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 18 of 27
Chubb Ltd
Shares:1.5K
Value:$454.0K
69344A800
Shares:10.8K
Value:$450.3K
GENERAL ELECTRIC CO
Shares:2.2K
Value:$449.6K
Leidos Holdings, Inc.
Shares:3.3K
Value:$444.7K
LITHIA MOTORS INC
Shares:1.5K
Value:$444.1K
US BANCORP \DE\
Shares:10.5K
Value:$444.1K
33740F755
Shares:14.9K
Value:$442.8K
POOL CORP
Shares:1.4K
Value:$438.4K
METTLER TOLEDO INTERNATIONAL INC/
Shares:370
Value:$436.9K
Infosys Ltd
Shares:23.7K
Value:$432.7K
INTUIT INC.
Shares:701
Value:$430.4K
nVent Electric plc
Shares:8.1K
Value:$426.1K
PFIZER INC
Shares:16.8K
Value:$426.0K
Astera Labs, Inc.
Shares:7.1K
Value:$424.5K
MERIT MEDICAL SYSTEMS INC
Shares:4.0K
Value:$423.2K
78467V608
Shares:10.3K
Value:$422.9K
GSK plc
Shares:10.9K
Value:$421.3K
CANADIAN NATIONAL RAILWAY CO
Shares:4.3K
Value:$418.0K
921908844
Shares:2.1K
Value:$415.7K
WATERS CORP /DE/
Shares:1.1K
Value:$415.0K