ELEVATION POINT WEALTH PARTNERS, LLC Q1 2023 Filing
Filed May 11, 2023
Portfolio Value
$890.5B
Holdings
480
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (480 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AAPLAPPLE INC | 947,859 | $155K | 0.00% | Call |
| 2 | IVVISHARES TR | 65,050 | $26K | 0.00% | |
| 3 | GOOGLALPHABET INC | 127,315 | $13K | 0.00% | |
| 4 | MSFTMICROSOFT CORP | 38,050 | $10K | 0.00% | |
| 5 | CSCOCISCO SYS INC | 209,311 | $10K | 0.00% | |
| 6 | JPMJPMORGAN CHASE & CO | 69,203 | $9K | 0.00% | |
| 7 | SHWSHERWIN WILLIAMS CO | 43,756 | $9K | 0.00% | |
| 8 | GOOGALPHABET INC | 93,248 | $9K | 0.00% | |
| 9 | CMCSACOMCAST CORP NEW | 215,371 | $8K | 0.00% | |
| 10 | INTCINTEL CORP | 266,332 | $8K | 0.00% | |
| 11 | FEFIRSTENERGY CORP | 175,813 | $7K | 0.00% | |
| 12 | PSXPHILLIPS 66 | 70,863 | $7K | 0.00% | |
| 13 | CVSCVS HEALTH CORP | 102,971 | $7K | 0.00% | |
| 14 | FOXAFOX CORP | 211,832 | $7K | 0.00% | |
| 15 | PFEPFIZER INC | 173,534 | $7K | 0.00% | |
| 16 | VYMVANGUARD WHITEHALL FDS | 64,822 | $6K | 0.00% | |
| 17 | NTAPNETAPP INC | 107,914 | $6K | 0.00% | |
| 18 | PGPROCTER AND GAMBLE CO | 43,406 | $6K | 0.00% | |
| 19 | TRVCCITIGROUP INC | 129,945 | $6K | 0.00% | |
| 20 | TSNTYSON FOODS INC | 113,404 | $6K | 0.00% | |
| 21 | SWKSTANLEY BLACK & DECKER INC | 75,018 | $6K | 0.00% | |
| 22 | DFSEURDISCOVER FINL SVCS | 69,121 | $6K | 0.00% | |
| 23 | BBYBEST BUY INC | 88,485 | $6K | 0.00% | |
| 24 | CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 105,715 | $6K | 0.00% | |
| 25 | BRK/BBERKSHIRE HATHAWAY INC DEL | 21,478 | $6K | 0.00% | |
| 26 | EFGISHARES TR | 71,090 | $6K | 0.00% | |
| 27 | CECELANESE CORP DEL | 56,913 | $6K | 0.00% | |
| 28 | SPGSIMON PPTY GROUP INC NEW | 61,249 | $6K | 0.00% | |
| 29 | AWNADVANCE AUTO PARTS INC | 45,159 | $5K | 0.00% | |
| 30 | XOMEXXON MOBIL CORP | 54,427 | $5K | 0.00% | |
| 31 | XLKSELECT SECTOR SPDR TR | 38,752 | $5K | 0.00% | |
| 32 | BMYBRISTOL-MYERS SQUIBB CO | 83,228 | $5K | 0.00% | |
| 33 | XLFSELECT SECTOR SPDR TR | 161,211 | $5K | 0.00% | |
| 34 | FISFIDELITY NATL INFORMATION SV | 102,073 | $5K | 0.00% | |
| 35 | TCBKTRICO BANCSHARES | 123,769 | $5K | 0.00% | |
| 36 | QUALISHARES TR | 46,467 | $5K | 0.00% | |
| 37 | IUSBISHARES TR | 115,629 | $5K | 0.00% | |
| 38 | NVONOVO-NORDISK A S | 27,802 | $4K | 0.00% | |
| 39 | NDQINVESCO QQQ TR | 12,658 | $4K | 0.00% | |
| 40 | ASMLASML HOLDING N V | 6,115 | $4K | 0.00% | |
| 41 | AMZNAMAZON COM INC | 43,032 | $4K | 0.00% | |
| 42 | AONAON PLC | 14,665 | $4K | 0.00% | |
| 43 | IWMISHARES TR | 24,393 | $4K | 0.00% | |
| 44 | AZNASTRAZENECA PLC | 66,979 | $4K | 0.00% | |
| 45 | NSCNORFOLK SOUTHN CORP | 20,650 | $4K | 0.00% | |
| 46 | ACNACCENTURE PLC IRELAND | 15,123 | $4K | 0.00% | |
| 47 | UNHUNITEDHEALTH GROUP INC | 8,839 | $4K | 0.00% | |
| 48 | JNJJOHNSON & JOHNSON | 28,105 | $4K | 0.00% | |
| 49 | XLVSELECT SECTOR SPDR TR | 36,976 | $4K | 0.00% | |
| 50 | PGRPROGRESSIVE CORP | 30,083 | $4K | 0.00% | |
| 51 | MTDMETTLER TOLEDO INTERNATIONAL | 2,035 | $3K | 0.00% | |
| 52 | RACEFERRARI N V | 13,311 | $3K | 0.00% | |
| 53 | ABBVABBVIE INC | 23,467 | $3K | 0.00% | |
| 54 | FERGFERGUSON PLC NEW | 23,905 | $3K | 0.00% | |
| 55 | SOXXISHARES TR | 7,505 | $3K | 0.00% | |
| 56 | MRKMERCK & CO INC | 29,840 | $3K | 0.00% | |
| 57 | IJRISHARES TR | 40,112 | $3K | 0.00% | |
| 58 | DOWDOW INC | 57,589 | $3K | 0.00% | |
| 59 | HDHOME DEPOT INC | 10,247 | $3K | 0.00% | |
| 60 | VVISA INC | 14,893 | $3K | 0.00% | |
| 61 | CP.TOCANADIAN PAC RY LTD | 49,471 | $3K | 0.00% | |
| 62 | DISDISNEY WALT CO | 36,806 | $3K | 0.00% | |
| 63 | XLISELECT SECTOR SPDR TR | 31,235 | $3K | 0.00% | |
| 64 | MSIMOTOROLA SOLUTIONS INC | 10,781 | $3K | 0.00% | |
| 65 | EFVISHARES TR | 65,336 | $3K | 0.00% | |
| 66 | IJHISHARES TR | 14,749 | $3K | 0.00% | |
| 67 | ICLRICON PLC | 15,774 | $3K | 0.00% | |
| 68 | GQ9SPDR GOLD TR | 20,261 | $3K | 0.00% | |
| 69 | ESGUISHARES TR | 42,480 | $3K | 0.00% | |
| 70 | TEAMATLASSIAN CORPORATION | 14,928 | $2K | 0.00% | |
| 71 | BAHBOOZ ALLEN HAMILTON HLDG COR | 23,538 | $2K | 0.00% | |
| 72 | ALCALCON AG | 36,629 | $2K | 0.00% | |
| 73 | HTGCHERCULES CAPITAL INC | 176,211 | $2K | 0.00% | |
| 74 | DHILDIAMOND HILL INVT GROUP INC | 13,616 | $2K | 0.00% | |
| 75 | XLFISELECT SECTOR SPDR TR | 29,997 | $2K | 0.00% | |
| 76 | SNYSANOFI | 48,417 | $2K | 0.00% | |
| 77 | DWXSPDR INDEX SHS FDS | 63,805 | $2K | 0.00% | |
| 78 | STESTERIS PLC | 14,584 | $2K | 0.00% | |
| 79 | GSGOLDMAN SACHS GROUP INC | 9,106 | $2K | 0.00% | |
| 80 | RMERESMED INC | 10,549 | $2K | 0.00% | |
| 81 | METAMETA PLATFORMS INC | 11,464 | $2K | 0.00% | |
| 82 | PEPPEPSICO INC | 14,692 | $2K | 0.00% | |
| 83 | AVYAVERY DENNISON CORP | 12,295 | $2K | 0.00% | |
| 84 | PYPLPAYPAL HLDGS INC | 34,364 | $2K | 0.00% | |
| 85 | ITOTISHARES TR | 22,664 | $2K | 0.00% | |
| 86 | XLESELECT SECTOR SPDR TR | 29,672 | $2K | 0.00% | |
| 87 | MBBISHARES TR | 22,391 | $2K | 0.00% | |
| 88 | IBNICICI BANK LIMITED | 124,894 | $2K | 0.00% | |
| 89 | ARKKARK ETF TR | 67,530 | $2K | 0.00% | |
| 90 | WFCWELLS FARGO CO NEW | 56,838 | $2K | 0.00% | |
| 91 | NVDANVIDIA CORPORATION | 7,702 | $2K | 0.00% | |
| 92 | ADIANALOG DEVICES INC | 14,397 | $2K | 0.00% | |
| 93 | TMUST-MOBILE US INC | 15,808 | $2K | 0.00% | |
| 94 | FISVFISERV INC | 20,743 | $2K | 0.00% | |
| 95 | XLYSELECT SECTOR SPDR TR | 18,485 | $2K | 0.00% | |
| 96 | IEMGISHARES INC | 58,479 | $2K | 0.00% | |
| 97 | USMVISHARES TR | 30,309 | $2K | 0.00% | |
| 98 | NVRNVR INC | 536 | $2K | 0.00% | |
| 99 | IYWISHARES TR | 26,444 | $2K | 0.00% | |
| 100 | IBMINTERNATIONAL BUSINESS MACHS | 22,057 | $2K | 0.00% |
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