Elevation-Wealth-Partners

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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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Salesforce, Inc.

CRM|79466L302

Shares:165

Value:$44.3K

% of Portfolio:0.0% ($44.3K/$231.3M)

464286103

Shares:1.9K

Value:$44.1K

% of Portfolio:0.0% ($44.1K/$231.3M)

SKYWORKS SOLUTIONS, INC.

SWKS|83088M102

Shares:680

Value:$43.9K

% of Portfolio:0.0% ($43.9K/$231.3M)

25434V674

Shares:849

Value:$43.7K

% of Portfolio:0.0% ($43.7K/$231.3M)

78464A870

Shares:535

Value:$43.4K

% of Portfolio:0.0% ($43.4K/$231.3M)

Air Products & Chemicals, Inc.

APD|009158106

Shares:147

Value:$43.4K

% of Portfolio:0.0% ($43.4K/$231.3M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:951

Value:$43.2K

% of Portfolio:0.0% ($43.2K/$231.3M)

DIGITAL REALTY TRUST, INC.

DLR|253868103

Shares:301

Value:$43.1K

% of Portfolio:0.0% ($43.1K/$231.3M)

ZEBRA TECHNOLOGIES CORP

ZBRA|989207105

Shares:150

Value:$42.4K

% of Portfolio:0.0% ($42.4K/$231.3M)

Chubb Ltd

CB|H1467J104

Shares:140

Value:$42.3K

% of Portfolio:0.0% ($42.3K/$231.3M)

AMEREN CORP

AEE|023608102

Shares:413

Value:$41.5K

% of Portfolio:0.0% ($41.5K/$231.3M)

BOEING CO

BA|097023105

Shares:243

Value:$41.5K

% of Portfolio:0.0% ($41.5K/$231.3M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:679

Value:$41.4K

% of Portfolio:0.0% ($41.4K/$231.3M)

CHECK POINT SOFTWARE TECHNOLOGIES LTD

CHKP|M22465104

Shares:178

Value:$40.6K

% of Portfolio:0.0% ($40.6K/$231.3M)

Enphase Energy, Inc.

ENPH|29355A107

Shares:650

Value:$40.3K

% of Portfolio:0.0% ($40.3K/$231.3M)

25434V880

DFAX|25434V880

Shares:1.5K

Value:$40.2K

% of Portfolio:0.0% ($40.2K/$231.3M)

67092P607

Shares:1.0K

Value:$39.2K

% of Portfolio:0.0% ($39.2K/$231.3M)

NOVARTIS AG

NVS|66987V109

Shares:350

Value:$39.0K

% of Portfolio:0.0% ($39.0K/$231.3M)

97717X669

Shares:478

Value:$38.2K

% of Portfolio:0.0% ($38.2K/$231.3M)

38964R203

Shares:2.2K

Value:$37.5K

% of Portfolio:0.0% ($37.5K/$231.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Salesforce, Inc.(CRMcusip79466L302)	165	QoQ 0.00% (-0) YoY -36.29% (-94)	All Managers (Combined)	$44.3K	0.0% ($44.3K/$231.3M)	QoQ -19.73% (-$10.9K) YoY -43.22% (-$33.7K)
(cusip464286103)✕	1.9K	QoQ 0.00% (-0) YoY -23.42% (-576)	All Managers (Combined)	$44.1K	0.0% ($44.1K/$231.3M)	QoQ -1.76% (-$791) YoY -27.22% (-$16.5K)
SKYWORKS SOLUTIONS, INC.(SWKScusip83088M102)	680	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$43.9K	0.0% ($43.9K/$231.3M)	QoQ -27.11% (-$16.4K) YoY -40.33% (-$29.7K)
(cusip25434V674)✕	849	QoQ +7.60% (+60) YoY +38.72% (+237)	All Managers (Combined)	$43.7K	0.0% ($43.7K/$231.3M)	QoQ +8.84% (+$3.6K) YoY +38.00% (+$12.0K)
(cusip78464A870)✕	535	QoQ 0.00% (-0) YoY +0.18% (-1)	All Managers (Combined)	$43.4K	0.0% ($43.4K/$231.3M)	QoQ -9.94% (-$4.8K) YoY -14.41% (-$7.3K)
Air Products & Chemicals, Inc.(APDcusip009158106)	147	QoQ 0.00% (+0) YoY +7.29% (+10)	All Managers (Combined)	$43.4K	0.0% ($43.4K/$231.3M)	QoQ +1.68% (+$718) YoY +30.61% (+$10.2K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	951	QoQ 0.00% (+0) YoY -36.97% (-558)	All Managers (Combined)	$43.2K	0.0% ($43.2K/$231.3M)	QoQ +13.42% (+$5.1K) YoY -31.81% (-$20.1K)
DIGITAL REALTY TRUST, INC.(DLRcusip253868103)	301	QoQ +0.33% (-1) YoY +22.85% (+56)	All Managers (Combined)	$43.1K	0.0% ($43.1K/$231.3M)	QoQ -18.96% (-$10.1K) YoY +22.15% (+$7.8K)
ZEBRA TECHNOLOGIES CORP(ZBRAcusip989207105)	150	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$42.4K	0.0% ($42.4K/$231.3M)	QoQ -26.83% (-$15.5K) YoY -6.26% (-$2.8K)
Chubb Ltd(CBcusipH1467J104)	140	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$42.3K	0.0% ($42.3K/$231.3M)	QoQ +9.29% (+$3.6K) YoY +16.53% (+$6.0K)
AMEREN CORP(AEEcusip023608102)	413	QoQ 0.00% (+0) YoY -9.23% (-42)	All Managers (Combined)	$41.5K	0.0% ($41.5K/$231.3M)	QoQ +12.63% (+$4.7K) YoY +23.22% (-$7.8K)
BOEING CO(BAcusip097023105)	243	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$41.5K	0.0% ($41.5K/$231.3M)	QoQ -3.64% (-$1.6K) YoY -11.62% (-$5.5K)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	679	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$41.4K	0.0% ($41.4K/$231.3M)	QoQ +7.83% (+$3.0K) YoY +12.46% (+$4.6K)
CHECK POINT SOFTWARE TECHNOLOGIES LTD(CHKPcusipM22465104)	178	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$40.6K	0.0% ($40.6K/$231.3M)	QoQ +22.07% (+$7.3K) YoY +38.96% (+$11.4K)
Enphase Energy, Inc.(ENPHcusip29355A107)	650	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$40.3K	0.0% ($40.3K/$231.3M)	QoQ -9.65% (-$4.3K) YoY -48.70% (-$38.3K)
(DFAXcusip25434V880)	1.5K	QoQ 0.00% (+0) YoY +427.14% (+1.2K)	All Managers (Combined)	$40.2K	0.0% ($40.2K/$231.3M)	QoQ +5.38% (+$2.1K) YoY +442.82% (+$32.8K)
(cusip67092P607)✕	1.0K	QoQ 0.00% (-0) YoY +0.69% (-7)	All Managers (Combined)	$39.2K	0.0% ($39.2K/$231.3M)	QoQ -8.45% (-$3.6K) YoY -7.10% (-$3.0K)
NOVARTIS AG(NVScusip66987V109)	350	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$39.0K	0.0% ($39.0K/$231.3M)	QoQ +14.56% (+$5.0K) YoY +15.24% (+$5.2K)
(cusip97717X669)✕	478	QoQ +0.20% (-1) YoY +1.48% (+7)	All Managers (Combined)	$38.2K	0.0% ($38.2K/$231.3M)	QoQ -0.94% (-$365) YoY +6.47% (+$2.3K)
(cusip38964R203)✕	2.2K	QoQ +17.93% (-331) YoY NEW(+2.2K)	All Managers (Combined)	$37.5K	0.0% ($37.5K/$231.3M)	QoQ -35.51% (-$20.6K) YoY NEW(+$37.5K)