Elevated Private Wealth, LLC
77 holdingsFiling period: 2026-06-30Current AUM: $112.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 44.8K | $9.0M | $9.8M | 8.73% | -290 | 2026-06-30 |
| 2 | AMD | ADVANCED MICRO DEVICES INC | 6.4K | $3.7M | $3.2M | 2.89% | -1,008 | 2026-06-30 |
| 3 | AAPL | APPLE INC | 12.3K | $3.6M | $4.0M | 3.59% | -208 | 2026-06-30 |
| 4 | LRCX | LAM RESEARCH CORP | 7.9K | $3.4M | $2.4M | 2.10% | -3,337 | 2026-06-30 |
| 5 | GOOGL | ALPHABET INC | 9.5K | $3.4M | $3.2M | 2.82% | -1,065 | 2026-06-30 |
| 6 | CRWD | CROWDSTRIKE HLDGS INC | 4.2K | $3.2M | $3.5M | 3.15% | +1.5K | 2026-06-30 |
| 7 | — | SEAGATE TECHNOLOGY HLDNGS PL | 3.2K | $3.1M | $3.1M | 2.78% | -696 | 2026-06-30 |
| 8 | UNH | UNITEDHEALTH GROUP INC | 7.1K | $3.0M | $2.8M | 2.47% | +130 | 2026-06-30 |
| 9 | AMZN | AMAZON COM INC | 12.1K | $2.9M | $3.0M | 2.72% | +1.6K | 2026-06-30 |
| 10 | CAT | CATERPILLAR INC | 2.6K | $2.8M | $2.1M | 1.90% | -294 | 2026-06-30 |
| 11 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 4.9K | $2.3M | $2.1M | 1.88% | -197 | 2026-06-30 |
| 12 | MSFT | MICROSOFT CORP | 5.9K | $2.2M | $2.9M | 2.60% | +844 | 2026-06-30 |
| 13 | FDX | FEDEX CORP | 6.6K | $2.1M | $2.1M | 1.84% | -1,680 | 2026-06-30 |
| 14 | KMX | CARMAX INC | 37.9K | $2.0M | $2.3M | 2.04% | +2.7K | 2026-06-30 |
| 15 | RIO | RIO TINTO PLC | 20.9K | $2.0M | $2.1M | 1.86% | -1,241 | 2026-06-30 |
| 16 | SCHW | SCHWAB CHARLES CORP | 21.3K | $2.0M | $2.3M | 2.04% | -113 | 2026-06-30 |
| 17 | WMT | WALMART INC | 16.2K | $1.8M | $1.7M | 1.53% | +4.0K | 2026-06-30 |
| 18 | V | VISA INC | 5.2K | $1.8M | $1.9M | 1.69% | +74 | 2026-06-30 |
| 19 | MRNA | MODERNA INC | 25.0K | $1.8M | $3.4M | 3.05% | -10,427 | 2026-06-30 |
| 20 | — | ASML HLDG NV | 862 | $1.7M | $1.7M | 1.53% | -113 | 2026-06-30 |
| 21 | AVGO | BROADCOM INC | 4.4K | $1.7M | $1.6M | 1.42% | +477 | 2026-06-30 |
| 22 | ADBE | ADOBE INC | 8.0K | $1.6M | $2.0M | 1.78% | +3.3K | 2026-06-30 |
| 23 | RIVN | RIVIAN AUTOMOTIVE INC | 90.4K | $1.6M | $1.5M | 1.29% | +28.5K | 2026-06-30 |
| 24 | META | META PLATFORMS INC | 2.8K | $1.6M | $1.8M | 1.60% | +272 | 2026-06-30 |
| 25 | CRM | SALESFORCE INC | 9.4K | $1.5M | $2.3M | 2.04% | +3.8K | 2026-06-30 |
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