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 • $1.1B total value
Manager:
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Page 10 of 27
Uber Technologies, Inc
Shares:14.5K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.1B)
922042775
Shares:17.3K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.1B)
Waste Connections, Inc.
Shares:5.4K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.1B)
FLEX LTD.
Shares:31.5K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.1B)
EOG RESOURCES INC
Shares:8.1K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.1B)
Walmart Inc.
Shares:11.7K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.1B)
464287564
Shares:16.6K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.1B)
464288653
Shares:9.7K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.1B)
TC ENERGY CORP
Shares:21.3K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$1.1B)
SUMITOMO MITSUI FINANCIAL GROUP, INC.
Shares:64.2K
Value:$992.2K
% of Portfolio:0.1% ($992.2K/$1.1B)
LPL Financial Holdings Inc.
Shares:3.0K
Value:$972.6K
% of Portfolio:0.1% ($972.6K/$1.1B)
NRG ENERGY, INC.
Shares:10.1K
Value:$967.9K
% of Portfolio:0.1% ($967.9K/$1.1B)
CubeSmart
Shares:22.7K
Value:$967.5K
% of Portfolio:0.1% ($967.5K/$1.1B)
092528603
Shares:18.3K
Value:$959.7K
% of Portfolio:0.1% ($959.7K/$1.1B)
Salesforce, Inc.
Shares:3.6K
Value:$953.3K
% of Portfolio:0.1% ($953.3K/$1.1B)
SYSCO CORP
Shares:12.7K
Value:$949.8K
% of Portfolio:0.1% ($949.8K/$1.1B)
Atlassian Corp
Shares:4.5K
Value:$948.2K
% of Portfolio:0.1% ($948.2K/$1.1B)
BOEING CO
Shares:5.6K
Value:$947.9K
% of Portfolio:0.1% ($947.9K/$1.1B)
Nu Holdings Ltd.
Shares:92.3K
Value:$945.0K
% of Portfolio:0.1% ($945.0K/$1.1B)
HEICO CORP
Shares:4.5K
Value:$942.0K
% of Portfolio:0.1% ($942.0K/$1.1B)