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:

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SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:424

Value:$178.0K

% of Portfolio:0.1% ($178.0K/$231.3M)

LABCORP HOLDINGS INC.

LH|504922105

Shares:760

Value:$176.9K

% of Portfolio:0.1% ($176.9K/$231.3M)

Mondelez International, Inc.

MDLZ|609207105

Shares:2.4K

Value:$165.7K

% of Portfolio:0.1% ($165.7K/$231.3M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:2.7K

Value:$164.3K

% of Portfolio:0.1% ($164.3K/$231.3M)

81369Y209

Shares:1.1K

Value:$161.8K

% of Portfolio:0.1% ($161.8K/$231.3M)

SPDR GOLD TRUST

GLD|78463V107

Shares:528

Value:$152.1K

% of Portfolio:0.1% ($152.1K/$231.3M)

922908538

VOT|922908538

Shares:615

Value:$150.6K

% of Portfolio:0.1% ($150.6K/$231.3M)

Cigna Group

CI|125523100

Shares:451

Value:$148.4K

% of Portfolio:0.1% ($148.4K/$231.3M)

INTEL CORP

INTC|458140100

Shares:6.4K

Value:$144.8K

% of Portfolio:0.1% ($144.8K/$231.3M)

Ares Management Corp

ARES|03990B101

Shares:973

Value:$142.6K

% of Portfolio:0.1% ($142.6K/$231.3M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:2.0K

Value:$141.8K

% of Portfolio:0.1% ($141.8K/$231.3M)

46641Q654

Shares:2.8K

Value:$141.5K

% of Portfolio:0.1% ($141.5K/$231.3M)

464287549

Shares:1.5K

Value:$140.4K

% of Portfolio:0.1% ($140.4K/$231.3M)

Merck & Co., Inc.

MRK|58933Y105

Shares:1.6K

Value:$140.0K

% of Portfolio:0.1% ($140.0K/$231.3M)

CSX CORP

CSX|126408103

Shares:4.7K

Value:$139.3K

% of Portfolio:0.1% ($139.3K/$231.3M)

464287648

IWO|464287648

Shares:537

Value:$137.2K

% of Portfolio:0.1% ($137.2K/$231.3M)

921908844

VIG|921908844

Shares:705

Value:$136.8K

% of Portfolio:0.1% ($136.8K/$231.3M)

VEEVA SYSTEMS INC

VEEV|922475108

Shares:563

Value:$130.4K

% of Portfolio:0.1% ($130.4K/$231.3M)

KKR & Co. Inc.

KKR|48251W104

Shares:1.1K

Value:$129.3K

% of Portfolio:0.1% ($129.3K/$231.3M)

33739E108

Shares:7.3K

Value:$129.1K

% of Portfolio:0.1% ($129.1K/$231.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	424	QoQ -5.77% (-26) YoY +94.49% (+206)	All Managers (Combined)	$178.0K	0.1% ($178.0K/$231.3M)	QoQ -7.02% (-$13.4K) YoY +105.31% (+$91.3K)
LABCORP HOLDINGS INC.(LHcusip504922105)	760	QoQ 0.00% (+0) YoY NEW(+760)	All Managers (Combined)	$176.9K	0.1% ($176.9K/$231.3M)	QoQ +1.49% (+$2.6K) YoY NEW(+$176.9K)
Mondelez International, Inc.(MDLZcusip609207105)	2.4K	QoQ +0.08% (+2) YoY +0.08% (-2)	All Managers (Combined)	$165.7K	0.1% ($165.7K/$231.3M)	QoQ +13.69% (+$20.0K) YoY -2.99% (-$5.1K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	2.7K	QoQ +204.77% (+1.8K) YoY +151.78% (+1.6K)	All Managers (Combined)	$164.3K	0.1% ($164.3K/$231.3M)	QoQ +215.67% (+$112.2K) YoY +207.84% (+$110.9K)
(cusip81369Y209)✕	1.1K	QoQ +0.09% (+1) YoY -5.78% (-68)	All Managers (Combined)	$161.8K	0.1% ($161.8K/$231.3M)	QoQ +6.31% (+$9.6K) YoY -6.82% (-$11.9K)
SPDR GOLD TRUST(GLDcusip78463V107)	528	QoQ -6.21% (-35) YoY +1.73% (+9)	All Managers (Combined)	$152.1K	0.1% ($152.1K/$231.3M)	QoQ +11.60% (-$15.8K) YoY +42.49% (+$45.4K)
(VOTcusip922908538)	615	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$150.6K	0.1% ($150.6K/$231.3M)	QoQ -3.59% (-$5.6K) YoY +3.75% (+$5.4K)
Cigna Group(CIcusip125523100)	451	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$148.4K	0.1% ($148.4K/$231.3M)	QoQ +19.14% (+$23.8K) YoY -9.41% (-$15.4K)
INTEL CORP(INTCcusip458140100)	6.4K	QoQ 0.00% (+0) YoY -4.86% (-326)	All Managers (Combined)	$144.8K	0.1% ($144.8K/$231.3M)	QoQ +13.26% (+$17.0K) YoY -51.08% (-$151.2K)
Ares Management Corp(AREScusip03990B101)	973	QoQ -24.10% (-309) YoY -23.80% (-304)	All Managers (Combined)	$142.6K	0.1% ($142.6K/$231.3M)	QoQ -37.15% (-$84.3K) YoY -16.02% (-$27.2K)
NEXTERA ENERGY INC(NEEcusip65339F101)	2.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$141.8K	0.1% ($141.8K/$231.3M)	QoQ -1.11% (-$1.6K) YoY +10.92% (+$14.0K)
(cusip46641Q654)✕	2.8K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$141.5K	0.1% ($141.5K/$231.3M)	QoQ 0.00% (+$0) YoY -0.05% (-$84)
(cusip464287549)✕	1.5K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$140.4K	0.1% ($140.4K/$231.3M)	QoQ -11.18% (-$17.7K) YoY +5.21% (+$7.0K)
Merck & Co., Inc.(MRKcusip58933Y105)	1.6K	QoQ +0.25% (-4) YoY +0.90% (-14)	All Managers (Combined)	$140.0K	0.1% ($140.0K/$231.3M)	QoQ -9.52% (-$14.7K) YoY -31.34% (-$63.9K)
CSX CORP(CSXcusip126408103)	4.7K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$139.3K	0.1% ($139.3K/$231.3M)	QoQ -8.80% (-$13.4K) YoY -20.60% (-$36.2K)
(IWOcusip464287648)	537	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$137.2K	0.1% ($137.2K/$231.3M)	QoQ -11.21% (-$17.3K) YoY -5.63% (-$8.2K)
(VIGcusip921908844)	705	QoQ -49.75% (-698) YoY -49.06% (-679)	All Managers (Combined)	$136.8K	0.1% ($136.8K/$231.3M)	QoQ -50.20% (-$138.0K) YoY -45.87% (-$116.0K)
VEEVA SYSTEMS INC(VEEVcusip922475108)	563	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$130.4K	0.1% ($130.4K/$231.3M)	QoQ +10.16% (+$12.0K) YoY -0.02% (-$34)
KKR & Co. Inc.(KKRcusip48251W104)	1.1K	QoQ +0.08% (-1) YoY +9.17% (+94)	All Managers (Combined)	$129.3K	0.1% ($129.3K/$231.3M)	QoQ -21.79% (-$36.0K) YoY +25.43% (+$26.2K)
(cusip33739E108)✕	7.3K	QoQ NEW(+7.3K) YoY +151.49% (+4.4K)	All Managers (Combined)	$129.1K	0.1% ($129.1K/$231.3M)	QoQ NEW(+$129.1K) YoY +155.39% (+$78.6K)