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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464287150
Shares:19.2K
Value:$2.3M
% of Portfolio:0.2% ($2.3M/$1.1B)
Elevance Health, Inc.
Shares:5.3K
Value:$2.3M
% of Portfolio:0.2% ($2.3M/$1.1B)
COPART INC
Shares:39.9K
Value:$2.3M
% of Portfolio:0.2% ($2.3M/$1.1B)
ANALOG DEVICES INC
Shares:11.2K
Value:$2.3M
% of Portfolio:0.2% ($2.3M/$1.1B)
Ferrari N.V.
Shares:5.2K
Value:$2.2M
% of Portfolio:0.2% ($2.2M/$1.1B)
AUTOMATIC DATA PROCESSING INC
Shares:7.2K
Value:$2.2M
% of Portfolio:0.2% ($2.2M/$1.1B)
Philip Morris International Inc.
Shares:13.5K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$1.1B)
464287721
Shares:14.9K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$1.1B)
GFL Environmental Inc.
Shares:42.6K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$1.1B)
ICICI BANK LTD
Shares:65.3K
Value:$2.1M
% of Portfolio:0.2% ($2.1M/$1.1B)
MERCADOLIBRE INC
Shares:999
Value:$1.9M
% of Portfolio:0.2% ($1.9M/$1.1B)
92189F106
Shares:42.2K
Value:$1.9M
% of Portfolio:0.2% ($1.9M/$1.1B)
Booking Holdings Inc.
Shares:419
Value:$1.9M
% of Portfolio:0.2% ($1.9M/$1.1B)
464288588
Shares:20.6K
Value:$1.9M
% of Portfolio:0.2% ($1.9M/$1.1B)
46434G103
Shares:35.7K
Value:$1.9M
% of Portfolio:0.2% ($1.9M/$1.1B)
COCA COLA CO
Shares:26.9K
Value:$1.9M
% of Portfolio:0.2% ($1.9M/$1.1B)
CONOCOPHILLIPS
Shares:18.1K
Value:$1.9M
% of Portfolio:0.2% ($1.9M/$1.1B)
922908363
Shares:3.7K
Value:$1.9M
% of Portfolio:0.2% ($1.9M/$1.1B)
UNILEVER PLC
Shares:31.6K
Value:$1.9M
% of Portfolio:0.2% ($1.9M/$1.1B)
37954Y848
Shares:47.6K
Value:$1.9M
% of Portfolio:0.2% ($1.9M/$1.1B)