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
Community West Bancshares
Shares:14.5K
Value:$267.9K
HOME BANCSHARES INC
Shares:9.4K
Value:$266.4K
464287457
Shares:3.2K
Value:$265.8K
INSMED Inc
Shares:3.4K
Value:$259.2K
Howmet Aerospace Inc.
Shares:2.0K
Value:$257.1K
TKO Group Holdings, Inc.
Shares:1.7K
Value:$256.9K
MAGNITE, INC.
Shares:22.5K
Value:$256.2K
92204A504
Shares:948
Value:$251.0K
KBR, INC.
Shares:5.0K
Value:$250.9K
FULLER H B CO
Shares:4.5K
Value:$250.7K
On Holding AG
Shares:5.7K
Value:$250.1K
COMMERCIAL METALS Co
Shares:5.4K
Value:$248.4K
WATTS WATER TECHNOLOGIES INC
Shares:1.2K
Value:$247.2K
APi Group Corp
Shares:6.9K
Value:$247.1K
INTEL CORP
Shares:10.9K
Value:$246.5K
COMMVAULT SYSTEMS INC
Shares:1.5K
Value:$242.8K
PAR TECHNOLOGY CORP
Shares:3.9K
Value:$241.0K
Arcosa, Inc.
Shares:3.1K
Value:$240.0K
SIGNET JEWELERS LTD
Shares:4.1K
Value:$238.2K
808524300
Shares:9.4K
Value:$235.7K