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 15 of 27
ALLSTATE CORP
Shares:2.9K
Value:$605.6K
VERISIGN INC/CA
Shares:2.4K
Value:$602.2K
EQUINOR ASA
Shares:22.7K
Value:$599.8K
CHEESECAKE FACTORY INC
Shares:12.3K
Value:$596.9K
GENUINE PARTS CO
Shares:5.0K
Value:$594.5K
922042858
Shares:13.1K
Value:$593.4K
Lloyds Banking Group plc
Shares:155.2K
Value:$592.8K
81369Y860
Shares:14.1K
Value:$591.6K
92204A702
Shares:1.1K
Value:$588.1K
EMERSON ELECTRIC CO
Shares:5.4K
Value:$587.4K
Edwards Lifesciences Corp
Shares:8.1K
Value:$586.4K
46438R105
Shares:42.3K
Value:$584.0K
Stride, Inc.
Shares:4.6K
Value:$582.4K
Guidewire Software, Inc.
Shares:3.1K
Value:$579.1K
GARMIN LTD
Shares:2.7K
Value:$578.2K
ROYAL BANK OF CANADA
Shares:5.1K
Value:$574.0K
CATERPILLAR INC
Shares:1.7K
Value:$573.5K
464288281
Shares:6.3K
Value:$568.2K
Dynatrace, Inc.
Shares:12.0K
Value:$567.8K
Liberty Media Corp
Shares:6.3K
Value:$566.2K