0001802387-24-000002.txt : 20240415 0001802387-24-000002.hdr.sgml : 20240415 20240415155119 ACCESSION NUMBER: 0001802387-24-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240415 DATE AS OF CHANGE: 20240415 EFFECTIVENESS DATE: 20240415 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: 24844555 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 03-31-2024 03-31-2024 Elevated Capital Advisors, LLC

9350 S. 150 E. SUITE 320 SANDY UT 84070

13F HOLDINGS REPORT 028-19768 N Elton Wilcox 3852373338 Elton Draper UT 04-15-2024 0 175 361411432 false INFORMATION TABLE 2 elevatedcap_13f03-2024.xml ABBOTT LABS COM 002824100 317793 2796 SH SOLE 0 8 0 2788 ABBVIE INC COM 00287Y109 3406164 18705 SH SOLE 0 916 0 17789 ABRDN GOLD ETF TRUST PHYSCL GOLD SHS 00326A104 3233344 152229 SH SOLE 0 31864 0 120365 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 792493 2286 SH SOLE 0 274 0 2012 ADOBE INC COM 00724F101 848335 1681 SH SOLE 0 266 0 1415 ADVANCED MICRO DEVICES INC COM 007903107 1180224 6539 SH SOLE 0 755 0 5784 AFLAC INC COM 001055102 388087 4520 SH SOLE 0 12 0 4508 ALPHABET INC CAP STK CL A 02079K305 215226 1426 SH SOLE 0 213 0 1213 ALPHABET INC CAP STK CL C 02079K107 2355462 15470 SH SOLE 0 1997 0 13473 ALPS ETF TR ACTIVE EQTY OPPT 00162Q510 647711 12250 SH SOLE 0 792 0 11458 ALPS ETF TR RIVERFRONT DYM 00162Q536 2131588 95522 SH SOLE 0 4780 0 90742 ALPS ETF TR RIVRFRNT STR INC 00162Q783 12548276 548439 SH SOLE 0 58174 0 490265 ALPS ETF TR RIVERFRNT DYMC 00162Q528 2808784 55338 SH SOLE 0 2684 0 52654 AMAZON COM INC COM 023135106 1906660 10570 SH SOLE 0 1278 0 9292 AMERICAN EXPRESS CO COM 025816109 342782 1505 SH SOLE 0 36 0 1469 AMERICAN TOWER CORP NEW COM 03027X100 658656 3333 SH SOLE 0 419 0 2914 AMGEN INC COM 031162100 377522 1328 SH SOLE 0 175 0 1153 APPLE INC COM 037833100 5691695 33192 SH SOLE 0 6832 0 26360 APPLIED MATLS INC COM 038222105 1296387 6286 SH SOLE 0 769 0 5517 AT&T INC COM 00206R102 1842693 104698 SH SOLE 0 4167 0 100531 BCE INC COM NEW 05534B760 1399577 41188 SH SOLE 0 1359 0 39829 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 412951 982 SH SOLE 0 36 0 946 BLACKROCK DEBT STRATEGIES FD COM NEW 09255R202 4888765 442022 SH SOLE 0 12063 0 429959 BNY MELLON ETF TRUST HIGH YIELD BETA 09661T800 227195 4767 SH SOLE 0 440 0 4327 BONDBLOXX ETF TRUST BLOOMBERG SEVEN 09789C820 449256 9464 SH SOLE 0 230 0 9234 BROADCOM INC COM 11135F101 1131212 853 SH SOLE 0 105 0 748 COSTCO WHSL CORP NEW COM 22160K105 1016978 1388 SH SOLE 0 214 0 1174 DISNEY WALT CO COM 254687106 747230 6107 SH SOLE 0 594 0 5513 DUKE ENERGY CORP NEW COM NEW 26441C204 1672315 17292 SH SOLE 0 563 0 16729 ELI LILLY & CO COM 532457108 824644 1060 SH SOLE 0 155 0 905 ETF SER SOLUTIONS NATIONWIDE NASDQ 26922A172 321379 13612 SH SOLE 0 5465 0 8147 EVEREST GROUP LTD COM G3223R108 678967 1708 SH SOLE 0 208 0 1500 EXXON MOBIL CORP COM 30231G102 4776090 41088 SH SOLE 0 3136 0 37952 FIRST TR EXCH TRADED FD III RIVRFRNT DYN DEV 33739P608 1752087 27261 SH SOLE 0 1501 0 25760 FIRST TR EXCH TRADED FD III INSTL PFD SECS 33739P855 7474270 410223 SH SOLE 0 11307 0 398916 FIRST TR EXCH TRADED FD III RIVR FRNT DYN 33739P707 468708 7654 SH SOLE 0 427 0 7227 FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID 33734X200 1319444 57947 SH SOLE 0 1592 0 56355 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 33739Q200 2327592 48240 SH SOLE 0 843 0 47397 FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 33738D101 3766257 127540 SH SOLE 0 3943 0 123597 FIRST TR EXCHANGE-TRADED FD MULTI ASSET DI 33738R100 1262443 79952 SH SOLE 0 2200 0 77752 FIRST TR EXCHANGE-TRADED FD SENIOR LN FD 33738D309 325226 7038 SH SOLE 0 643 0 6395 FIRST TR EXCHANGE-TRADED FD S&P INTL DIVID 33738R688 2374799 148890 SH SOLE 0 5095 0 143795 FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 33741X102 5820241 167152 SH SOLE 0 37754 0 129398 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 33738R506 3908897 69590 SH SOLE 0 2240 0 67350 FIRST TR EXCHANGE-TRADED FD FIRST TR TA HIYL 33738D408 2977522 72217 SH SOLE 0 11672 0 60545 FIRST TR EXCHANGE-TRADED FD FT VEST S&P 500 33739Q705 5154746 95974 SH SOLE 0 2913 0 93061 FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 33733E302 251030 1224 SH SOLE 0 400 0 824 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 379601 4432 SH SOLE 0 2611 0 1821 FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 33738R118 2762690 39654 SH SOLE 0 1270 0 38384 FIRST TR EXCHANGE-TRADED FD NASDAQ BUYWRITE 33738R407 978098 47619 SH SOLE 0 1328 0 46291 FIRST TR EXCHNG TRADED FD VI TCW UNCONSTRAI 33740F888 5226306 212451 SH SOLE 0 22182 0 190269 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 1151948 26421 SH SOLE 0 468 0 25953 FIRST TR EXCHNG TRADED FD VI FT VEST US EQT 33740U208 1233665 27754 SH SOLE 0 676 0 27078 FIRST TR EXCHNG TRADED FD VI TCW SECURITIZED 33740U109 2883545 139236 SH SOLE 0 2491 0 136745 FIRST TR MORNINGSTAR DIVID L SHS 336917109 10898765 283232 SH SOLE 0 8918 0 274314 FIRST TR STOXX EUROPEAN SELE COMMON SHS 33735T109 1829542 154697 SH SOLE 0 4893 0 149804 FIRST TR VALUE LINE DIVID IN SHS 33734H106 9246322 218952 SH SOLE 0 6953 0 211999 FLAHERTY & CRUMRINE PFD SECS COM 338478100 2057152 138529 SH SOLE 0 3862 0 134667 GENERAL ELECTRIC CO COM NEW 369604301 1395468 7950 SH SOLE 0 1056 0 6894 GENERAL MLS INC COM 370334104 1661485 23746 SH SOLE 0 811 0 22935 GLACIER BANCORP INC NEW COM 37637Q105 822236 20413 SH SOLE 0 0 0 20413 GLOBAL X FDS US INFR DEV ETF 37954Y673 361896 9091 SH SOLE 0 1844 0 7247 GOLDMAN SACHS ETF TR ACCES TREASURY 381430529 555209 5503 SH SOLE 0 43 0 5460 HOME DEPOT INC COM 437076102 1056866 2755 SH SOLE 0 350 0 2405 HONEYWELL INTL INC COM 438516106 749368 3651 SH SOLE 0 2812 0 839 INTUIT COM 461202103 863206 1328 SH SOLE 0 220 0 1108 INTUITIVE SURGICAL INC COM NEW 46120E602 620984 1556 SH SOLE 0 196 0 1360 INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF 46138G649 581111 3181 SH SOLE 0 759 0 2422 INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 46137V431 375812 3529 SH SOLE 0 724 0 2805 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 6152573 36326 SH SOLE 0 7991 0 28335 INVESCO QQQ TR UNIT SER 1 46090E103 16828568 37901 SH SOLE 0 8438 0 29463 ISHARES INC CORE MSCI EMKT 46434G103 792635 15361 SH SOLE 0 1014 0 14347 ISHARES TR PFD AND INCM SEC 464288687 1752030 54360 SH SOLE 0 6512 0 47848 ISHARES TR U.S. TECH ETF 464287721 522413 3868 SH SOLE 0 191 0 3677 ISHARES TR CORE S&P SCP ETF 464287804 342329 3097 SH SOLE 0 627 0 2470 ISHARES TR MSCI USA QLT FCT 46432F339 9458276 57550 SH SOLE 0 13048 0 44502 ISHARES TR 7-10 YR TRSY BD 464287440 304545 3217 SH SOLE 0 177 0 3040 ISHARES TR USD GRN BOND ETF 46435U440 225927 4818 SH SOLE 0 0 0 4818 ISHARES TR GLOBAL EQUITY 46434V316 504030 12198 SH SOLE 0 1419 0 10779 ISHARES TR 0-3 MNTH TREASRY 46436E718 339574 3372 SH SOLE 0 80 0 3292 ISHARES TR RUS 1000 VAL ETF 464287598 553100 3088 SH SOLE 0 942 0 2146 ISHARES TR 3 7 YR TREAS BD 464288661 2824284 24387 SH SOLE 0 2751 0 21636 ISHARES TR ISHS 5-10YR INVT 464288638 249744 4840 SH SOLE 0 437 0 4403 ISHARES TR RUS MD CP GR ETF 464287481 405313 3551 SH SOLE 0 1575 0 1976 ISHARES TR MSCI EMG MKT ETF 464287234 228615 5565 SH SOLE 0 635 0 4930 ISHARES TR CORE S&P MCP ETF 464287507 240632 3962 SH SOLE 0 0 0 3962 ISHARES TR RUS TP200 GR ETF 464289438 2347696 12033 SH SOLE 0 3337 0 8696 ISHARES TR ISHS 1-5YR INVS 464288646 351323 6851 SH SOLE 0 399 0 6452 ISHARES TR CORE S&P500 ETF 464287200 1937145 3685 SH SOLE 0 635 0 3050 ISHARES TR SHORT TREAS BD 464288679 1657667 14996 SH SOLE 0 116 0 14880 ISHARES TR MSCI USA MMENTM 46432F396 260979 1393 SH SOLE 0 157 0 1236 ISHARES TR YLD OPTIM BD 46434V787 981892 43912 SH SOLE 0 781 0 43131 ISHARES U S ETF TR BLACKROCK SH DUR 46431W507 892622 17690 SH SOLE 0 949 0 16741 J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM 46641Q332 1350698 23344 SH SOLE 0 1245 0 22099 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 1666197 32838 SH SOLE 0 1315 0 31523 KIMBERLY-CLARK CORP COM 494368103 1629210 12595 SH SOLE 0 432 0 12163 LOCKHEED MARTIN CORP COM 539830109 417742 918 SH SOLE 0 106 0 812 LOWES COS INC COM 548661107 560934 2202 SH SOLE 0 283 0 1919 MASTERCARD INCORPORATED CL A 57636Q104 934970 1942 SH SOLE 0 312 0 1630 META PLATFORMS INC CL A 30303M102 277805 572 SH SOLE 0 257 0 315 MICROSOFT CORP COM 594918104 4483133 10656 SH SOLE 0 1524 0 9132 NATIONAL GRID PLC SPONSORED ADR NE 636274409 1671785 24506 SH SOLE 0 841 0 23665 NEWMONT CORP COM 651639106 299443 8355 SH SOLE 0 40 0 8315 NVIDIA CORPORATION COM 67066G104 897235 993 SH SOLE 0 244 0 749 OREILLY AUTOMOTIVE INC COM 67103H107 232549 206 SH SOLE 0 66 0 140 PAYCHEX INC COM 704326107 787799 6415 SH SOLE 0 757 0 5658 PEPSICO INC COM 713448108 2523778 14421 SH SOLE 0 761 0 13660 PHILIP MORRIS INTL INC COM 718172109 1522750 16620 SH SOLE 0 668 0 15952 PIMCO CORPORATE & INCM STRG COM 72200U100 5449163 390062 SH SOLE 0 10675 0 379387 PIMCO ETF TR MULTISECTOR BD 72201R585 449692 17457 SH SOLE 0 425 0 17032 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 1866287 18563 SH SOLE 0 1709 0 16854 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 435617 4660 SH SOLE 0 431 0 4229 PRICE T ROWE GROUP INC COM 74144T108 816977 6701 SH SOLE 0 801 0 5900 PROCTER AND GAMBLE CO COM 742718109 268037 1652 SH SOLE 0 300 0 1352 PROSPERITY BANCSHARES INC COM 743606105 381590 5801 SH SOLE 0 5801 0 0 S&P GLOBAL INC COM 78409V104 697329 1639 SH SOLE 0 193 0 1446 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 951760 22596 SH SOLE 0 7438 0 15158 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 3990348 21700 SH SOLE 0 1469 0 20231 SELECT SECTOR SPDR TR ENERGY 81369Y506 994372 10532 SH SOLE 0 130 0 10403 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 3212065 42065 SH SOLE 0 3983 0 38082 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 1085288 13290 SH SOLE 0 3895 0 9395 SELECT SECTOR SPDR TR INDL 81369Y704 3211790 25498 SH SOLE 0 2450 0 23048 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2584177 17493 SH SOLE 0 3858 0 13635 SELECT SECTOR SPDR TR RL EST SEL SEC 81369Y860 1126994 28510 SH SOLE 0 572 0 27938 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 2589353 12433 SH SOLE 0 2786 0 9647 SELECTQUOTE INC COM 816307300 65394 32697 SH SOLE 0 0 0 32697 SERVICENOW INC COM 81762P102 858462 1126 SH SOLE 0 145 0 981 SHELL PLC SPON ADS 780259305 620723 9259 SH SOLE 0 7 0 9252 SIMPLIFY EXCHANGE TRADED FUN ENHANCED INM ETF 82889N632 689410 28255 SH SOLE 0 1133 0 27122 SPDR GOLD TR GOLD SHS 78463V107 941272 4576 SH SOLE 0 332 0 4244 SPDR INDEX SHS FDS PORTFOLIO EMG MK 78463X509 551391 15236 SH SOLE 0 367 0 14869 SPDR S&P 500 ETF TR TR UNIT 78462F103 690473 1320 SH SOLE 0 334 0 986 SPDR SER TR PRTFLO S&P500 GW 78464A409 629166 8601 SH SOLE 0 2588 0 6013 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 2006218 21854 SH SOLE 0 372 0 21482 SPDR SER TR PORTFOLIO SHORT 78464A474 3017349 101355 SH SOLE 0 16126 0 85229 SPDR SER TR PORTFOLIO S&P500 78464A854 1389493 22582 SH SOLE 0 568 0 22014 SPDR SER TR PORTFOLIO LN COR 78464A367 2037417 87669 SH SOLE 0 5554 0 82115 SPDR SER TR BLOOMBERG INVT 78468R200 1853231 60111 SH SOLE 0 1499 0 58612 SPDR SER TR PORTFOLI S&P1500 78464A805 569077 8871 SH SOLE 0 213 0 8658 SPDR SER TR PRTFLO S&P500 VL 78464A508 840142 16769 SH SOLE 0 5048 0 11721 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 3489176 82859 SH SOLE 0 2220 0 80639 STEEL DYNAMICS INC COM 858119100 425358 2870 SH SOLE 0 321 0 2549 SYNAPTOGENIX INC COM NEW 87167T201 3928 20950 SH SOLE 0 20500 0 450 TESLA INC COM 88160R101 1391762 7917 SH SOLE 0 743 0 7174 THERMO FISHER SCIENTIFIC INC COM 883556102 797445 1372 SH SOLE 0 234 0 1138 TOLL BROTHERS INC COM 889478103 700416 5414 SH SOLE 0 686 0 4728 UNION PAC CORP COM 907818108 312085 1269 SH SOLE 0 25 0 1244 UNITED PARCEL SERVICE INC CL B 911312106 517411 3481 SH SOLE 0 915 0 2566 VANECK ETF TRUST MRNGSTR WDE MOAT 92189F643 5412609 60207 SH SOLE 0 17197 0 43010 VANECK ETF TRUST FALLEN ANGEL HG 92189F437 2626168 90495 SH SOLE 0 1935 0 88560 VANECK ETF TRUST GREEN BOND ETF 92189F171 226678 9552 SH SOLE 0 0 0 9552 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 2925877 40285 SH SOLE 0 2568 0 37717 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 4639313 60510 SH SOLE 0 8358 0 52152 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 2350594 32498 SH SOLE 0 4415 0 28083 VANGUARD BD INDEX FDS INTERMED TERM 921937819 4429192 58743 SH SOLE 0 6045 0 52698 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 5038775 102435 SH SOLE 0 14179 0 88256 VANGUARD INDEX FDS MID CAP ETF 922908629 1818360 7278 SH SOLE 0 542 0 6736 VANGUARD INDEX FDS VALUE ETF 922908744 7745082 47557 SH SOLE 0 6189 0 41368 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 870383 10065 SH SOLE 0 587 0 9478 VANGUARD INDEX FDS GROWTH ETF 922908736 10474013 30430 SH SOLE 0 4420 0 26010 VANGUARD INDEX FDS TOTAL STK MKT 922908769 450429 1733 SH SOLE 0 880 0 853 VANGUARD INDEX FDS SMALL CP ETF 922908751 3135857 13718 SH SOLE 0 1534 0 12184 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2995910 71724 SH SOLE 0 9117 0 62607 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 722274 17140 SH SOLE 0 1097 0 16043 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 2384996 52291 SH SOLE 0 7119 0 45172 VANGUARD SCOTTSDALE FDS LG-TERM COR BD 92206C813 1406283 17976 SH SOLE 0 1036 0 16940 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 9375544 186876 SH SOLE 0 24352 0 162523 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 212095 1753 SH SOLE 0 1293 0 460 VANGUARD WORLD FD MEGA GRWTH IND 921910816 600995 2097 SH SOLE 0 219 0 1878 VANGUARD WORLD FD COMM SRVC ETF 92204A884 2253063 17170 SH SOLE 0 133 0 17037 VERISK ANALYTICS INC COM 92345Y106 986294 4184 SH SOLE 0 2 0 4182 VISA INC COM CL A 92826C839 1474173 5282 SH SOLE 0 546 0 4736 WEST PHARMACEUTICAL SVSC INC COM 955306105 408770 1033 SH SOLE 0 121 0 912 WESTERN UN CO COM 959802109 610847 43694 SH SOLE 0 5329 0 38366 WILLIAMS SONOMA INC COM 969904101 1087565 3425 SH SOLE 0 459 0 2966