Filling information for Elevated Capital Advisors, LLC as Treemap, investor disclosed 179 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 883556102 | 883556102 | THERMO FISHER SCIENTIFIC INC | COM | 592201 | 1135 | |
| 81762P102 | 81762P102 | SERVICENOW INC | COM | 649075 | 1155 | |
| 69351T106 | 69351T106 | PPL CORP | COM | 1587539 | 59998 | |
| 46090A887 | 46090A887 | INVESCO ACTIVELY MANAGED ETF | ULTRA SHRT DUR | 227053 | 4574 | |
| 922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 5336467 | 37554 | |
| 78467V608 | 78467V608 | SSGA ACTIVE ETF TR | BLACKSTONE SENR | 3358329 | 80208 | |
| 78464A854 | 78464A854 | SPDR SER TR | PORTFOLIO S&P500 | 2003096 | 38440 | |
| 47103U845 | 47103U845 | JANUS DETROIT STR TR | HENDRSON AAA CL | 2552073 | 51195 | |
| 33734H106 | 33734H106 | FIRST TR VALUE LINE DIVID IN | SHS | 2560947 | 63880 | |
| 461202103 | 461202103 | INTUIT | COM | 595647 | 1300 | |
| 922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 2458186 | 12360 | |
| 81369Y852 | 81369Y852 | SELECT SECTOR SPDR TR | COMMUNICATION | 469431 | 7213 | |
| 464287440 | 464287440 | ISHARES TR | 7-10 YR TRSY BD | 2457769 | 25443 | |
| 78464A508 | 78464A508 | SPDR SER TR | PRTFLO S&P500 VL | 328018 | 7593 | |
| 46137V431 | 46137V431 | INVESCO EXCHANGE TRADED FD T | S&P 500 GARP ETF | 4708087 | 51863 | |
| 922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 1879029 | 8535 | |
| 025816109 | 025816109 | AMERICAN EXPRESS CO | COM | 269903 | 1549 | |
| 922042676 | 922042676 | VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | 770113 | 19162 | |
| 00326A104 | 00326A104 | ABRDN GOLD ETF TRUST | PHYSCL GOLD SHS | 2601927 | 141640 | |
| 37954Y673 | 37954Y673 | GLOBAL X FDS | US INFR DEV ETF | 264955 | 8430 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 1897050 | 7247 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 737724 | 2375 | |
| 969904101 | 969904101 | WILLIAMS SONOMA INC | COM | 452631 | 3617 | |
| 00162Q783 | 00162Q783 | ALPS ETF TR | RIVRFRNT STR INC | 8758271 | 385657 | |
| 907818108 | 907818108 | UNION PAC CORP | COM | 252706 | 1235 | |
| 81369Y506 | 81369Y506 | SELECT SECTOR SPDR TR | ENERGY | 216681 | 2669 | |
| 78464A409 | 78464A409 | SPDR SER TR | PRTFLO S&P500 GW | 249653 | 4092 | |
| 031162100 | 031162100 | AMGEN INC | COM | 252128 | 1136 | |
| 46432F339 | 46432F339 | ISHARES TR | MSCI USA QLT FCT | 9081486 | 67335 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 1119999 | 4716 | |
| 886364439 | 886364439 | TIDAL ETF TR | UNLIMITED HFND | 2923347 | 141738 | |
| 46434G103 | 46434G103 | ISHARES INC | CORE MSCI EMKT | 870465 | 17660 | |
| 33740F888 | 33740F888 | FIRST TR EXCHNG TRADED FD VI | TCW UNCONSTRAI | 4680317 | 193642 | |
| 72200U100 | 72200U100 | PIMCO CORPORATE & INCM STRG | COM | 4730210 | 360809 | |
| 02209S103 | 02209S103 | ALTRIA GROUP INC | COM | 1598205 | 35280 | |
| 78409V104 | 78409V104 | S&P GLOBAL INC | COM | 573674 | 1431 | |
| 842587107 | 842587107 | SOUTHERN CO | COM | 1712450 | 24377 | |
| 037833100 | 037833100 | APPLE INC | COM | 5972551 | 30791 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 1565468 | 15710 | |
| 370334104 | 370334104 | GENERAL MLS INC | COM | 1227571 | 16005 | |
| 33738D101 | 33738D101 | FIRST TR EXCHANGE-TRADED FD | NO AMER ENERGY | 1427416 | 52867 | |
| 92857W308 | 92857W308 | VODAFONE GROUP PLC NEW | SPONSORED ADR | 1722218 | 182245 | |
| 33733H107 | 33733H107 | FIRST TR BICK INDEX FD | COM SHS | 213671 | 7847 | |
| 81369Y605 | 81369Y605 | SELECT SECTOR SPDR TR | FINANCIAL | 493605 | 14643 | |
| 33738R118 | 33738R118 | FIRST TR EXCHANGE-TRADED FD | NASD TECH DIV | 746331 | 12723 | |
| 025537101 | 025537101 | AMERICAN ELEC PWR CO INC | COM | 1576810 | 18727 | |
| 03027X100 | 03027X100 | AMERICAN TOWER CORP NEW | COM | 530657 | 2736 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 368366 | 831 | |
| 636274409 | 636274409 | NATIONAL GRID PLC | SPONSORED ADR NE | 1713589 | 25451 | |
| 46434V787 | 46434V787 | ISHARES TR | YLD OPTIM BD | 863764 | 39369 | |
| 33739Q200 | 33739Q200 | FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 2052215 | 43050 | |
| 05534B760 | 05534B760 | BCE INC | COM NEW | 2030432 | 44537 | |
| 464287481 | 464287481 | ISHARES TR | RUS MD CP GR ETF | 3567211 | 36916 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 721955 | 1341 | |
| 922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 948706 | 11354 | |
| 37637Q105 | 37637Q105 | GLACIER BANCORP INC NEW | COM | 636273 | 20413 | |
| 921937819 | 921937819 | VANGUARD BD INDEX FDS | INTERMED TERM | 4125000 | 54832 | |
| 858119100 | 858119100 | STEEL DYNAMICS INC | COM | 271706 | 2494 | |
| 704326107 | 704326107 | PAYCHEX INC | COM | 581388 | 5197 | |
| 464289438 | 464289438 | ISHARES TR | RUS TP200 GR ETF | 234669 | 1480 | |
| 92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 1985400 | 53385 | |
| 78468R804 | 78468R804 | SPDR SER TR | SSGA US LRG ETF | 1482398 | 10543 | |
| 922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 2127081 | 52288 | |
| 539830109 | 539830109 | LOCKHEED MARTIN CORP | COM | 315498 | 685 | |
| 33739P608 | 33739P608 | FIRST TR EXCH TRADED FD III | RIVRFRNT DYN DEV | 1634319 | 28597 | |
| 00287Y109 | 00287Y109 | ABBVIE INC | COM | 2288280 | 16984 | |
| 336917109 | 336917109 | FIRST TR MORNINGSTAR DIVID L | SHS | 3707422 | 109010 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 336141 | 986 | |
| 33734X200 | 33734X200 | FIRST TR EXCHANGE TRADED FD | DJ GLBL DIVID | 1059131 | 49400 | |
| 22822V101 | 22822V101 | CROWN CASTLE INC | COM | 1733187 | 15211 | |
| 81369Y308 | 81369Y308 | SELECT SECTOR SPDR TR | SBI CONS STPLS | 1420836 | 19156 | |
| 46120E602 | 46120E602 | INTUITIVE SURGICAL INC | COM NEW | 480768 | 1406 | |
| 26922A172 | 26922A172 | ETF SER SOLUTIONS | NATIONWIDE NASDQ | 401153 | 18615 | |
| 33741X102 | 33741X102 | FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 506931 | 17906 | |
| 92345Y106 | 92345Y106 | VERISK ANALYTICS INC | COM | 1013519 | 4484 | |
| 889478103 | 889478103 | TOLL BROTHERS INC | COM | 463192 | 5858 | |
| 959802109 | 959802109 | WESTERN UN CO | COM | 402003 | 34271 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 1759267 | 14543 | |
| 921937793 | 921937793 | VANGUARD BD INDEX FDS | LONG TERM BOND | 1822675 | 24328 | |
| 532457108 | 532457108 | LILLY ELI & CO | COM | 523851 | 1117 | |
| 921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 6714419 | 145397 | |
| 00162Q510 | 00162Q510 | ALPS ETF TR | ACTIVE EQTY OPPT | 855936 | 19412 | |
| 26441C204 | 26441C204 | DUKE ENERGY CORP NEW | COM NEW | 1558795 | 17370 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 1389499 | 10659 | |
| 007903107 | 007903107 | ADVANCED MICRO DEVICES INC | COM | 780511 | 6852 | |
| 002824100 | 002824100 | ABBOTT LABS | COM | 294899 | 2705 | |
| 74255Y409 | 74255Y409 | PRINCIPAL EXCHANGE TRADED FD | PRIN HLTHCRE INV | 270409 | 7526 | |
| G1151C101 | G1151C101 | ACCENTURE PLC IRELAND | SHS CLASS A | 632372 | 2049 | |
| 464288638 | 464288638 | ISHARES TR | ISHS 5-10YR INVT | 716223 | 14163 | |
| 46432F396 | 46432F396 | ISHARES TR | MSCI USA MMENTM | 2821929 | 19563 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 2631066 | 5903 | |
| 464287226 | 464287226 | ISHARES TR | CORE US AGGBD ET | 1875484 | 19147 | |
| 00214Q708 | 00214Q708 | ARK ETF TR | FINTECH INNOVA | 350786 | 16776 | |
| 001055102 | 001055102 | AFLAC INC | COM | 315496 | 4520 | |
| 921937835 | 921937835 | VANGUARD BD INDEX FDS | TOTAL BND MRKT | 3275997 | 45068 | |
| 33735T109 | 33735T109 | FIRST TR STOXX EUROPEAN SELE | COMMON SHS | 514906 | 45366 | |
| 743606105 | 743606105 | PROSPERITY BANCSHARES INC | COM | 327640 | 5801 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 3438483 | 10097 | |
| 33733E104 | 33733E104 | FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 495378 | 6598 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 4548931 | 42414 | |
| 00162Q528 | 00162Q528 | ALPS ETF TR | RIVERFRNT DYMC | 3200620 | 69383 | |
| 110448107 | 110448107 | BRITISH AMERN TOB PLC | SPONSORED ADR | 1421756 | 42824 | |
| 816307300 | 816307300 | SELECTQUOTE INC | COM | 63759 | 32697 | |
| 57636Q104 | 57636Q104 | MASTERCARD INCORPORATED | CL A | 690033 | 1754 | |
| 33740U109 | 33740U109 | FIRST TR EXCHNG TRADED FD VI | TCW SECURITIZED | 1662398 | 77864 | |
| 718172109 | 718172109 | PHILIP MORRIS INTL INC | COM | 1661145 | 17016 | |
| 254687106 | 254687106 | DISNEY WALT CO | COM | 396624 | 4442 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 1749884 | 11121 | |
| 338478100 | 338478100 | FLAHERTY & CRUMRINE PFD SECS | COM | 1747007 | 127148 | |
| 92189F437 | 92189F437 | VANECK ETF TRUST | FALLEN ANGEL HG | 1275341 | 45925 | |
| 92647N535 | 92647N535 | VICTORY PORTFOLIOS II | SHORT TRM BD ETF | 837331 | 17130 | |
| 25746U109 | 25746U109 | DOMINION ENERGY INC | COM | 1377984 | 26607 | |
| 81369Y803 | 81369Y803 | SELECT SECTOR SPDR TR | TECHNOLOGY | 2061111 | 11855 | |
| 33738R308 | 33738R308 | FIRST TR EXCHANGE-TRADED FD | BUYWRIT INCM ETF | 414285 | 19709 | |
| 464288679 | 464288679 | ISHARES TR | SHORT TREAS BD | 792867 | 7179 | |
| 464288646 | 464288646 | ISHARES TR | ISHS 1-5YR INVS | 707949 | 14111 | |
| 81369Y209 | 81369Y209 | SELECT SECTOR SPDR TR | SBI HEALTHCARE | 2545930 | 19181 | |
| 33738D408 | 33738D408 | FIRST TR EXCHANGE-TRADED FD | FIRST TR TA HIYL | 5242223 | 132279 | |
| 494368103 | 494368103 | KIMBERLY-CLARK CORP | COM | 1355490 | 9818 | |
| 78464A474 | 78464A474 | SPDR SER TR | PORTFOLIO SHORT | 5407254 | 183670 | |
| 78463V107 | 78463V107 | SPDR GOLD TR | GOLD SHS | 953655 | 5350 | |
| 72201R783 | 72201R783 | PIMCO ETF TR | 0-5 HIGH YIELD | 287796 | 3156 | |
| 33738R720 | 33738R720 | FIRST TR EXCHANGE-TRADED FD | NASDQ ARTFCIAL | 232643 | 5094 | |
| 92203J407 | 92203J407 | VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 3726500 | 76238 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 15643740 | 42347 | |
| 548661107 | 548661107 | LOWES COS INC | COM | 385270 | 1707 | |
| 46434V316 | 46434V316 | ISHARES TR | GLOBAL EQUITY | 438291 | 12386 | |
| 37733W204 | 37733W204 | GSK PLC | SPONSORED ADR | 1322138 | 37097 | |
| 921910816 | 921910816 | VANGUARD WORLD FD | MEGA GRWTH IND | 525955 | 2235 | |
| 911312106 | 911312106 | UNITED PARCEL SERVICE INC | CL B | 469277 | 2618 | |
| 00206R102 | 00206R102 | AT&T INC | COM | 1929021 | 120942 | |
| 88579Y101 | 88579Y101 | 3M CO | COM | 1795453 | 17938 | |
| 955306105 | 955306105 | WEST PHARMACEUTICAL SVSC INC | COM | 358374 | 937 | |
| 464288687 | 464288687 | ISHARES TR | PFD AND INCM SEC | 1688350 | 54586 | |
| 921946406 | 921946406 | VANGUARD WHITEHALL FDS | HIGH DIV YLD | 205670 | 1939 | |
| 33740F805 | 33740F805 | FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 1065958 | 24133 | |
| 33739P855 | 33739P855 | FIRST TR EXCH TRADED FD III | INSTL PFD SECS | 6511424 | 386435 | |
| 464287598 | 464287598 | ISHARES TR | RUS 1000 VAL ETF | 229800 | 1456 | |
| 438516106 | 438516106 | HONEYWELL INTL INC | COM | 601128 | 2897 | |
| 33739Q705 | 33739Q705 | FIRST TR EXCHANGE-TRADED FD | FT CBOE VEST S&P | 2318100 | 43862 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 444171 | 1050 | |
| 78464A367 | 78464A367 | SPDR SER TR | PORTFOLIO LN COR | 2265376 | 97394 | |
| 00162Q536 | 00162Q536 | ALPS ETF TR | RIVERFRONT DYM | 3520714 | 158525 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 1594584 | 10509 | |
| 92206C771 | 92206C771 | VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 1736707 | 37763 | |
| 922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 7186415 | 25397 | |
| 038222105 | 038222105 | APPLIED MATLS INC | COM | 877502 | 6071 | |
| 33739P707 | 33739P707 | FIRST TR EXCH TRADED FD III | RIVR FRNT DYN | 461612 | 8389 | |
| 78468R663 | 78468R663 | SPDR SER TR | BLOOMBERG 1-3 MO | 3603241 | 39242 | |
| 72201R833 | 72201R833 | PIMCO ETF TR | ENHAN SHRT MA AC | 1790098 | 17944 | |
| 33738D309 | 33738D309 | FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | 812698 | 17940 | |
| 33738R407 | 33738R407 | FIRST TR EXCHANGE-TRADED FD | NASDAQ BUYWRITE | 818401 | 41322 | |
| 46434G764 | 46434G764 | ISHARES INC | MSCI EMRG CHN | 672578 | 12939 | |
| 921937827 | 921937827 | VANGUARD BD INDEX FDS | SHORT TRM BOND | 3256227 | 43089 | |
| 464287176 | 464287176 | ISHARES TR | TIPS BD ETF | 211796 | 1968 | |
| 369604301 | 369604301 | GENERAL ELECTRIC CO | COM NEW | 865508 | 7879 | |
| 81369Y704 | 81369Y704 | SELECT SECTOR SPDR TR | SBI INT-INDS | 1256851 | 11711 | |
| 67103H107 | 67103H107 | OREILLY AUTOMOTIVE INC | COM | 205390 | 215 | |
| 464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 205000 | 784 | |
| 46137V357 | 46137V357 | INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 1276198 | 8528 | |
| 00724F101 | 00724F101 | ADOBE SYSTEMS INCORPORATED | COM | 852897 | 1744 | |
| 78468R200 | 78468R200 | SPDR SER TR | BLOOMBERG INVT | 3185583 | 103799 | |
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 212682 | 741 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 385270 | 1749 | |
| 33738R100 | 33738R100 | FIRST TR EXCHANGE-TRADED FD | MULTI ASSET DI | 1108154 | 76109 | |
| 81369Y407 | 81369Y407 | SELECT SECTOR SPDR TR | SBI CONS DISCR | 1685054 | 9923 | |
| 780259305 | 780259305 | SHELL PLC | SPON ADS | 559058 | 9259 | |
| G3223R108 | G3223R108 | EVEREST RE GROUP LTD | COM | 483732 | 1415 | |
| 74144T108 | 74144T108 | PRICE T ROWE GROUP INC | COM | 557524 | 4977 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 2423098 | 13082 | |
| 92206C813 | 92206C813 | VANGUARD SCOTTSDALE FDS | LG-TERM COR BD | 370318 | 4718 | |
| 191216100 | 191216100 | COCA COLA CO | COM | 1289810 | 21418 | |
| 11135F101 | 11135F101 | BROADCOM INC | COM | 807922 | 931 | |
| 09255R202 | 09255R202 | BLACKROCK DEBT STRATEGIES FD | COM NEW | 4279508 | 437131 | |
| 33738R506 | 33738R506 | FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 1002426 | 21283 | |
| 78464A805 | 78464A805 | SPDR SER TR | PORTFOLI S&P1500 | 1769666 | 32507 | |
| 46641Q332 | 46641Q332 | J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 538461 | 9732 | |
| 33733E302 | 33733E302 | FIRST TR EXCHANGE-TRADED FD | DJ INTERNT IDX | 298435 | 1831 | |
| 381430529 | 381430529 | GOLDMAN SACHS ETF TR | ACCES TREASURY | 1756069 | 17548 |