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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UNION PACIFIC CORP

UNP|907818108

Shares:125

Value:$29.5K

% of Portfolio:0.0% ($29.5K/$231.3M)

33939L647

Shares:1.0K

Value:$29.5K

% of Portfolio:0.0% ($29.5K/$231.3M)

EQT Corp

EQT|26884L109

Shares:546

Value:$29.2K

% of Portfolio:0.0% ($29.2K/$231.3M)

922042718

VSS|922042718

Shares:247

Value:$28.6K

% of Portfolio:0.0% ($28.6K/$231.3M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:57

Value:$28.4K

% of Portfolio:0.0% ($28.4K/$231.3M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:423

Value:$27.6K

% of Portfolio:0.0% ($27.6K/$231.3M)

025072299

Shares:457

Value:$27.4K

% of Portfolio:0.0% ($27.4K/$231.3M)

KINDER MORGAN, INC.

KMI|49456B101

Shares:961

Value:$27.4K

% of Portfolio:0.0% ($27.4K/$231.3M)

78468R853

Shares:670

Value:$27.3K

% of Portfolio:0.0% ($27.3K/$231.3M)

37954Y632

Shares:735

Value:$26.7K

% of Portfolio:0.0% ($26.7K/$231.3M)

ASML HOLDING NV

ASML|N07059210

Shares:40

Value:$26.5K

% of Portfolio:0.0% ($26.5K/$231.3M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:74

Value:$26.1K

% of Portfolio:0.0% ($26.1K/$231.3M)

025072315

Shares:494

Value:$25.4K

% of Portfolio:0.0% ($25.4K/$231.3M)

14020X104

Shares:894

Value:$25.3K

% of Portfolio:0.0% ($25.3K/$231.3M)

808524698

Shares:1.1K

Value:$25.1K

% of Portfolio:0.0% ($25.1K/$231.3M)

25434V823

Shares:1.1K

Value:$25.0K

% of Portfolio:0.0% ($25.0K/$231.3M)

464287176

Shares:224

Value:$24.9K

% of Portfolio:0.0% ($24.9K/$231.3M)

37954Y889

Shares:366

Value:$24.7K

% of Portfolio:0.0% ($24.7K/$231.3M)

46138E404

Shares:1.3K

Value:$24.7K

% of Portfolio:0.0% ($24.7K/$231.3M)

78464A854

SPLG|78464A854

Shares:375

Value:$24.6K

% of Portfolio:0.0% ($24.6K/$231.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
UNION PACIFIC CORP(UNPcusip907818108)	125	QoQ 0.00% (+0) YoY +31.57% (+30)	All Managers (Combined)	$29.5K	0.0% ($29.5K/$231.3M)	QoQ +3.59% (+$1.0K) YoY +26.39% (+$6.2K)
(cusip33939L647)✕	1.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$29.5K	0.0% ($29.5K/$231.3M)	QoQ +9.06% (+$2.5K) YoY +7.88% (+$2.2K)
EQT Corp(EQTcusip26884L109)	546	QoQ +0.18% (+1) YoY NEW(+546)	All Managers (Combined)	$29.2K	0.0% ($29.2K/$231.3M)	QoQ +16.25% (+$4.1K) YoY NEW(+$29.2K)
(VSScusip922042718)	247	QoQ -50.10% (-248) YoY -48.32% (-231)	All Managers (Combined)	$28.6K	0.0% ($28.6K/$231.3M)	QoQ -49.53% (-$28.0K) YoY -48.86% (-$27.3K)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	57	QoQ 0.00% (-0) YoY -10.93% (-7)	All Managers (Combined)	$28.4K	0.0% ($28.4K/$231.3M)	QoQ -4.35% (-$1.3K) YoY -23.74% (-$8.8K)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	423	QoQ 0.00% (-0) YoY -4.94% (-22)	All Managers (Combined)	$27.6K	0.0% ($27.6K/$231.3M)	QoQ -23.54% (-$8.5K) YoY -7.52% (-$2.2K)
(cusip025072299)✕	457	QoQ NEW(+457) YoY +2.23% (+10)	All Managers (Combined)	$27.4K	0.0% ($27.4K/$231.3M)	QoQ NEW(+$27.4K) YoY +7.82% (+$2.0K)
KINDER MORGAN, INC.(KMIcusip49456B101)	961	QoQ +1.05% (+10) YoY NEW(+961)	All Managers (Combined)	$27.4K	0.0% ($27.4K/$231.3M)	QoQ +5.24% (+$1.4K) YoY NEW(+$27.4K)
(cusip78468R853)✕	670	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$27.3K	0.0% ($27.3K/$231.3M)	QoQ -9.26% (-$2.8K) YoY -5.29% (-$1.5K)
(cusip37954Y632)✕	735	QoQ NEW(+735) YoY NEW(+735)	All Managers (Combined)	$26.7K	0.0% ($26.7K/$231.3M)	QoQ NEW(+$26.7K) YoY NEW(+$26.7K)
ASML HOLDING NV(ASMLcusipN07059210)	40	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$26.5K	0.0% ($26.5K/$231.3M)	QoQ -4.39% (-$1.2K) YoY -31.71% (-$12.3K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	74	QoQ 0.00% (+0) YoY NEW(+74)	All Managers (Combined)	$26.1K	0.0% ($26.1K/$231.3M)	QoQ +3.04% (+$771) YoY NEW(+$26.1K)
(cusip025072315)✕	494	QoQ NEW(+494) YoY +2.91% (+14)	All Managers (Combined)	$25.4K	0.0% ($25.4K/$231.3M)	QoQ NEW(+$25.4K) YoY +7.86% (+$1.9K)
(cusip14020X104)✕	894	QoQ 0.00% (-0) YoY NEW(+894)	All Managers (Combined)	$25.3K	0.0% ($25.3K/$231.3M)	QoQ -3.04% (-$795) YoY NEW(+$25.3K)
(cusip808524698)✕	1.1K	QoQ 0.00% (+0) YoY -74.62% (-3.3K)	All Managers (Combined)	$25.1K	0.0% ($25.1K/$231.3M)	QoQ +1.76% (+$435) YoY -87.18% (-$170.6K)
(cusip25434V823)✕	1.1K	QoQ NEW(+1.1K) YoY NEW(+1.1K)	All Managers (Combined)	$25.0K	0.0% ($25.0K/$231.3M)	QoQ NEW(+$25.0K) YoY NEW(+$25.0K)
(cusip464287176)✕	224	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$24.9K	0.0% ($24.9K/$231.3M)	QoQ +4.26% (+$1.0K) YoY +3.42% (+$825)
(cusip37954Y889)✕	366	QoQ +0.54% (-2) YoY -27.95% (-142)	All Managers (Combined)	$24.7K	0.0% ($24.7K/$231.3M)	QoQ -4.11% (-$1.1K) YoY -23.42% (-$7.6K)
(cusip46138E404)✕	1.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$24.7K	0.0% ($24.7K/$231.3M)	QoQ -1.61% (-$407) YoY 0.00% (+$0)
(SPLGcusip78464A854)	375	QoQ +0.53% (-2) YoY NEW(+375)	All Managers (Combined)	$24.6K	0.0% ($24.6K/$231.3M)	QoQ -4.29% (-$1.1K) YoY NEW(+$24.6K)