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 13 of 27
CASEYS GENERAL STORES INC
Shares:1.7K
Value:$740.1K
Zoetis Inc.
Shares:4.4K
Value:$730.6K
464288414
Shares:6.9K
Value:$725.5K
SEALED AIR CORP/DE
Shares:25.1K
Value:$725.3K
FASTENAL CO
Shares:9.3K
Value:$724.6K
MORGAN STANLEY
Shares:6.2K
Value:$723.6K
AKAMAI TECHNOLOGIES INC
Shares:9.0K
Value:$721.4K
Fidelity National Information Services, Inc.
Shares:9.6K
Value:$715.4K
Sprouts Farmers Market, Inc.
Shares:4.7K
Value:$710.1K
Natera, Inc.
Shares:5.0K
Value:$709.9K
KINROSS GOLD CORP
Shares:56.1K
Value:$707.7K
ELECTRONIC ARTS INC.
Shares:4.8K
Value:$698.6K
464287226
Shares:7.0K
Value:$696.6K
HUNTINGTON BANCSHARES INC /MD/
Shares:46.3K
Value:$695.4K
Shares:20.6K
Value:$694.4K
British American Tobacco p.l.c.
Shares:16.7K
Value:$691.5K
United Airlines Holdings, Inc.
Shares:9.9K
Value:$687.0K
FIRSTENERGY CORP
Shares:17.0K
Value:$686.0K
THERMO FISHER SCIENTIFIC INC.
Shares:1.4K
Value:$679.7K
Snap-on Inc
Shares:2.0K
Value:$673.0K