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 |
|---|---|
GRMNGARMIN LTD | $578K |
RYROYAL BK CDA | $574K |
CATCATERPILLAR INC | $573K |
EMBISHARES TR | $568K |
DTDYNATRACE INC | $568K |
FWONALIBERTY MEDIA CORP DEL | $566K |
XLBSELECT SECTOR SPDR TR | $558K |
TTDTHE TRADE DESK INC | $556K |
INGING GROEP N.V. | $553K |
DFSEURDISCOVER FINL SVCS | $547K |
SBUXSTARBUCKS CORP | $544K |
DC4DEXCOM INC | $541K |
WMWASTE MGMT INC DEL | $538K |
AFLAFLAC INC | $537K |
WF2WINTRUST FINL CORP | $534K |
ANETARISTA NETWORKS INC | $530K |
AJGGALLAGHER ARTHUR J & CO | $527K |
PFFISHARES TR | $527K |
NDAQNASDAQ INC | $524K |
CYBRCYBERARK SOFTWARE LTD | $524K |
WIXWIX COM LTD | $512K |
GBILGOLDMAN SACHS ETF TR | $512K |
PSTGPURE STORAGE INC | $503K |
COOCOOPER COS INC | $503K |
LECOLINCOLN ELEC HLDGS INC | $502K |
FCFSFIRSTCASH HOLDINGS INC | $500K |
TRVTRAVELERS COMPANIES INC | $492K |
APOAPOLLO GLOBAL MGMT INC | $492K |
SPSCSPS COMM INC | $489K |
FTLSFIRST TR EXCH TRADED FD III | $482K |
OMCOMNICOM GROUP INC | $481K |
IXORIX CORP | $481K |
KEYSKEYSIGHT TECHNOLOGIES INC | $481K |
TRMBTRIMBLE INC | $477K |
MKTXMARKETAXESS HLDGS INC | $475K |
SAIASAIA INC | $475K |
HMCHONDA MOTOR LTD | $475K |
VOEVANGUARD INDEX FDS | $473K |
TIPISHARES TR | $471K |
ADSKAUTODESK INC | $468K |
AITAPPLIED INDL TECHNOLOGIES IN | $463K |
ERICTELEFONAKTIEBOLAGET LM ERICS | $461K |
BURLBURLINGTON STORES INC | $458K |
WSMWILLIAMS SONOMA INC | $457K |
JJACOBS SOLUTIONS INC | $456K |
DEODIAGEO PLC | $455K |
CBCHUBB LIMITED | $454K |
PTRBPGIM ETF TR | $450K |
GEGE AEROSPACE | $450K |
LDOSLEIDOS HOLDINGS INC | $445K |
LADLITHIA MTRS INC | $444K |
USBUS BANCORP DEL | $444K |
BUFRFIRST TR EXCHNG TRADED FD VI | $443K |
POOLPOOL CORP | $438K |
MTDMETTLER TOLEDO INTERNATIONAL | $437K |
INFYINFOSYS LTD | $433K |
INTUINTUIT | $430K |
NVTNVENT ELECTRIC PLC | $426K |
PFEPFIZER INC | $426K |
ALABASTERA LABS INC | $424K |
MMSIMERIT MED SYS INC | $423K |
SRLNSSGA ACTIVE ETF TR | $423K |
GSKGSK PLC | $421K |
CNRCANADIAN NATL RY CO | $418K |
VIGVANGUARD SPECIALIZED FUNDS | $416K |
WATWATERS CORP | $415K |
EIXEDISON INTL | $414K |
PANWPALO ALTO NETWORKS INC | $413K |
ANAUTONATION INC | $412K |
COINCOINBASE GLOBAL INC | $406K |
ETNEATON CORP PLC | $406K |
FTVFORTIVE CORP | $399K |
EDCONSOLIDATED EDISON INC | $398K |
DDOGDATADOG INC | $392K |
MPWRMONOLITHIC PWR SYS INC | $389K |
GRABGRAB HOLDINGS LIMITED | $388K |
TCBKTRICO BANCSHARES | $386K |
PRMBPRIMO BRANDS CORPORATION | $385K |
CDNSCADENCE DESIGN SYSTEM INC | $384K |
GLOBGLOBANT S A | $380K |
ON1OLD NATL BANCORP IND | $379K |
OWLBLUE OWL CAPITAL INC | $376K |
WABWABTEC | $374K |
SPSMSPDR SER TR | $374K |
YUMYUM BRANDS INC | $372K |
HDBHDFC BANK LTD | $371K |
EVREVERCORE INC | $370K |
VTVVANGUARD INDEX FDS | $369K |
ESEESCO TECHNOLOGIES INC | $363K |
WSTWEST PHARMACEUTICAL SVSC INC | $358K |
NOWSERVICENOW INC | $357K |
OREALTY INCOME CORP | $354K |
KNSLKINSALE CAP GROUP INC | $353K |
FW2NBANNER CORP | $353K |
ONTOONTO INNOVATION INC | $351K |
IYY*ISHARES TR | $350K |
OKEONEOK INC NEW | $348K |
CVECENOVUS ENERGY INC | $348K |
CDWCDW CORP | $347K |
PATKPATRICK INDS INC | $345K |