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 17 of 27
TRAVELERS COMPANIES, INC.
Shares:1.9K
Value:$492.0K
Apollo Global Management, Inc.
Shares:3.6K
Value:$491.6K
SPS COMMERCE INC
Shares:3.7K
Value:$488.8K
33739P103
Shares:7.5K
Value:$482.3K
OMNICOM GROUP INC.
Shares:5.8K
Value:$481.4K
ORIX CORP
Shares:23.0K
Value:$481.0K
Keysight Technologies, Inc.
Shares:3.2K
Value:$480.6K
TRIMBLE INC.
Shares:7.3K
Value:$476.7K
MARKETAXESS HOLDINGS INC
Shares:2.2K
Value:$475.3K
SAIA INC
Shares:1.4K
Value:$475.2K
HONDA MOTOR CO LTD
Shares:17.5K
Value:$474.6K
922908512
Shares:2.9K
Value:$473.4K
464287176
Shares:4.2K
Value:$471.1K
Autodesk, Inc.
Shares:1.8K
Value:$467.8K
APPLIED INDUSTRIAL TECHNOLOGIES INC
Shares:2.1K
Value:$463.5K
ERICSSON LM TELEPHONE CO
Shares:59.4K
Value:$460.8K
Burlington Stores, Inc.
Shares:1.9K
Value:$458.3K
WILLIAMS SONOMA INC
Shares:2.9K
Value:$457.4K
JACOBS SOLUTIONS INC.
Shares:3.8K
Value:$455.8K
DIAGEO PLC
Shares:4.3K
Value:$454.8K