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 |
|---|---|---|---|---|---|
| 101 | SLVISHARES SILVER TR | 80,786 | $2.5B | 0.21% | |
| 102 | AQLTISHARES TR | 33,093 | $2.5B | 0.21% | |
| 103 | TJXTJX COS INC NEW | 20,082 | $2.4B | 0.21% | |
| 104 | WFCWELLS FARGO CO NEW | 33,210 | $2.4B | 0.20% | |
| 105 | ORCLORACLE CORP | 17,040 | $2.4B | 0.20% | |
| 106 | NVSNNOVARTIS AG | 21,213 | $2.4B | 0.20% | |
| 107 | ITOTISHARES TR | 19,230 | $2.3B | 0.20% | |
| 108 | ELVELEVANCE HEALTH INC | 5,275 | $2.3B | 0.20% | |
| 109 | CPRTCOPART INC | 39,850 | $2.3B | 0.19% | |
| 110 | ADIANALOG DEVICES INC | 11,169 | $2.3B | 0.19% | |
| 111 | RACEFERRARI N V | 5,240 | $2.2B | 0.19% | |
| 112 | ADPAUTOMATIC DATA PROCESSING IN | 7,233 | $2.2B | 0.19% | |
| 113 | 4I1PHILIP MORRIS INTL INC | 13,531 | $2.1B | 0.18% | |
| 114 | IYWISHARES TR | 14,911 | $2.1B | 0.18% | |
| 115 | GFLGFL ENVIRONMENTAL INC | 42,628 | $2.1B | 0.18% | |
| 116 | IBNICICI BANK LIMITED | 65,284 | $2.1B | 0.18% | |
| 117 | MLB1MERCADOLIBRE INC | 999 | $1.9B | 0.17% | |
| 118 | GDXVANECK ETF TRUST | 42,205 | $1.9B | 0.17% | |
| 119 | BKNGBOOKING HOLDINGS INC | 419 | $1.9B | 0.17% | |
| 120 | MBBISHARES TR | 20,573 | $1.9B | 0.17% | |
| 121 | IEMGISHARES INC | 35,709 | $1.9B | 0.17% | |
| 122 | KOCOCA COLA CO | 26,867 | $1.9B | 0.16% | |
| 123 | COPCONOCOPHILLIPS | 18,060 | $1.9B | 0.16% | |
| 124 | VOOVANGUARD INDEX FDS | 3,658 | $1.9B | 0.16% | |
| 125 | ULUNILEVER PLC | 31,559 | $1.9B | 0.16% | |
| 126 | SILGLOBAL X FDS | 47,632 | $1.9B | 0.16% | |
| 127 | CRWDCROWDSTRIKE HLDGS INC | 5,297 | $1.9B | 0.16% | |
| 128 | MCDMCDONALDS CORP | 5,676 | $1.8B | 0.15% | |
| 129 | ACGLARCH CAP GROUP LTD | 18,250 | $1.8B | 0.15% | |
| 130 | APHAMPHENOL CORP NEW | 26,603 | $1.7B | 0.15% | |
| 131 | LOWLOWES COS INC | 7,341 | $1.7B | 0.15% | |
| 132 | IWFISHARES TR | 4,682 | $1.7B | 0.14% | |
| 133 | DALDELTA AIR LINES INC DEL | 38,731 | $1.7B | 0.14% | |
| 134 | CSCOCISCO SYS INC | 26,867 | $1.7B | 0.14% | |
| 135 | XLFISELECT SECTOR SPDR TR | 20,210 | $1.7B | 0.14% | |
| 136 | A4SAMERIPRISE FINL INC | 3,387 | $1.6B | 0.14% | |
| 137 | MOALTRIA GROUP INC | 26,684 | $1.6B | 0.14% | |
| 138 | SPGIS&P GLOBAL INC | 3,140 | $1.6B | 0.14% | |
| 139 | WMBWILLIAMS COS INC | 26,510 | $1.6B | 0.14% | |
| 140 | VSTVISTRA CORP | 13,098 | $1.5B | 0.13% | |
| 141 | DUKDUKE ENERGY CORP NEW | 12,455 | $1.5B | 0.13% | |
| 142 | SNYSANOFI | 27,256 | $1.5B | 0.13% | |
| 143 | USFDUS FOODS HLDG CORP | 22,978 | $1.5B | 0.13% | |
| 144 | PYPLPAYPAL HLDGS INC | 23,043 | $1.5B | 0.13% | |
| 145 | DHILDIAMOND HILL INVT GROUP INC | 10,495 | $1.5B | 0.13% | |
| 146 | CCEPCOCA-COLA EUROPACIFIC PARTNE | 17,078 | $1.5B | 0.13% | |
| 147 | CPCANADIAN PACIFIC KANSAS CITY | 21,097 | $1.5B | 0.13% | |
| 148 | COSTCOSTCO WHSL CORP NEW | 1,530 | $1.4B | 0.12% | |
| 149 | CPNGCOUPANG INC | 65,976 | $1.4B | 0.12% | |
| 150 | CTRACOTERRA ENERGY INC | 49,802 | $1.4B | 0.12% | |
| 151 | STESTERIS PLC | 6,298 | $1.4B | 0.12% | |
| 152 | URIUNITED RENTALS INC | 2,220 | $1.4B | 0.12% | |
| 153 | ICLRICON PLC | 7,933 | $1.4B | 0.12% | |
| 154 | IBITISHARES BITCOIN TRUST ETF | 29,529 | $1.4B | 0.12% | |
| 155 | MDTMEDTRONIC PLC | 15,291 | $1.4B | 0.12% | |
| 156 | VLOVALERO ENERGY CORP | 10,339 | $1.4B | 0.12% | |
| 157 | OEFISHARES TR | 4,902 | $1.3B | 0.11% | |
| 158 | MMM3M CO | 9,024 | $1.3B | 0.11% | |
| 159 | TLNTALEN ENERGY CORP | 6,568 | $1.3B | 0.11% | |
| 160 | MNDYMONDAY COM LTD | 5,240 | $1.3B | 0.11% | |
| 161 | ROKROCKWELL AUTOMATION INC | 4,909 | $1.3B | 0.11% | |
| 162 | XLESELECT SECTOR SPDR TR | 13,526 | $1.3B | 0.11% | |
| 163 | HONHONEYWELL INTL INC | 5,915 | $1.3B | 0.11% | |
| 164 | ABGCENCORA INC | 4,496 | $1.3B | 0.11% | |
| 165 | AVYAVERY DENNISON CORP | 7,007 | $1.2B | 0.11% | |
| 166 | KDPKEURIG DR PEPPER INC | 36,405 | $1.2B | 0.11% | |
| 167 | IXNISHARES TR | 16,386 | $1.2B | 0.11% | |
| 168 | CRCCANADIAN NAT RES LTD | 39,725 | $1.2B | 0.10% | |
| 169 | RJFRAYMOND JAMES FINL INC | 8,709 | $1.2B | 0.10% | |
| 170 | BCSBARCLAYS PLC | 78,665 | $1.2B | 0.10% | |
| 171 | AZOAUTOZONE INC | 316 | $1.2B | 0.10% | |
| 172 | DWXSPDR INDEX SHS FDS | 30,656 | $1.2B | 0.10% | |
| 173 | MCKMCKESSON CORP | 1,747 | $1.2B | 0.10% | |
| 174 | UBSUBS GROUP AG | 37,537 | $1.1B | 0.10% | |
| 175 | MTUMISHARES TR | 5,634 | $1.1B | 0.10% | |
| 176 | XLUSELECT SECTOR SPDR TR | 14,360 | $1.1B | 0.10% | |
| 177 | KLACKLA CORP | 1,664 | $1.1B | 0.10% | |
| 178 | MUMICRON TECHNOLOGY INC | 13,004 | $1.1B | 0.10% | |
| 179 | BSXBOSTON SCIENTIFIC CORP | 11,156 | $1.1B | 0.10% | |
| 180 | AXPAMERICAN EXPRESS CO | 4,161 | $1.1B | 0.10% | |
| 181 | LMTLOCKHEED MARTIN CORP | 2,430 | $1.1B | 0.09% | |
| 182 | EEMISHARES TR | 24,814 | $1.1B | 0.09% | |
| 183 | CHKPCHECK POINT SOFTWARE TECH LT | 4,729 | $1.1B | 0.09% | |
| 184 | CITCINTAS CORP | 5,193 | $1.1B | 0.09% | |
| 185 | BCSFBAIN CAP SPECIALTY FIN INC | 64,105 | $1.1B | 0.09% | |
| 186 | MDYVSPDR SER TR | 13,756 | $1.1B | 0.09% | |
| 187 | UBERUBER TECHNOLOGIES INC | 14,479 | $1.1B | 0.09% | |
| 188 | VEUVANGUARD INTL EQUITY INDEX F | 17,307 | $1.0B | 0.09% | |
| 189 | WCNWASTE CONNECTIONS INC | 5,378 | $1.0B | 0.09% | |
| 190 | FLEXFLEX LTD | 31,540 | $1.0B | 0.09% | |
| 191 | EOGEOG RES INC | 8,126 | $1.0B | 0.09% | |
| 192 | WMTWALMART INC | 11,743 | $1.0B | 0.09% | |
| 193 | ICFISHARES TR | 16,550 | $1.0B | 0.09% | |
| 194 | TLHISHARES TR | 9,711 | $1.0B | 0.09% | |
| 195 | TRPTC ENERGY CORP | 21,271 | $1.0B | 0.09% | |
| 196 | SMFGSUMITOMO MITSUI FINL GROUP I | 64,181 | $992.2M | 0.09% | |
| 197 | LPLALPL FINL HLDGS INC | 2,973 | $972.6M | 0.08% | |
| 198 | NRANRG ENERGY INC | 10,139 | $967.9M | 0.08% | |
| 199 | CUBECUBESMART | 22,653 | $967.5M | 0.08% | |
| 200 | BINCBLACKROCK ETF TRUST II | 18,322 | $959.7M | 0.08% |