Elevation-Point-Wealth-Partners

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-16
Total Holdings
527
Total Value
1114719655
Accession Number
0001767151-25-000003
Form Type
13F-HR
Manager Name
Elevation-Point-Wealth-Partners
Data Enrichment
89% identified
470 identified57 unidentified

Holdings

527 positions
Manager:
Search and click to pin securities to the top
Page 1 of 27
Apple Inc.
Shares:682.9K
Value:$151.7M
78464A508
Shares:1.4M
Value:$69.1M
78464A409
Shares:598.1K
Value:$48.1M
78468R812
Shares:240.7K
Value:$37.7M
464287200
Shares:55.6K
Value:$31.2M
69374H881
Shares:561.9K
Value:$30.8M
Alphabet Inc.
Shares:110.0K
Value:$17.0M
46641Q159
Shares:321.1K
Value:$14.8M
AMAZON COM INC
Shares:72.2K
Value:$13.7M
BERKSHIRE HATHAWAY INC
Shares:25.6K
Value:$13.6M
61774R841
Shares:265.4K
Value:$13.4M
09290C848
Shares:490.2K
Value:$12.7M
Alphabet Inc.
Shares:73.8K
Value:$11.5M
46434G764
Shares:192.7K
Value:$10.6M
Spotify Technology S.A.
Shares:16.4K
Value:$9.0M
81369Y803
Shares:43.7K
Value:$9.0M
921946406
Shares:68.1K
Value:$8.8M
JPMORGAN CHASE & CO
Shares:34.6K
Value:$8.5M
PROCTER & GAMBLE Co
Shares:44.6K
Value:$7.6M
464287507
Shares:121.0K
Value:$7.1M