Elevation-Wealth-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "AKRO",
  "ARES",
  null,
  "AES",
  "STRL",
  null,
  null,
  "SNOW",
  null,
  null,
  "FNDF",
  "FNDA",
  "ACN",
  "MDGL",
  null,
  "MMM",
  "ABNB",
  "ABT",
  null,
  "ABBV",
  "ADBE",
  "A",
  "APD",
  "PAA",
  null,
  "VONG",
  "GOOGL",
  "PRCT",
  "PXF",
  null,
  null,
  null,
  "SENS",
  "AU",
  "SCHH",
  null,
  "ASML",
  "T",
  "BLK",
  null,
  null,
  null,
  "CAT",
  "AVDE",
  "AVGO",
  null,
  "LOW",
  null,
  null,
  "AVEM",
  null,
  "FCEL",
  "BIDU",
  null,
  null,
  null,
  null,
  "COF",
  null,
  null,
  null,
  "DUK",
  "ROKU",
  "EBAY",
  null,
  null,
  null,
  null,
  "FRT",
  "EXPE",
  "PNR",
  null,
  "ALT",
  null,
  null,
  "TERN",
  "PHAT",
  "GILD",
  "ALGS",
  "GIS",
  "HON",
  "HD",
  "HPQ",
  null,
  "AZN",
  null,
  null,
  "MCD",
  null,
  null,
  null,
  "UNP",
  null,
  null,
  null,
  null,
  "GOF",
  "RIVN",
  "EMR",
  "META",
  null,
  null,
  null,
  "IJH",
  null,
  "PBYI",
  null,
  "RVP",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "KMI",
  null,
  "LHX",
  "ICF",
  "IWS",
  null,
  null,
  "EXG",
  "CYCN",
  "MMC",
  "USEG",
  "PWR",
  "MRVL",
  null,
  null,
  "MA",
  null,
  null,
  "MSFT",
  null,
  "MDLZ",
  "TMUS",
  "DXC",
  "ENPH",
  "EQIX",
  "EQT",
  "ETSY",
  "FIS",
  "GE",
  "GPC",
  "NVS",
  null,
  "IBRX",
  null,
  "ILMN",
  null,
  "ORLY",
  "ICLR",
  "HSY",
  "FAST",
  "IJR",
  "KKR",
  "KLAC",
  "IWD",
  "KHC",
  null,
  "VGIT",
  null,
  null,
  "REG",
  null,
  "EEM",
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "VGSH",
  "HTGC",
  "IVV",
  "IYR",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "EFAV",
  null,
  "ECL",
  "NVDA",
  "GS",
  "HPE",
  "INTC",
  "OGN",
  "GEHC",
  "PLTR",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  "KEYS",
  "MKC",
  "AMGN",
  "MSTR",
  null,
  "FNDX",
  "SLVM",
  "TMDX",
  "IEFA",
  "SPGI",
  null,
  null,
  "SCHX",
  null,
  null,
  "SPG",
  "ROP",
  "RTX",
  "GLD",
  null,
  null,
  "SPLG",
  null,
  "IBM",
  "SBUX",
  "SNPS",
  "CI",
  "TGT",
  "TMO",
  "TJX",
  "UBER",
  "UTHR",
  "UPS",
  "VNQ",
  "VO",
  "SOUN",
  "VOE",
  "RKLB",
  "SCHW",
  "RYTM",
  "ALC",
  null,
  null,
  "ACWV",
  null,
  null,
  "VWO",
  null,
  "JBL",
  "VSS",
  "ACHR",
  null,
  null,
  "PRF",
  null,
  null,
  null,
  "VIG",
  null,
  "TSCO",
  null,
  null,
  "IWO",
  "GT",
  "WY",
  "MTD",
  "IWN",
  null,
  "GL",
  null,
  "TSM",
  null,
  null,
  null,
  "GRAL",
  "ARE",
  "MTN",
  "ADSK",
  "AON",
  "AEE",
  "APTV",
  "AVY",
  "AFL",
  "AMD",
  "AVB",
  "EL",
  "SDY",
  "DRI",
  "DOV",
  "IP",
  "DECK",
  "EQR",
  "AJG",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "IR",
  "GSLC",
  "AEP",
  "FTRE",
  null,
  null,
  null,
  "VIGI",
  "AMZN",
  "MSI",
  "SCHB",
  null,
  null,
  null,
  null,
  "IVE",
  "LCID",
  "LUV",
  null,
  null,
  "OVV",
  "ESGD",
  null,
  "KD",
  "REXR",
  "ELS",
  "EGP",
  "OGS",
  null,
  null,
  null,
  "RGA",
  null,
  "VEU",
  "VGT",
  "VLO",
  "VEA",
  "VNQI",
  "VYMI",
  "MGK",
  "VONE",
  null,
  "VXUS",
  "VOOG",
  "VTWO",
  "VBK",
  "BNDX",
  "VBR",
  "VOT",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VLTO",
  "VTV",
  "VEEV",
  "V",
  "VKTX",
  "VST",
  "WBD",
  "WMT",
  "WAT",
  "WFC",
  null,
  null,
  null,
  null,
  "WYNN",
  "XEL",
  "ZBRA",
  "IUSG",
  null,
  null,
  "SOLV",
  null,
  null,
  "ESTC",
  "ONTO",
  "NXST",
  null,
  "SCHD",
  "BIIB",
  "DVY",
  "CHKP",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "LVS",
  "KIM",
  "LBRDK",
  "JCI",
  "NXPI",
  "LH",
  null,
  "CRM",
  "SWKS",
  "DIA",
  null,
  "LYV",
  null,
  null,
  "IUSV",
  null,
  "GEV",
  "ZM",
  "DGRO",
  null,
  null,
  "EXR",
  null,
  "ESGU",
  null,
  null,
  "PSA",
  "SYF",
  null,
  "FDX",
  null,
  "AZO",
  "BAC",
  "BBWI",
  "BRK-B",
  "BAX",
  "BDX",
  "BMRN",
  "TECH",
  "BA",
  "SAM",
  "BMY",
  "BXP",
  "CDNS",
  "CARR",
  "CVX",
  "CB",
  "CMG",
  "CHD",
  "CSCO",
  "C",
  "CLX",
  "CME",
  "KO",
  "CCEP",
  "COIN",
  "CMCSA",
  "CL",
  "COP",
  "CNXC",
  "STZ",
  "COST",
  "CRWD",
  "CVS",
  "CSX",
  "CUBE",
  "DHR",
  "DVA",
  "DE",
  "DAL",
  null,
  null,
  null,
  "DFAX",
  "DFAC",
  "DLR",
  "DOCU",
  "RSP",
  null,
  "IJJ",
  "EFA",
  "ADI",
  "IWB",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  null,
  "MO",
  "MLM",
  "XLK",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

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

Page 12 of 25

Sort by:

MARTIN MARIETTA MATERIALS INC

MLM|573284106

Shares:110

Value:$52.6K

% of Portfolio:0.0% ($52.6K/$231.3M)

464287598

IWD|464287598

Shares:279

Value:$52.5K

% of Portfolio:0.0% ($52.5K/$231.3M)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:207

Value:$50.5K

% of Portfolio:0.0% ($50.5K/$231.3M)

DARDEN RESTAURANTS INC

DRI|237194105

Shares:237

Value:$49.2K

% of Portfolio:0.0% ($49.2K/$231.3M)

33738D879

Shares:2.1K

Value:$48.7K

% of Portfolio:0.0% ($48.7K/$231.3M)

46434V621

DGRO|46434V621

Shares:776

Value:$47.9K

% of Portfolio:0.0% ($47.9K/$231.3M)

921946794

VYMI|921946794

Shares:649

Value:$47.8K

% of Portfolio:0.0% ($47.8K/$231.3M)

464289867

Shares:830

Value:$47.8K

% of Portfolio:0.0% ($47.8K/$231.3M)

464288687

Shares:1.6K

Value:$47.7K

% of Portfolio:0.0% ($47.7K/$231.3M)

DANAHER CORP /DE/

DHR|235851102

Shares:232

Value:$47.6K

% of Portfolio:0.0% ($47.6K/$231.3M)

Aon plc

AON|G0403H108

Shares:119

Value:$47.5K

% of Portfolio:0.0% ($47.5K/$231.3M)

BIO-TECHNE Corp

TECH|09073M104

Shares:800

Value:$46.9K

% of Portfolio:0.0% ($46.9K/$231.3M)

GLOBE LIFE INC.

GL|37959E102

Shares:355

Value:$46.7K

% of Portfolio:0.0% ($46.7K/$231.3M)

921909768

VXUS|921909768

Shares:750

Value:$46.6K

% of Portfolio:0.0% ($46.6K/$231.3M)

NIKE, Inc.

NKE|654106103

Shares:733

Value:$46.5K

% of Portfolio:0.0% ($46.5K/$231.3M)

Walmart Inc.

WMT|931142103

Shares:525

Value:$46.1K

% of Portfolio:0.0% ($46.1K/$231.3M)

92206C102

VGSH|92206C102

Shares:775

Value:$45.5K

% of Portfolio:0.0% ($45.5K/$231.3M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:535

Value:$45.2K

% of Portfolio:0.0% ($45.2K/$231.3M)

33738R720

Shares:1.1K

Value:$44.5K

% of Portfolio:0.0% ($44.5K/$231.3M)

05589G102

Shares:995

Value:$44.5K

% of Portfolio:0.0% ($44.5K/$231.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
MARTIN MARIETTA MATERIALS INC(MLMcusip573284106)	110	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$52.6K	0.0% ($52.6K/$231.3M)	QoQ -7.42% (-$4.2K) YoY -22.12% (-$14.9K)
(IWDcusip464287598)	279	QoQ +0.35% (+1) YoY -96.78% (-8.4K)	All Managers (Combined)	$52.5K	0.0% ($52.5K/$231.3M)	QoQ +2.06% (+$1.1K) YoY -96.62% (-$1.5M)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	207	QoQ +16.29% (+29) YoY +40.81% (+60)	All Managers (Combined)	$50.5K	0.0% ($50.5K/$231.3M)	QoQ +33.67% (+$12.7K) YoY +66.91% (+$20.3K)
DARDEN RESTAURANTS INC(DRIcusip237194105)	237	QoQ +0.85% (+2) YoY +1.71% (+4)	All Managers (Combined)	$49.2K	0.0% ($49.2K/$231.3M)	QoQ +12.08% (+$5.3K) YoY +26.27% (+$10.2K)
(cusip33738D879)✕	2.1K	QoQ 0.00% (-0) YoY NEW(+2.1K)	All Managers (Combined)	$48.7K	0.0% ($48.7K/$231.3M)	QoQ -2.14% (-$1.1K) YoY NEW(+$48.7K)
(DGROcusip46434V621)	776	QoQ +0.51% (+4) YoY +2.37% (+18)	All Managers (Combined)	$47.9K	0.0% ($47.9K/$231.3M)	QoQ +1.22% (+$582) YoY +8.86% (+$3.9K)
(VYMIcusip921946794)	649	QoQ +124.56% (+360) YoY NEW(+649)	All Managers (Combined)	$47.8K	0.0% ($47.8K/$231.3M)	QoQ +143.82% (+$28.2K) YoY NEW(+$47.8K)
(cusip464289867)✕	830	QoQ +0.12% (+1) YoY +2.85% (+23)	All Managers (Combined)	$47.8K	0.0% ($47.8K/$231.3M)	QoQ +0.53% (+$252) YoY +6.28% (+$2.8K)
(cusip464288687)✕	1.6K	QoQ 0.00% (-0) YoY -52.53% (-1.7K)	All Managers (Combined)	$47.7K	0.0% ($47.7K/$231.3M)	QoQ -2.25% (-$1.1K) YoY -54.74% (-$57.7K)
DANAHER CORP /DE/(DHRcusip235851102)	232	QoQ 0.00% (-0) YoY -27.27% (-87)	All Managers (Combined)	$47.6K	0.0% ($47.6K/$231.3M)	QoQ -10.69% (-$5.7K) YoY -40.29% (-$32.1K)
Aon plc(AONcusipG0403H108)	119	QoQ +16.66% (+17) YoY +41.66% (+35)	All Managers (Combined)	$47.5K	0.0% ($47.5K/$231.3M)	QoQ +29.63% (+$10.9K) YoY +69.41% (+$19.5K)
BIO-TECHNE Corp(TECHcusip09073M104)	800	QoQ 0.00% (-0) YoY -41.69% (-572)	All Managers (Combined)	$46.9K	0.0% ($46.9K/$231.3M)	QoQ -18.60% (-$10.7K) YoY -51.43% (-$49.7K)
GLOBE LIFE INC.(GLcusip37959E102)	355	QoQ -29.14% (-146) YoY -29.00% (-145)	All Managers (Combined)	$46.7K	0.0% ($46.7K/$231.3M)	QoQ -16.43% (-$9.2K) YoY -19.72% (-$11.5K)
(VXUScusip921909768)	750	QoQ 0.00% (+0) YoY -16.66% (-150)	All Managers (Combined)	$46.6K	0.0% ($46.6K/$231.3M)	QoQ +5.37% (+$2.4K) YoY -14.17% (-$7.7K)
NIKE, Inc.(NKEcusip654106103)	733	QoQ +0.13% (-1) YoY -23.72% (-228)	All Managers (Combined)	$46.5K	0.0% ($46.5K/$231.3M)	QoQ -16.03% (-$8.9K) YoY -48.46% (-$43.8K)
Walmart Inc.(WMTcusip931142103)	525	QoQ 0.00% (-0) YoY +2.94% (+15)	All Managers (Combined)	$46.1K	0.0% ($46.1K/$231.3M)	QoQ -2.83% (-$1.3K) YoY +50.19% (+$15.4K)
(VGSHcusip92206C102)	775	QoQ +0.25% (+2) YoY +1.57% (+12)	All Managers (Combined)	$45.5K	0.0% ($45.5K/$231.3M)	QoQ +1.12% (+$507) YoY +2.61% (+$1.2K)
Palantir Technologies Inc.(PLTRcusip69608A108)	535	QoQ +4.69% (+24) YoY +75.40% (+230)	All Managers (Combined)	$45.2K	0.0% ($45.2K/$231.3M)	QoQ +16.83% (+$6.5K) YoY +543.31% (+$38.1K)
(cusip33738R720)✕	1.1K	QoQ 0.00% (-0) YoY NEW(+1.1K)	All Managers (Combined)	$44.5K	0.0% ($44.5K/$231.3M)	QoQ -9.70% (-$4.8K) YoY NEW(+$44.5K)
(cusip05589G102)✕	995	QoQ +19.30% (+161) YoY +48.06% (+323)	All Managers (Combined)	$44.5K	0.0% ($44.5K/$231.3M)	QoQ +37.55% (+$12.1K) YoY +128.64% (+$25.0K)