Elevation-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-09
Total Holdings: 498
Total Value: 231325862
Accession Number: 0001976256-25-000002
Form Type: 13F-HR
CIK: elevation-wealth-partners
Manager Name: Elevation-Wealth-Partners

Data Enrichment

70% identified

349 identified149 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

498 positions • $231.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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92206C664

VTWO|92206C664

Shares:833

Value:$67.2K

% of Portfolio:0.0% ($67.2K/$231.3M)

Arthur J. Gallagher & Co.

AJG|363576109

Shares:194

Value:$67.0K

% of Portfolio:0.0% ($67.0K/$231.3M)

S&P Global Inc.

SPGI|78409V104

Shares:130

Value:$66.1K

% of Portfolio:0.0% ($66.1K/$231.3M)

922908363

VOO|922908363

Shares:127

Value:$65.4K

% of Portfolio:0.0% ($65.4K/$231.3M)

Concentrix Corp

CNXC|20602D101

Shares:1.2K

Value:$64.4K

% of Portfolio:0.0% ($64.4K/$231.3M)

STARBUCKS CORP

SBUX|855244109

Shares:646

Value:$63.4K

% of Portfolio:0.0% ($63.4K/$231.3M)

301505558

Shares:4.4K

Value:$62.5K

% of Portfolio:0.0% ($62.5K/$231.3M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:375

Value:$62.3K

% of Portfolio:0.0% ($62.3K/$231.3M)

464287168

DVY|464287168

Shares:467

Value:$62.1K

% of Portfolio:0.0% ($62.1K/$231.3M)

025072281

Shares:981

Value:$61.2K

% of Portfolio:0.0% ($61.2K/$231.3M)

AT&T INC.

T|00206R102

Shares:2.1K

Value:$60.7K

% of Portfolio:0.0% ($60.7K/$231.3M)

37954Y715

Shares:2.1K

Value:$59.9K

% of Portfolio:0.0% ($59.9K/$231.3M)

464288273

Shares:931

Value:$59.1K

% of Portfolio:0.0% ($59.1K/$231.3M)

53700T827

Shares:2.3K

Value:$57.8K

% of Portfolio:0.0% ($57.8K/$231.3M)

33741X102

Shares:1.7K

Value:$57.7K

% of Portfolio:0.0% ($57.7K/$231.3M)

33734X150

Shares:827

Value:$57.6K

% of Portfolio:0.0% ($57.6K/$231.3M)

921946810

VIGI|921946810

Shares:693

Value:$57.5K

% of Portfolio:0.0% ($57.5K/$231.3M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:470

Value:$57.2K

% of Portfolio:0.0% ($57.2K/$231.3M)

46435U853

Shares:1.5K

Value:$55.2K

% of Portfolio:0.0% ($55.2K/$231.3M)

464287200

IVV|464287200

Shares:95

Value:$53.4K

% of Portfolio:0.0% ($53.4K/$231.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VTWOcusip92206C664)	833	QoQ +0.12% (-1) YoY -78.02% (-3.0K)	All Managers (Combined)	$67.2K	0.0% ($67.2K/$231.3M)	QoQ -9.67% (-$7.2K) YoY -79.17% (-$255.3K)
Arthur J. Gallagher & Co.(AJGcusip363576109)	194	QoQ +11.49% (+20) YoY +28.47% (+43)	All Managers (Combined)	$67.0K	0.0% ($67.0K/$231.3M)	QoQ +35.66% (+$17.6K) YoY +77.46% (+$29.2K)
S&P Global Inc.(SPGIcusip78409V104)	130	QoQ 0.00% (+0) YoY -13.33% (-20)	All Managers (Combined)	$66.1K	0.0% ($66.1K/$231.3M)	QoQ +2.02% (+$1.3K) YoY +3.50% (-$2.2K)
(VOOcusip922908363)	127	QoQ -3.05% (-4) YoY +47.67% (+41)	All Managers (Combined)	$65.4K	0.0% ($65.4K/$231.3M)	QoQ -7.31% (-$5.2K) YoY +57.51% (+$23.9K)
Concentrix Corp(CNXCcusip20602D101)	1.2K	QoQ -28.93% (-471) YoY -48.23% (-1.1K)	All Managers (Combined)	$64.4K	0.0% ($64.4K/$231.3M)	QoQ -8.61% (-$6.1K) YoY -56.50% (-$83.6K)
STARBUCKS CORP(SBUXcusip855244109)	646	QoQ -20.14% (-163) YoY -32.56% (-312)	All Managers (Combined)	$63.4K	0.0% ($63.4K/$231.3M)	QoQ -14.16% (-$10.5K) YoY -27.60% (-$24.2K)
(cusip301505558)✕	4.4K	QoQ 0.00% (-0) YoY NEW(+4.4K)	All Managers (Combined)	$62.5K	0.0% ($62.5K/$231.3M)	QoQ -11.36% (-$8.0K) YoY NEW(+$62.5K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	375	QoQ 0.00% (-0) YoY +11.94% (+40)	All Managers (Combined)	$62.3K	0.0% ($62.3K/$231.3M)	QoQ -15.94% (-$11.8K) YoY +36.58% (+$16.7K)
(DVYcusip464287168)	467	QoQ +0.64% (+3) YoY +2.41% (+11)	All Managers (Combined)	$62.1K	0.0% ($62.1K/$231.3M)	QoQ +1.90% (+$1.2K) YoY +12.71% (+$7.0K)
(cusip025072281)✕	981	QoQ NEW(+981) YoY +1.34% (+13)	All Managers (Combined)	$61.2K	0.0% ($61.2K/$231.3M)	QoQ NEW(+$61.2K) YoY +2.83% (+$1.7K)
AT&T INC.(Tcusip00206R102)	2.1K	QoQ -16.30% (-418) YoY +465.96% (+1.8K)	All Managers (Combined)	$60.7K	0.0% ($60.7K/$231.3M)	QoQ +3.94% (-$2.3K) YoY +809.27% (+$54.0K)
(cusip37954Y715)✕	2.1K	QoQ 0.00% (-0) YoY NEW(+2.1K)	All Managers (Combined)	$59.9K	0.0% ($59.9K/$231.3M)	QoQ -10.92% (-$7.3K) YoY NEW(+$59.9K)
(cusip464288273)✕	931	QoQ 0.00% (+0) YoY +3.55% (+32)	All Managers (Combined)	$59.1K	0.0% ($59.1K/$231.3M)	QoQ +4.57% (+$2.6K) YoY +3.85% (+$2.2K)
(cusip53700T827)✕	2.3K	QoQ -50.00% (-2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$57.8K	0.0% ($57.8K/$231.3M)	QoQ -51.71% (-$62.0K) YoY NEW(+$57.8K)
(cusip33741X102)✕	1.7K	QoQ 0.00% (-0) YoY NEW(+1.7K)	All Managers (Combined)	$57.7K	0.0% ($57.7K/$231.3M)	QoQ -6.55% (-$4.0K) YoY NEW(+$57.7K)
(cusip33734X150)✕	827	QoQ 0.00% (-0) YoY NEW(+827)	All Managers (Combined)	$57.6K	0.0% ($57.6K/$231.3M)	QoQ -6.90% (-$4.3K) YoY NEW(+$57.6K)
(VIGIcusip921946810)	693	QoQ -38.56% (-435) YoY -38.18% (-428)	All Managers (Combined)	$57.5K	0.0% ($57.5K/$231.3M)	QoQ -36.27% (-$32.7K) YoY -37.07% (-$33.9K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	470	QoQ -44.64% (-379) YoY -44.51% (-377)	All Managers (Combined)	$57.2K	0.0% ($57.2K/$231.3M)	QoQ -44.20% (-$45.4K) YoY -33.35% (-$28.7K)
(cusip46435U853)✕	1.5K	QoQ +1.14% (+17) YoY +7.06% (+99)	All Managers (Combined)	$55.2K	0.0% ($55.2K/$231.3M)	QoQ +1.20% (+$655) YoY +7.72% (+$4.0K)
(IVVcusip464287200)	95	QoQ -24.60% (-31) YoY -9.52% (-10)	All Managers (Combined)	$53.4K	0.0% ($53.4K/$231.3M)	QoQ -28.03% (-$20.8K) YoY -3.29% (-$1.8K)