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:
Search and click to pin securities to the top
Page 3 of 25
AbbVie Inc.
Shares:5.4K
Value:$1.1M
% of Portfolio:0.5% ($1.1M/$231.3M)
SPDR S&P MIDCAP 400 ETF TRUST
Shares:1.9K
Value:$1.0M
% of Portfolio:0.4% ($1.0M/$231.3M)
25434V302
Shares:37.1K
Value:$959.8K
% of Portfolio:0.4% ($959.8K/$231.3M)
808524508
Shares:36.0K
Value:$944.2K
% of Portfolio:0.4% ($944.2K/$231.3M)
025072349
Shares:13.9K
Value:$908.9K
% of Portfolio:0.4% ($908.9K/$231.3M)
COSTCO WHOLESALE CORP /NEW
Shares:956
Value:$904.5K
% of Portfolio:0.4% ($904.5K/$231.3M)
808524607
Shares:37.3K
Value:$872.8K
% of Portfolio:0.4% ($872.8K/$231.3M)
AVALONBAY COMMUNITIES INC
Shares:3.9K
Value:$834.9K
% of Portfolio:0.4% ($834.9K/$231.3M)
JPMORGAN CHASE & CO
Shares:3.3K
Value:$806.4K
% of Portfolio:0.3% ($806.4K/$231.3M)
Public Storage
Shares:2.5K
Value:$747.0K
% of Portfolio:0.3% ($747.0K/$231.3M)
JOHNSON & JOHNSON
Shares:4.4K
Value:$736.0K
% of Portfolio:0.3% ($736.0K/$231.3M)
25434V708
Shares:21.4K
Value:$706.3K
% of Portfolio:0.3% ($706.3K/$231.3M)
808524805
Shares:35.4K
Value:$699.2K
% of Portfolio:0.3% ($699.2K/$231.3M)
CHEVRON CORP
Shares:4.0K
Value:$667.5K
% of Portfolio:0.3% ($667.5K/$231.3M)
MCDONALDS CORP
Shares:2.1K
Value:$657.5K
% of Portfolio:0.3% ($657.5K/$231.3M)
808524789
Shares:28.6K
Value:$657.0K
% of Portfolio:0.3% ($657.0K/$231.3M)
464287465
Shares:8.0K
Value:$655.9K
% of Portfolio:0.3% ($655.9K/$231.3M)
464287739
Shares:6.8K
Value:$653.0K
% of Portfolio:0.3% ($653.0K/$231.3M)
STERLING INFRASTRUCTURE, INC.
Shares:5.7K
Value:$645.1K
% of Portfolio:0.3% ($645.1K/$231.3M)
Prologis, Inc.
Shares:5.4K
Value:$605.3K
% of Portfolio:0.3% ($605.3K/$231.3M)