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 26 of 27

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AGILENT TECHNOLOGIES, INC.

A|00846U101

Shares:1.8K

Value:$215.6K

% of Portfolio:0.0% ($215.6K/$1.1B)

SPIRE INC

SR|84857L101

Shares:2.8K

Value:$215.5K

% of Portfolio:0.0% ($215.5K/$1.1B)

ARCBEST CORP /DE/

ARCB|03937C105

Shares:3.1K

Value:$215.5K

% of Portfolio:0.0% ($215.5K/$1.1B)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:866

Value:$210.0K

% of Portfolio:0.0% ($210.0K/$1.1B)

JUNIPER NETWORKS INC

JNPR|48203R104

Shares:5.8K

Value:$209.7K

% of Portfolio:0.0% ($209.7K/$1.1B)

BANCO BILBAO VIZCAYA ARGENTARIA, S.A.

BBVA|05946K101

Shares:15.3K

Value:$208.8K

% of Portfolio:0.0% ($208.8K/$1.1B)

ESTABLISHMENT LABS HOLDINGS INC.

ESTA|G31249108

Shares:5.1K

Value:$206.6K

% of Portfolio:0.0% ($206.6K/$1.1B)

HUBBELL INC

HUBB|443510607

Shares:624

Value:$206.5K

% of Portfolio:0.0% ($206.5K/$1.1B)

SILICON LABORATORIES INC.

SLAB|826919102

Shares:1.8K

Value:$206.5K

% of Portfolio:0.0% ($206.5K/$1.1B)

C. H. ROBINSON WORLDWIDE, INC.

CHRW|12541W209

Shares:2.0K

Value:$205.8K

% of Portfolio:0.0% ($205.8K/$1.1B)

Shake Shack Inc.

SHAK|819047101

Shares:2.3K

Value:$204.6K

% of Portfolio:0.0% ($204.6K/$1.1B)

SI-BONE, Inc.

SIBN|825704109

Shares:14.6K

Value:$204.3K

% of Portfolio:0.0% ($204.3K/$1.1B)

74940T104

Shares:100.0K

Value:$200.0K

% of Portfolio:0.0% ($200.0K/$1.1B)

Ladder Capital Corp

LADR|505743104

Shares:17.4K

Value:$198.9K

% of Portfolio:0.0% ($198.9K/$1.1B)

AES CORP

AES|00130H105

Shares:14.6K

Value:$181.2K

% of Portfolio:0.0% ($181.2K/$1.1B)

Alphatec Holdings, Inc.

ATEC|02081G201

Shares:15.9K

Value:$161.7K

% of Portfolio:0.0% ($161.7K/$1.1B)

WIPRO LTD

WIT|97651M109

Shares:51.6K

Value:$157.8K

% of Portfolio:0.0% ($157.8K/$1.1B)

Summit Hotel Properties, Inc.

INN|866082100

Shares:20.7K

Value:$111.7K

% of Portfolio:0.0% ($111.7K/$1.1B)

Itau Unibanco Holding S.A.

ITUB|465562106

Shares:14.5K

Value:$79.6K

% of Portfolio:0.0% ($79.6K/$1.1B)

NVIDIA CORP

NVDA|67066G104

Shares:1.0K

Value:$65.0K

% of Portfolio:0.0% ($65.0K/$1.1B)

Instrument	Shares		Other Manager	Value	% of Portfolio
AGILENT TECHNOLOGIES, INC.(Acusip00846U101)	1.8K	QoQ -5.72% (-112) YoY -7.52% (-150)	All Managers (Combined)	$215.6K	0.0% ($215.6K/$1.1B)	QoQ -17.90% (-$47.0K) YoY -25.64% (-$74.4K)
SPIRE INC(SRcusip84857L101)	2.8K	QoQ NEW(+2.8K) YoY -19.56% (-670)	All Managers (Combined)	$215.5K	0.0% ($215.5K/$1.1B)	QoQ NEW(+$215.5K) YoY +2.55% (-$5.4K)
ARCBEST CORP /DE/(ARCBcusip03937C105)	3.1K	QoQ +33.26% (+762) YoY +56.64% (-1.1K)	All Managers (Combined)	$215.5K	0.0% ($215.5K/$1.1B)	QoQ +0.78% (+$1.7K) YoY -22.41% (-$62.3K)
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	866	QoQ -36.51% (-498) YoY -36.51% (-498)	All Managers (Combined)	$210.0K	0.0% ($210.0K/$1.1B)	QoQ -31.91% (-$98.4K) YoY -24.85% (-$69.5K)
JUNIPER NETWORKS INC(JNPRcusip48203R104)	5.8K	QoQ +7.01% (+380) YoY NEW(+5.8K)	All Managers (Combined)	$209.7K	0.0% ($209.7K/$1.1B)	QoQ +3.40% (+$6.9K) YoY NEW(+$209.7K)
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.(BBVAcusip05946K101)	15.3K	QoQ NEW(+15.3K) YoY NEW(+15.3K)	All Managers (Combined)	$208.8K	0.0% ($208.8K/$1.1B)	QoQ NEW(+$208.8K) YoY NEW(+$208.8K)
ESTABLISHMENT LABS HOLDINGS INC.(ESTAcusipG31249108)	5.1K	QoQ NEW(+5.1K) YoY NEW(+5.1K)	All Managers (Combined)	$206.6K	0.0% ($206.6K/$1.1B)	QoQ NEW(+$206.6K) YoY NEW(+$206.6K)
HUBBELL INC(HUBBcusip443510607)	624	QoQ -8.10% (-55) YoY -11.23% (-79)	All Managers (Combined)	$206.5K	0.0% ($206.5K/$1.1B)	QoQ -27.40% (-$77.9K) YoY -29.23% (-$85.3K)
SILICON LABORATORIES INC.(SLABcusip826919102)	1.8K	QoQ +1.49% (-27) YoY NEW(+1.8K)	All Managers (Combined)	$206.5K	0.0% ($206.5K/$1.1B)	QoQ -8.02% (-$18.0K) YoY NEW(+$206.5K)
C. H. ROBINSON WORLDWIDE, INC.(CHRWcusip12541W209)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$205.8K	0.0% ($205.8K/$1.1B)	QoQ NEW(+$205.8K) YoY NEW(+$205.8K)
Shake Shack Inc.(SHAKcusip819047101)	2.3K	QoQ +4.78% (-106) YoY NEW(+2.3K)	All Managers (Combined)	$204.6K	0.0% ($204.6K/$1.1B)	QoQ -28.82% (-$82.8K) YoY NEW(+$204.6K)
SI-BONE, Inc.(SIBNcusip825704109)	14.6K	QoQ NEW(+14.6K) YoY NEW(+14.6K)	All Managers (Combined)	$204.3K	0.0% ($204.3K/$1.1B)	QoQ NEW(+$204.3K) YoY NEW(+$204.3K)
(cusip74940T104)✕	100.0K	QoQ 0.00% (+0) YoY NEW(+100.0K)	All Managers (Combined)	$200.0K	0.0% ($200.0K/$1.1B)	QoQ +83.48% (+$91.0K) YoY NEW(+$200.0K)
Ladder Capital Corp(LADRcusip505743104)	17.4K	QoQ +0.97% (+168) YoY +25.14% (+3.5K)	All Managers (Combined)	$198.9K	0.0% ($198.9K/$1.1B)	QoQ +2.95% (+$5.7K) YoY +28.29% (+$43.9K)
AES CORP(AEScusip00130H105)	14.6K	QoQ -38.74% (-9.2K) YoY +0.22% (-33)	All Managers (Combined)	$181.2K	0.0% ($181.2K/$1.1B)	QoQ -40.88% (-$125.3K) YoY -30.57% (-$79.8K)
Alphatec Holdings, Inc.(ATECcusip02081G201)	15.9K	QoQ -3.52% (-583) YoY NEW(+15.9K)	All Managers (Combined)	$161.7K	0.0% ($161.7K/$1.1B)	QoQ +6.56% (-$10.0K) YoY NEW(+$161.7K)
WIPRO LTD(WITcusip97651M109)	51.6K	QoQ -3.02% (-1.6K) YoY NEW(+51.6K)	All Managers (Combined)	$157.8K	0.0% ($157.8K/$1.1B)	QoQ -16.17% (-$30.5K) YoY NEW(+$157.8K)
Summit Hotel Properties, Inc.(INNcusip866082100)	20.7K	QoQ +0.97% (-200) YoY +0.67% (-139)	All Managers (Combined)	$111.7K	0.0% ($111.7K/$1.1B)	QoQ -20.24% (-$28.4K) YoY -16.33% (-$21.8K)
Itau Unibanco Holding S.A.(ITUBcusip465562106)	14.5K	QoQ +26.71% (+3.0K) YoY +13.69% (-1.7K)	All Managers (Combined)	$79.6K	0.0% ($79.6K/$1.1B)	QoQ +40.51% (+$22.9K) YoY -9.76% (-$8.6K)
NVIDIA CORP(NVDAcusip67066G104)	1.0K	QoQ 0.00% (-0) YoY -88.09% (-7.4K)	All Managers (Combined)	$65.0K	0.0% ($65.0K/$1.1B)	QoQ -31.20% (-$29.5K) YoY -99.14% (-$7.5M)