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 3 of 27
COMCAST CORP
Shares:117.0K
Value:$4.3M
QUALCOMM INC/DE
Shares:27.5K
Value:$4.2M
464287804
Shares:40.1K
Value:$4.2M
VISA INC.
Shares:11.9K
Value:$4.2M
09290C103
Shares:85.7K
Value:$4.2M
SCHLUMBERGER LIMITED/NV
Shares:98.3K
Value:$4.1M
ASTRAZENECA PLC
Shares:55.1K
Value:$4.0M
464287408
Shares:21.1K
Value:$4.0M
Shares:14.9K
Value:$4.0M
464288885
Shares:39.2K
Value:$3.9M
NVR INC
Shares:536
Value:$3.9M
464287523
Shares:19.8K
Value:$3.7M
CHEVRON CORP
Shares:22.2K
Value:$3.7M
Aon plc
Shares:9.3K
Value:$3.7M
LINDE PLC
Shares:7.9K
Value:$3.7M
81369Y209
Shares:25.2K
Value:$3.7M
NXP Semiconductors N.V.
Shares:19.2K
Value:$3.7M
T-Mobile US, Inc.
Shares:13.5K
Value:$3.6M
ELI LILLY & Co
Shares:4.3K
Value:$3.6M
33738R506
Shares:60.6K
Value:$3.5M