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 • $1.1B total value
Manager:
Search and click to pin securities to the top
Page 3 of 27
COMCAST CORP
Shares:117.0K
Value:$4.3M
% of Portfolio:0.4% ($4.3M/$1.1B)
QUALCOMM INC/DE
Shares:27.5K
Value:$4.2M
% of Portfolio:0.4% ($4.2M/$1.1B)
464287804
Shares:40.1K
Value:$4.2M
% of Portfolio:0.4% ($4.2M/$1.1B)
VISA INC.
Shares:11.9K
Value:$4.2M
% of Portfolio:0.4% ($4.2M/$1.1B)
09290C103
Shares:85.7K
Value:$4.2M
% of Portfolio:0.4% ($4.2M/$1.1B)
SCHLUMBERGER LIMITED/NV
Shares:98.3K
Value:$4.1M
% of Portfolio:0.4% ($4.1M/$1.1B)
ASTRAZENECA PLC
Shares:55.1K
Value:$4.0M
% of Portfolio:0.4% ($4.0M/$1.1B)
464287408
Shares:21.1K
Value:$4.0M
% of Portfolio:0.4% ($4.0M/$1.1B)
Shares:14.9K
Value:$4.0M
% of Portfolio:0.4% ($4.0M/$1.1B)
464288885
Shares:39.2K
Value:$3.9M
% of Portfolio:0.4% ($3.9M/$1.1B)
NVR INC
Shares:536
Value:$3.9M
% of Portfolio:0.3% ($3.9M/$1.1B)
464287523
Shares:19.8K
Value:$3.7M
% of Portfolio:0.3% ($3.7M/$1.1B)
CHEVRON CORP
Shares:22.2K
Value:$3.7M
% of Portfolio:0.3% ($3.7M/$1.1B)
Aon plc
Shares:9.3K
Value:$3.7M
% of Portfolio:0.3% ($3.7M/$1.1B)
LINDE PLC
Shares:7.9K
Value:$3.7M
% of Portfolio:0.3% ($3.7M/$1.1B)
81369Y209
Shares:25.2K
Value:$3.7M
% of Portfolio:0.3% ($3.7M/$1.1B)
NXP Semiconductors N.V.
Shares:19.2K
Value:$3.7M
% of Portfolio:0.3% ($3.7M/$1.1B)
T-Mobile US, Inc.
Shares:13.5K
Value:$3.6M
% of Portfolio:0.3% ($3.6M/$1.1B)
ELI LILLY & Co
Shares:4.3K
Value:$3.6M
% of Portfolio:0.3% ($3.6M/$1.1B)
33738R506
Shares:60.6K
Value:$3.5M
% of Portfolio:0.3% ($3.5M/$1.1B)