ELEVATION POINT WEALTH PARTNERS, LLC Q1 2025 Filing
Filed April 16, 2025
Portfolio Value
$1.2T
Holdings
527
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (527 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 682,871 | $151.7B | 13.00% | |
| 2 | SPYVSPDR SER TR | 1,352,984 | $69.1B | 5.92% | |
| 3 | SPYGSPDR SER TR | 598,061 | $48.1B | 4.12% | |
| 4 | QUSSPDR SER TR | 240,689 | $37.7B | 3.23% | |
| 5 | IVVISHARES TR | 55,580 | $31.2B | 2.68% | |
| 6 | COWZPACER FDS TR | 561,890 | $30.8B | 2.64% | |
| 7 | GOOGLALPHABET INC | 109,996 | $17.0B | 1.46% | |
| 8 | MSFTMICROSOFT CORP | 41,823 | $15.6B | 1.34% | Call |
| 9 | JPIEJ P MORGAN EXCHANGE TRADED F | 321,134 | $14.8B | 1.27% | |
| 10 | AMZNAMAZON COM INC | 72,203 | $13.7B | 1.18% | |
| 11 | BRK/BBERKSHIRE HATHAWAY INC DEL | 25,597 | $13.6B | 1.17% | |
| 12 | EVTRMORGAN STANLEY ETF TRUST | 265,426 | $13.4B | 1.15% | |
| 13 | BIDDBLACKROCK ETF TRUST | 490,152 | $12.7B | 1.09% | |
| 14 | GOOGALPHABET INC | 73,754 | $11.5B | 0.99% | |
| 15 | UNHUNITEDHEALTH GROUP INC | 22,023 | $11.4B | 0.98% | Call |
| 16 | EMXCISHARES INC | 192,653 | $10.6B | 0.91% | |
| 17 | NVDANVIDIA CORPORATION | 91,443 | $9.8B | 0.84% | Call |
| 18 | SPOTSPOTIFY TECHNOLOGY S A | 16,449 | $9.0B | 0.78% | |
| 19 | XLKSELECT SECTOR SPDR TR | 43,677 | $9.0B | 0.77% | |
| 20 | VYMVANGUARD WHITEHALL FDS | 68,116 | $8.8B | 0.75% | |
| 21 | JPMJPMORGAN CHASE & CO. | 34,585 | $8.5B | 0.73% | |
| 22 | PGPROCTER AND GAMBLE CO | 44,565 | $7.6B | 0.65% | |
| 23 | METAMETA PLATFORMS INC | 12,858 | $7.3B | 0.63% | Call |
| 24 | IJHISHARES TR | 121,029 | $7.1B | 0.61% | |
| 25 | XOMEXXON MOBIL CORP | 52,266 | $6.2B | 0.53% | |
| 26 | GQ9SPDR GOLD TR | 21,533 | $6.2B | 0.53% | |
| 27 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 37,031 | $6.1B | 0.53% | |
| 28 | QUALISHARES TR | 35,358 | $6.0B | 0.52% | |
| 29 | ABBVABBVIE INC | 27,074 | $5.7B | 0.49% | |
| 30 | MRSHMARSH & MCLENNAN COS INC | 23,199 | $5.7B | 0.49% | |
| 31 | MRKMERCK & CO INC | 59,174 | $5.3B | 0.46% | |
| 32 | IUSBISHARES TR | 114,533 | $5.3B | 0.45% | |
| 33 | AVGOBROADCOM INC | 30,717 | $5.1B | 0.44% | |
| 34 | XLFSELECT SECTOR SPDR TR | 99,697 | $5.0B | 0.43% | |
| 35 | IBMINTERNATIONAL BUSINESS MACHS | 19,917 | $5.0B | 0.42% | |
| 36 | SESEA LTD | 37,167 | $4.8B | 0.42% | |
| 37 | IVWISHARES TR | 51,867 | $4.8B | 0.41% | |
| 38 | NDQINVESCO QQQ TR | 10,253 | $4.8B | 0.41% | |
| 39 | DISDISNEY WALT CO | 48,159 | $4.8B | 0.41% | |
| 40 | NEENEXTERA ENERGY INC | 65,377 | $4.6B | 0.40% | |
| 41 | ACNACCENTURE PLC IRELAND | 14,850 | $4.6B | 0.40% | |
| 42 | NSCNORFOLK SOUTHN CORP | 19,506 | $4.6B | 0.40% | |
| 43 | HDHOME DEPOT INC | 12,163 | $4.5B | 0.38% | |
| 44 | REEVEREST GROUP LTD | 12,162 | $4.4B | 0.38% | |
| 45 | CMCSACOMCAST CORP NEW | 117,034 | $4.3B | 0.37% | |
| 46 | QCOMQUALCOMM INC | 27,494 | $4.2B | 0.36% | |
| 47 | IJRISHARES TR | 40,099 | $4.2B | 0.36% | |
| 48 | VVISA INC | 11,936 | $4.2B | 0.36% | |
| 49 | DYNFBLACKROCK ETF TRUST | 85,699 | $4.2B | 0.36% | |
| 50 | SLBSCHLUMBERGER LTD | 98,317 | $4.1B | 0.35% | |
| 51 | IWMISHARES TR | 21,513 | $4.1B | 0.35% | Call |
| 52 | NFLXNETFLIX INC | 4,430 | $4.1B | 0.35% | Call |
| 53 | AZNASTRAZENECA PLC | 55,075 | $4.0B | 0.35% | |
| 54 | IVEISHARES TR | 21,118 | $4.0B | 0.34% | |
| 55 | SAPSAP SE | 14,871 | $4.0B | 0.34% | |
| 56 | EFGISHARES TR | 39,174 | $3.9B | 0.34% | |
| 57 | NVRNVR INC | 536 | $3.9B | 0.33% | |
| 58 | SOXXISHARES TR | 19,840 | $3.7B | 0.32% | |
| 59 | CVXCHEVRON CORP NEW | 22,197 | $3.7B | 0.32% | |
| 60 | AONAON PLC | 9,252 | $3.7B | 0.32% | |
| 61 | LINLINDE PLC | 7,901 | $3.7B | 0.32% | |
| 62 | XLVSELECT SECTOR SPDR TR | 25,188 | $3.7B | 0.32% | |
| 63 | NXPINXP SEMICONDUCTORS N V | 19,244 | $3.7B | 0.31% | |
| 64 | TMUST-MOBILE US INC | 13,528 | $3.6B | 0.31% | |
| 65 | LLYELI LILLY & CO | 4,325 | $3.6B | 0.31% | |
| 66 | RDVYFIRST TR EXCHANGE TRADED FD | 60,635 | $3.5B | 0.30% | |
| 67 | 0VVBPARAMOUNT GLOBAL | 294,557 | $3.5B | 0.30% | |
| 68 | NOCNORTHROP GRUMMAN CORP | 6,866 | $3.5B | 0.30% | |
| 69 | EFVISHARES TR | 59,316 | $3.5B | 0.30% | |
| 70 | LRCXLAM RESEARCH CORP | 46,621 | $3.4B | 0.29% | |
| 71 | APPAPPLOVIN CORP | 12,750 | $3.4B | 0.29% | |
| 72 | TSNTYSON FOODS INC | 52,682 | $3.4B | 0.29% | |
| 73 | BMYBRISTOL-MYERS SQUIBB CO | 54,643 | $3.3B | 0.29% | |
| 74 | TRVCCITIGROUP INC | 46,427 | $3.3B | 0.28% | |
| 75 | XLCSELECT SECTOR SPDR TR | 34,124 | $3.3B | 0.28% | |
| 76 | SBACSBA COMMUNICATIONS CORP NEW | 14,806 | $3.3B | 0.28% | |
| 77 | DGROISHARES TR | 52,619 | $3.3B | 0.28% | |
| 78 | TSLATESLA INC | 12,368 | $3.2B | 0.27% | |
| 79 | EFAISHARES TR | 38,872 | $3.2B | 0.27% | |
| 80 | ARKKARK ETF TR | 65,547 | $3.1B | 0.27% | |
| 81 | PEPPEPSICO INC | 20,406 | $3.1B | 0.26% | |
| 82 | UHSUNIVERSAL HLTH SVCS INC | 16,261 | $3.1B | 0.26% | |
| 83 | DYHTARGET CORP | 29,192 | $3.0B | 0.26% | |
| 84 | ABTABBOTT LABS | 22,511 | $3.0B | 0.26% | |
| 85 | HTGCHERCULES CAPITAL INC | 153,851 | $3.0B | 0.25% | |
| 86 | AMATAPPLIED MATLS INC | 20,169 | $2.9B | 0.25% | |
| 87 | GSGOLDMAN SACHS GROUP INC | 5,312 | $2.9B | 0.25% | |
| 88 | NVONOVO-NORDISK A S | 41,509 | $2.9B | 0.25% | |
| 89 | JNJJOHNSON & JOHNSON | 17,156 | $2.8B | 0.24% | |
| 90 | XLYSELECT SECTOR SPDR TR | 14,387 | $2.8B | 0.24% | |
| 91 | PPGPPG INDS INC | 25,718 | $2.8B | 0.24% | |
| 92 | NKENIKE INC | 43,609 | $2.8B | 0.24% | |
| 93 | BWABORGWARNER INC | 96,526 | $2.8B | 0.24% | |
| 94 | CMECME GROUP INC | 10,414 | $2.8B | 0.24% | |
| 95 | SCHWSCHWAB CHARLES CORP | 35,243 | $2.8B | 0.24% | |
| 96 | MAMASTERCARD INCORPORATED | 4,731 | $2.6B | 0.22% | |
| 97 | ASMLASML HOLDING N V | 3,910 | $2.6B | 0.22% | |
| 98 | XLISELECT SECTOR SPDR TR | 19,399 | $2.5B | 0.22% | |
| 99 | BAHBOOZ ALLEN HAMILTON HLDG COR | 24,225 | $2.5B | 0.22% | |
| 100 | SPYSPDR S&P 500 ETF TR | 4,516 | $2.5B | 0.22% |
Page 1 of 6Next