Elevation-Point-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  "MMSI",
  "ALAB",
  "PINS",
  "SE",
  "FIBK",
  "SPSC",
  "INSM",
  "KRYS",
  "GFL.TO",
  "HOOD",
  "ITRI",
  "PIPR",
  "FLEX",
  "MPWR",
  "GRAB",
  "NVR",
  "GLOB",
  "KTOS",
  "GDX",
  "POOL",
  null,
  "ITUB",
  "RJF",
  "AES",
  "GLBE",
  null,
  "QTWO",
  "AKAM",
  "OLLI",
  null,
  "ONON",
  "ATR",
  "NPO",
  "FWONK",
  "MU",
  "PATK",
  "ACN",
  "ARCB",
  "KBR",
  "MMM",
  "ABT",
  "PFBC",
  "ABBV",
  "ADBE",
  "A",
  "VONG",
  "ALL",
  "GOOGL",
  "BOOT",
  "AXP",
  null,
  null,
  "ATMU",
  null,
  "APG",
  "ACA",
  "TEAM",
  "ASML",
  "T",
  "CAT",
  "AVGO",
  "APP",
  "LOW",
  "BRO",
  "AIT",
  "CP.TO",
  "FUL",
  "BYD",
  "BSX",
  null,
  "ZD",
  "DUK",
  null,
  "DT",
  null,
  "EHC",
  null,
  "EQNR",
  "EOG",
  "LOGI",
  null,
  "FERG",
  "WLDN",
  "NCDL",
  "GD",
  "GIS",
  "HON",
  null,
  "HD",
  "IBN",
  "AZN",
  null,
  "MCD",
  "INTU",
  "RPM",
  "ESTA",
  null,
  "FE",
  "QCOM",
  "SIL",
  "ISRG",
  null,
  "HEI-A",
  null,
  "HUBB",
  "EMXC",
  "HLI",
  "HMC",
  "HWM",
  "AMAT",
  "ING",
  "EMR",
  "BCSF",
  "BKNG",
  "ICE",
  "MUB",
  "META",
  null,
  "HEFA",
  "IVW",
  "IJH",
  "SIBN",
  "SR",
  null,
  "VUZI",
  null,
  "KNSL",
  "KGC",
  "LRCX",
  "ICF",
  "LIN",
  "MPC",
  "MMC",
  "TLRY",
  "MA",
  "MDT",
  "MSFT",
  "MDLZ",
  "CORZ",
  "MS",
  "TMUS",
  "NDAQ",
  null,
  "ESE",
  "EVR",
  "FIS",
  "FTV",
  "GE",
  "THG",
  "GPC",
  "HQY",
  "GWRE",
  "NVS",
  "NU",
  null,
  "OMC",
  "ODFL",
  "ORLY",
  "ICLR",
  "IX",
  "BX",
  "AMP",
  "FAST",
  "IJR",
  "EFG",
  "ANET",
  "KLAC",
  "IWD",
  "KR",
  "ORCL",
  "NOC",
  "OKE",
  null,
  "VHT",
  null,
  null,
  "EEM",
  "IWF",
  null,
  "PANW",
  "PYPL",
  "PEP",
  null,
  null,
  "PGR",
  "IEMG",
  "HTGC",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "INTC",
  "LDOS",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "PSTG",
  "KEYS",
  null,
  "LPLA",
  "AMGN",
  "KVUE",
  null,
  "PARA",
  "DGX",
  "PPG",
  "ROK",
  "IEFA",
  "SPGI",
  "RY",
  null,
  null,
  "NOW",
  "SHW",
  "SHOP",
  "SLB",
  "ROP",
  "O",
  "SNA",
  "RIO",
  "SHEL",
  "GLD",
  "SAP",
  null,
  null,
  null,
  "SPYG",
  "BP",
  null,
  "RSG",
  "IBM",
  "SBUX",
  "SMFG",
  "ERIC",
  "TKO",
  "TXRH",
  "TGT",
  "TMO",
  "TJX",
  "TRV",
  "TSN",
  "TYL",
  "UBS",
  "UBER",
  "UAL",
  "UL",
  "MET",
  "ATEC",
  "FCFS",
  "INN",
  "MGNI",
  "VOE",
  "HOMB",
  "SCHW",
  "MNST",
  "BANR",
  "TLN",
  "STAG",
  "VWO",
  "AWI",
  "SBAC",
  null,
  "TCBK",
  "PRMB",
  "EME",
  "VIG",
  "LAD",
  "LYG",
  "TTE",
  "TROX",
  "TSCO",
  "GKOS",
  "XLB",
  "MTD",
  "GDDY",
  "SNY",
  null,
  "TSM",
  "LRN",
  "GSK",
  null,
  "RMD",
  null,
  null,
  "VYM",
  null,
  "EA",
  "EW",
  "GPK",
  "GDYN",
  "VRT",
  "SAIA",
  "MTDR",
  "LECO",
  "ONB",
  "PEN",
  "ADSK",
  "AON",
  "SSB",
  "SFM",
  "WTS",
  "ACGL",
  "AVY",
  "USFD",
  "AFL",
  "APH",
  "ALLE",
  "FI",
  "CPAY",
  "NTRA",
  "WAB",
  "DLTR",
  "DECK",
  "DEO",
  "AJG",
  "WM",
  "IWP",
  "WCN",
  "IFF",
  "KT",
  null,
  "RACE",
  "NVO",
  "AMZN",
  "MSI",
  null,
  "IVE",
  "HCA",
  "DKS",
  null,
  "EGP",
  "HDB",
  "TPH",
  null,
  "HBAN",
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VLO",
  "VOO",
  "VTV",
  "VRSN",
  "V",
  "VIPS",
  "VST",
  "WMT",
  "WAT",
  "WFC",
  "WST",
  "WSM",
  "WIT",
  "WTFC",
  "WMB",
  "WIX",
  "XEL",
  "WK",
  null,
  "YUM",
  "ZBRA",
  "PAR",
  "GRMN",
  "ONTO",
  "NOG",
  "CNQ",
  null,
  "CHKP",
  "SCHG",
  "JNPR",
  "KEX",
  "LADR",
  "EIX",
  "NSC",
  "NDSN",
  "HLMN",
  "INFY",
  "NXPI",
  "MOH",
  "KDP",
  "MNDY",
  null,
  "TTD",
  "SKM",
  "SPXC",
  "TRMB",
  "PPL",
  "TRP",
  null,
  "SW",
  "PSX",
  "CRM",
  "SIG",
  "TDY",
  "S",
  "SLAB",
  "SYY",
  "SHAK",
  "SEE",
  "SPOT",
  null,
  "MTUM",
  "HALO",
  null,
  "UHS",
  "MELI",
  "DGRO",
  "MCK",
  "NVT",
  "SPYV",
  "WNS",
  "ESGU",
  "NRG",
  "EG",
  "PAYC",
  "STE",
  "MKTX",
  "LULU",
  "AVNT",
  "AN",
  "ADP",
  "AZO",
  "BAC",
  "BBVA",
  "BCS",
  "BRK-B",
  "BDX",
  "BRBR",
  "BKH",
  null,
  null,
  "BA",
  "BAH",
  "OWL",
  "BWA",
  "BMY",
  "BTI",
  "BR",
  "CHRW",
  "BURL",
  "CNI",
  "CDNS",
  "CBOE",
  "CDW",
  "CASY",
  "CVE",
  "CNC",
  "CNP",
  "CAKE",
  "CVX",
  "CB",
  "CMG",
  "CHD",
  "CTAS",
  "CSCO",
  "NET",
  "C",
  "CLX",
  "CME",
  "KO",
  "CCEP",
  "COIN",
  "CMCSA",
  "CTSH",
  "CL",
  "CMC",
  "COP",
  "CWBC",
  "CVLT",
  "COO",
  "CPRT",
  "ED",
  "CTRA",
  "COST",
  "CPNG",
  "CRH",
  "CR",
  "CRWD",
  "CUBE",
  "CW",
  "CYBR",
  "DDOG",
  "DELL",
  "DE",
  "DHIL",
  "DSGX",
  "FANG",
  "DAL",
  "DXCM",
  "DFS",
  null,
  "EFA",
  "J",
  "ADI",
  "USMV",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  null,
  null,
  "APO",
  "MO",
  "XLK",
  "ITOT",
  "URI",
  "MCHP",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

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
CIK: elevation-point-wealth-partners
Manager Name: Elevation-Point-Wealth-Partners

Data Enrichment

89% identified

470 identified57 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

527 positions • $1.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 16 of 27

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81369Y100

XLB|81369Y100

Shares:6.5K

Value:$558.4K

% of Portfolio:0.1% ($558.4K/$1.1B)

Trade Desk, Inc.

TTD|88339J105

Shares:10.2K

Value:$555.5K

% of Portfolio:0.0% ($555.5K/$1.1B)

ING GROEP NV

ING|456837103

Shares:28.3K

Value:$553.5K

% of Portfolio:0.0% ($553.5K/$1.1B)

Discover Financial Services

DFS|254709108

Shares:3.2K

Value:$547.4K

% of Portfolio:0.0% ($547.4K/$1.1B)

STARBUCKS CORP

SBUX|855244109

Shares:5.5K

Value:$543.7K

% of Portfolio:0.0% ($543.7K/$1.1B)

DEXCOM INC

DXCM|252131107

Shares:7.9K

Value:$540.5K

% of Portfolio:0.0% ($540.5K/$1.1B)

WASTE MANAGEMENT INC

WM|94106L109

Shares:2.3K

Value:$537.6K

% of Portfolio:0.0% ($537.6K/$1.1B)

AFLAC INC

AFL|001055102

Shares:4.8K

Value:$536.9K

% of Portfolio:0.0% ($536.9K/$1.1B)

WINTRUST FINANCIAL CORP

WTFC|97650W108

Shares:4.7K

Value:$533.6K

% of Portfolio:0.0% ($533.6K/$1.1B)

Arista Networks, Inc.

ANET|040413205

Shares:6.8K

Value:$529.9K

% of Portfolio:0.0% ($529.9K/$1.1B)

Arthur J. Gallagher & Co.

AJG|363576109

Shares:1.5K

Value:$527.2K

% of Portfolio:0.0% ($527.2K/$1.1B)

464288687

Shares:17.1K

Value:$527.0K

% of Portfolio:0.0% ($527.0K/$1.1B)

NASDAQ, INC.

NDAQ|631103108

Shares:6.9K

Value:$524.2K

% of Portfolio:0.0% ($524.2K/$1.1B)

CyberArk Software Ltd.

CYBR|M2682V108

Shares:1.5K

Value:$523.6K

% of Portfolio:0.0% ($523.6K/$1.1B)

Wix.com Ltd.

WIX|M98068105

Shares:3.1K

Value:$511.9K

% of Portfolio:0.0% ($511.9K/$1.1B)

381430529

Shares:5.1K

Value:$511.7K

% of Portfolio:0.0% ($511.7K/$1.1B)

Pure Storage, Inc.

PSTG|74624M102

Shares:11.4K

Value:$503.3K

% of Portfolio:0.0% ($503.3K/$1.1B)

COOPER COMPANIES, INC.

COO|216648501

Shares:6.0K

Value:$503.1K

% of Portfolio:0.0% ($503.1K/$1.1B)

LINCOLN ELECTRIC HOLDINGS INC

LECO|533900106

Shares:2.7K

Value:$501.8K

% of Portfolio:0.0% ($501.8K/$1.1B)

FirstCash Holdings, Inc.

FCFS|33768G107

Shares:4.2K

Value:$500.2K

% of Portfolio:0.0% ($500.2K/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(XLBcusip81369Y100)	6.5K	QoQ -5.50% (-378) YoY -49.69% (-6.4K)	All Managers (Combined)	$558.4K	0.1% ($558.4K/$1.1B)	QoQ -3.42% (-$19.8K) YoY -53.42% (-$640.6K)
Trade Desk, Inc.(TTDcusip88339J105)	10.2K	QoQ +72.65% (-4.3K) YoY +19.91% (-1.7K)	All Managers (Combined)	$555.5K	0.0% ($555.5K/$1.1B)	QoQ -19.61% (-$135.6K) YoY -24.94% (-$184.6K)
ING GROEP NV(INGcusip456837103)	28.3K	QoQ -4.17% (-1.2K) YoY -21.46% (-7.7K)	All Managers (Combined)	$553.5K	0.0% ($553.5K/$1.1B)	QoQ +19.80% (-$91.5K) YoY -6.70% (-$39.8K)
Discover Financial Services(DFScusip254709108)	3.2K	QoQ -37.00% (-1.9K) YoY -94.68% (-57.2K)	All Managers (Combined)	$547.4K	0.0% ($547.4K/$1.1B)	QoQ -37.90% (-$334.1K) YoY -93.08% (-$7.4M)
STARBUCKS CORP(SBUXcusip855244109)	5.5K	QoQ -13.29% (-850) YoY -71.58% (-14.0K)	All Managers (Combined)	$543.7K	0.0% ($543.7K/$1.1B)	QoQ -6.79% (-$39.7K) YoY -69.50% (-$1.2M)
DEXCOM INC(DXCMcusip252131107)	7.9K	QoQ -13.70% (-1.3K) YoY NEW(+7.9K)	All Managers (Combined)	$540.5K	0.0% ($540.5K/$1.1B)	QoQ -24.22% (-$172.8K) YoY NEW(+$540.5K)
WASTE MANAGEMENT INC(WMcusip94106L109)	2.3K	QoQ +50.68% (+781) YoY -3.81% (-92)	All Managers (Combined)	$537.6K	0.0% ($537.6K/$1.1B)	QoQ +72.93% (+$226.7K) YoY +4.48% (-$23.1K)
AFLAC INC(AFLcusip001055102)	4.8K	QoQ -1.64% (-81) YoY -64.65% (-8.8K)	All Managers (Combined)	$536.9K	0.0% ($536.9K/$1.1B)	QoQ +5.72% (-$29.1K) YoY -54.22% (-$636.0K)
WINTRUST FINANCIAL CORP(WTFCcusip97650W108)	4.7K	QoQ -8.83% (-460) YoY -12.25% (-663)	All Managers (Combined)	$533.6K	0.0% ($533.6K/$1.1B)	QoQ -17.80% (-$115.6K) YoY -5.47% (-$30.9K)
Arista Networks, Inc.(ANETcusip040413205)	6.8K	QoQ NEW(+6.8K) YoY NEW(+6.8K)	All Managers (Combined)	$529.9K	0.0% ($529.9K/$1.1B)	QoQ NEW(+$529.9K) YoY NEW(+$529.9K)
Arthur J. Gallagher & Co.(AJGcusip363576109)	1.5K	QoQ +5.31% (+77) YoY -4.20% (-67)	All Managers (Combined)	$527.2K	0.0% ($527.2K/$1.1B)	QoQ +28.08% (+$115.6K) YoY +32.27% (-$128.6K)
(cusip464288687)✕	17.1K	QoQ +58.06% (+6.3K) YoY NEW(+17.1K)	All Managers (Combined)	$527.0K	0.0% ($527.0K/$1.1B)	QoQ +54.49% (+$185.9K) YoY NEW(+$527.0K)
NASDAQ, INC.(NDAQcusip631103108)	6.9K	QoQ -34.71% (-3.7K) YoY -74.21% (-19.9K)	All Managers (Combined)	$524.2K	0.0% ($524.2K/$1.1B)	QoQ -35.94% (-$294.1K) YoY -69.00% (-$1.2M)
CyberArk Software Ltd.(CYBRcusipM2682V108)	1.5K	QoQ NEW(+1.5K) YoY NEW(+1.5K)	All Managers (Combined)	$523.6K	0.0% ($523.6K/$1.1B)	QoQ NEW(+$523.6K) YoY NEW(+$523.6K)
Wix.com Ltd.(WIXcusipM98068105)	3.1K	QoQ -14.67% (-539) YoY NEW(+3.1K)	All Managers (Combined)	$511.9K	0.0% ($511.9K/$1.1B)	QoQ -35.02% (-$276.0K) YoY NEW(+$511.9K)
(cusip381430529)✕	5.1K	QoQ -12.66% (-741) YoY NEW(+5.1K)	All Managers (Combined)	$511.7K	0.0% ($511.7K/$1.1B)	QoQ -12.44% (-$72.7K) YoY NEW(+$511.7K)
Pure Storage, Inc.(PSTGcusip74624M102)	11.4K	QoQ -16.33% (-2.2K) YoY NEW(+11.4K)	All Managers (Combined)	$503.3K	0.0% ($503.3K/$1.1B)	QoQ -39.70% (-$331.4K) YoY NEW(+$503.3K)
COOPER COMPANIES, INC.(COOcusip216648501)	6.0K	QoQ -15.73% (-1.1K) YoY -22.71% (-1.8K)	All Managers (Combined)	$503.1K	0.0% ($503.1K/$1.1B)	QoQ -22.68% (-$147.6K) YoY -35.74% (-$279.9K)
LINCOLN ELECTRIC HOLDINGS INC(LECOcusip533900106)	2.7K	QoQ +5.73% (+144) YoY -8.29% (-240)	All Managers (Combined)	$501.8K	0.0% ($501.8K/$1.1B)	QoQ +6.69% (+$31.5K) YoY -32.09% (-$237.1K)
FirstCash Holdings, Inc.(FCFScusip33768G107)	4.2K	QoQ +25.43% (+843) YoY +40.29% (+1.2K)	All Managers (Combined)	$500.2K	0.0% ($500.2K/$1.1B)	QoQ +45.68% (+$156.9K) YoY +32.35% (+$122.3K)