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
Filing Details
13F-HR • 2025-03-31- 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% identified470 identified57 unidentified
Holdings
527 positions
Manager:
Search and click to pin securities to the top
Page 23 of 27
78464A474
Shares:9.5K
Value:$285.3K
46429B267
Shares:12.1K
Value:$277.8K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
Phillips 66(PSXcusip718546104) | 2.3K | All Managers (Combined) | $285.7K | ||
(cusip78464A474)✕ | 9.5K | QoQ NEW(+9.5K) YoY NEW(+9.5K) | All Managers (Combined) | $285.3K | QoQ NEW(+$285.3K) YoY NEW(+$285.3K) |
1.6K | All Managers (Combined) | $284.3K | |||
1.6K | QoQ -0.12% (-2)YoY -1.11% (-18) | All Managers (Combined) | $282.3K | ||
6.9K | All Managers (Combined) | $282.0K | |||
2.4K | YoY 0.00% (+0) | All Managers (Combined) | $282.0K | ||
15.9K | YoY NEW(+15.9K) | All Managers (Combined) | $281.9K | YoY NEW(+$281.9K) | |
SHOPIFY INC.(SHOPcusip82509L107) | 2.9K | QoQ +8.84% (-239)YoY NEW(+2.9K) | All Managers (Combined) | $281.4K | YoY NEW(+$281.4K) |
BOYD GAMING CORP(BYDcusip103304101) | 4.3K | QoQ -1.13% (-49)YoY NEW(+4.3K) | All Managers (Combined) | $281.2K | YoY NEW(+$281.2K) |
Preferred Bank(PFBCcusip740367404) | 3.4K | QoQ -1.17% (-40)YoY -2.01% (-69) | All Managers (Combined) | $281.0K | |
NORDSON CORP(NDSNcusip655663102) | 1.4K | All Managers (Combined) | $280.0K | ||
1.2K | QoQ +4.15% (+46)YoY NEW(+1.2K) | All Managers (Combined) | $279.5K | YoY NEW(+$279.5K) | |
562 | QoQ +16.11% (+78)YoY NEW(+562) | All Managers (Combined) | $278.3K | YoY NEW(+$278.3K) | |
31.7K | All Managers (Combined) | $278.3K | |||
(cusip46429B267)✕ | 12.1K | QoQ +6.79% (+769)YoY -0.42% (-52) | All Managers (Combined) | $277.8K | |
Cloudflare, Inc.(NETcusip18915M107) | 2.4K | QoQ NEW(+2.4K) YoY NEW(+2.4K) | All Managers (Combined) | $275.8K | QoQ NEW(+$275.8K) YoY NEW(+$275.8K) |
1.3K | All Managers (Combined) | $275.5K | |||
KIRBY CORP(KEXcusip497266106) | 2.7K | QoQ NEW(+2.7K) | All Managers (Combined) | $272.9K | QoQ NEW(+$272.9K) |
954 | All Managers (Combined) | $269.6K | |||
AVIENT CORP(AVNTcusip05368V106) | 7.2K | QoQ -2.51% (-186)YoY -7.06% (-548) | All Managers (Combined) | $268.0K |