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 19 of 27
EDISON INTERNATIONAL
Shares:7.0K
Value:$414.2K
Palo Alto Networks Inc
Shares:2.4K
Value:$413.5K
AUTONATION, INC.
Shares:2.5K
Value:$412.4K
Coinbase Global, Inc.
Shares:2.4K
Value:$406.1K
Eaton Corp plc
Shares:1.5K
Value:$406.1K
Fortive Corp
Shares:5.4K
Value:$398.8K
CONSOLIDATED EDISON INC
Shares:3.6K
Value:$398.3K
Datadog, Inc.
Shares:4.0K
Value:$392.1K
MONOLITHIC POWER SYSTEMS INC
Shares:670
Value:$388.8K
Grab Holdings Ltd
Shares:85.6K
Value:$387.7K
TRICO BANCSHARES /
Shares:9.7K
Value:$385.8K
Primo Brands Corp
Shares:10.8K
Value:$384.8K
CADENCE DESIGN SYSTEMS INC
Shares:1.5K
Value:$383.5K
Globant S.A.
Shares:3.2K
Value:$380.2K
OLD NATIONAL BANCORP /IN/
Shares:17.9K
Value:$379.3K
BLUE OWL CAPITAL INC.
Shares:18.8K
Value:$376.0K
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP
Shares:2.1K
Value:$374.0K
78468R853
Shares:9.2K
Value:$373.7K
YUM BRANDS INC
Shares:2.4K
Value:$372.4K
HDFC BANK LTD
Shares:5.6K
Value:$370.8K