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 18 of 27

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Chubb Ltd

CB|H1467J104

Shares:1.5K

Value:$454.0K

% of Portfolio:0.0% ($454.0K/$1.1B)

69344A800

Shares:10.8K

Value:$450.3K

% of Portfolio:0.0% ($450.3K/$1.1B)

GENERAL ELECTRIC CO

GE|369604301

Shares:2.2K

Value:$449.6K

% of Portfolio:0.0% ($449.6K/$1.1B)

Leidos Holdings, Inc.

LDOS|525327102

Shares:3.3K

Value:$444.7K

% of Portfolio:0.0% ($444.7K/$1.1B)

LITHIA MOTORS INC

LAD|536797103

Shares:1.5K

Value:$444.1K

% of Portfolio:0.0% ($444.1K/$1.1B)

US BANCORP \DE\

USB|902973304

Shares:10.5K

Value:$444.1K

% of Portfolio:0.0% ($444.1K/$1.1B)

33740F755

Shares:14.9K

Value:$442.8K

% of Portfolio:0.0% ($442.8K/$1.1B)

POOL CORP

POOL|73278L105

Shares:1.4K

Value:$438.4K

% of Portfolio:0.0% ($438.4K/$1.1B)

METTLER TOLEDO INTERNATIONAL INC/

MTD|592688105

Shares:370

Value:$436.9K

% of Portfolio:0.0% ($436.9K/$1.1B)

Infosys Ltd

INFY|456788108

Shares:23.7K

Value:$432.7K

% of Portfolio:0.0% ($432.7K/$1.1B)

INTUIT INC.

INTU|461202103

Shares:701

Value:$430.4K

% of Portfolio:0.0% ($430.4K/$1.1B)

nVent Electric plc

NVT|G6700G107

Shares:8.1K

Value:$426.1K

% of Portfolio:0.0% ($426.1K/$1.1B)

PFIZER INC

PFE|717081103

Shares:16.8K

Value:$426.0K

% of Portfolio:0.0% ($426.0K/$1.1B)

Astera Labs, Inc.

ALAB|04626A103

Shares:7.1K

Value:$424.5K

% of Portfolio:0.0% ($424.5K/$1.1B)

MERIT MEDICAL SYSTEMS INC

MMSI|589889104

Shares:4.0K

Value:$423.2K

% of Portfolio:0.0% ($423.2K/$1.1B)

78467V608

Shares:10.3K

Value:$422.9K

% of Portfolio:0.0% ($422.9K/$1.1B)

GSK plc

GSK|37733W204

Shares:10.9K

Value:$421.3K

% of Portfolio:0.0% ($421.3K/$1.1B)

CANADIAN NATIONAL RAILWAY CO

CNI|136375102

Shares:4.3K

Value:$418.0K

% of Portfolio:0.0% ($418.0K/$1.1B)

921908844

VIG|921908844

Shares:2.1K

Value:$415.7K

% of Portfolio:0.0% ($415.7K/$1.1B)

WATERS CORP /DE/

WAT|941848103

Shares:1.1K

Value:$415.0K

% of Portfolio:0.0% ($415.0K/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Chubb Ltd(CBcusipH1467J104)	1.5K	QoQ -16.44% (-296) YoY -39.62% (-987)	All Managers (Combined)	$454.0K	0.0% ($454.0K/$1.1B)	QoQ -8.72% (-$43.4K) YoY -29.66% (-$191.4K)
(cusip69344A800)✕	10.8K	QoQ 0.00% (+0) YoY NEW(+10.8K)	All Managers (Combined)	$450.3K	0.0% ($450.3K/$1.1B)	QoQ +1.90% (+$8.4K) YoY NEW(+$450.3K)
GENERAL ELECTRIC CO(GEcusip369604301)	2.2K	QoQ +2147.00% (+2.1K) YoY +32.02% (+545)	All Managers (Combined)	$449.6K	0.0% ($449.6K/$1.1B)	QoQ +13124.61% (+$446.2K) YoY +50.50% (+$150.9K)
Leidos Holdings, Inc.(LDOScusip525327102)	3.3K	QoQ -44.91% (-2.7K) YoY -58.62% (-4.7K)	All Managers (Combined)	$444.7K	0.0% ($444.7K/$1.1B)	QoQ -48.39% (-$417.0K) YoY -57.40% (-$599.3K)
LITHIA MOTORS INC(LADcusip536797103)	1.5K	QoQ +5.50% (-79) YoY -15.89% (-286)	All Managers (Combined)	$444.1K	0.0% ($444.1K/$1.1B)	QoQ -13.35% (-$68.4K) YoY -17.94% (-$97.1K)
US BANCORP \DE\(USBcusip902973304)	10.5K	QoQ -5.59% (-624) YoY +23.91% (+2.0K)	All Managers (Combined)	$444.1K	0.0% ($444.1K/$1.1B)	QoQ -16.67% (-$88.9K) YoY +17.04% (+$64.7K)
(cusip33740F755)✕	14.9K	QoQ +16.55% (+2.1K) YoY NEW(+14.9K)	All Managers (Combined)	$442.8K	0.0% ($442.8K/$1.1B)	QoQ +13.56% (+$52.9K) YoY NEW(+$442.8K)
POOL CORP(POOLcusip73278L105)	1.4K	QoQ +0.43% (-6) YoY -57.55% (-1.9K)	All Managers (Combined)	$438.4K	0.0% ($438.4K/$1.1B)	QoQ -6.21% (-$29.1K) YoY -66.51% (-$870.7K)
METTLER TOLEDO INTERNATIONAL INC/(MTDcusip592688105)	370	QoQ -6.32% (-25) YoY -63.18% (-635)	All Managers (Combined)	$436.9K	0.0% ($436.9K/$1.1B)	QoQ -9.60% (-$46.4K) YoY -67.34% (-$901.0K)
Infosys Ltd(INFYcusip456788108)	23.7K	QoQ +89.29% (+11.2K) YoY NEW(+23.7K)	All Managers (Combined)	$432.7K	0.0% ($432.7K/$1.1B)	QoQ +57.59% (+$158.1K) YoY NEW(+$432.7K)
INTUIT INC.(INTUcusip461202103)	701	QoQ -25.89% (-245) YoY -57.48% (-948)	All Managers (Combined)	$430.4K	0.0% ($430.4K/$1.1B)	QoQ -27.60% (-$164.2K) YoY -59.84% (-$641.6K)
nVent Electric plc(NVTcusipG6700G107)	8.1K	QoQ -19.21% (-1.9K) YoY -45.87% (-6.9K)	All Managers (Combined)	$426.1K	0.0% ($426.1K/$1.1B)	QoQ -37.86% (-$259.7K) YoY -62.37% (-$706.3K)
PFIZER INC(PFEcusip717081103)	16.8K	QoQ +15.94% (+2.3K) YoY -24.03% (-5.3K)	All Managers (Combined)	$426.0K	0.0% ($426.0K/$1.1B)	QoQ +10.74% (+$41.3K) YoY -30.63% (-$188.1K)
Astera Labs, Inc.(ALABcusip04626A103)	7.1K	QoQ +141.39% (+4.2K) YoY NEW(+7.1K)	All Managers (Combined)	$424.5K	0.0% ($424.5K/$1.1B)	QoQ +8.75% (+$34.2K) YoY NEW(+$424.5K)
MERIT MEDICAL SYSTEMS INC(MMSIcusip589889104)	4.0K	QoQ +27.72% (+869) YoY NEW(+4.0K)	All Managers (Combined)	$423.2K	0.0% ($423.2K/$1.1B)	QoQ +39.60% (+$120.0K) YoY NEW(+$423.2K)
(cusip78467V608)✕	10.3K	QoQ -6.62% (-730) YoY -60.52% (-15.8K)	All Managers (Combined)	$422.9K	0.0% ($422.9K/$1.1B)	QoQ -7.97% (-$36.6K) YoY -61.44% (-$673.9K)
GSK plc(GSKcusip37733W204)	10.9K	QoQ -0.51% (-56) YoY -43.22% (-8.3K)	All Managers (Combined)	$421.3K	0.0% ($421.3K/$1.1B)	QoQ +13.95% (-$51.6K) YoY -48.69% (-$399.9K)
CANADIAN NATIONAL RAILWAY CO(CNIcusip136375102)	4.3K	QoQ +87.12% (+2.0K) YoY NEW(+4.3K)	All Managers (Combined)	$418.0K	0.0% ($418.0K/$1.1B)	QoQ +79.70% (+$185.4K) YoY NEW(+$418.0K)
(VIGcusip921908844)	2.1K	QoQ -2.85% (-63) YoY -63.10% (-3.7K)	All Managers (Combined)	$415.7K	0.0% ($415.7K/$1.1B)	QoQ -3.78% (-$16.3K) YoY -60.81% (-$645.2K)
WATERS CORP /DE/(WATcusip941848103)	1.1K	QoQ -7.47% (-91) YoY -12.16% (-156)	All Managers (Combined)	$415.0K	0.0% ($415.0K/$1.1B)	QoQ -8.07% (-$36.5K) YoY -5.95% (-$26.3K)