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 20 of 27

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Evercore Inc.

EVR|29977A105

Shares:1.9K

Value:$370.0K

% of Portfolio:0.0% ($370.0K/$1.1B)

922908744

VTV|922908744

Shares:2.1K

Value:$368.6K

% of Portfolio:0.0% ($368.6K/$1.1B)

ESCO TECHNOLOGIES INC

ESE|296315104

Shares:2.3K

Value:$363.3K

% of Portfolio:0.0% ($363.3K/$1.1B)

WEST PHARMACEUTICAL SERVICES INC

WST|955306105

Shares:1.6K

Value:$358.0K

% of Portfolio:0.0% ($358.0K/$1.1B)

ServiceNow, Inc.

NOW|81762P102

Shares:448

Value:$356.7K

% of Portfolio:0.0% ($356.7K/$1.1B)

REALTY INCOME CORP

O|756109104

Shares:6.1K

Value:$354.3K

% of Portfolio:0.0% ($354.3K/$1.1B)

Kinsale Capital Group, Inc.

KNSL|49714P108

Shares:725

Value:$352.9K

% of Portfolio:0.0% ($352.9K/$1.1B)

BANNER CORP

BANR|06652V208

Shares:5.5K

Value:$352.7K

% of Portfolio:0.0% ($352.7K/$1.1B)

ONTO INNOVATION INC.

ONTO|683344105

Shares:2.9K

Value:$350.8K

% of Portfolio:0.0% ($350.8K/$1.1B)

464287846

Shares:2.6K

Value:$350.0K

% of Portfolio:0.0% ($350.0K/$1.1B)

ONEOK INC /NEW/

OKE|682680103

Shares:3.5K

Value:$348.0K

% of Portfolio:0.0% ($348.0K/$1.1B)

CENOVUS ENERGY INC.

CVE|15135U109

Shares:25.0K

Value:$347.6K

% of Portfolio:0.0% ($347.6K/$1.1B)

CDW Corp

CDW|12514G108

Shares:2.2K

Value:$347.1K

% of Portfolio:0.0% ($347.1K/$1.1B)

PATRICK INDUSTRIES INC

PATK|703343103

Shares:4.1K

Value:$344.7K

% of Portfolio:0.0% ($344.7K/$1.1B)

QUEST DIAGNOSTICS INC

DGX|74834L100

Shares:2.0K

Value:$344.7K

% of Portfolio:0.0% ($344.7K/$1.1B)

ITRON, INC.

ITRI|465741106

Shares:3.3K

Value:$343.9K

% of Portfolio:0.0% ($343.9K/$1.1B)

PIPER SANDLER COMPANIES

PIPR|724078100

Shares:1.4K

Value:$341.7K

% of Portfolio:0.0% ($341.7K/$1.1B)

922908736

VUG|922908736

Shares:919

Value:$340.5K

% of Portfolio:0.0% ($340.5K/$1.1B)

Boot Barn Holdings, Inc.

BOOT|099406100

Shares:3.2K

Value:$339.8K

% of Portfolio:0.0% ($339.8K/$1.1B)

SPX Technologies, Inc.

SPXC|78473E103

Shares:2.6K

Value:$339.3K

% of Portfolio:0.0% ($339.3K/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Evercore Inc.(EVRcusip29977A105)	1.9K	QoQ +1.75% (-32) YoY -14.84% (-323)	All Managers (Combined)	$370.0K	0.0% ($370.0K/$1.1B)	QoQ -26.68% (-$134.7K) YoY -11.69% (-$49.0K)
(VTVcusip922908744)	2.1K	QoQ +12.61% (+239) YoY -10.78% (-258)	All Managers (Combined)	$368.6K	0.0% ($368.6K/$1.1B)	QoQ +14.88% (+$47.8K) YoY -5.36% (-$20.9K)
ESCO TECHNOLOGIES INC(ESEcusip296315104)	2.3K	QoQ -14.04% (-373) YoY -15.00% (-403)	All Managers (Combined)	$363.3K	0.0% ($363.3K/$1.1B)	QoQ +2.67% (-$9.5K) YoY +26.33% (-$75.7K)
WEST PHARMACEUTICAL SERVICES INC(WSTcusip955306105)	1.6K	QoQ -17.61% (-342) YoY -23.60% (-494)	All Managers (Combined)	$358.0K	0.0% ($358.0K/$1.1B)	QoQ -43.69% (-$277.8K) YoY -56.77% (-$470.2K)
ServiceNow, Inc.(NOWcusip81762P102)	448	QoQ -44.82% (-364) YoY -48.14% (-416)	All Managers (Combined)	$356.7K	0.0% ($356.7K/$1.1B)	QoQ -58.56% (-$504.1K) YoY -45.85% (-$302.0K)
REALTY INCOME CORP(Ocusip756109104)	6.1K	QoQ -0.39% (-24) YoY -30.08% (-2.6K)	All Managers (Combined)	$354.3K	0.0% ($354.3K/$1.1B)	QoQ +8.17% (-$26.8K) YoY -25.03% (-$118.3K)
Kinsale Capital Group, Inc.(KNSLcusip49714P108)	725	QoQ -1.89% (-14) YoY NEW(+725)	All Managers (Combined)	$352.9K	0.0% ($352.9K/$1.1B)	QoQ +2.65% (-$9.1K) YoY NEW(+$352.9K)
BANNER CORP(BANRcusip06652V208)	5.5K	QoQ -1.72% (-97) YoY +15.59% (+746)	All Managers (Combined)	$352.7K	0.0% ($352.7K/$1.1B)	QoQ -6.13% (-$23.1K) YoY +53.56% (+$123.0K)
ONTO INNOVATION INC.(ONTOcusip683344105)	2.9K	QoQ +24.23% (-564) YoY +74.57% (+1.2K)	All Managers (Combined)	$350.8K	0.0% ($350.8K/$1.1B)	QoQ -9.55% (-$37.0K) YoY +16.98% (+$50.9K)
(cusip464287846)✕	2.6K	QoQ +0.27% (-7) YoY +1.10% (+28)	All Managers (Combined)	$350.0K	0.0% ($350.0K/$1.1B)	QoQ -4.64% (-$17.0K) YoY +7.43% (+$24.2K)
ONEOK INC /NEW/(OKEcusip682680103)	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$348.0K	0.0% ($348.0K/$1.1B)	QoQ NEW(+$348.0K) YoY NEW(+$348.0K)
CENOVUS ENERGY INC.(CVEcusip15135U109)	25.0K	QoQ +14.75% (+3.2K) YoY -36.43% (-14.3K)	All Managers (Combined)	$347.6K	0.0% ($347.6K/$1.1B)	QoQ +5.36% (+$17.7K) YoY -55.76% (-$438.2K)
CDW Corp(CDWcusip12514G108)	2.2K	QoQ -3.00% (-67) YoY -13.32% (-333)	All Managers (Combined)	$347.1K	0.0% ($347.1K/$1.1B)	QoQ -10.68% (-$41.5K) YoY -45.69% (-$292.1K)
PATRICK INDUSTRIES INC(PATKcusip703343103)	4.1K	QoQ +17.09% (+595) YoY NEW(+4.1K)	All Managers (Combined)	$344.7K	0.0% ($344.7K/$1.1B)	QoQ +19.18% (+$55.5K) YoY NEW(+$344.7K)
QUEST DIAGNOSTICS INC(DGXcusip74834L100)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$344.7K	0.0% ($344.7K/$1.1B)	QoQ NEW(+$344.7K) YoY NEW(+$344.7K)
ITRON, INC.(ITRIcusip465741106)	3.3K	QoQ +24.68% (+650) YoY NEW(+3.3K)	All Managers (Combined)	$343.9K	0.0% ($343.9K/$1.1B)	QoQ +20.30% (+$58.0K) YoY NEW(+$343.9K)
PIPER SANDLER COMPANIES(PIPRcusip724078100)	1.4K	QoQ +0.29% (-4) YoY -19.76% (-340)	All Managers (Combined)	$341.7K	0.0% ($341.7K/$1.1B)	QoQ -17.24% (-$71.2K) YoY +0.08% (-$285)
(VUGcusip922908736)	919	QoQ +10.19% (-85) YoY -45.65% (-772)	All Managers (Combined)	$340.5K	0.0% ($340.5K/$1.1B)	QoQ -0.57% (-$2.0K) YoY -41.51% (-$241.7K)
Boot Barn Holdings, Inc.(BOOTcusip099406100)	3.2K	QoQ +35.28% (-825) YoY NEW(+3.2K)	All Managers (Combined)	$339.8K	0.0% ($339.8K/$1.1B)	QoQ -4.26% (-$15.2K) YoY NEW(+$339.8K)
SPX Technologies, Inc.(SPXCcusip78473E103)	2.6K	QoQ +12.84% (-300) YoY -2.91% (-79)	All Managers (Combined)	$339.3K	0.0% ($339.3K/$1.1B)	QoQ -0.13% (-$454) YoY +1.54% (-$5.2K)