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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92206C771

Shares:173

Value:$8.0K

% of Portfolio:0.0% ($8.0K/$231.3M)

33738R886

Shares:386

Value:$7.7K

% of Portfolio:0.0% ($7.7K/$231.3M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:70

Value:$7.7K

% of Portfolio:0.0% ($7.7K/$231.3M)

Veralto Corp

VLTO|92338C103

Shares:77

Value:$7.5K

% of Portfolio:0.0% ($7.5K/$231.3M)

92189F643

Shares:85

Value:$7.5K

% of Portfolio:0.0% ($7.5K/$231.3M)

922020805

Shares:149

Value:$7.4K

% of Portfolio:0.0% ($7.4K/$231.3M)

Zoom Communications, Inc.

ZM|98980L101

Shares:100

Value:$7.4K

% of Portfolio:0.0% ($7.4K/$231.3M)

46137V548

Shares:380

Value:$7.2K

% of Portfolio:0.0% ($7.2K/$231.3M)

46138G649

Shares:36

Value:$7.0K

% of Portfolio:0.0% ($7.0K/$231.3M)

81369Y308

Shares:85

Value:$6.9K

% of Portfolio:0.0% ($6.9K/$231.3M)

CME GROUP INC.

CME|12572Q105

Shares:25

Value:$6.6K

% of Portfolio:0.0% ($6.6K/$231.3M)

BAXTER INTERNATIONAL INC

BAX|071813109

Shares:193

Value:$6.6K

% of Portfolio:0.0% ($6.6K/$231.3M)

Snowflake Inc.

SNOW|833445109

Shares:45

Value:$6.6K

% of Portfolio:0.0% ($6.6K/$231.3M)

92189K105

Shares:264

Value:$6.2K

% of Portfolio:0.0% ($6.2K/$231.3M)

DOCUSIGN, INC.

DOCU|256163106

Shares:72

Value:$5.9K

% of Portfolio:0.0% ($5.9K/$231.3M)

46438F101

Shares:122

Value:$5.7K

% of Portfolio:0.0% ($5.7K/$231.3M)

REGENCY CENTERS CORP

REG|758849103

Shares:75

Value:$5.5K

% of Portfolio:0.0% ($5.5K/$231.3M)

85208P303

Shares:170

Value:$5.5K

% of Portfolio:0.0% ($5.5K/$231.3M)

464287523

Shares:28

Value:$5.3K

% of Portfolio:0.0% ($5.3K/$231.3M)

25434V658

Shares:202

Value:$5.3K

% of Portfolio:0.0% ($5.3K/$231.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92206C771)✕	173	QoQ 0.00% (+0) YoY -21.71% (-48)	All Managers (Combined)	$8.0K	0.0% ($8.0K/$231.3M)	QoQ +2.14% (+$168) YoY -20.51% (-$2.1K)
(cusip33738R886)✕	386	QoQ 0.00% (+0) YoY NEW(+386)	All Managers (Combined)	$7.7K	0.0% ($7.7K/$231.3M)	QoQ +4.32% (+$320) YoY NEW(+$7.7K)
UNITED PARCEL SERVICE INC(UPScusip911312106)	70	QoQ 0.00% (-0) YoY NEW(+70)	All Managers (Combined)	$7.7K	0.0% ($7.7K/$231.3M)	QoQ -12.76% (-$1.1K) YoY NEW(+$7.7K)
Veralto Corp(VLTOcusip92338C103)	77	QoQ 0.00% (-0) YoY -27.35% (-29)	All Managers (Combined)	$7.5K	0.0% ($7.5K/$231.3M)	QoQ -4.32% (-$339) YoY -20.15% (-$1.9K)
(cusip92189F643)✕	85	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$7.5K	0.0% ($7.5K/$231.3M)	QoQ -5.10% (-$402) YoY -2.11% (-$162)
(cusip922020805)✕	149	QoQ -54.71% (-180) YoY -54.71% (-180)	All Managers (Combined)	$7.4K	0.0% ($7.4K/$231.3M)	QoQ -53.32% (-$8.5K) YoY -52.80% (-$8.3K)
Zoom Communications, Inc.(ZMcusip98980L101)	100	QoQ NEW(+100) YoY NEW(+100)	All Managers (Combined)	$7.4K	0.0% ($7.4K/$231.3M)	QoQ NEW(+$7.4K) YoY NEW(+$7.4K)
(cusip46137V548)✕	380	QoQ 0.00% (+0) YoY NEW(+380)	All Managers (Combined)	$7.2K	0.0% ($7.2K/$231.3M)	QoQ +4.15% (+$289) YoY NEW(+$7.2K)
(cusip46138G649)✕	36	QoQ +9.09% (+3) YoY +9.09% (+3)	All Managers (Combined)	$7.0K	0.0% ($7.0K/$231.3M)	QoQ +0.15% (+$11) YoY +15.89% (+$960)
(cusip81369Y308)✕	85	QoQ 0.00% (+0) YoY NEW(+85)	All Managers (Combined)	$6.9K	0.0% ($6.9K/$231.3M)	QoQ +3.89% (+$260) YoY NEW(+$6.9K)
CME GROUP INC.(CMEcusip12572Q105)	25	QoQ 0.00% (+0) YoY -3.84% (-1)	All Managers (Combined)	$6.6K	0.0% ($6.6K/$231.3M)	QoQ +14.24% (+$827) YoY +18.48% (-$1.0K)
BAXTER INTERNATIONAL INC(BAXcusip071813109)	193	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$6.6K	0.0% ($6.6K/$231.3M)	QoQ +17.39% (+$979) YoY -19.90% (-$1.6K)
Snowflake Inc.(SNOWcusip833445109)	45	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$6.6K	0.0% ($6.6K/$231.3M)	QoQ -5.33% (-$371) YoY -9.54% (-$694)
(cusip92189K105)✕	264	QoQ +332.78% (-203) YoY NEW(+264)	All Managers (Combined)	$6.2K	0.0% ($6.2K/$231.3M)	QoQ -4.57% (-$295) YoY NEW(+$6.2K)
DOCUSIGN, INC.(DOCUcusip256163106)	72	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$5.9K	0.0% ($5.9K/$231.3M)	QoQ -9.49% (-$615) YoY +36.68% (+$1.6K)
(cusip46438F101)✕	122	QoQ 0.00% (-0) YoY NEW(+122)	All Managers (Combined)	$5.7K	0.0% ($5.7K/$231.3M)	QoQ -11.77% (-$762) YoY NEW(+$5.7K)
REGENCY CENTERS CORP(REGcusip758849103)	75	QoQ 0.00% (-0) YoY NEW(+75)	All Managers (Combined)	$5.5K	0.0% ($5.5K/$231.3M)	QoQ -0.23% (-$13) YoY NEW(+$5.5K)
(cusip85208P303)✕	170	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$5.5K	0.0% ($5.5K/$231.3M)	QoQ -19.52% (-$1.3K) YoY -34.18% (-$2.9K)
(cusip464287523)✕	28	QoQ 0.00% (-0) YoY NEW(+28)	All Managers (Combined)	$5.3K	0.0% ($5.3K/$231.3M)	QoQ -12.55% (-$761) YoY NEW(+$5.3K)
(cusip25434V658)✕	202	QoQ +0.49% (+1) YoY NEW(+202)	All Managers (Combined)	$5.3K	0.0% ($5.3K/$231.3M)	QoQ +3.01% (+$155) YoY NEW(+$5.3K)