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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HP INC

HPQ|40434L105

Shares:20.8K

Value:$577.3K

% of Portfolio:0.2% ($577.3K/$231.3M)

464287879

Shares:5.7K

Value:$559.1K

% of Portfolio:0.2% ($559.1K/$231.3M)

464287150

ITOT|464287150

Shares:4.4K

Value:$541.5K

% of Portfolio:0.2% ($541.5K/$231.3M)

ELI LILLY & Co

LLY|532457108

Shares:639

Value:$527.8K

% of Portfolio:0.2% ($527.8K/$231.3M)

46432F842

IEFA|46432F842

Shares:7.0K

Value:$526.6K

% of Portfolio:0.2% ($526.6K/$231.3M)

Palo Alto Networks Inc

PANW|697435105

Shares:3.1K

Value:$523.5K

% of Portfolio:0.2% ($523.5K/$231.3M)

922908553

VNQ|922908553

Shares:5.7K

Value:$511.2K

% of Portfolio:0.2% ($511.2K/$231.3M)

46434V860

Shares:9.9K

Value:$500.8K

% of Portfolio:0.2% ($500.8K/$231.3M)

922908751

VB|922908751

Shares:2.3K

Value:$499.0K

% of Portfolio:0.2% ($499.0K/$231.3M)

AGILENT TECHNOLOGIES, INC.

A|00846U101

Shares:4.2K

Value:$488.5K

% of Portfolio:0.2% ($488.5K/$231.3M)

922908512

VOE|922908512

Shares:2.9K

Value:$473.0K

% of Portfolio:0.2% ($473.0K/$231.3M)

922908611

VBR|922908611

Shares:2.4K

Value:$458.9K

% of Portfolio:0.2% ($458.9K/$231.3M)

Eaton Corp plc

ETN|G29183103

Shares:1.6K

Value:$445.8K

% of Portfolio:0.2% ($445.8K/$231.3M)

464287234

EEM|464287234

Shares:9.8K

Value:$429.6K

% of Portfolio:0.2% ($429.6K/$231.3M)

922021605

Shares:4.4K

Value:$429.0K

% of Portfolio:0.2% ($429.0K/$231.3M)

25434V203

Shares:13.5K

Value:$420.2K

% of Portfolio:0.2% ($420.2K/$231.3M)

97717W315

Shares:9.3K

Value:$389.5K

% of Portfolio:0.2% ($389.5K/$231.3M)

PROCTER & GAMBLE Co

PG|742718109

Shares:2.1K

Value:$356.6K

% of Portfolio:0.2% ($356.6K/$231.3M)

Hewlett Packard Enterprise Co

HPE|42824C109

Shares:22.5K

Value:$347.1K

% of Portfolio:0.2% ($347.1K/$231.3M)

Meta Platforms, Inc.

META|30303M102

Shares:577

Value:$332.5K

% of Portfolio:0.1% ($332.5K/$231.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
HP INC(HPQcusip40434L105)	20.8K	QoQ -1.93% (-411) YoY -3.89% (-846)	All Managers (Combined)	$577.3K	0.2% ($577.3K/$231.3M)	QoQ -16.78% (-$116.4K) YoY -11.94% (-$78.3K)
(cusip464287879)✕	5.7K	QoQ +0.33% (-19) YoY +1.68% (-95)	All Managers (Combined)	$559.1K	0.2% ($559.1K/$231.3M)	QoQ -9.95% (-$61.8K) YoY -3.54% (-$20.5K)
(ITOTcusip464287150)	4.4K	QoQ +0.20% (-9) YoY -1.66% (-75)	All Managers (Combined)	$541.5K	0.2% ($541.5K/$231.3M)	QoQ -4.94% (-$28.2K) YoY +4.07% (-$21.2K)
ELI LILLY & Co(LLYcusip532457108)	639	QoQ -1.69% (-11) YoY -1.69% (-11)	All Managers (Combined)	$527.8K	0.2% ($527.8K/$231.3M)	QoQ +5.17% (-$26.0K) YoY +4.36% (-$22.1K)
(IEFAcusip46432F842)	7.0K	QoQ +5.56% (+369) YoY -3.66% (-266)	All Managers (Combined)	$526.6K	0.2% ($526.6K/$231.3M)	QoQ +13.04% (+$60.8K) YoY -1.92% (-$10.3K)
Palo Alto Networks Inc(PANWcusip697435105)	3.1K	QoQ -1.72% (-54) YoY +72.06% (+1.3K)	All Managers (Combined)	$523.5K	0.2% ($523.5K/$231.3M)	QoQ -7.84% (-$44.6K) YoY +3.33% (+$16.9K)
(VNQcusip922908553)	5.7K	QoQ +1.63% (+91) YoY +1.12% (+63)	All Managers (Combined)	$511.2K	0.2% ($511.2K/$231.3M)	QoQ +3.22% (+$15.9K) YoY +5.62% (+$27.2K)
(cusip46434V860)✕	9.9K	QoQ 0.00% (+0) YoY NEW(+9.9K)	All Managers (Combined)	$500.8K	0.2% ($500.8K/$231.3M)	QoQ +0.37% (+$1.9K) YoY NEW(+$500.8K)
(VBcusip922908751)	2.3K	QoQ -6.25% (-150) YoY -8.83% (-218)	All Managers (Combined)	$499.0K	0.2% ($499.0K/$231.3M)	QoQ -13.46% (-$77.6K) YoY -11.55% (-$65.2K)
AGILENT TECHNOLOGIES, INC.(Acusip00846U101)	4.2K	QoQ 0.00% (-0) YoY -0.23% (-10)	All Managers (Combined)	$488.5K	0.2% ($488.5K/$231.3M)	QoQ -12.92% (-$72.5K) YoY -19.79% (-$120.6K)
(VOEcusip922908512)	2.9K	QoQ 0.00% (-0) YoY -14.63% (-505)	All Managers (Combined)	$473.0K	0.2% ($473.0K/$231.3M)	QoQ -0.76% (-$3.6K) YoY -12.09% (-$65.1K)
(VBRcusip922908611)	2.4K	QoQ -6.52% (-170) YoY -11.28% (-310)	All Managers (Combined)	$458.9K	0.2% ($458.9K/$231.3M)	QoQ -11.13% (-$57.5K) YoY -12.03% (-$62.8K)
Eaton Corp plc(ETNcusipG29183103)	1.6K	QoQ -9.04% (-163) YoY -9.04% (-163)	All Managers (Combined)	$445.8K	0.2% ($445.8K/$231.3M)	QoQ -25.49% (-$152.6K) YoY -20.92% (-$118.0K)
(EEMcusip464287234)	9.8K	QoQ -7.35% (-781) YoY -35.94% (-5.5K)	All Managers (Combined)	$429.6K	0.2% ($429.6K/$231.3M)	QoQ -3.19% (-$14.2K) YoY -31.85% (-$200.8K)
(cusip922021605)✕	4.4K	QoQ +0.55% (-24) YoY NEW(+4.4K)	All Managers (Combined)	$429.0K	0.2% ($429.0K/$231.3M)	QoQ -0.60% (-$2.6K) YoY NEW(+$429.0K)
(cusip25434V203)✕	13.5K	QoQ +0.30% (+41) YoY NEW(+13.5K)	All Managers (Combined)	$420.2K	0.2% ($420.2K/$231.3M)	QoQ +7.28% (+$28.5K) YoY NEW(+$420.2K)
(cusip97717W315)✕	9.3K	QoQ -5.39% (-528) YoY -12.07% (-1.3K)	All Managers (Combined)	$389.5K	0.2% ($389.5K/$231.3M)	QoQ -1.67% (-$6.6K) YoY -11.56% (-$50.9K)
PROCTER & GAMBLE Co(PGcusip742718109)	2.1K	QoQ 0.00% (+0) YoY -3.32% (-72)	All Managers (Combined)	$356.6K	0.2% ($356.6K/$231.3M)	QoQ +1.65% (+$5.8K) YoY +1.55% (-$5.5K)
Hewlett Packard Enterprise Co(HPEcusip42824C109)	22.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$347.1K	0.2% ($347.1K/$231.3M)	QoQ -27.72% (-$133.2K) YoY -12.97% (-$51.7K)
Meta Platforms, Inc.(METAcusip30303M102)	577	QoQ -2.03% (-12) YoY +3.40% (+19)	All Managers (Combined)	$332.5K	0.1% ($332.5K/$231.3M)	QoQ -3.54% (-$12.2K) YoY +22.67% (+$61.5K)