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 9 of 27
464287291
Shares:16.4K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.1B)
CANADIAN NATURAL RESOURCES LTD
Shares:39.7K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.1B)
RAYMOND JAMES FINANCIAL INC
Shares:8.7K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.1B)
BARCLAYS PLC
Shares:78.7K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.1B)
AUTOZONE INC
Shares:316
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.1B)
78463X772
Shares:30.7K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.1B)
MCKESSON CORP
Shares:1.7K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$1.1B)
UBS Group AG
Shares:37.5K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.1B)
46432F396
Shares:5.6K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.1B)
81369Y886
Shares:14.4K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.1B)
KLA CORP
Shares:1.7K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.1B)
MICRON TECHNOLOGY INC
Shares:13.0K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.1B)
BOSTON SCIENTIFIC CORP
Shares:11.2K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.1B)
AMERICAN EXPRESS CO
Shares:4.2K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.1B)
LOCKHEED MARTIN CORP
Shares:2.4K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.1B)
464287234
Shares:24.8K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.1B)
CHECK POINT SOFTWARE TECHNOLOGIES LTD
Shares:4.7K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.1B)
CINTAS CORP
Shares:5.2K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.1B)
Bain Capital Specialty Finance, Inc.
Shares:64.1K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.1B)
78464A839
Shares:13.8K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$1.1B)