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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81369Y100
Shares:6.5K
Value:$558.4K
Trade Desk, Inc.
Shares:10.2K
Value:$555.5K
ING GROEP NV
Shares:28.3K
Value:$553.5K
Discover Financial Services
Shares:3.2K
Value:$547.4K
STARBUCKS CORP
Shares:5.5K
Value:$543.7K
DEXCOM INC
Shares:7.9K
Value:$540.5K
WASTE MANAGEMENT INC
Shares:2.3K
Value:$537.6K
AFLAC INC
Shares:4.8K
Value:$536.9K
WINTRUST FINANCIAL CORP
Shares:4.7K
Value:$533.6K
Arista Networks, Inc.
Shares:6.8K
Value:$529.9K
Arthur J. Gallagher & Co.
Shares:1.5K
Value:$527.2K
464288687
Shares:17.1K
Value:$527.0K
NASDAQ, INC.
Shares:6.9K
Value:$524.2K
CyberArk Software Ltd.
Shares:1.5K
Value:$523.6K
Wix.com Ltd.
Shares:3.1K
Value:$511.9K
381430529
Shares:5.1K
Value:$511.7K
Pure Storage, Inc.
Shares:11.4K
Value:$503.3K
COOPER COMPANIES, INC.
Shares:6.0K
Value:$503.1K
LINCOLN ELECTRIC HOLDINGS INC
Shares:2.7K
Value:$501.8K
FirstCash Holdings, Inc.
Shares:4.2K
Value:$500.2K