Holdings
Elevate Wealth Advisory, Inc
As of Jun 30, 2026, Elevate Wealth Advisory, Inc reported 15 positions worth US$9.73M. Largest: Fortinet, Inc., Southern Company (the) and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Fortinet, Inc. | 12,799 | US$1.97M | +188 | Jun 30, 2026 |
| Southern Company (the) | 14,882 | US$1.42M | −24 | Jun 30, 2026 |
| Microsoft Corp. | 2,353 | US$878K | +312 | Jun 30, 2026 |
| Nvidia Corporation | 4,060 | US$812K | +747 | Jun 30, 2026 |
| Apple Inc | 2,688 | US$778K | +155 | Jun 30, 2026 |
| Rtx Corporation | 3,167 | US$601K | +33 | Jun 30, 2026 |
| Coca-cola Company (the) | 6,996 | US$572K | −98 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1,375 | US$491K | −1,135 | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 905 | US$453K | −470 | Jun 30, 2026 |
| Amazon.com, Inc. | 1,609 | US$383K | +303 | Jun 30, 2026 |