Top 50 Elevated Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 11.82% | 54.6K | $35.7M | +6.40%(+3.28K) | $676.64(+10.61%) | 2026-03-31 | |
| IUSB | ISHARES TR | 7.53% | 491.3K | $22.7M | +12.38%(+54.13K) | $46.60(-1.37%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 6.6% | 342.3K | $19.9M | +18.39%(+53.18K) | $59.93(+12.02%) | 2026-03-31 | |
| IVW | ISHARES TR | 6.57% | 175.0K | $19.8M | +7.36%(+12.00K) | $121.73(+11.24%) | 2026-03-31 | |
| IVE | ISHARES TR | 5.32% | 76.0K | $16.1M | +1.85%(+1.38K) | $209.33(+9.97%) | 2026-03-31 | |
| EFV | ISHARES TR | 5.29% | 214.5K | $15.9M | +5.08%(+10.38K) | $69.78(+11.57%) | 2026-03-31 | |
| QUAL | ISHARES TR | 5.28% | 83.1K | $15.9M | +0.50%(+411) | $196.55(+11.13%) | 2026-03-31 | |
| IEMG | ISHARES INC | 4.41% | 190.8K | $13.3M | +12.80%(+21.65K) | $66.76(+19.60%) | 2026-03-31 | |
| IDHQ | INVESCO EXCH TRADED FD TR II | 2.77% | 236.5K | $8.4M | +8609.32%(+233.83K) | $35.25(+24.45%) | 2026-03-31 | |
| MTUM | ISHARES TR | 2.74% | 34.5K | $8.3M | +31.50%(+8.25K) | $251.41(+25.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -12.45% | -32.90% |
| Top 20 Holdings Unweighted | -14.08% | -36.57% |
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