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 2 of 27
EXXON MOBIL CORP
Shares:52.3K
Value:$6.2M
SPDR GOLD TRUST
Shares:21.5K
Value:$6.2M
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
Shares:37.0K
Value:$6.1M
46432F339
Shares:35.4K
Value:$6.0M
AbbVie Inc.
Shares:27.1K
Value:$5.7M
MARSH & MCLENNAN COMPANIES, INC.
Shares:23.2K
Value:$5.7M
Merck & Co., Inc.
Shares:59.2K
Value:$5.3M
46434V613
Shares:114.5K
Value:$5.3M
Broadcom Inc.
Shares:30.7K
Value:$5.1M
81369Y605
Shares:99.7K
Value:$5.0M
INTERNATIONAL BUSINESS MACHINES CORP
Shares:19.9K
Value:$5.0M
Sea Ltd
Shares:37.2K
Value:$4.8M
464287309
Shares:51.9K
Value:$4.8M
INVESCO QQQ TRUST, SERIES 1
Shares:10.3K
Value:$4.8M
Walt Disney Co
Shares:48.2K
Value:$4.8M
NEXTERA ENERGY INC
Shares:65.4K
Value:$4.6M
Accenture plc
Shares:14.8K
Value:$4.6M
NORFOLK SOUTHERN CORP
Shares:19.5K
Value:$4.6M
HOME DEPOT, INC.
Shares:12.2K
Value:$4.5M
EVEREST GROUP, LTD.
Shares:12.2K
Value:$4.4M