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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464288786

Shares:104

Value:$14.3K

% of Portfolio:0.0% ($14.3K/$231.3M)

78464A102

Shares:73

Value:$14.0K

% of Portfolio:0.0% ($14.0K/$231.3M)

46435U663

Shares:360

Value:$13.8K

% of Portfolio:0.0% ($13.8K/$231.3M)

78464A128

Shares:75

Value:$13.8K

% of Portfolio:0.0% ($13.8K/$231.3M)

CONOCOPHILLIPS

COP|20825C104

Shares:130

Value:$13.7K

% of Portfolio:0.0% ($13.7K/$231.3M)

CLOROX CO /DE/

CLX|189054109

Shares:90

Value:$13.2K

% of Portfolio:0.0% ($13.2K/$231.3M)

81369Y704

Shares:100

Value:$13.1K

% of Portfolio:0.0% ($13.1K/$231.3M)

25434V807

Shares:328

Value:$12.9K

% of Portfolio:0.0% ($12.9K/$231.3M)

KIMCO REALTY CORP

KIM|49446R109

Shares:600

Value:$12.7K

% of Portfolio:0.0% ($12.7K/$231.3M)

NEXSTAR MEDIA GROUP, INC.

NXST|65336K103

Shares:70

Value:$12.5K

% of Portfolio:0.0% ($12.5K/$231.3M)

GENERAL ELECTRIC CO

GE|369604301

Shares:62

Value:$12.4K

% of Portfolio:0.0% ($12.4K/$231.3M)

464289875

Shares:282

Value:$12.4K

% of Portfolio:0.0% ($12.4K/$231.3M)

EQUINIX INC

EQIX|29444U700

Shares:15

Value:$12.2K

% of Portfolio:0.0% ($12.2K/$231.3M)

464286525

ACWV|464286525

Shares:105

Value:$12.2K

% of Portfolio:0.0% ($12.2K/$231.3M)

Eaton Vance Tax-Managed Global Diversified Equity Income Fund

EXG|27829F108

Shares:1.5K

Value:$12.2K

% of Portfolio:0.0% ($12.2K/$231.3M)

46434V381

Shares:210

Value:$12.1K

% of Portfolio:0.0% ($12.1K/$231.3M)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:50

Value:$11.9K

% of Portfolio:0.0% ($11.9K/$231.3M)

DEERE & CO

DE|244199105

Shares:25

Value:$11.7K

% of Portfolio:0.0% ($11.7K/$231.3M)

AUTOZONE INC

AZO|053332102

Shares:3

Value:$11.4K

% of Portfolio:0.0% ($11.4K/$231.3M)

97717X511

Shares:256

Value:$11.1K

% of Portfolio:0.0% ($11.1K/$231.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288786)✕	104	QoQ +100.00% (+52) YoY NEW(+104)	All Managers (Combined)	$14.3K	0.0% ($14.3K/$231.3M)	QoQ +117.07% (+$7.7K) YoY NEW(+$14.3K)
(cusip78464A102)✕	73	QoQ 0.00% (-0) YoY +5.79% (+4)	All Managers (Combined)	$14.0K	0.0% ($14.0K/$231.3M)	QoQ -4.91% (-$722) YoY +11.71% (+$1.5K)
(cusip46435U663)✕	360	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$13.8K	0.0% ($13.8K/$231.3M)	QoQ -8.65% (-$1.3K) YoY -4.62% (-$670)
(cusip78464A128)✕	75	QoQ 0.00% (-0) YoY NEW(+75)	All Managers (Combined)	$13.8K	0.0% ($13.8K/$231.3M)	QoQ -0.12% (-$17) YoY NEW(+$13.8K)
CONOCOPHILLIPS(COPcusip20825C104)	130	QoQ 0.00% (+0) YoY +73.33% (+55)	All Managers (Combined)	$13.7K	0.0% ($13.7K/$231.3M)	QoQ +5.89% (+$760) YoY +43.02% (+$4.1K)
CLOROX CO /DE/(CLXcusip189054109)	90	QoQ +1.12% (-1) YoY -39.59% (-59)	All Managers (Combined)	$13.2K	0.0% ($13.2K/$231.3M)	QoQ -8.59% (-$1.2K) YoY -42.30% (-$9.7K)
(cusip81369Y704)✕	100	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$13.1K	0.0% ($13.1K/$231.3M)	QoQ -0.52% (-$69) YoY +4.05% (+$511)
(cusip25434V807)✕	328	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$12.9K	0.0% ($12.9K/$231.3M)	QoQ +10.93% (+$1.3K) YoY +7.10% (+$857)
KIMCO REALTY CORP(KIMcusip49446R109)	600	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$12.7K	0.0% ($12.7K/$231.3M)	QoQ -9.34% (-$1.3K) YoY +8.31% (+$978)
NEXSTAR MEDIA GROUP, INC.(NXSTcusip65336K103)	70	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$12.5K	0.0% ($12.5K/$231.3M)	QoQ +13.45% (+$1.5K) YoY +4.02% (+$485)
GENERAL ELECTRIC CO(GEcusip369604301)	62	QoQ -16.21% (-12) YoY 0.00% (+0)	All Managers (Combined)	$12.4K	0.0% ($12.4K/$231.3M)	QoQ +0.54% (-$67) YoY +14.03% (+$1.5K)
(cusip464289875)✕	282	QoQ NEW(+282) YoY NEW(+282)	All Managers (Combined)	$12.4K	0.0% ($12.4K/$231.3M)	QoQ NEW(+$12.4K) YoY NEW(+$12.4K)
EQUINIX INC(EQIXcusip29444U700)	15	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$12.2K	0.0% ($12.2K/$231.3M)	QoQ -13.52% (-$1.9K) YoY -1.20% (-$149)
(ACWVcusip464286525)	105	QoQ 0.00% (+0) YoY NEW(+105)	All Managers (Combined)	$12.2K	0.0% ($12.2K/$231.3M)	QoQ +6.56% (+$753) YoY NEW(+$12.2K)
Eaton Vance Tax-Managed Global Diversified Equity Income Fund(EXGcusip27829F108)	1.5K	QoQ 0.00% (-0) YoY NEW(+1.5K)	All Managers (Combined)	$12.2K	0.0% ($12.2K/$231.3M)	QoQ -0.36% (-$45) YoY NEW(+$12.2K)
(cusip46434V381)✕	210	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$12.1K	0.0% ($12.1K/$231.3M)	QoQ -3.51% (-$441) YoY -3.45% (-$433)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	50	QoQ 0.00% (-0) YoY -(+50)	All Managers (Combined)	$11.9K	0.0% ($11.9K/$231.3M)	QoQ -14.60% (-$2.0K) YoY +79393.33% (+$11.9K)
DEERE & CO(DEcusip244199105)	25	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$11.7K	0.0% ($11.7K/$231.3M)	QoQ +10.77% (+$1.1K) YoY +14.26% (+$1.5K)
AUTOZONE INC(AZOcusip053332102)	3	QoQ -25.00% (-1) YoY -25.00% (-1)	All Managers (Combined)	$11.4K	0.0% ($11.4K/$231.3M)	QoQ -10.68% (-$1.4K) YoY -9.26% (-$1.2K)
(cusip97717X511)✕	256	QoQ 0.00% (+0) YoY NEW(+256)	All Managers (Combined)	$11.1K	0.0% ($11.1K/$231.3M)	QoQ +1.19% (+$131) YoY NEW(+$11.1K)