ELEVATE WEALTH ADVISORY, INC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | FTNT | 13K | $1.06M |
 | WFC | 8K | $649.86K |
 | KO | 7K | $453.50K |
 | RTX | 3K | $520.49K |
 | NVDA | 3K | $501.46K |
 | GOOGL | 2K | $530.20K |
 | AAPL | 2K | $530.61K |
 | MSFT | 2K | $984.11K |
 | BRK-B | 1K | $672.67K |
 | AMZN | 1K | $229.45K |
 | JPM | 920 | $290.10K |
 | META | 728 | $534.91K |
 | GOOG | 213 | $51.88K |
Fortinet, Inc.
FTNT
Shares Held
13K
Value
$1.06M
Wells Fargo & Company
WFC
Shares Held
8K
Value
$649.86K
The Coca-Cola Company
KO
Shares Held
7K
Value
$453.50K
RTX Corporation
RTX
Shares Held
3K
Value
$520.49K
NVIDIA Corporation
NVDA
Shares Held
3K
Value
$501.46K
Alphabet Inc.
GOOGL
Shares Held
2K
Value
$530.20K
Apple Inc.
AAPL
Shares Held
2K
Value
$530.61K
Microsoft Corporation
MSFT
Shares Held
2K
Value
$984.11K
Berkshire Hathaway Inc.
BRK-B
Shares Held
1K
Value
$672.67K
Amazon.com, Inc.
AMZN
Shares Held
1K
Value
$229.45K
JPMorgan Chase & Co.
JPM
Shares Held
920
Value
$290.10K
Meta Platforms, Inc.
META
Shares Held
728
Value
$534.91K
Alphabet Inc.
GOOG
Shares Held
213
Value
$51.88K