Elevation-Wealth-Partners

Filing Details

13F-HR2025-03-31
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
Manager Name
Elevation-Wealth-Partners
Data Enrichment
70% identified
349 identified149 unidentified

Holdings

498 positions • $231.3M total value
Manager:
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BERKSHIRE HATHAWAY INC
Shares:4.8K
Value:$2.6M
% of Portfolio:1.1% ($2.6M/$231.3M)
808524102
Shares:118.0K
Value:$2.5M
% of Portfolio:1.1% ($2.5M/$231.3M)
464287614
Shares:6.9K
Value:$2.5M
% of Portfolio:1.1% ($2.5M/$231.3M)
25434V609
Shares:46.7K
Value:$2.4M
% of Portfolio:1.0% ($2.4M/$231.3M)
Alphabet Inc.
Shares:15.0K
Value:$2.3M
% of Portfolio:1.0% ($2.3M/$231.3M)
25434V104
Shares:59.6K
Value:$2.3M
% of Portfolio:1.0% ($2.3M/$231.3M)
MICROSOFT CORP
Shares:6.1K
Value:$2.3M
% of Portfolio:1.0% ($2.3M/$231.3M)
Tesla, Inc.
Shares:8.5K
Value:$2.2M
% of Portfolio:1.0% ($2.2M/$231.3M)
922908769
Shares:7.7K
Value:$2.1M
% of Portfolio:0.9% ($2.1M/$231.3M)
46436E718
Shares:16.9K
Value:$1.7M
% of Portfolio:0.7% ($1.7M/$231.3M)
808524888
Shares:43.3K
Value:$1.6M
% of Portfolio:0.7% ($1.6M/$231.3M)
NVIDIA CORP
Shares:14.1K
Value:$1.5M
% of Portfolio:0.7% ($1.5M/$231.3M)
46435G516
Shares:16.7K
Value:$1.4M
% of Portfolio:0.6% ($1.4M/$231.3M)
47804J206
Shares:23.0K
Value:$1.3M
% of Portfolio:0.6% ($1.3M/$231.3M)
25434V500
Shares:21.6K
Value:$1.3M
% of Portfolio:0.6% ($1.3M/$231.3M)
808524755
Shares:34.8K
Value:$1.3M
% of Portfolio:0.5% ($1.3M/$231.3M)
EQUITY LIFESTYLE PROPERTIES INC
Shares:18.8K
Value:$1.3M
% of Portfolio:0.5% ($1.3M/$231.3M)
46137V357
Shares:7.1K
Value:$1.2M
% of Portfolio:0.5% ($1.2M/$231.3M)
AMAZON COM INC
Shares:6.1K
Value:$1.2M
% of Portfolio:0.5% ($1.2M/$231.3M)
92206C680
Shares:12.4K
Value:$1.1M
% of Portfolio:0.5% ($1.1M/$231.3M)