3257400 35658 SH SOLE 0 9982 0 25676 ISHARES TR MSCI USA MMENTM 46432F396 2742279 19630 SH SOLE 0 5707 0 13923 ISHARES TR SHORT TREAS BD 464288679 1131409 10242 SH SOLE 0 107 0 10135 ISHARES TR CORE S&P500 ETF 464287200 1522368 3545 SH SOLE 0 622 0 2923 ISHARES TR YLD OPTIM BD 46434V787 857458 40116 SH SOLE 0 1078 0 39038 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 1805623 36192 SH SOLE 0 1106 0 35086 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 537961 10044 SH SOLE 0 566 0 9478 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 2282909 45359 SH SOLE 0 2847 0 42512 KIMBERLY-CLARK CORP COM 494368103 1416030 11717 SH SOLE 0 559 0 11158 LOCKHEED MARTIN CORP COM 539830109 290075 709 SH SOLE 0 82 0 627 LOWES COS INC COM 548661107 373073 1795 SH SOLE 0 240 0 1555 MASTERCARD INCORPORATED CL A 57636Q104 683529 1726 SH SOLE 0 288 0 1438 META PLATFORMS INC CL A 30303M102 214081 713 SH SOLE 0 257 0 456 MICROSOFT CORP COM 594918104 3125202 9898 SH SOLE 0 1473 0 8425 NATIONAL GRID PLC SPONSORED ADR NE 636274409 1494726 24653 SH SOLE 0 1122 0 23531 NVIDIA CORPORATION COM 67066G104 452825 1041 SH SOLE 0 244 0 797 PAYCHEX INC COM 704326107 599831 5201 SH SOLE 0 640 0 4561 PEPSICO INC COM 713448108 2084442 12302 SH SOLE 0 772 0 11530 PHILIP MORRIS INTL INC COM 718172109 1502665 16231 SH SOLE 0 867 0 15364 PIMCO CORPORATE & INCM STRG COM 72200U100 4280828 351752 SH SOLE 0 13671 0 338081 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 1815485 18129 SH SOLE 0 1708 0 16421 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 591465 6550 SH SOLE 0 426 0 6124 PRICE T ROWE GROUP INC COM 74144T108 531691 5070 SH SOLE 0 606 0 4464 PRINCIPAL EXCHANGE TRADED FD PRIN HLTHCRE INV 74255Y409 240207 7975 SH SOLE 0 2605 0 5370 PROCTER AND GAMBLE CO COM 742718109 287928 1974 SH SOLE 0 300 0 1674 PROSPERITY BANCSHARES INC COM 743606105 316619 5801 SH SOLE 0 5801 0 0 S&P GLOBAL INC COM 78409V104 516690 1414 SH SOLE 0 179 0 1235 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 1875931 11653 SH SOLE 0 1398 0 10255 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 712838 21490 SH SOLE 0 7396 0 14094 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1810334 26309 SH SOLE 0 3605 0 22704 SELECT SECTOR SPDR TR ENERGY 81369Y506 317549 3513 SH SOLE 0 86 0 3427 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 826976 12612 SH SOLE 0 3877 0 8735 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2014239 15646 SH SOLE 0 3641 0 12005 SELECT SECTOR SPDR TR INDL 81369Y704 1400455 13814 SH SOLE 0 2335 0 11479 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1916653 11692 SH SOLE 0 2782 0 8910 SELECTQUOTE INC COM 816307300 38255 32697 SH SOLE 0 0 0 32697 SERVICENOW INC COM 81762P102 629389 1126 SH SOLE 0 139 0 987 SHELL PLC SPON ADS 780259305 608970 9459 SH SOLE 0 207 0 9252 SPDR GOLD TR GOLD SHS 78463V107 853049 4976 SH SOLE 0 335 0 4641 SPDR S&P 500 ETF TR TR UNIT 78462F103 356091 833 SH SOLE 0 334 0 499 SPDR SER TR SSGA US LRG ETF 78468R804 1234756 9247 SH SOLE 0 581 0 8666 SPDR SER TR PRTFLO S&P500 GW 78464A409 255200 4305 SH SOLE 0 1252 0 3053 SPDR SER TR PORTFOLIO SHORT 78464A474 3117775 106336 SH SOLE 0 15896 0 90440 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 5338964 58146 SH SOLE 0 2071 0 56075 SPDR SER TR PORTFOLIO S&P500 78464A854 1651378 32857 SH SOLE 0 2068 0 30789 SPDR SER TR PORTFOLIO LN COR 78464A367 1941211 91394 SH SOLE 0 5445 0 85949 SPDR SER TR BLOOMBERG INVT 78468R200 3301396 107467 SH SOLE 0 4611 0 102856 SPDR SER TR PORTFOLI S&P1500 78464A805 1465937 27928 SH SOLE 0 1732 0 26196 SPDR SER TR PRTFLO S&P500 VL 78464A508 330534 8011 SH SOLE 0 2331 0 5680 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 3405161 81211 SH SOLE 0 2412 0 78799 STEEL DYNAMICS INC COM 858119100 266162 2482 SH SOLE 0 265 0 2217 SYNAPTOGENIX INC COM NEW 87167T201 4598 10450 SH SOLE 0 10000 0 450 TESLA INC COM 88160R101 1669014 6670 SH SOLE 0 700 0 5970 THERMO FISHER SCIENTIFIC INC COM 883556102 576544 1139 SH SOLE 0 204 0 935 TIDAL ETF TR UNLIMITED HFND 886364439 2834654 140059 SH SOLE 0 41502 0 98557 TOLL BROTHERS INC COM 889478103 414546 5605 SH SOLE 0 678 0 4927 UNION PAC CORP COM 907818108 249447 1225 SH SOLE 0 25 0 1200 UNITED PARCEL SERVICE INC CL B 911312106 415549 2666 SH SOLE 0 831 0 1835 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 1274322 47092 SH SOLE 0 1220 0 45872 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3663902 48742 SH SOLE 0 6379 0 42363 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 1780296 26548 SH SOLE 0 3406 0 23142 VANGUARD BD INDEX FDS INTERMED TERM 921937819 3961332 54783 SH SOLE 0 5064 0 49719 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2952511 42312 SH SOLE 0 2498 0 39814 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 4016540 83975 SH SOLE 0 10892 0 73083 VANGUARD INDEX FDS TOTAL STK MKT 922908769 371718 1750 SH SOLE 0 903 0 847 VANGUARD INDEX FDS SMALL CP ETF 922908751 2495733 13200 SH SOLE 0 1360 0 11840 VANGUARD INDEX FDS MID CAP ETF 922908629 1655296 7949 SH SOLE 0 543 0 7406 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 810735 10716 SH SOLE 0 692 0 10024 VANGUARD INDEX FDS VALUE ETF 922908744 5984388 43387 SH SOLE 0 5291 0 38096 VANGUARD INDEX FDS GROWTH ETF 922908736 7872421 28910 SH SOLE 0 3983 0 24927 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 697891 17927 SH SOLE 0 1076 0 16851 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2492250 63562 SH SOLE 0 7590 0 55971 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 359826 5024 SH SOLE 0 276 0 4748 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 1827060 41733 SH SOLE 0 5447 0 36286 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 7400104 169261 SH SOLE 0 20627 0 148634 VANGUARD WORLD FD MEGA GRWTH IND 921910816 501417 2210 SH SOLE 0 228 0 1982 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 639029 6075 SH SOLE 0 64 0 6011 VERISK ANALYTICS INC COM 92345Y106 1035676 4384 SH SOLE 0 2 0 4382 VICTORY PORTFOLIOS II SHORT TRM BD ETF 92647N535 727383 14869 SH SOLE 0 923 0 13946 VISA INC COM CL A 92826C839 1052341 4575 SH SOLE 0 470 0 4105 WEST PHARMACEUTICAL SVSC INC COM 955306105 340315 907 SH SOLE 0 114 0 793 WESTERN UN CO COM 959802109 449886 34134 SH SOLE 0 4029 0 30105 WILLIAMS SONOMA INC COM 969904101 555555 3575 SH SOLE 0 446 0 3129