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:
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Page 27 of 27
Vuzix Corp
Shares:22.1K
Value:$45.1K
NETFLIX INC
Shares:100
Value:$19.5K
MICROSOFT CORP
Shares:200
Value:$16.8K
Meta Platforms, Inc.
Shares:100
Value:$16.3K
UNITEDHEALTH GROUP INC
Shares:200
Value:$14.8K
464287655
Shares:1.0K
Value:$10.4K
Tilray Brands, Inc.
Shares:11.0K
Value:$7.2K