0001802387-23-000001.txt : 20230117 0001802387-23-000001.hdr.sgml : 20230117 20230117104502 ACCESSION NUMBER: 0001802387-23-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230117 DATE AS OF CHANGE: 20230117 EFFECTIVENESS DATE: 20230117 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Elevated Capital Advisors, LLC CENTRAL INDEX KEY: 0001802387 IRS NUMBER: 473912684 STATE OF INCORPORATION: UT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19768 FILM NUMBER: 23530667 BUSINESS ADDRESS: STREET 1: 9350 S. 150 E. SUITE 320 CITY: SANDY STATE: UT ZIP: 84070 BUSINESS PHONE: 801-639-0095 MAIL ADDRESS: STREET 1: 9350 S. 150 E. SUITE 320 CITY: SANDY STATE: UT ZIP: 84070 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001802387 XXXXXXXX 12-31-2022 12-31-2022 Elevated Capital Advisors, LLC

9350 S. 150 E. SUITE 320 SANDY UT 84070

13F HOLDINGS REPORT 028-19768 N Elton Wilcox 3852373338 Elton Wilcox Sandy UT 01-17-2023 0 155 262135531 false INFORMATION TABLE 2 elevatedcap_13f12-2022.xml 3M CO COM 88579Y101 1851559 15440 SH SOLE 0 0 0 15440 ABBOTT LABS COM 002824100 301593 2747 SH SOLE 0 0 0 2747 ABBVIE INC COM 00287Y109 2616885 16193 SH SOLE 0 0 0 16193 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 494787 1854 SH SOLE 0 0 0 1854 ADOBE SYSTEMS INCORPORATED COM 00724F101 579909 1723 SH SOLE 0 0 0 1723 ADVANCED MICRO DEVICES INC COM 007903107 635912 9818 SH SOLE 0 0 0 9818 AFLAC INC COM 001055102 325169 4520 SH SOLE 0 0 0 4520 ALPHABET INC CAP STK CL C 02079K107 1213826 13680 SH SOLE 0 0 0 13680 ALPS ETF TR RIVERFRNT DYMC 00162Q528 5071777 120958 SH SOLE 0 0 0 120958 ALPS ETF TR RIVERFRONT DYM 00162Q536 6672689 301659 SH SOLE 0 0 0 301659 ALPS ETF TR RIVERFRNT FLEX 00162Q510 944515 23455 SH SOLE 0 0 0 23455 ALPS ETF TR RIVRFRNT STR INC 00162Q783 7739087 341984 SH SOLE 0 541 0 341442 ALTRIA GROUP INC COM 02209S103 1570843 34365 SH SOLE 0 0 0 34365 AMAZON COM INC COM 023135106 861163 10252 SH SOLE 0 0 0 10252 AMERICAN ELEC PWR CO INC COM 025537101 1655261 17433 SH SOLE 0 0 0 17433 AMERICAN EXPRESS CO COM 025816109 233494 1580 SH SOLE 0 0 0 1580 AMERICAN TOWER CORP NEW COM 03027X100 512971 2421 SH SOLE 0 0 0 2421 AMGEN INC COM 031162100 248337 946 SH SOLE 0 0 0 946 APPLE INC COM 037833100 3904937 30054 SH SOLE 0 0 0 30054 APPLIED MATLS INC COM 038222105 539972 5545 SH SOLE 0 0 0 5545 AT&T INC COM 00206R102 2095513 113825 SH SOLE 0 0 0 113825 BCE INC COM NEW 05534B760 1851047 42117 SH SOLE 0 0 0 42117 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 314074 1017 SH SOLE 0 0 0 1017 BLACKROCK DEBT STRATEGIES FD COM NEW 09255R202 5010005 544566 SH SOLE 0 0 0 544566 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 1564517 39132 SH SOLE 0 0 0 39132 BROADCOM INC COM 11135F101 506234 905 SH SOLE 0 0 0 905 CHEVRON CORP NEW COM 166764100 1909165 10637 SH SOLE 0 0 0 10637 COCA COLA CO COM 191216100 1331066 20925 SH SOLE 0 0 0 20925 COHEN & STEERS INFRASTRUCTUR COM 19248A109 2536793 105744 SH SOLE 0 0 0 105744 COSTCO WHSL CORP NEW COM 22160K105 572000 1253 SH SOLE 0 0 0 1253 CROWN CASTLE INC COM 22822V101 1745435 12868 SH SOLE 0 0 0 12868 DISNEY WALT CO COM 254687106 366761 4221 SH SOLE 0 0 0 4221 DOMINION ENERGY INC COM 25746U109 1377258 22460 SH SOLE 0 0 0 22460 DUKE ENERGY CORP NEW COM NEW 26441C204 1666223 16178 SH SOLE 0 0 0 16178 ETF SER SOLUTIONS APTUS DEFINED 26922A388 1346430 52595 SH SOLE 0 152 0 52443 ETF SER SOLUTIONS NATIONWIDE NASDQ 26922A172 4545777 245718 SH SOLE 0 175 0 245543 EVEREST RE GROUP LTD COM G3223R108 426689 1288 SH SOLE 0 0 0 1288 EXXON MOBIL CORP COM 30231G102 4664862 42292 SH SOLE 0 0 0 42292 FIRST TR EXCH TRADED FD III RIVRFRNT DYN DEV 33739P608 1231939 23174 SH SOLE 0 0 0 23174 FIRST TR EXCH TRADED FD III INSTL PFD SECS 33739P855 8231492 462184 SH SOLE 0 0 0 462184 FIRST TR EXCHANGE TRAD FD VI FST TR GLB FD 33739H101 2126835 86845 SH SOLE 0 177 0 86668 FIRST TR 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ISHARES TR CORE S&P SCP ETF 464287804 1365227 14425 SH SOLE 0 0 0 14425 ISHARES TR TIPS BD ETF 464287176 209474 1968 SH SOLE 0 0 0 1968 ISHARES TR RUS 1000 VAL ETF 464287598 275886 1819 SH SOLE 0 0 0 1819 ISHARES TR RUS TP200 GR ETF 464289438 287959 2389 SH SOLE 0 0 0 2389 ISHARES TR MSCI GBL MULTIFC 46434V316 341184 10743 SH SOLE 0 0 0 10743 ISHARES TR RUS MD CP GR ETF 464287481 2907100 34774 SH SOLE 0 39 0 34735 ISHARES TR 0-5YR INVT GR CP 46434V100 2966172 61976 SH SOLE 0 188 0 61788 ISHARES TR MSCI USA MMENTM 46432F396 2623225 17976 SH SOLE 0 0 0 17976 ISHARES TR CORE S&P500 ETF 464287200 2020536 5259 SH SOLE 0 0 0 5259 ISHARES TR ISHS 1-5YR INVS 464288646 930389 18675 SH SOLE 0 0 0 18675 ISHARES TR SHORT TREAS BD 464288679 607755 5529 SH SOLE 0 0 0 5529 ISHARES TR YLD OPTIM BD 46434V787 706962 32611 SH SOLE 0 0 0 32611 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 602651 12232 SH SOLE 0 0 0 12232 ISHARES U S ETF TR INT RT HDG C B 46431W705 828194 9152 SH SOLE 0 0 0 9152 JANUS DETROIT STR TR HENDRSON AAA CL 47103U845 2769593 56224 SH SOLE 0 0 0 56224 KIMBERLY-CLARK CORP COM 494368103 1323688 9751 SH SOLE 0 0 0 9751 KRANESHARES TR QUADRTC INT RT 500767736 2738545 121121 SH SOLE 0 157 0 120964 LILLY ELI & CO COM 532457108 365114 998 SH SOLE 0 0 0 998 LOCKHEED MARTIN CORP COM 539830109 294482 605 SH SOLE 0 0 0 605 LOWES COS INC COM 548661107 302845 1520 SH SOLE 0 0 0 1520 MASTERCARD INCORPORATED CL A 57636Q104 575323 1655 SH SOLE 0 0 0 1655 MICROSOFT CORP COM 594918104 2336472 9743 SH SOLE 0 0 0 9743 NATIONAL GRID PLC SPONSORED ADR NE 636274409 1536883 25479 SH SOLE 0 0 0 25479 NVIDIA CORPORATION COM 67066G104 558843 3824 SH SOLE 0 0 0 3824 PAYCHEX INC COM 704326107 513086 4440 SH SOLE 0 0 0 4440 PEPSICO INC COM 713448108 2290240 12677 SH SOLE 0 0 0 12677 PHILIP MORRIS INTL INC COM 718172109 1667181 16472 SH SOLE 0 0 0 16472 PIMCO CORPORATE & INCM STRG COM 72200U100 5716731 482425 SH SOLE 0 0 0 482425 PIMCO ETF TR 0-5 HIGH YIELD 72201R783 372036 4168 SH SOLE 0 0 0 4168 PPL CORP COM 69351T106 1668863 57114 SH SOLE 0 0 0 57114 PRICE T ROWE GROUP INC COM 74144T108 470622 4315 SH SOLE 0 0 0 4315 PROCTER AND GAMBLE CO COM 742718109 1644017 10847 SH SOLE 0 0 0 10847 PROSPERITY BANCSHARES INC COM 743606105 421617 5801 SH SOLE 0 0 0 5801 S&P GLOBAL INC COM 78409V104 434089 1296 SH SOLE 0 0 0 1296 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 550716 16103 SH SOLE 0 0 0 16103 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 901702 6981 SH SOLE 0 0 0 6981 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 769033 7830 SH SOLE 0 0 0 7830 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 1212937 16270 SH SOLE 0 0 0 16270 SELECT SECTOR SPDR TR COMMUNICATION 81369Y852 578673 12058 SH SOLE 0 0 0 12058 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2212171 16284 SH SOLE 0 0 0 16284 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1628638 13088 SH SOLE 0 0 0 13088 SELECTQUOTE INC COM 816307300 22075 32854 SH SOLE 0 0 0 32854 SERVICENOW INC COM 81762P102 423991 1092 SH SOLE 0 0 0 1092 SHELL PLC SPON ADS 780259305 629810 11059 SH SOLE 0 0 0 11059 SOUTHERN CO COM 842587107 1644832 23034 SH SOLE 0 0 0 23034 SPDR GOLD TR GOLD SHS 78463V107 1024371 6039 SH SOLE 0 0 0 6039 SPDR S&P 500 ETF TR TR UNIT 78462F103 211101 552 SH SOLE 0 0 0 552 SPDR SER TR PORTFOLIO LN COR 78464A367 2391690 106534 SH SOLE 0 0 0 106534 SPDR SER TR PRTFLO S&P500 GW 78464A409 314373 6204 SH SOLE 0 0 0 6204 SPDR SER TR PRTFLO S&P500 VL 78464A508 430056 11058 SH SOLE 0 0 0 11058 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 3641759 39814 SH SOLE 0 0 0 39814 SPDR SER TR PORTFOLIO SHORT 78464A474 7779023 264773 SH SOLE 0 258 0 264515 SPDR SER TR PORTFOLIO S&P500 78464A854 1809944 40239 SH SOLE 0 0 0 40239 SPDR SER TR BLOOMBERG INVT 78468R200 3817562 125619 SH SOLE 0 0 0 125619 SPDR SER TR PORTFOLI S&P1500 78464A805 817010 17277 SH SOLE 0 0 0 17277 SSGA ACTIVE ETF TR BLACKSTONE SENR 78467V608 459266 11229 SH SOLE 0 0 0 11229 STEEL DYNAMICS INC COM 858119100 225315 2306 SH SOLE 0 0 0 2306 TESLA INC COM 88160R101 903280 7333 SH SOLE 0 0 0 7333 THERMO FISHER SCIENTIFIC INC COM 883556102 572464 1040 SH SOLE 0 0 0 1040 TOLL BROTHERS INC COM 889478103 290335 5816 SH SOLE 0 0 0 5816 UNION PAC CORP COM 907818108 255731 1235 SH SOLE 0 0 0 1235 UNITED PARCEL SERVICE INC CL B 911312106 415478 2390 SH SOLE 0 0 0 2390 VANGUARD BD INDEX FDS INTERMED TERM 921937819 3883485 52254 SH SOLE 0 0 0 52254 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 3550921 49428 SH SOLE 0 0 0 49428 VANGUARD BD INDEX FDS LONG TERM BOND 921937793 1313888 18138 SH SOLE 0 0 0 18138 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2870144 38126 SH SOLE 0 0 0 38126 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 2715010 57242 SH SOLE 0 0 0 57242 VANGUARD INDEX FDS GROWTH ETF 922908736 4516796 21195 SH SOLE 0 86 0 21108 VANGUARD INDEX FDS MID CAP ETF 922908629 1920021 9421 SH SOLE 0 0 0 9421 VANGUARD INDEX FDS VALUE ETF 922908744 4235354 30173 SH SOLE 0 124 0 30049 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 1015665 12314 SH SOLE 0 0 0 12314 VANGUARD INDEX FDS SMALL CP ETF 922908751 2087500 11374 SH SOLE 0 28 0 11345 VANGUARD INDEX FDS TOTAL STK MKT 922908769 237649 1243 SH SOLE 0 0 0 1243 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1629770 41810 SH SOLE 0 178 0 41633 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 861931 20850 SH SOLE 0 0 0 20850 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 1291479 28372 SH SOLE 0 0 0 28372 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 5043205 120162 SH SOLE 0 523 0 119640 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 209819 1939 SH SOLE 0 0 0 1939 VANGUARD WORLD FD MEGA GRWTH IND 921910816 346372 2013 SH SOLE 0 0 0 2013 VERISK ANALYTICS INC COM 92345Y106 849286 4814 SH SOLE 0 0 0 4814 VERIZON COMMUNICATIONS INC COM 92343V104 1897488 48160 SH SOLE 0 0 0 48160 VICTORY PORTFOLIOS II VCTRYSHS USAA CR 92647N535 866852 17822 SH SOLE 0 0 0 17822 VISA INC COM CL A 92826C839 965908 4649 SH SOLE 0 0 0 4649 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 1589758 157091 SH SOLE 0 0 0 157091 WEST PHARMACEUTICAL SVSC INC COM 955306105 224995 956 SH SOLE 0 0 0 956 WESTERN UN CO COM 959802109 374471 27195 SH SOLE 0 0 0 27195 WHEATON PRECIOUS METALS CORP COM 962879102 498309 12751 SH SOLE 0 0 0 12751 WILLIAMS SONOMA INC COM 969904101 363837 3166 SH SOLE 0 0 0 3166