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 19 of 27

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EDISON INTERNATIONAL

EIX|281020107

Shares:7.0K

Value:$414.2K

% of Portfolio:0.0% ($414.2K/$1.1B)

Palo Alto Networks Inc

PANW|697435105

Shares:2.4K

Value:$413.5K

% of Portfolio:0.0% ($413.5K/$1.1B)

AUTONATION, INC.

AN|05329W102

Shares:2.5K

Value:$412.4K

% of Portfolio:0.0% ($412.4K/$1.1B)

Coinbase Global, Inc.

COIN|19260Q107

Shares:2.4K

Value:$406.1K

% of Portfolio:0.0% ($406.1K/$1.1B)

Eaton Corp plc

ETN|G29183103

Shares:1.5K

Value:$406.1K

% of Portfolio:0.0% ($406.1K/$1.1B)

Fortive Corp

FTV|34959J108

Shares:5.4K

Value:$398.8K

% of Portfolio:0.0% ($398.8K/$1.1B)

CONSOLIDATED EDISON INC

ED|209115104

Shares:3.6K

Value:$398.3K

% of Portfolio:0.0% ($398.3K/$1.1B)

Datadog, Inc.

DDOG|23804L103

Shares:4.0K

Value:$392.1K

% of Portfolio:0.0% ($392.1K/$1.1B)

MONOLITHIC POWER SYSTEMS INC

MPWR|609839105

Shares:670

Value:$388.8K

% of Portfolio:0.0% ($388.8K/$1.1B)

Grab Holdings Ltd

GRAB|G4124C109

Shares:85.6K

Value:$387.7K

% of Portfolio:0.0% ($387.7K/$1.1B)

TRICO BANCSHARES /

TCBK|896095106

Shares:9.7K

Value:$385.8K

% of Portfolio:0.0% ($385.8K/$1.1B)

Primo Brands Corp

PRMB|741623102

Shares:10.8K

Value:$384.8K

% of Portfolio:0.0% ($384.8K/$1.1B)

CADENCE DESIGN SYSTEMS INC

CDNS|127387108

Shares:1.5K

Value:$383.5K

% of Portfolio:0.0% ($383.5K/$1.1B)

Globant S.A.

GLOB|L44385109

Shares:3.2K

Value:$380.2K

% of Portfolio:0.0% ($380.2K/$1.1B)

OLD NATIONAL BANCORP /IN/

ONB|680033107

Shares:17.9K

Value:$379.3K

% of Portfolio:0.0% ($379.3K/$1.1B)

BLUE OWL CAPITAL INC.

OWL|09581B103

Shares:18.8K

Value:$376.0K

% of Portfolio:0.0% ($376.0K/$1.1B)

WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP

WAB|929740108

Shares:2.1K

Value:$374.0K

% of Portfolio:0.0% ($374.0K/$1.1B)

78468R853

Shares:9.2K

Value:$373.7K

% of Portfolio:0.0% ($373.7K/$1.1B)

YUM BRANDS INC

YUM|988498101

Shares:2.4K

Value:$372.4K

% of Portfolio:0.0% ($372.4K/$1.1B)

HDFC BANK LTD

HDB|40415F101

Shares:5.6K

Value:$370.8K

% of Portfolio:0.0% ($370.8K/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
EDISON INTERNATIONAL(EIXcusip281020107)	7.0K	QoQ -0.53% (-38) YoY -32.96% (-3.5K)	All Managers (Combined)	$414.2K	0.0% ($414.2K/$1.1B)	QoQ -26.59% (-$150.1K) YoY -44.15% (-$327.5K)
Palo Alto Networks Inc(PANWcusip697435105)	2.4K	QoQ +7.40% (+167) YoY NEW(+2.4K)	All Managers (Combined)	$413.5K	0.0% ($413.5K/$1.1B)	QoQ +0.72% (+$3.0K) YoY NEW(+$413.5K)
AUTONATION, INC.(ANcusip05329W102)	2.5K	QoQ -1.16% (-30) YoY +77.12% (+1.1K)	All Managers (Combined)	$412.4K	0.0% ($412.4K/$1.1B)	QoQ -5.77% (-$25.3K) YoY +73.20% (+$174.3K)
Coinbase Global, Inc.(COINcusip19260Q107)	2.4K	QoQ +71.11% (+980) YoY +63.18% (+913)	All Managers (Combined)	$406.1K	0.0% ($406.1K/$1.1B)	QoQ +18.69% (+$64.0K) YoY +6.00% (+$23.0K)
Eaton Corp plc(ETNcusipG29183103)	1.5K	QoQ -50.18% (-1.5K) YoY -70.92% (-3.6K)	All Managers (Combined)	$406.1K	0.0% ($406.1K/$1.1B)	QoQ -59.20% (-$589.3K) YoY -74.72% (-$1.2M)
Fortive Corp(FTVcusip34959J108)	5.4K	QoQ -17.66% (-1.2K) YoY +1.64% (-88)	All Managers (Combined)	$398.8K	0.0% ($398.8K/$1.1B)	QoQ -19.66% (-$97.6K) YoY -13.52% (-$62.4K)
CONSOLIDATED EDISON INC(EDcusip209115104)	3.6K	QoQ +8.39% (+279) YoY -31.38% (-1.6K)	All Managers (Combined)	$398.3K	0.0% ($398.3K/$1.1B)	QoQ +34.35% (+$101.8K) YoY -16.42% (-$78.3K)
Datadog, Inc.(DDOGcusip23804L103)	4.0K	QoQ NEW(+4.0K) YoY NEW(+4.0K)	All Managers (Combined)	$392.1K	0.0% ($392.1K/$1.1B)	QoQ NEW(+$392.1K) YoY NEW(+$392.1K)
MONOLITHIC POWER SYSTEMS INC(MPWRcusip609839105)	670	QoQ -15.08% (-119) YoY -55.59% (-839)	All Managers (Combined)	$388.8K	0.0% ($388.8K/$1.1B)	QoQ -16.75% (-$78.3K) YoY -61.97% (-$633.7K)
Grab Holdings Ltd(GRABcusipG4124C109)	85.6K	QoQ +54.36% (+30.1K) YoY +517.17% (+71.7K)	All Managers (Combined)	$387.7K	0.0% ($387.7K/$1.1B)	QoQ +48.15% (+$126.0K) YoY +790.39% (+$344.1K)
TRICO BANCSHARES /(TCBKcusip896095106)	9.7K	QoQ -70.24% (-22.8K) YoY -91.94% (-110.2K)	All Managers (Combined)	$385.8K	0.0% ($385.8K/$1.1B)	QoQ -72.78% (-$1.0M) YoY -91.24% (-$4.0M)
Primo Brands Corp(PRMBcusip741623102)	10.8K	QoQ NEW(+10.8K) YoY NEW(+10.8K)	All Managers (Combined)	$384.8K	0.0% ($384.8K/$1.1B)	QoQ NEW(+$384.8K) YoY NEW(+$384.8K)
CADENCE DESIGN SYSTEMS INC(CDNScusip127387108)	1.5K	QoQ -17.73% (-325) YoY +47.69% (+487)	All Managers (Combined)	$383.5K	0.0% ($383.5K/$1.1B)	QoQ -30.36% (-$167.2K) YoY +20.67% (+$65.7K)
Globant S.A.(GLOBcusipL44385109)	3.2K	QoQ -12.67% (-469) YoY +14.74% (-415)	All Managers (Combined)	$380.2K	0.0% ($380.2K/$1.1B)	QoQ -52.05% (-$412.9K) YoY -33.09% (-$188.1K)
OLD NATIONAL BANCORP /IN/(ONBcusip680033107)	17.9K	QoQ -18.26% (-4.0K) YoY -30.62% (-7.9K)	All Managers (Combined)	$379.3K	0.0% ($379.3K/$1.1B)	QoQ -20.20% (-$96.0K) YoY -15.55% (-$69.9K)
BLUE OWL CAPITAL INC.(OWLcusip09581B103)	18.8K	QoQ -23.82% (-5.9K) YoY NEW(+18.8K)	All Managers (Combined)	$376.0K	0.0% ($376.0K/$1.1B)	QoQ -34.37% (-$196.9K) YoY NEW(+$376.0K)
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP(WABcusip929740108)	2.1K	QoQ -28.05% (-804) YoY -71.63% (-5.2K)	All Managers (Combined)	$374.0K	0.0% ($374.0K/$1.1B)	QoQ -31.17% (-$169.4K) YoY -64.68% (-$685.0K)
(cusip78468R853)✕	9.2K	QoQ +0.32% (-30) YoY +46.78% (+2.9K)	All Managers (Combined)	$373.7K	0.0% ($373.7K/$1.1B)	QoQ -8.95% (-$36.8K) YoY +39.01% (+$104.9K)
YUM BRANDS INC(YUMcusip988498101)	2.4K	QoQ +13.47% (+281) YoY -33.57% (-1.2K)	All Managers (Combined)	$372.4K	0.0% ($372.4K/$1.1B)	QoQ +33.10% (+$92.6K) YoY -24.60% (-$121.5K)
HDFC BANK LTD(HDBcusip40415F101)	5.6K	QoQ -9.28% (-571) YoY -3.64% (-211)	All Managers (Combined)	$370.8K	0.0% ($370.8K/$1.1B)	QoQ -5.61% (-$22.1K) YoY +14.38% (-$46.6K)