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:
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Page 4 of 27
Paramount Global
Shares:294.6K
Value:$3.5M
% of Portfolio:0.3% ($3.5M/$1.1B)
NORTHROP GRUMMAN CORP /DE/
Shares:6.9K
Value:$3.5M
% of Portfolio:0.3% ($3.5M/$1.1B)
464288877
Shares:59.3K
Value:$3.5M
% of Portfolio:0.3% ($3.5M/$1.1B)
LAM RESEARCH CORP
Shares:46.6K
Value:$3.4M
% of Portfolio:0.3% ($3.4M/$1.1B)
AppLovin Corp
Shares:12.8K
Value:$3.4M
% of Portfolio:0.3% ($3.4M/$1.1B)
TYSON FOODS, INC.
Shares:52.7K
Value:$3.4M
% of Portfolio:0.3% ($3.4M/$1.1B)
BRISTOL MYERS SQUIBB CO
Shares:54.6K
Value:$3.3M
% of Portfolio:0.3% ($3.3M/$1.1B)
CITIGROUP INC
Shares:46.4K
Value:$3.3M
% of Portfolio:0.3% ($3.3M/$1.1B)
81369Y852
Shares:34.1K
Value:$3.3M
% of Portfolio:0.3% ($3.3M/$1.1B)
SBA COMMUNICATIONS CORP
Shares:14.8K
Value:$3.3M
% of Portfolio:0.3% ($3.3M/$1.1B)
46434V621
Shares:52.6K
Value:$3.3M
% of Portfolio:0.3% ($3.3M/$1.1B)
Tesla, Inc.
Shares:12.4K
Value:$3.2M
% of Portfolio:0.3% ($3.2M/$1.1B)
464287465
Shares:38.9K
Value:$3.2M
% of Portfolio:0.3% ($3.2M/$1.1B)
00214Q104
Shares:65.5K
Value:$3.1M
% of Portfolio:0.3% ($3.1M/$1.1B)
PEPSICO INC
Shares:20.4K
Value:$3.1M
% of Portfolio:0.3% ($3.1M/$1.1B)
UNIVERSAL HEALTH SERVICES INC
Shares:16.3K
Value:$3.1M
% of Portfolio:0.3% ($3.1M/$1.1B)
TARGET CORP
Shares:29.2K
Value:$3.0M
% of Portfolio:0.3% ($3.0M/$1.1B)
ABBOTT LABORATORIES
Shares:22.5K
Value:$3.0M
% of Portfolio:0.3% ($3.0M/$1.1B)
Hercules Capital, Inc.
Shares:153.9K
Value:$3.0M
% of Portfolio:0.3% ($3.0M/$1.1B)
APPLIED MATERIALS INC /DE
Shares:20.2K
Value:$2.9M
% of Portfolio:0.3% ($2.9M/$1.1B)