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

SEC FilingSEC DataHachi Filing

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
CIK: elevation-point-wealth-partners
Manager Name: Elevation-Point-Wealth-Partners

Data Enrichment

89% identified

470 identified57 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

527 positions • $1.1B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 25 of 27

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AMGEN INC

AMGN|031162100

Shares:744

Value:$231.8K

% of Portfolio:0.0% ($231.8K/$1.1B)

Allegion plc

ALLE|G0176J109

Shares:1.8K

Value:$231.3K

% of Portfolio:0.0% ($231.3K/$1.1B)

GRID DYNAMICS HOLDINGS, INC.

GDYN|39813G109

Shares:14.7K

Value:$230.8K

% of Portfolio:0.0% ($230.8K/$1.1B)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

Shares:2.1K

Value:$230.8K

% of Portfolio:0.0% ($230.8K/$1.1B)

Tri Pointe Homes, Inc.

TPH|87265H109

Shares:7.2K

Value:$230.7K

% of Portfolio:0.0% ($230.7K/$1.1B)

09290C509

Shares:3.8K

Value:$230.5K

% of Portfolio:0.0% ($230.5K/$1.1B)

92189H607

Shares:866

Value:$227.0K

% of Portfolio:0.0% ($227.0K/$1.1B)

SentinelOne, Inc.

S|81730H109

Shares:12.4K

Value:$226.2K

% of Portfolio:0.0% ($226.2K/$1.1B)

LOGITECH INTERNATIONAL S.A.

LOGI|H50430232

Shares:2.7K

Value:$224.1K

% of Portfolio:0.0% ($224.1K/$1.1B)

Krystal Biotech, Inc.

KRYS|501147102

Shares:1.2K

Value:$223.4K

% of Portfolio:0.0% ($223.4K/$1.1B)

Core Scientific, Inc./tx

CORZ|21874A106

Shares:30.9K

Value:$223.4K

% of Portfolio:0.0% ($223.4K/$1.1B)

PINTEREST, INC.

PINS|72352L106

Shares:7.2K

Value:$221.9K

% of Portfolio:0.0% ($221.9K/$1.1B)

ARMSTRONG WORLD INDUSTRIES INC

AWI|04247X102

Shares:1.6K

Value:$221.2K

% of Portfolio:0.0% ($221.2K/$1.1B)

TYLER TECHNOLOGIES INC

TYL|902252105

Shares:380

Value:$220.9K

% of Portfolio:0.0% ($220.9K/$1.1B)

ZIFF DAVIS, INC.

ZD|48123V102

Shares:5.9K

Value:$220.7K

% of Portfolio:0.0% ($220.7K/$1.1B)

Vipshop Holdings Ltd

VIPS|92763W103

Shares:14.0K

Value:$219.1K

% of Portfolio:0.0% ($219.1K/$1.1B)

BELLRING BRANDS, INC.

BRBR|07831C103

Shares:2.9K

Value:$218.3K

% of Portfolio:0.0% ($218.3K/$1.1B)

Tronox Holdings plc

TROX|G9087Q102

Shares:30.9K

Value:$217.8K

% of Portfolio:0.0% ($217.8K/$1.1B)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:5.2K

Value:$216.2K

% of Portfolio:0.0% ($216.2K/$1.1B)

HANOVER INSURANCE GROUP, INC.

THG|410867105

Shares:1.2K

Value:$215.7K

% of Portfolio:0.0% ($215.7K/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMGEN INC(AMGNcusip031162100)	744	QoQ -73.67% (-2.1K) YoY -86.93% (-5.0K)	All Managers (Combined)	$231.8K	0.0% ($231.8K/$1.1B)	QoQ -68.53% (-$504.9K) YoY -85.68% (-$1.4M)
Allegion plc(ALLEcusipG0176J109)	1.8K	QoQ -1.22% (-22) YoY -23.04% (-531)	All Managers (Combined)	$231.3K	0.0% ($231.3K/$1.1B)	QoQ -1.38% (-$3.3K) YoY -25.46% (-$79.0K)
GRID DYNAMICS HOLDINGS, INC.(GDYNcusip39813G109)	14.7K	QoQ +0.95% (-140) YoY NEW(+14.7K)	All Managers (Combined)	$230.8K	0.0% ($230.8K/$1.1B)	QoQ -28.95% (-$94.1K) YoY NEW(+$230.8K)
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	2.1K	QoQ -75.37% (-6.4K) YoY -71.44% (-5.2K)	All Managers (Combined)	$230.8K	0.0% ($230.8K/$1.1B)	QoQ -74.11% (-$660.6K) YoY -69.86% (-$534.9K)
Tri Pointe Homes, Inc.(TPHcusip87265H109)	7.2K	QoQ -0.15% (-11) YoY NEW(+7.2K)	All Managers (Combined)	$230.7K	0.0% ($230.7K/$1.1B)	QoQ -12.10% (-$31.8K) YoY NEW(+$230.7K)
(cusip09290C509)✕	3.8K	QoQ -1.19% (-46) YoY -84.50% (-20.7K)	All Managers (Combined)	$230.5K	0.0% ($230.5K/$1.1B)	QoQ -6.50% (-$16.0K) YoY -83.64% (-$1.2M)
(cusip92189H607)✕	866	QoQ NEW(+866) YoY NEW(+866)	All Managers (Combined)	$227.0K	0.0% ($227.0K/$1.1B)	QoQ NEW(+$227.0K) YoY NEW(+$227.0K)
SentinelOne, Inc.(Scusip81730H109)	12.4K	QoQ NEW(+12.4K) YoY NEW(+12.4K)	All Managers (Combined)	$226.2K	0.0% ($226.2K/$1.1B)	QoQ NEW(+$226.2K) YoY NEW(+$226.2K)
LOGITECH INTERNATIONAL S.A.(LOGIcusipH50430232)	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$224.1K	0.0% ($224.1K/$1.1B)	QoQ NEW(+$224.1K) YoY NEW(+$224.1K)
Krystal Biotech, Inc.(KRYScusip501147102)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$223.4K	0.0% ($223.4K/$1.1B)	QoQ NEW(+$223.4K) YoY NEW(+$223.4K)
Core Scientific, Inc./tx(CORZcusip21874A106)	30.9K	QoQ +2.88% (-864) YoY NEW(+30.9K)	All Managers (Combined)	$223.4K	0.0% ($223.4K/$1.1B)	QoQ -46.98% (-$197.9K) YoY NEW(+$223.4K)
PINTEREST, INC.(PINScusip72352L106)	7.2K	QoQ NEW(+7.2K) YoY -71.76% (-18.2K)	All Managers (Combined)	$221.9K	0.0% ($221.9K/$1.1B)	QoQ NEW(+$221.9K) YoY -74.75% (-$657.0K)
ARMSTRONG WORLD INDUSTRIES INC(AWIcusip04247X102)	1.6K	QoQ +5.65% (+84) YoY NEW(+1.6K)	All Managers (Combined)	$221.2K	0.0% ($221.2K/$1.1B)	QoQ +5.31% (+$11.2K) YoY NEW(+$221.2K)
TYLER TECHNOLOGIES INC(TYLcusip902252105)	380	QoQ NEW(+380) YoY NEW(+380)	All Managers (Combined)	$220.9K	0.0% ($220.9K/$1.1B)	QoQ NEW(+$220.9K) YoY NEW(+$220.9K)
ZIFF DAVIS, INC.(ZDcusip48123V102)	5.9K	QoQ +0.25% (-15) YoY NEW(+5.9K)	All Managers (Combined)	$220.7K	0.0% ($220.7K/$1.1B)	QoQ -30.66% (-$97.6K) YoY NEW(+$220.7K)
Vipshop Holdings Ltd(VIPScusip92763W103)	14.0K	QoQ -28.61% (-5.6K) YoY -48.45% (-13.1K)	All Managers (Combined)	$219.1K	0.0% ($219.1K/$1.1B)	QoQ -16.90% (-$44.6K) YoY -51.16% (-$229.5K)
BELLRING BRANDS, INC.(BRBRcusip07831C103)	2.9K	QoQ -29.38% (-1.2K) YoY -38.14% (-1.8K)	All Managers (Combined)	$218.3K	0.0% ($218.3K/$1.1B)	QoQ -30.20% (-$94.5K) YoY -21.97% (-$61.5K)
Tronox Holdings plc(TROXcusipG9087Q102)	30.9K	QoQ NEW(+30.9K) YoY NEW(+30.9K)	All Managers (Combined)	$217.8K	0.0% ($217.8K/$1.1B)	QoQ NEW(+$217.8K) YoY NEW(+$217.8K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	5.2K	QoQ +418.10% (+4.2K) YoY -17.23% (-1.1K)	All Managers (Combined)	$216.2K	0.0% ($216.2K/$1.1B)	QoQ +8345.19% (+$213.6K) YoY -8.92% (-$21.2K)
HANOVER INSURANCE GROUP, INC.(THGcusip410867105)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$215.7K	0.0% ($215.7K/$1.1B)	QoQ NEW(+$215.7K) YoY NEW(+$215.7K)