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 8 of 27
CANADIAN PACIFIC KANSAS CITY LTD/CN
Shares:21.1K
Value:$1.5M
COSTCO WHOLESALE CORP /NEW
Shares:1.5K
Value:$1.4M
Coupang, Inc.
Shares:66.0K
Value:$1.4M
Coterra Energy Inc.
Shares:49.8K
Value:$1.4M
STERIS plc
Shares:6.3K
Value:$1.4M
UNITED RENTALS, INC.
Shares:2.2K
Value:$1.4M
ICON PLC
Shares:7.9K
Value:$1.4M
46438F101
Shares:29.5K
Value:$1.4M
Medtronic plc
Shares:15.3K
Value:$1.4M
VALERO ENERGY CORP/TX
Shares:10.3K
Value:$1.4M
464287101
Shares:4.9K
Value:$1.3M
Shares:9.0K
Value:$1.3M
Talen Energy Corp
Shares:6.6K
Value:$1.3M
monday.com Ltd.
Shares:5.2K
Value:$1.3M
ROCKWELL AUTOMATION, INC
Shares:4.9K
Value:$1.3M
81369Y506
Shares:13.5K
Value:$1.3M
HONEYWELL INTERNATIONAL INC
Shares:5.9K
Value:$1.3M
03073E105
Shares:4.5K
Value:$1.3M
Avery Dennison Corp
Shares:7.0K
Value:$1.2M
Keurig Dr Pepper Inc.
Shares:36.4K
Value:$1.2M