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 |
|---|---|---|---|---|---|
| 201 | CRMSALESFORCE INC | 3,552 | $953.3M | 0.08% | |
| 202 | SYYSYSCO CORP | 12,658 | $949.8M | 0.08% | |
| 203 | TEAMATLASSIAN CORPORATION | 4,468 | $948.2M | 0.08% | |
| 204 | BABOEING CO | 5,558 | $947.9M | 0.08% | |
| 205 | NUNU HLDGS LTD | 92,289 | $945.0M | 0.08% | |
| 206 | HEIHEICO CORP NEW | 4,465 | $942.0M | 0.08% | |
| 207 | ODFLOLD DOMINION FREIGHT LINE IN | 5,688 | $941.1M | 0.08% | |
| 208 | TXRHTEXAS ROADHOUSE INC | 5,575 | $929.0M | 0.08% | |
| 209 | FERGFERGUSON ENTERPRISES INC | 5,758 | $922.6M | 0.08% | |
| 210 | BDXBECTON DICKINSON & CO | 3,947 | $904.2M | 0.08% | |
| 211 | MOHMOLINA HEALTHCARE INC | 2,715 | $894.3M | 0.08% | |
| 212 | DEDEERE & CO | 1,894 | $889.1M | 0.08% | |
| 213 | TTENTOTALENERGIES SE | 13,732 | $888.3M | 0.08% | |
| 214 | OLLIOLLIES BARGAIN OUTLET HLDGS | 7,610 | $885.5M | 0.08% | |
| 215 | LULULULULEMON ATHLETICA INC | 3,120 | $883.1M | 0.08% | |
| 216 | FISVFISERV INC | 3,949 | $872.1M | 0.07% | |
| 217 | TDYTELEDYNE TECHNOLOGIES INC | 1,752 | $872.0M | 0.07% | |
| 218 | HCAHCA HEALTHCARE INC | 2,521 | $871.2M | 0.07% | |
| 219 | MSIMOTOROLA SOLUTIONS INC | 1,982 | $867.6M | 0.07% | |
| 220 | VRTVERTIV HOLDINGS CO | 11,863 | $856.5M | 0.07% | |
| 221 | DKSDICKS SPORTING GOODS INC | 4,225 | $851.6M | 0.07% | |
| 222 | BROBROWN & BROWN INC | 6,844 | $851.4M | 0.07% | |
| 223 | CMGCHIPOTLE MEXICAN GRILL INC | 16,790 | $843.0M | 0.07% | |
| 224 | PENPENUMBRA INC | 3,137 | $838.9M | 0.07% | |
| 225 | USMVISHARES TR | 8,945 | $837.8M | 0.07% | |
| 226 | SHWSHERWIN WILLIAMS CO | 2,396 | $836.7M | 0.07% | |
| 227 | ORLYOREILLY AUTOMOTIVE INC | 582 | $833.8M | 0.07% | |
| 228 | HALOHALOZYME THERAPEUTICS INC | 12,936 | $825.4M | 0.07% | |
| 229 | METMETLIFE INC | 10,227 | $821.1M | 0.07% | |
| 230 | FANGDIAMONDBACK ENERGY INC | 5,109 | $816.8M | 0.07% | |
| 231 | MPCMARATHON PETE CORP | 5,578 | $812.6M | 0.07% | |
| 232 | SHELSHELL PLC | 11,028 | $808.2M | 0.07% | |
| 233 | KVUEKENVUE INC | 33,514 | $803.7M | 0.07% | |
| 234 | BXBLACKSTONE INC | 5,733 | $801.4M | 0.07% | |
| 235 | MDLZMONDELEZ INTL INC | 11,810 | $801.3M | 0.07% | |
| 236 | ESGUISHARES TR | 6,521 | $794.9M | 0.07% | |
| 237 | ADBEADOBE INC | 2,029 | $778.2M | 0.07% | |
| 238 | RHCRH PLC | 8,775 | $771.9M | 0.07% | |
| 239 | HEFAISHARES TR | 21,090 | $765.4M | 0.07% | |
| 240 | CWCURTISS WRIGHT CORP | 2,401 | $761.8M | 0.07% | |
| 241 | CNPCENTERPOINT ENERGY INC | 20,956 | $759.3M | 0.07% | |
| 242 | DECKDECKERS OUTDOOR CORP | 6,779 | $758.0M | 0.06% | |
| 243 | PPLPPL CORP | 20,958 | $756.8M | 0.06% | |
| 244 | HOODROBINHOOD MKTS INC | 18,149 | $755.4M | 0.06% | |
| 245 | SKMSK TELECOM CO LTD | 35,308 | $750.7M | 0.06% | |
| 246 | RPMRPM INTL INC | 6,477 | $749.2M | 0.06% | |
| 247 | CASYCASEYS GEN STORES INC | 1,705 | $740.1M | 0.06% | |
| 248 | ZTSZOETIS INC | 4,437 | $730.6M | 0.06% | |
| 249 | MUBISHARES TR | 6,881 | $725.5M | 0.06% | |
| 250 | SEESEALED AIR CORP NEW | 25,098 | $725.3M | 0.06% | |
| 251 | FASTFASTENAL CO | 9,344 | $724.6M | 0.06% | |
| 252 | DWDMORGAN STANLEY | 6,202 | $723.6M | 0.06% | |
| 253 | AKAMAKAMAI TECHNOLOGIES INC | 8,961 | $721.4M | 0.06% | |
| 254 | FISFIDELITY NATL INFORMATION SV | 9,580 | $715.4M | 0.06% | |
| 255 | SFMSPROUTS FMRS MKT INC | 4,652 | $710.1M | 0.06% | |
| 256 | NTRANATERA INC | 5,020 | $709.9M | 0.06% | |
| 257 | KGCKINROSS GOLD CORP | 56,124 | $707.7M | 0.06% | |
| 258 | EAELECTRONIC ARTS INC | 4,834 | $698.6M | 0.06% | |
| 259 | AGGISHARES TR | 7,042 | $696.6M | 0.06% | |
| 260 | HBANHUNTINGTON BANCSHARES INC | 46,329 | $695.4M | 0.06% | |
| 261 | BPBP PLC | 20,551 | $694.4M | 0.06% | |
| 262 | BMTABRITISH AMERN TOB PLC | 16,715 | $691.5M | 0.06% | |
| 263 | UALUNITED AIRLS HLDGS INC | 9,949 | $687.0M | 0.06% | |
| 264 | FEFIRSTENERGY CORP | 16,972 | $686.0M | 0.06% | |
| 265 | TMOTHERMO FISHER SCIENTIFIC INC | 1,366 | $679.7M | 0.06% | |
| 266 | SNASNAP ON INC | 1,997 | $673.0M | 0.06% | |
| 267 | DSGDESCARTES SYS GROUP INC | 6,647 | $670.2M | 0.06% | |
| 268 | TSCOTRACTOR SUPPLY CO | 12,073 | $665.2M | 0.06% | |
| 269 | CPAYCORPAY INC | 1,901 | $662.9M | 0.06% | |
| 270 | TAT&T INC | 23,278 | $658.3M | 0.06% | |
| 271 | VONGVANGUARD SCOTTSDALE FDS | 7,035 | $652.7M | 0.06% | |
| 272 | GDDYGODADDY INC | 3,593 | $647.2M | 0.06% | |
| 273 | IAU*ISHARES GOLD TR | 10,923 | $644.0M | 0.06% | |
| 274 | RMERESMED INC | 2,872 | $642.9M | 0.06% | |
| 275 | GDGENERAL DYNAMICS CORP | 2,351 | $640.9M | 0.05% | |
| 276 | RIORIO TINTO PLC | 10,658 | $640.4M | 0.05% | |
| 277 | EMEEMCOR GROUP INC | 1,725 | $637.6M | 0.05% | |
| 278 | ATRAPTARGROUP INC | 4,293 | $637.0M | 0.05% | |
| 279 | NCDLNUVEEN CHURCHILL DIRECT LEND | 37,366 | $634.5M | 0.05% | |
| 280 | CRCRANE COMPANY | 4,091 | $626.7M | 0.05% | |
| 281 | KRKROGER CO | 9,221 | $624.2M | 0.05% | |
| 282 | DELLDELL TECHNOLOGIES INC | 6,812 | $620.9M | 0.05% | |
| 283 | IFFINTERNATIONAL FLAVORS&FRAGRA | 7,970 | $618.6M | 0.05% | |
| 284 | HLIHOULIHAN LOKEY INC | 3,830 | $618.6M | 0.05% | |
| 285 | PHPARKER-HANNIFIN CORP | 1,014 | $616.4M | 0.05% | |
| 286 | NWGNATWEST GROUP PLC | 51,534 | $614.3M | 0.05% | |
| 287 | ALSALLSTATE CORP | 2,925 | $605.6M | 0.05% | |
| 288 | VRSNVERISIGN INC | 2,372 | $602.2M | 0.05% | |
| 289 | EQNREQUINOR ASA | 22,677 | $599.8M | 0.05% | |
| 290 | CAKECHEESECAKE FACTORY INC | 12,267 | $596.9M | 0.05% | |
| 291 | GPCGENUINE PARTS CO | 4,990 | $594.5M | 0.05% | |
| 292 | VWOVANGUARD INTL EQUITY INDEX F | 13,110 | $593.4M | 0.05% | |
| 293 | LYGLLOYDS BANKING GROUP PLC | 155,177 | $592.8M | 0.05% | |
| 294 | XLRESELECT SECTOR SPDR TR | 14,137 | $591.6M | 0.05% | |
| 295 | VGTVANGUARD WORLD FD | 1,084 | $588.1M | 0.05% | |
| 296 | EMREMERSON ELEC CO | 5,358 | $587.4M | 0.05% | |
| 297 | EWEDWARDS LIFESCIENCES CORP | 8,091 | $586.4M | 0.05% | |
| 298 | ETHAISHARES ETHEREUM TR | 42,257 | $584.0M | 0.05% | |
| 299 | LRNSTRIDE INC | 4,604 | $582.4M | 0.05% | |
| 300 | GWREGUIDEWIRE SOFTWARE INC | 3,091 | $579.1M | 0.05% |