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 |
|---|---|---|---|---|---|
| 301 | GRMNGARMIN LTD | 2,663 | $578.2M | 0.05% | |
| 302 | RYROYAL BK CDA | 5,093 | $574.0M | 0.05% | |
| 303 | CATCATERPILLAR INC | 1,739 | $573.5M | 0.05% | |
| 304 | EMBISHARES TR | 6,272 | $568.2M | 0.05% | |
| 305 | DTDYNATRACE INC | 12,043 | $567.8M | 0.05% | |
| 306 | FWONALIBERTY MEDIA CORP DEL | 6,290 | $566.2M | 0.05% | |
| 307 | XLBSELECT SECTOR SPDR TR | 6,494 | $558.4M | 0.05% | |
| 308 | TTDTHE TRADE DESK INC | 10,152 | $555.5M | 0.05% | |
| 309 | INGING GROEP N.V. | 28,252 | $553.5M | 0.05% | |
| 310 | DFSEURDISCOVER FINL SVCS | 3,206 | $547.4M | 0.05% | |
| 311 | SBUXSTARBUCKS CORP | 5,543 | $543.7M | 0.05% | |
| 312 | DC4DEXCOM INC | 7,915 | $540.5M | 0.05% | |
| 313 | WMWASTE MGMT INC DEL | 2,322 | $537.6M | 0.05% | |
| 314 | AFLAFLAC INC | 4,829 | $536.9M | 0.05% | |
| 315 | WF2WINTRUST FINL CORP | 4,745 | $533.6M | 0.05% | |
| 316 | ANETARISTA NETWORKS INC | 6,839 | $529.9M | 0.05% | |
| 317 | AJGGALLAGHER ARTHUR J & CO | 1,527 | $527.2M | 0.05% | |
| 318 | PFFISHARES TR | 17,150 | $527.0M | 0.05% | |
| 319 | NDAQNASDAQ INC | 6,910 | $524.2M | 0.04% | |
| 320 | CYBRCYBERARK SOFTWARE LTD | 1,549 | $523.6M | 0.04% | |
| 321 | WIXWIX COM LTD | 3,133 | $511.9M | 0.04% | |
| 322 | GBILGOLDMAN SACHS ETF TR | 5,108 | $511.7M | 0.04% | |
| 323 | PSTGPURE STORAGE INC | 11,368 | $503.3M | 0.04% | |
| 324 | COOCOOPER COS INC | 5,965 | $503.1M | 0.04% | |
| 325 | LECOLINCOLN ELEC HLDGS INC | 2,653 | $501.8M | 0.04% | |
| 326 | FCFSFIRSTCASH HOLDINGS INC | 4,157 | $500.2M | 0.04% | |
| 327 | TRVTRAVELERS COMPANIES INC | 1,860 | $492.0M | 0.04% | |
| 328 | APOAPOLLO GLOBAL MGMT INC | 3,590 | $491.6M | 0.04% | |
| 329 | SPSCSPS COMM INC | 3,683 | $488.8M | 0.04% | |
| 330 | FTLSFIRST TR EXCH TRADED FD III | 7,527 | $482.3M | 0.04% | |
| 331 | OMCOMNICOM GROUP INC | 5,806 | $481.4M | 0.04% | |
| 332 | IXORIX CORP | 23,025 | $481.0M | 0.04% | |
| 333 | KEYSKEYSIGHT TECHNOLOGIES INC | 3,209 | $480.6M | 0.04% | |
| 334 | TRMBTRIMBLE INC | 7,261 | $476.7M | 0.04% | |
| 335 | MKTXMARKETAXESS HLDGS INC | 2,197 | $475.3M | 0.04% | |
| 336 | SAIASAIA INC | 1,360 | $475.2M | 0.04% | |
| 337 | HMCHONDA MOTOR LTD | 17,495 | $474.6M | 0.04% | |
| 338 | VOEVANGUARD INDEX FDS | 2,949 | $473.4M | 0.04% | |
| 339 | TIPISHARES TR | 4,241 | $471.1M | 0.04% | |
| 340 | ADSKAUTODESK INC | 1,787 | $467.8M | 0.04% | |
| 341 | AITAPPLIED INDL TECHNOLOGIES IN | 2,057 | $463.5M | 0.04% | |
| 342 | ERICTELEFONAKTIEBOLAGET LM ERICS | 59,382 | $460.8M | 0.04% | |
| 343 | BURLBURLINGTON STORES INC | 1,923 | $458.3M | 0.04% | |
| 344 | WSMWILLIAMS SONOMA INC | 2,893 | $457.4M | 0.04% | |
| 345 | JJACOBS SOLUTIONS INC | 3,770 | $455.8M | 0.04% | |
| 346 | DEODIAGEO PLC | 4,340 | $454.8M | 0.04% | |
| 347 | CBCHUBB LIMITED | 1,504 | $454.0M | 0.04% | |
| 348 | PTRBPGIM ETF TR | 10,788 | $450.3M | 0.04% | |
| 349 | GEGE AEROSPACE | 2,247 | $449.6M | 0.04% | |
| 350 | LDOSLEIDOS HOLDINGS INC | 3,295 | $444.7M | 0.04% | |
| 351 | LADLITHIA MTRS INC | 1,513 | $444.1M | 0.04% | |
| 352 | USBUS BANCORP DEL | 10,519 | $444.1M | 0.04% | |
| 353 | BUFRFIRST TR EXCHNG TRADED FD VI | 14,914 | $442.8M | 0.04% | |
| 354 | POOLPOOL CORP | 1,377 | $438.4M | 0.04% | |
| 355 | MTDMETTLER TOLEDO INTERNATIONAL | 370 | $436.9M | 0.04% | |
| 356 | INFYINFOSYS LTD | 23,707 | $432.7M | 0.04% | |
| 357 | INTUINTUIT | 701 | $430.4M | 0.04% | |
| 358 | NVTNVENT ELECTRIC PLC | 8,129 | $426.1M | 0.04% | |
| 359 | PFEPFIZER INC | 16,809 | $426.0M | 0.04% | |
| 360 | ALABASTERA LABS INC | 7,114 | $424.5M | 0.04% | |
| 361 | MMSIMERIT MED SYS INC | 4,003 | $423.2M | 0.04% | |
| 362 | SRLNSSGA ACTIVE ETF TR | 10,282 | $422.9M | 0.04% | |
| 363 | GSKGSK PLC | 10,874 | $421.3M | 0.04% | |
| 364 | CNRCANADIAN NATL RY CO | 4,289 | $418.0M | 0.04% | |
| 365 | VIGVANGUARD SPECIALIZED FUNDS | 2,143 | $415.7M | 0.04% | |
| 366 | WATWATERS CORP | 1,126 | $415.0M | 0.04% | |
| 367 | EIXEDISON INTL | 7,030 | $414.2M | 0.04% | |
| 368 | PANWPALO ALTO NETWORKS INC | 2,423 | $413.5M | 0.04% | |
| 369 | ANAUTONATION INC | 2,547 | $412.4M | 0.04% | |
| 370 | COINCOINBASE GLOBAL INC | 2,358 | $406.1M | 0.03% | |
| 371 | ETNEATON CORP PLC | 1,494 | $406.1M | 0.03% | |
| 372 | FTVFORTIVE CORP | 5,449 | $398.8M | 0.03% | |
| 373 | EDCONSOLIDATED EDISON INC | 3,601 | $398.3M | 0.03% | |
| 374 | DDOGDATADOG INC | 3,952 | $392.1M | 0.03% | |
| 375 | MPWRMONOLITHIC PWR SYS INC | 670 | $388.8M | 0.03% | |
| 376 | GRABGRAB HOLDINGS LIMITED | 85,578 | $387.7M | 0.03% | |
| 377 | TCBKTRICO BANCSHARES | 9,653 | $385.8M | 0.03% | |
| 378 | PRMBPRIMO BRANDS CORPORATION | 10,842 | $384.8M | 0.03% | |
| 379 | CDNSCADENCE DESIGN SYSTEM INC | 1,508 | $383.5M | 0.03% | |
| 380 | GLOBGLOBANT S A | 3,230 | $380.2M | 0.03% | |
| 381 | ON1OLD NATL BANCORP IND | 17,900 | $379.3M | 0.03% | |
| 382 | OWLBLUE OWL CAPITAL INC | 18,760 | $376.0M | 0.03% | |
| 383 | WABWABTEC | 2,062 | $374.0M | 0.03% | |
| 384 | SPSMSPDR SER TR | 9,168 | $373.7M | 0.03% | |
| 385 | YUMYUM BRANDS INC | 2,366 | $372.4M | 0.03% | |
| 386 | HDBHDFC BANK LTD | 5,581 | $370.8M | 0.03% | |
| 387 | EVREVERCORE INC | 1,853 | $370.0M | 0.03% | |
| 388 | VTVVANGUARD INDEX FDS | 2,134 | $368.6M | 0.03% | |
| 389 | ESEESCO TECHNOLOGIES INC | 2,283 | $363.3M | 0.03% | |
| 390 | WSTWEST PHARMACEUTICAL SVSC INC | 1,599 | $358.0M | 0.03% | |
| 391 | NOWSERVICENOW INC | 448 | $356.7M | 0.03% | |
| 392 | OREALTY INCOME CORP | 6,108 | $354.3M | 0.03% | |
| 393 | KNSLKINSALE CAP GROUP INC | 725 | $352.9M | 0.03% | |
| 394 | FW2NBANNER CORP | 5,530 | $352.7M | 0.03% | |
| 395 | ONTOONTO INNOVATION INC | 2,891 | $350.8M | 0.03% | |
| 396 | IYY*ISHARES TR | 2,572 | $350.0M | 0.03% | |
| 397 | OKEONEOK INC NEW | 3,507 | $348.0M | 0.03% | |
| 398 | CVECENOVUS ENERGY INC | 24,988 | $347.6M | 0.03% | |
| 399 | CDWCDW CORP | 2,166 | $347.1M | 0.03% | |
| 400 | PATKPATRICK INDS INC | 4,076 | $344.7M | 0.03% |