Elevatus Welath Management
Elevatus Wealth Management, LLC is a privately owned, SEC-registered investment adviser headquartered in Victor, New York. Founded in 2020, the firm is owned by Daniel Antocicco and Daniel Hare. They serve individuals and families by providing discretionary investment management, financial planning, and investment advisory services. As of December 31, 2023, Elevatus managed $346,469,001 in assets for approximately 775 accounts, and the team includes around 6 employees.
Investment Strategy
Elevatus Wealth Management offers discretionary portfolio management, financial planning, and investment advisory services tailored to individual client needs. The firm utilizes a client-centric approach, investing across a broad range of asset classes and solutions, based on clients' objectives and risk tolerance. Their advisory practice emphasizes fiduciary duty, objective advice, and transparency, seeking to elevate outcomes through personalized strategies and access to diverse products.
Top Holdings
Equity Positions (112)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 8.28% | $24.8M | 43,712 | $564.28 | $568.03 | +$22.6M |
M MSFT | MICROSOFT CORP | 5.33% | $16.0M | 32,119 | $408.07 | $497.41 | +$8.3M |
M META | META PLATFORMS INC | 5.31% | $15.9M | 21,582 | $666.03 | $738.09 | +$13.2M |
N NVDA | NVIDIA CORPORATION | 5.04% | $15.1M | 95,610 | $117.41 | $157.99 | +$10.4M |
J JPST | J P MORGAN EXCHANGE TRADED F | 4.01% | $12.0M | 237,503 | $50.58 | $50.68 | -$4.9M |