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 20 of 27
Evercore Inc.
Shares:1.9K
Value:$370.0K
922908744
Shares:2.1K
Value:$368.6K
ESCO TECHNOLOGIES INC
Shares:2.3K
Value:$363.3K
WEST PHARMACEUTICAL SERVICES INC
Shares:1.6K
Value:$358.0K
ServiceNow, Inc.
Shares:448
Value:$356.7K
REALTY INCOME CORP
Shares:6.1K
Value:$354.3K
Kinsale Capital Group, Inc.
Shares:725
Value:$352.9K
BANNER CORP
Shares:5.5K
Value:$352.7K
ONTO INNOVATION INC.
Shares:2.9K
Value:$350.8K
464287846
Shares:2.6K
Value:$350.0K
ONEOK INC /NEW/
Shares:3.5K
Value:$348.0K
CENOVUS ENERGY INC.
Shares:25.0K
Value:$347.6K
CDW Corp
Shares:2.2K
Value:$347.1K
PATRICK INDUSTRIES INC
Shares:4.1K
Value:$344.7K
QUEST DIAGNOSTICS INC
Shares:2.0K
Value:$344.7K
ITRON, INC.
Shares:3.3K
Value:$343.9K
PIPER SANDLER COMPANIES
Shares:1.4K
Value:$341.7K
922908736
Shares:919
Value:$340.5K
Boot Barn Holdings, Inc.
Shares:3.2K
Value:$339.8K
SPX Technologies, Inc.
Shares:2.6K
Value:$339.3K