ELEVATION POINT WEALTH PARTNERS, LLC Q1 2025 Filing
Filed April 16, 2025
Portfolio Value
$1.2B
Holdings
527
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (527 positions)
| Stock | Value |
|---|---|
AAPLAPPLE INC | $151.7M |
SPYVSPDR SER TR | $69.1M |
SPYGSPDR SER TR | $48.1M |
QUSSPDR SER TR | $37.7M |
IVVISHARES TR | $31.2M |
COWZPACER FDS TR | $30.8M |
GOOGLALPHABET INC | $17.0M |
MSFTMICROSOFT CORP | $15.6M |
JPIEJ P MORGAN EXCHANGE TRADED F | $14.8M |
AMZNAMAZON COM INC | $13.7M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $13.6M |
EVTRMORGAN STANLEY ETF TRUST | $13.4M |
BIDDBLACKROCK ETF TRUST | $12.7M |
GOOGALPHABET INC | $11.5M |
UNHUNITEDHEALTH GROUP INC | $11.4M |
EMXCISHARES INC | $10.6M |
NVDANVIDIA CORPORATION | $9.8M |
SPOTSPOTIFY TECHNOLOGY S A | $9.0M |
XLKSELECT SECTOR SPDR TR | $9.0M |
VYMVANGUARD WHITEHALL FDS | $8.8M |
JPMJPMORGAN CHASE & CO. | $8.5M |
PGPROCTER AND GAMBLE CO | $7.6M |
METAMETA PLATFORMS INC | $7.3M |
IJHISHARES TR | $7.1M |
XOMEXXON MOBIL CORP | $6.2M |
GQ9SPDR GOLD TR | $6.2M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $6.1M |
QUALISHARES TR | $6.0M |
ABBVABBVIE INC | $5.7M |
MRSHMARSH & MCLENNAN COS INC | $5.7M |
MRKMERCK & CO INC | $5.3M |
IUSBISHARES TR | $5.3M |
AVGOBROADCOM INC | $5.1M |
XLFSELECT SECTOR SPDR TR | $5.0M |
IBMINTERNATIONAL BUSINESS MACHS | $5.0M |
SESEA LTD | $4.8M |
IVWISHARES TR | $4.8M |
NDQINVESCO QQQ TR | $4.8M |
DISDISNEY WALT CO | $4.8M |
NEENEXTERA ENERGY INC | $4.6M |
ACNACCENTURE PLC IRELAND | $4.6M |
NSCNORFOLK SOUTHN CORP | $4.6M |
HDHOME DEPOT INC | $4.5M |
REEVEREST GROUP LTD | $4.4M |
CMCSACOMCAST CORP NEW | $4.3M |
QCOMQUALCOMM INC | $4.2M |
IJRISHARES TR | $4.2M |
VVISA INC | $4.2M |
DYNFBLACKROCK ETF TRUST | $4.2M |
SLBSCHLUMBERGER LTD | $4.1M |
IWMISHARES TR | $4.1M |
NFLXNETFLIX INC | $4.1M |
AZNASTRAZENECA PLC | $4.0M |
IVEISHARES TR | $4.0M |
SAPSAP SE | $4.0M |
EFGISHARES TR | $3.9M |
NVRNVR INC | $3.9M |
SOXXISHARES TR | $3.7M |
CVXCHEVRON CORP NEW | $3.7M |
AONAON PLC | $3.7M |
LINLINDE PLC | $3.7M |
XLVSELECT SECTOR SPDR TR | $3.7M |
NXPINXP SEMICONDUCTORS N V | $3.7M |
TMUST-MOBILE US INC | $3.6M |
LLYELI LILLY & CO | $3.6M |
RDVYFIRST TR EXCHANGE TRADED FD | $3.5M |
0VVBPARAMOUNT GLOBAL | $3.5M |
NOCNORTHROP GRUMMAN CORP | $3.5M |
EFVISHARES TR | $3.5M |
LRCXLAM RESEARCH CORP | $3.4M |
APPAPPLOVIN CORP | $3.4M |
TSNTYSON FOODS INC | $3.4M |
BMYBRISTOL-MYERS SQUIBB CO | $3.3M |
TRVCCITIGROUP INC | $3.3M |
XLCSELECT SECTOR SPDR TR | $3.3M |
SBACSBA COMMUNICATIONS CORP NEW | $3.3M |
DGROISHARES TR | $3.3M |
TSLATESLA INC | $3.2M |
EFAISHARES TR | $3.2M |
ARKKARK ETF TR | $3.1M |
PEPPEPSICO INC | $3.1M |
UHSUNIVERSAL HLTH SVCS INC | $3.1M |
DYHTARGET CORP | $3.0M |
ABTABBOTT LABS | $3.0M |
HTGCHERCULES CAPITAL INC | $3.0M |
AMATAPPLIED MATLS INC | $2.9M |
GSGOLDMAN SACHS GROUP INC | $2.9M |
NVONOVO-NORDISK A S | $2.9M |
JNJJOHNSON & JOHNSON | $2.8M |
XLYSELECT SECTOR SPDR TR | $2.8M |
PPGPPG INDS INC | $2.8M |
NKENIKE INC | $2.8M |
BWABORGWARNER INC | $2.8M |
CMECME GROUP INC | $2.8M |
SCHWSCHWAB CHARLES CORP | $2.8M |
MAMASTERCARD INCORPORATED | $2.6M |
ASMLASML HOLDING N V | $2.6M |
XLISELECT SECTOR SPDR TR | $2.5M |
BAHBOOZ ALLEN HAMILTON HLDG COR | $2.5M |
SPYSPDR S&P 500 ETF TR | $2.5M |
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