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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.
Latest 13F Filing Activity
Elevatus Welath Management filed their most recent 13F report on Jun 30, 2025 disclosing 112 equity positions with a total 13F market value of $300M. The fund increased holdings in Vanguard Index FDS, Meta Platforms Inc., Nvidia Corporation among other positions. Elevatus Welath Management reduced exposure to Ishares TR, Invesco Actively Managed Exc, Janus Detroit STR TR among others.
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 |
Industry Allocation
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