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:
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Page 10 of 27
Uber Technologies, Inc
Shares:14.5K
Value:$1.1M
922042775
Shares:17.3K
Value:$1.0M
Waste Connections, Inc.
Shares:5.4K
Value:$1.0M
FLEX LTD.
Shares:31.5K
Value:$1.0M
EOG RESOURCES INC
Shares:8.1K
Value:$1.0M
Walmart Inc.
Shares:11.7K
Value:$1.0M
464287564
Shares:16.6K
Value:$1.0M
464288653
Shares:9.7K
Value:$1.0M
TC ENERGY CORP
Shares:21.3K
Value:$1.0M
SUMITOMO MITSUI FINANCIAL GROUP, INC.
Shares:64.2K
Value:$992.2K
LPL Financial Holdings Inc.
Shares:3.0K
Value:$972.6K
NRG ENERGY, INC.
Shares:10.1K
Value:$967.9K
CubeSmart
Shares:22.7K
Value:$967.5K
092528603
Shares:18.3K
Value:$959.7K
Salesforce, Inc.
Shares:3.6K
Value:$953.3K
SYSCO CORP
Shares:12.7K
Value:$949.8K
Atlassian Corp
Shares:4.5K
Value:$948.2K
BOEING CO
Shares:5.6K
Value:$947.9K
Nu Holdings Ltd.
Shares:92.3K
Value:$945.0K
HEICO CORP
Shares:4.5K
Value:$942.0K