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)

StockValue
CRMSALESFORCE INC
$953K
SYYSYSCO CORP
$950K
TEAMATLASSIAN CORPORATION
$948K
BABOEING CO
$948K
NUNU HLDGS LTD
$945K
HEIHEICO CORP NEW
$942K
ODFLOLD DOMINION FREIGHT LINE IN
$941K
TXRHTEXAS ROADHOUSE INC
$929K
FERGFERGUSON ENTERPRISES INC
$923K
BDXBECTON DICKINSON & CO
$904K
MOHMOLINA HEALTHCARE INC
$894K
DEDEERE & CO
$889K
TTENTOTALENERGIES SE
$888K
OLLIOLLIES BARGAIN OUTLET HLDGS
$886K
LULULULULEMON ATHLETICA INC
$883K
FISVFISERV INC
$872K
TDYTELEDYNE TECHNOLOGIES INC
$872K
HCAHCA HEALTHCARE INC
$871K
MSIMOTOROLA SOLUTIONS INC
$868K
VRTVERTIV HOLDINGS CO
$857K
DKSDICKS SPORTING GOODS INC
$852K
BROBROWN & BROWN INC
$851K
CMGCHIPOTLE MEXICAN GRILL INC
$843K
PENPENUMBRA INC
$839K
USMVISHARES TR
$838K
SHWSHERWIN WILLIAMS CO
$837K
ORLYOREILLY AUTOMOTIVE INC
$834K
HALOHALOZYME THERAPEUTICS INC
$825K
METMETLIFE INC
$821K
FANGDIAMONDBACK ENERGY INC
$817K
MPCMARATHON PETE CORP
$813K
SHELSHELL PLC
$808K
KVUEKENVUE INC
$804K
BXBLACKSTONE INC
$801K
MDLZMONDELEZ INTL INC
$801K
ESGUISHARES TR
$795K
ADBEADOBE INC
$778K
RHCRH PLC
$772K
HEFAISHARES TR
$765K
CWCURTISS WRIGHT CORP
$762K
CNPCENTERPOINT ENERGY INC
$759K
DECKDECKERS OUTDOOR CORP
$758K
PPLPPL CORP
$757K
HOODROBINHOOD MKTS INC
$755K
SKMSK TELECOM CO LTD
$751K
RPMRPM INTL INC
$749K
CASYCASEYS GEN STORES INC
$740K
ZTSZOETIS INC
$731K
MUBISHARES TR
$726K
SEESEALED AIR CORP NEW
$725K
FASTFASTENAL CO
$725K
DWDMORGAN STANLEY
$724K
AKAMAKAMAI TECHNOLOGIES INC
$721K
FISFIDELITY NATL INFORMATION SV
$715K
SFMSPROUTS FMRS MKT INC
$710K
NTRANATERA INC
$710K
KGCKINROSS GOLD CORP
$708K
EAELECTRONIC ARTS INC
$699K
AGGISHARES TR
$697K
HBANHUNTINGTON BANCSHARES INC
$695K
BPBP PLC
$694K
BMTABRITISH AMERN TOB PLC
$691K
UALUNITED AIRLS HLDGS INC
$687K
FEFIRSTENERGY CORP
$686K
TMOTHERMO FISHER SCIENTIFIC INC
$680K
SNASNAP ON INC
$673K
DSGDESCARTES SYS GROUP INC
$670K
TSCOTRACTOR SUPPLY CO
$665K
CPAYCORPAY INC
$663K
TAT&T INC
$658K
VONGVANGUARD SCOTTSDALE FDS
$653K
GDDYGODADDY INC
$647K
IAU*ISHARES GOLD TR
$644K
RMERESMED INC
$643K
GDGENERAL DYNAMICS CORP
$641K
RIORIO TINTO PLC
$640K
EMEEMCOR GROUP INC
$638K
ATRAPTARGROUP INC
$637K
NCDLNUVEEN CHURCHILL DIRECT LEND
$634K
CRCRANE COMPANY
$627K
KRKROGER CO
$624K
DELLDELL TECHNOLOGIES INC
$621K
IFFINTERNATIONAL FLAVORS&FRAGRA
$619K
HLIHOULIHAN LOKEY INC
$619K
PHPARKER-HANNIFIN CORP
$616K
NWGNATWEST GROUP PLC
$614K
ALSALLSTATE CORP
$606K
VRSNVERISIGN INC
$602K
EQNREQUINOR ASA
$600K
CAKECHEESECAKE FACTORY INC
$597K
GPCGENUINE PARTS CO
$595K
VWOVANGUARD INTL EQUITY INDEX F
$593K
LYGLLOYDS BANKING GROUP PLC
$593K
XLRESELECT SECTOR SPDR TR
$592K
VGTVANGUARD WORLD FD
$588K
EMREMERSON ELEC CO
$587K
EWEDWARDS LIFESCIENCES CORP
$586K
ETHAISHARES ETHEREUM TR
$584K
LRNSTRIDE INC
$582K
GWREGUIDEWIRE SOFTWARE INC
$579K
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