0001802387-24-000001.txt : 20240109 0001802387-24-000001.hdr.sgml : 20240109 20240109140518 ACCESSION NUMBER: 0001802387-24-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240109 DATE AS OF CHANGE: 20240109 EFFECTIVENESS DATE: 20240109 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Elevated Capital Advisors, LLC CENTRAL INDEX KEY: 0001802387 ORGANIZATION NAME: 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: 24522796 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 12-31-2023 12-31-2023 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 Draper UT 01-09-2024 0 174 319687798 false INFORMATION TABLE 2 elevatedcap_13f12-2023.xml ABBOTT LABS COM 002824100 297739 2705 SH SOLE 0 8 0 2697 ABBVIE INC COM 00287Y109 2848538 18381 SH SOLE 0 1025 0 17356 ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 2772108 140431 SH SOLE 0 30229 0 110202 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 762999 2174 SH SOLE 0 276 0 1898 ADOBE INC COM 00724F101 969596 1625 SH SOLE 0 266 0 1359 ADVANCED MICRO DEVICES INC COM 007903107 1001504 6794 SH SOLE 0 766 0 6028 AFLAC INC COM 001055102 372900 4520 SH SOLE 0 12 0 4508 ALPHABET INC CAP STK CL C 02079K107 2097179 14881 SH SOLE 0 1997 0 12884 ALPS ETF TR RIVERFRONT DYM 00162Q536 2434939 107728 SH SOLE 0 4777 0 102951 ALPS ETF TR RIVRFRNT STR INC 00162Q783 9007774 388876 SH SOLE 0 35638 0 353238 ALPS ETF TR RIVERFRNT DYMC 00162Q528 2743979 57564 SH SOLE 0 2705 0 54859 ALPS ETF TR ACTIVE EQTY OPPT 00162Q510 839319 17705 SH SOLE 0 1050 0 16655 AMAZON COM INC COM 023135106 1588265 10453 SH SOLE 0 1285 0 9168 AMERICAN EXPRESS CO COM 025816109 285029 1521 SH SOLE 0 36 0 1485 AMERICAN TOWER CORP NEW COM 03027X100 658708 3051 SH SOLE 0 419 0 2632 AMGEN INC COM 031162100 354179 1230 SH SOLE 0 175 0 1055 APPLE INC COM 037833100 6144320 31914 SH SOLE 0 6879 0 25035 APPLIED MATLS INC COM 038222105 1018620 6285 SH SOLE 0 779 0 5506 ARK ETF TR FINTECH INNOVA 00214Q708 447844 16238 SH SOLE 0 5207 0 11031 AT&T INC COM 00206R102 1738069 103580 SH SOLE 0 5226 0 98354 BCE INC COM NEW 05534B760 1457736 37017 SH SOLE 0 1739 0 35278 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 350240 982 SH SOLE 0 36 0 946 BLACKROCK DEBT STRATEGIES FD COM NEW 09255R202 4590785 425467 SH SOLE 0 14101 0 411366 BROADCOM INC COM 11135F101 995082 891 SH SOLE 0 108 0 783 COSTCO WHSL CORP NEW COM 22160K105 890432 1349 SH SOLE 0 215 0 1134 DISNEY WALT CO COM 254687106 525098 5816 SH SOLE 0 594 0 5222 DUKE ENERGY CORP NEW COM NEW 26441C204 1594680 16433 SH SOLE 0 727 0 15706 ELI LILLY & CO COM 532457108 628971 1079 SH SOLE 0 156 0 923 ETF SER SOLUTIONS NATIONWIDE NASDQ 26922A172 307003 13706 SH SOLE 0 5465 0 8241 EVEREST GROUP LTD COM G3223R108 550540 1557 SH SOLE 0 208 0 1349 EXXON MOBIL CORP COM 30231G102 4005242 40060 SH SOLE 0 3286 0 36774 FIRST TR EXCH TRADED FD III INSTL PFD SECS 33739P855 6943061 389403 SH SOLE 0 13122 0 376281 FIRST TR EXCH TRADED FD III RIVRFRNT DYN DEV 33739P608 1768037 28894 SH SOLE 0 1500 0 27394 FIRST TR EXCH TRADED FD III RIVR FRNT DYN 33739P707 480291 8122 SH SOLE 0 427 0 7695 FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID 33734X200 1202713 54030 SH SOLE 0 1815 0 52215 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 354737 4432 SH SOLE 0 2611 0 1821 FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 33738R118 2474935 38617 SH SOLE 0 1629 0 36988 FIRST TR EXCHANGE-TRADED FD NASDAQ BUYWRITE 33738R407 889420 44875 SH SOLE 0 1515 0 43360 FIRST TR EXCHANGE-TRADED FD S&P INTL DIVID 33738R688 2271352 140903 SH SOLE 0 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FIRST TR EXCHNG TRADED FD VI TCW SECURITIZED 33740U109 1866846 88004 SH SOLE 0 2077 0 85927 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 1133882 25421 SH SOLE 0 616 0 24805 FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 4909386 198439 SH SOLE 0 21690 0 176749 FIRST TR EXCHNG TRADED FD VI CBOE VEST US EQT 33740U885 1581635 45255 SH SOLE 0 3016 0 42239 FIRST TR MORNINGSTAR DIVID L SHS 336917109 9717108 270822 SH SOLE 0 11211 0 259611 FIRST TR STOXX EUROPEAN SELE COMMON SHS 33735T109 1755223 145413 SH SOLE 0 6152 0 139261 FIRST TR VALUE LINE DIVID IN SHS 33734H106 8430395 207850 SH SOLE 0 8808 0 199042 FLAHERTY & CRUMRINE PFD SECS COM 338478100 1816541 130686 SH SOLE 0 4447 0 126239 GENERAL ELECTRIC CO COM NEW 369604301 1032399 8089 SH SOLE 0 1067 0 7022 GENERAL MLS INC COM 370334104 1429694 21948 SH SOLE 0 1040 0 20908 GLACIER BANCORP INC NEW COM 37637Q105 843465 20413 SH SOLE 0 0 0 20413 GLOBAL X FDS US INFR DEV ETF 37954Y673 435126 12627 SH SOLE 0 2908 0 9719 GLOBAL X FDS TELMDC&DIG ETF 37954Y285 101463 10026 SH SOLE 0 3308 0 6718 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 701565 7034 SH SOLE 0 246 0 6788 HOME DEPOT INC COM 437076102 901724 2602 SH SOLE 0 350 0 2252 HONEYWELL INTL INC COM 438516106 765651 3651 SH SOLE 0 2812 0 839 INTUIT COM 461202103 813164 1301 SH SOLE 0 220 0 1081 INTUITIVE SURGICAL INC COM NEW 46120E602 510763 1514 SH SOLE 0 201 0 1313 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1838619 11652 SH SOLE 0 887 0 10765 INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 46137V431 4686404 47801 SH SOLE 0 12736 0 35065 INVESCO QQQ TR UNIT SER 1 46090E103 16101065 39317 SH SOLE 0 8620 0 30697 ISHARES INC CORE MSCI EMKT 46434G103 799222 15801 SH SOLE 0 1043 0 14758 ISHARES TR PFD AND INCM SEC 464288687 1699670 54494 SH SOLE 0 6710 0 47784 ISHARES TR MSCI KLD400 SOC 464288570 268335 2947 SH SOLE 0 0 0 2947 ISHARES TR CORE S&P SCP ETF 464287804 1600075 14781 SH SOLE 0 3850 0 10931 ISHARES TR MSCI USA QLT FCT 46432F339 9400982 63891 SH SOLE 0 15308 0 48583 ISHARES TR 7-10 YR TRSY BD 464287440 2840322 29467 SH SOLE 0 3385 0 26082 ISHARES TR CORE US AGGBD ET 464287226 1668960 16816 SH SOLE 0 936 0 15880 ISHARES TR GLOBAL EQUITY 46434V316 468684 12376 SH SOLE 0 1419 0 10957 ISHARES TR ISHS 5-10YR INVT 464288638 292344 5622 SH SOLE 0 434 0 5188 ISHARES TR RUS 1000 VAL ETF 464287598 233168 1411 SH SOLE 0 418 0 993 ISHARES TR 0-3 MNTH TREASRY 46436E718 1496186 14922 SH SOLE 0 991 0 13931 ISHARES TR RUS TP200 GR ETF 464289438 268262 1531 SH SOLE 0 441 0 1090 ISHARES TR MSCI EMG MKT ETF 464287234 224738 5589 SH SOLE 0 635 0 4954 ISHARES TR CORE S&P MCP ETF 464287507 219059 790 SH SOLE 0 0 0 790 ISHARES TR SHORT TREAS BD 464288679 1323792 12020 SH SOLE 0 108 0 11912 ISHARES TR YLD OPTIM BD 46434V787 963264 42946 SH SOLE 0 1062 0 41884 ISHARES TR RUS MD CP GR ETF 464287481 3649090 34933 SH SOLE 0 9919 0 25014 ISHARES TR MSCI USA MMENTM 46432F396 2920183 18613 SH SOLE 0 5571 0 13042 ISHARES TR CORE S&P500 ETF 464287200 1795007 3758 SH SOLE 0 631 0 3127 ISHARES U S ETF TR BLACKROCK SH DUR 46431W507 1929623 38195 SH SOLE 0 1118 0 37077 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 566480 10303 SH SOLE 0 539 0 9764 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 2096006 41670 SH SOLE 0 2849 0 38821 KIMBERLY-CLARK CORP COM 494368103 1446963 11908 SH SOLE 0 754 0 11154 LOCKHEED MARTIN CORP COM 539830109 371355 819 SH SOLE 0 104 0 715 LOWES COS INC COM 548661107 454002 2040 SH SOLE 0 283 0 1757 MASTERCARD INCORPORATED CL A 57636Q104 780293 1829 SH SOLE 0 312 0 1517 META PLATFORMS INC CL A 30303M102 215952 610 SH SOLE 0 257 0 353 MICROSOFT CORP COM 594918104 3813897 10142 SH SOLE 0 1527 0 8615 MORGAN STANLEY ETF TRUST CALVERT US LRGCP 61774R304 273627 4468 SH SOLE 0 0 0 4468 NATIONAL GRID PLC SPONSORED ADR NE 636274409 1592070 23416 SH SOLE 0 1089 0 22327 NEWMONT CORP COM 651639106 203018 4905 SH SOLE 0 40 0 4865 NVIDIA CORPORATION COM 67066G104 491753 993 SH SOLE 0 244 0 749 PAYCHEX INC COM 704326107 696079 5844 SH SOLE 0 757 0 5087 PEPSICO INC COM 713448108 2268883 13359 SH SOLE 0 853 0 12506 PHILIP MORRIS INTL INC COM 718172109 1479541 15726 SH SOLE 0 845 0 14881 PIMCO CORPORATE & INCM STRG COM 72200U100 4519463 364179 SH SOLE 0 11910 0 352269 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 499467 5366 SH SOLE 0 426 0 4940 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 1751890 17556 SH SOLE 0 1698 0 15858 PRICE T ROWE GROUP INC COM 74144T108 654480 6077 SH SOLE 0 801 0 5276 PRINCIPAL EXCHANGE TRADED FD PRIN HLTHCRE INV 74255Y409 300631 8275 SH SOLE 0 2750 0 5525 PROCTER AND GAMBLE CO COM 742718109 253661 1731 SH SOLE 0 300 0 1431 PROSPERITY BANCSHARES INC COM 743606105 392902 5801 SH SOLE 0 5801 0 0 S&P GLOBAL INC COM 78409V104 675765 1534 SH SOLE 0 193 0 1341 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 856056 22767 SH SOLE 0 7421 0 15346 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 2860901 16000 SH SOLE 0 1431 0 14569 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2409618 12519 SH SOLE 0 2785 0 9734 SELECT SECTOR SPDR TR INDL 81369Y704 2171656 19051 SH SOLE 0 2398 0 16653 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2351544 17243 SH SOLE 0 3728 0 13515 SELECT SECTOR SPDR TR ENERGY 81369Y506 579379 6911 SH SOLE 0 112 0 6799 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 2685073 37277 SH SOLE 0 3830 0 33447 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 973791 13402 SH SOLE 0 3891 0 9511 SELECT SECTOR SPDR TR SBI MATERIALS 81369Y100 376980 4407 SH SOLE 0 142 0 4265 SELECTQUOTE INC COM 816307300 44795 32697 SH SOLE 0 0 0 32697 SERVICENOW INC COM 81762P102 799747 1132 SH SOLE 0 145 0 987 SHELL PLC SPON ADS 780259305 609242 9259 SH SOLE 0 7 0 9252 SIMPLIFY EXCHANGE TRADED FUN ENHANCED INM ETF 82889N632 889770 36228 SH SOLE 0 2507 0 33721 SPDR GOLD TR GOLD SHS 78463V107 905094 4735 SH SOLE 0 344 0 4391 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 722364 20400 SH SOLE 0 1374 0 19026 SPDR S&P 500 ETF TR TR UNIT 78462F103 395942 833 SH SOLE 0 334 0 499 SPDR SER TR SSGA US LRG ETF 78468R804 712436 4913 SH SOLE 0 326 0 4587 SPDR SER TR PORTFOLIO SHORT 78464A474 2773504 93133 SH SOLE 0 15602 0 77531 SPDR SER TR PORTFOLIO S&P600 78468R853 287963 6827 SH SOLE 0 455 0 6372 SPDR SER TR PRTFLO S&P500 GW 78464A409 279628 4298 SH SOLE 0 1244 0 3054 SPDR SER TR PORTFOLIO S&P500 78464A854 1703147 30468 SH SOLE 0 2024 0 28444 SPDR SER TR PORTFOLIO S&P400 78464A847 284768 5845 SH SOLE 0 392 0 5453 SPDR SER TR BLOOMBERG INVT 78468R200 2113680 69097 SH SOLE 0 3830 0 65267 SPDR SER TR PORTFOLIO LN COR 78464A367 2113161 88826 SH SOLE 0 5707 0 83119 SPDR SER TR PORTFOLI S&P1500 78464A805 1527680 26137 SH SOLE 0 1715 0 24422 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 4419681 48361 SH SOLE 0 1249 0 47112 SPDR SER TR PRTFLO S&P500 VL 78464A508 373227 8004 SH SOLE 0 2315 0 5689 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 3765863 89813 SH SOLE 0 2744 0 87069 STEEL DYNAMICS INC COM 858119100 321907 2726 SH SOLE 0 320 0 2406 SYNAPTOGENIX INC COM NEW 87167T201 4337 15950 SH SOLE 0 15500 0 450 TESLA INC COM 88160R101 1710086 6882 SH SOLE 0 720 0 6162 THERMO FISHER SCIENTIFIC INC COM 883556102 685799 1292 SH SOLE 0 233 0 1059 TIDAL ETF TR UNLIMITED HFND 886364439 2831745 136042 SH SOLE 0 41377 0 94665 TOLL BROTHERS INC COM 889478103 570073 5546 SH SOLE 0 694 0 4852 UNION PAC CORP COM 907818108 300885 1225 SH SOLE 0 25 0 1200 UNITED PARCEL SERVICE INC CL B 911312106 494174 3143 SH SOLE 0 910 0 2233 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 1454274 50531 SH SOLE 0 1220 0 49311 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 3000373 40794 SH SOLE 0 2628 0 38166 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 3923276 50938 SH SOLE 0 6783 0 44155 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 2061688 27644 SH SOLE 0 3619 0 24025 VANGUARD BD INDEX FDS INTERMED TERM 921937819 4181032 54740 SH SOLE 0 5337 0 49403 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 4263240 86362 SH SOLE 0 11530 0 74832 VANGUARD INDEX FDS GROWTH ETF 922908736 9164889 29480 SH SOLE 0 4333 0 25148 VANGUARD INDEX FDS VALUE ETF 922908744 6795434 45454 SH SOLE 0 5974 0 39481 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 925620 10476 SH SOLE 0 718 0 9758 VANGUARD INDEX FDS SMALL CP ETF 922908751 2871152 13459 SH SOLE 0 1489 0 11969 VANGUARD INDEX FDS MID CAP ETF 922908629 1783694 7667 SH SOLE 0 560 0 7107 VANGUARD INDEX FDS TOTAL STK MKT 922908769 437434 1844 SH SOLE 0 880 0 964 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2758468 67116 SH SOLE 0 8686 0 58430 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 741273 17405 SH SOLE 0 1127 0 16278 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 2047447 44164 SH SOLE 0 5811 0 38353 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 410545 5122 SH SOLE 0 263 0 4859 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 8496215 177374 SH SOLE 0 23433 0 153941 VANGUARD WORLD FD MEGA GRWTH IND 921910816 560507 2160 SH SOLE 0 219 0 1941 VANGUARD WORLD FDS COMM SRVC ETF 92204A884 1290154 10959 SH SOLE 0 100 0 10859 VERISK ANALYTICS INC COM 92345Y106 1023276 4284 SH SOLE 0 2 0 4282 VISA INC COM CL A 92826C839 1233072 4736 SH SOLE 0 524 0 4212 WEST PHARMACEUTICAL SVSC INC COM 955306105 341909 971 SH SOLE 0 122 0 849 WESTERN UN CO COM 959802109 472065 39603 SH SOLE 0 5245 0 34358 WILLIAMS SONOMA INC COM 969904101 721364 3575 SH SOLE 0 467 0 3108