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 7 of 27
CrowdStrike Holdings, Inc.
Shares:5.3K
Value:$1.9M
% of Portfolio:0.2% ($1.9M/$1.1B)
MCDONALDS CORP
Shares:5.7K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$1.1B)
ARCH CAPITAL GROUP LTD.
Shares:18.3K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$1.1B)
AMPHENOL CORP /DE/
Shares:26.6K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$1.1B)
LOWES COMPANIES INC
Shares:7.3K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$1.1B)
464287614
Shares:4.7K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$1.1B)
DELTA AIR LINES, INC.
Shares:38.7K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$1.1B)
CISCO SYSTEMS, INC.
Shares:26.9K
Value:$1.7M
% of Portfolio:0.1% ($1.7M/$1.1B)
81369Y308
Shares:20.2K
Value:$1.7M
% of Portfolio:0.1% ($1.7M/$1.1B)
AMERIPRISE FINANCIAL INC
Shares:3.4K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$1.1B)
ALTRIA GROUP, INC.
Shares:26.7K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$1.1B)
S&P Global Inc.
Shares:3.1K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$1.1B)
WILLIAMS COMPANIES, INC.
Shares:26.5K
Value:$1.6M
% of Portfolio:0.1% ($1.6M/$1.1B)
Vistra Corp.
Shares:13.1K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$1.1B)
Duke Energy CORP
Shares:12.5K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$1.1B)
Shares:27.3K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$1.1B)
US Foods Holding Corp.
Shares:23.0K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$1.1B)
PayPal Holdings, Inc.
Shares:23.0K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$1.1B)
DIAMOND HILL INVESTMENT GROUP INC
Shares:10.5K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$1.1B)
COCA-COLA EUROPACIFIC PARTNERS plc
Shares:17.1K
Value:$1.5M
% of Portfolio:0.1% ($1.5M/$1.1B)