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 21 of 27
COLGATE PALMOLIVE CO
Shares:3.6K
Value:$334.7K
MICROCHIP TECHNOLOGY INC
Shares:6.9K
Value:$334.4K
Smurfit Westrock plc
Shares:7.4K
Value:$334.4K
STAG Industrial, Inc.
Shares:9.2K
Value:$333.1K
SouthState Corp
Shares:3.5K
Value:$326.2K
Monster Beverage Corp
Shares:5.5K
Value:$324.4K
N97284108
Shares:15.4K
Value:$324.4K
WORKIVA INC
Shares:4.3K
Value:$323.6K
GENERAL MILLS INC
Shares:5.4K
Value:$322.9K
WNS (HOLDINGS) LTD
Shares:5.2K
Value:$321.7K
Global-E Online Ltd.
Shares:9.0K
Value:$319.9K
PROGRESSIVE CORP/OH/
Shares:1.1K
Value:$319.9K
073685109
Shares:2.6K
Value:$318.7K
Matador Resources Co
Shares:6.2K
Value:$318.0K
GLAUKOS Corp
Shares:3.2K
Value:$317.0K
78464A847
Shares:6.2K
Value:$315.1K
CENTENE CORP
Shares:5.2K
Value:$314.8K
VERIZON COMMUNICATIONS INC
Shares:6.9K
Value:$314.5K
ROPER TECHNOLOGIES INC
Shares:523
Value:$308.4K
XCEL ENERGY INC
Shares:4.4K
Value:$308.3K