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:
Search and click to pin securities to the top
Page 23 of 27
Phillips 66
Shares:2.3K
Value:$285.7K
78464A474
Shares:9.5K
Value:$285.3K
Intercontinental Exchange, Inc.
Shares:1.6K
Value:$284.3K
EASTGROUP PROPERTIES INC
Shares:1.6K
Value:$282.3K
Willdan Group, Inc.
Shares:6.9K
Value:$282.0K
464287481
Shares:2.4K
Value:$282.0K
KT CORP
Shares:15.9K
Value:$281.9K
SHOPIFY INC.
Shares:2.9K
Value:$281.4K
BOYD GAMING CORP
Shares:4.3K
Value:$281.2K
Preferred Bank
Shares:3.4K
Value:$281.0K
NORDSON CORP
Shares:1.4K
Value:$280.0K
REPUBLIC SERVICES, INC.
Shares:1.2K
Value:$279.5K
INTUITIVE SURGICAL INC
Shares:562
Value:$278.3K
Hillman Solutions Corp.
Shares:31.7K
Value:$278.3K
46429B267
Shares:12.1K
Value:$277.8K
Cloudflare, Inc.
Shares:2.4K
Value:$275.8K
Paycom Software, Inc.
Shares:1.3K
Value:$275.5K
KIRBY CORP
Shares:2.7K
Value:$272.9K
ZEBRA TECHNOLOGIES CORP
Shares:954
Value:$269.6K
AVIENT CORP
Shares:7.2K
Value:$268.0K