Elevated Private Wealth, LLC
77 holdingsFiling period: 2026-06-30Current AUM: $109.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | 44.8K | $9.0M | $8.4M | 7.62% | -290 | 2026-06-30 |
| 2 | AMD | Advanced Micro Devices Inc | 6.4K | $3.7M | $2.9M | 2.63% | -1,008 | 2026-06-30 |
| 3 | AAPL | Apple Inc | 12.3K | $3.6M | $4.2M | 3.84% | -208 | 2026-06-30 |
| 4 | LRCX | Lam Research Corp | 7.9K | $3.4M | $1.6M | 1.44% | -3,337 | 2026-06-30 |
| 5 | GOOGL | Alphabet Inc | 9.5K | $3.4M | $2.7M | 2.47% | -1,065 | 2026-06-30 |
| 6 | CRWD | Crowdstrike Hldgs Inc | 4.2K | $3.2M | $3.7M | 3.34% | +1.5K | 2026-06-30 |
| 7 | — | Seagate Technology Hldngs PL | 3.2K | $3.1M | $3.1M | 2.84% | -696 | 2026-06-30 |
| 8 | UNH | Unitedhealth Group Inc | 7.1K | $3.0M | $2.8M | 2.56% | +130 | 2026-06-30 |
| 9 | AMZN | Amazon.com Inc | 12.1K | $2.9M | $3.1M | 2.86% | +1.6K | 2026-06-30 |
| 10 | CAT | Caterpillar Inc | 2.6K | $2.8M | $1.5M | 1.34% | -294 | 2026-06-30 |
| 11 | TSM | Taiwan Semiconductor Manufac | 4.9K | $2.3M | $1.8M | 1.68% | -197 | 2026-06-30 |
| 12 | MSFT | Microsoft Corp | 5.9K | $2.2M | $3.1M | 2.86% | +844 | 2026-06-30 |
| 13 | FDX | Fedex Corp | 6.6K | $2.1M | $2.0M | 1.85% | -1,680 | 2026-06-30 |
| 14 | KMX | Carmax Inc | 37.9K | $2.0M | $1.9M | 1.78% | +2.7K | 2026-06-30 |
| 15 | RIO | Rio Tinto PLC | 20.9K | $2.0M | $1.8M | 1.60% | -1,241 | 2026-06-30 |
| 16 | SCHW | Schwab Charles Corp | 21.3K | $2.0M | $1.9M | 1.77% | -113 | 2026-06-30 |
| 17 | WMT | Walmart Inc | 16.2K | $1.8M | $2.0M | 1.85% | +4.0K | 2026-06-30 |
| 18 | V | Visa Inc | 5.2K | $1.8M | $2.2M | 1.99% | +74 | 2026-06-30 |
| 19 | MRNA | Moderna Inc | 25.0K | $1.8M | $6.4M | 5.80% | -10,427 | 2026-06-30 |
| 20 | — | Asml Hldg NV | 862 | $1.7M | $1.7M | 1.56% | -113 | 2026-06-30 |
| 21 | AVGO | Broadcom Inc | 4.4K | $1.7M | $1.3M | 1.18% | +477 | 2026-06-30 |
| 22 | ADBE | Adobe Inc | 8.0K | $1.6M | $1.9M | 1.75% | +3.3K | 2026-06-30 |
| 23 | RIVN | Rivian Automotive Inc | 90.4K | $1.6M | $1.2M | 1.12% | +28.5K | 2026-06-30 |
| 24 | META | Meta Platforms Inc | 2.8K | $1.6M | $1.7M | 1.54% | +272 | 2026-06-30 |
| 25 | CRM | Salesforce Inc | 9.4K | $1.5M | $2.0M | 1.84% | +3.8K | 2026-06-30 |
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