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

Page 9 of 25

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464288448

Shares:3.5K

Value:$110.0K

% of Portfolio:0.0% ($110.0K/$231.3M)

LOWES COMPANIES INC

LOW|548661107

Shares:465

Value:$108.5K

% of Portfolio:0.0% ($108.5K/$231.3M)

25434V732

Shares:4.1K

Value:$107.8K

% of Portfolio:0.0% ($107.8K/$231.3M)

72201R775

Shares:1.2K

Value:$106.7K

% of Portfolio:0.0% ($106.7K/$231.3M)

00214Q104

Shares:2.2K

Value:$104.9K

% of Portfolio:0.0% ($104.9K/$231.3M)

RHYTHM PHARMACEUTICALS, INC.

RYTM|76243J105

Shares:2.0K

Value:$104.4K

% of Portfolio:0.0% ($104.4K/$231.3M)

00162Q452

Shares:2.0K

Value:$103.7K

% of Portfolio:0.0% ($103.7K/$231.3M)

BXP, Inc.

BXP|101121101

Shares:1.5K

Value:$102.5K

% of Portfolio:0.0% ($102.5K/$231.3M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:480

Value:$101.6K

% of Portfolio:0.0% ($101.6K/$231.3M)

GILEAD SCIENCES, INC.

GILD|375558103

Shares:1.0K

Value:$101.4K

% of Portfolio:0.0% ($101.4K/$231.3M)

46641Q332

Shares:1.8K

Value:$100.1K

% of Portfolio:0.0% ($100.1K/$231.3M)

COCA-COLA EUROPACIFIC PARTNERS plc

CCEP|G25839104

Shares:1.1K

Value:$99.2K

% of Portfolio:0.0% ($99.2K/$231.3M)

46137V100

Shares:850

Value:$99.1K

% of Portfolio:0.0% ($99.1K/$231.3M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:189

Value:$99.0K

% of Portfolio:0.0% ($99.0K/$231.3M)

81369Y605

Shares:2.0K

Value:$98.5K

% of Portfolio:0.0% ($98.5K/$231.3M)

CubeSmart

CUBE|229663109

Shares:2.3K

Value:$96.1K

% of Portfolio:0.0% ($96.1K/$231.3M)

ONTO INNOVATION INC.

ONTO|683344105

Shares:786

Value:$95.4K

% of Portfolio:0.0% ($95.4K/$231.3M)

74347R180

Shares:2.2K

Value:$93.7K

% of Portfolio:0.0% ($93.7K/$231.3M)

BlackRock, Inc.

BLK|09290D101

Shares:97

Value:$91.6K

% of Portfolio:0.0% ($91.6K/$231.3M)

464289859

Shares:1.2K

Value:$90.0K

% of Portfolio:0.0% ($90.0K/$231.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288448)✕	3.5K	QoQ 0.00% (+0) YoY -11.12% (-444)	All Managers (Combined)	$110.0K	0.0% ($110.0K/$231.3M)	QoQ +13.29% (+$12.9K) YoY -1.68% (-$1.9K)
LOWES COMPANIES INC(LOWcusip548661107)	465	QoQ -7.00% (-35) YoY -1.06% (-5)	All Managers (Combined)	$108.5K	0.0% ($108.5K/$231.3M)	QoQ -12.11% (-$14.9K) YoY -9.41% (-$11.3K)
(cusip25434V732)✕	4.1K	QoQ +10.40% (+384) YoY +10.40% (+384)	All Managers (Combined)	$107.8K	0.0% ($107.8K/$231.3M)	QoQ +11.53% (+$11.2K) YoY +14.60% (+$13.7K)
(cusip72201R775)✕	1.2K	QoQ -32.88% (-565) YoY -35.76% (-642)	All Managers (Combined)	$106.7K	0.0% ($106.7K/$231.3M)	QoQ -31.32% (-$48.6K) YoY -35.33% (-$58.3K)
(cusip00214Q104)✕	2.2K	QoQ 0.00% (-0) YoY NEW(+2.2K)	All Managers (Combined)	$104.9K	0.0% ($104.9K/$231.3M)	QoQ -16.18% (-$20.3K) YoY NEW(+$104.9K)
RHYTHM PHARMACEUTICALS, INC.(RYTMcusip76243J105)	2.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$104.4K	0.0% ($104.4K/$231.3M)	QoQ -5.37% (-$5.9K) YoY +22.24% (+$19.0K)
(cusip00162Q452)✕	2.0K	QoQ -11.91% (-270) YoY -6.72% (-144)	All Managers (Combined)	$103.7K	0.0% ($103.7K/$231.3M)	QoQ -4.99% (-$5.5K) YoY +2.08% (-$2.1K)
BXP, Inc.(BXPcusip101121101)	1.5K	QoQ 0.00% (-0) YoY -17.56% (-325)	All Managers (Combined)	$102.5K	0.0% ($102.5K/$231.3M)	QoQ -9.64% (-$10.9K) YoY -15.19% (-$18.4K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	480	QoQ 0.00% (-0) YoY +11.62% (+50)	All Managers (Combined)	$101.6K	0.0% ($101.6K/$231.3M)	QoQ -6.26% (-$6.8K) YoY +15.16% (+$13.4K)
GILEAD SCIENCES, INC.(GILDcusip375558103)	1.0K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$101.4K	0.0% ($101.4K/$231.3M)	QoQ +6.42% (+$6.1K) YoY +24.96% (+$20.2K)
(cusip46641Q332)✕	1.8K	QoQ +1.80% (+31) YoY +86.87% (+814)	All Managers (Combined)	$100.1K	0.0% ($100.1K/$231.3M)	QoQ +1.12% (+$1.1K) YoY +84.58% (+$45.9K)
COCA-COLA EUROPACIFIC PARTNERS plc(CCEPcusipG25839104)	1.1K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$99.2K	0.0% ($99.2K/$231.3M)	QoQ +13.30% (+$11.7K) YoY +24.41% (+$19.5K)
(cusip46137V100)✕	850	QoQ 0.00% (+0) YoY +0.23% (+2)	All Managers (Combined)	$99.1K	0.0% ($99.1K/$231.3M)	QoQ +1.61% (+$1.6K) YoY +15.12% (+$13.0K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	189	QoQ -81.15% (-814) YoY -82.97% (-921)	All Managers (Combined)	$99.0K	0.0% ($99.0K/$231.3M)	QoQ -80.49% (-$408.5K) YoY -81.97% (-$450.1K)
(cusip81369Y605)✕	2.0K	QoQ +0.35% (+7) YoY +1.54% (+30)	All Managers (Combined)	$98.5K	0.0% ($98.5K/$231.3M)	QoQ +3.42% (+$3.3K) YoY +20.08% (+$16.5K)
CubeSmart(CUBEcusip229663109)	2.3K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$96.1K	0.0% ($96.1K/$231.3M)	QoQ -0.32% (-$315) YoY -5.55% (-$5.6K)
ONTO INNOVATION INC.(ONTOcusip683344105)	786	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$95.4K	0.0% ($95.4K/$231.3M)	QoQ -27.19% (-$35.6K) YoY -32.99% (-$47.0K)
(cusip74347R180)✕	2.2K	QoQ NEW(+2.2K) YoY NEW(+2.2K)	All Managers (Combined)	$93.7K	0.0% ($93.7K/$231.3M)	QoQ NEW(+$93.7K) YoY NEW(+$93.7K)
BlackRock, Inc.(BLKcusip09290D101)	97	QoQ 0.00% (-0) YoY NEW(+97)	All Managers (Combined)	$91.6K	0.0% ($91.6K/$231.3M)	QoQ -7.44% (-$7.4K) YoY NEW(+$91.6K)
(cusip464289859)✕	1.2K	QoQ 0.00% (-0) YoY +2.34% (+27)	All Managers (Combined)	$90.0K	0.0% ($90.0K/$231.3M)	QoQ -0.14% (-$130) YoY +6.55% (+$5.5K)