ELEVATION POINT WEALTH PARTNERS, LLC Q4 2024 Filing
Filed January 22, 2025
Portfolio Value
$1.2T
Holdings
542
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (542 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | PEPPEPSICO INC | 16,014 | $2.4B | 0.20% | |
| 102 | MBBISHARES TR | 26,531 | $2.4B | 0.20% | |
| 103 | ADIANALOG DEVICES INC | 11,168 | $2.4B | 0.19% | |
| 104 | UHSUNIVERSAL HLTH SVCS INC | 13,170 | $2.4B | 0.19% | |
| 105 | CMECME GROUP INC | 10,144 | $2.4B | 0.19% | |
| 106 | RACEFERRARI N V | 5,529 | $2.3B | 0.19% | |
| 107 | IYWISHARES TR | 14,497 | $2.3B | 0.19% | |
| 108 | TJXTJX COS INC NEW | 19,122 | $2.3B | 0.19% | |
| 109 | PYPLPAYPAL HLDGS INC | 26,882 | $2.3B | 0.19% | |
| 110 | IEMGISHARES INC | 43,697 | $2.3B | 0.18% | |
| 111 | NKENIKE INC | 30,127 | $2.3B | 0.18% | |
| 112 | 4I1PHILIP MORRIS INTL INC | 18,533 | $2.2B | 0.18% | |
| 113 | MAMASTERCARD INCORPORATED | 4,194 | $2.2B | 0.18% | |
| 114 | BKNGBOOKING HOLDINGS INC | 432 | $2.1B | 0.17% | |
| 115 | SCHWSCHWAB CHARLES CORP | 28,797 | $2.1B | 0.17% | |
| 116 | FERGFERGUSON ENTERPRISES INC | 11,990 | $2.1B | 0.17% | |
| 117 | LINLINDE PLC | 4,984 | $2.1B | 0.17% | |
| 118 | IWFISHARES TR | 5,191 | $2.1B | 0.17% | |
| 119 | ADPAUTOMATIC DATA PROCESSING IN | 7,090 | $2.1B | 0.17% | |
| 120 | NVSNNOVARTIS AG | 21,155 | $2.1B | 0.17% | |
| 121 | IBNICICI BANK LIMITED | 67,480 | $2.0B | 0.16% | |
| 122 | WFCWELLS FARGO CO NEW | 28,567 | $2.0B | 0.16% | |
| 123 | BWABORGWARNER INC | 61,580 | $2.0B | 0.16% | |
| 124 | SHWSHERWIN WILLIAMS CO | 5,605 | $1.9B | 0.15% | |
| 125 | APHAMPHENOL CORP NEW | 27,206 | $1.9B | 0.15% | |
| 126 | SBACSBA COMMUNICATIONS CORP NEW | 9,104 | $1.9B | 0.15% | |
| 127 | IXNISHARES TR | 21,490 | $1.8B | 0.15% | |
| 128 | CRWDCROWDSTRIKE HLDGS INC | 5,287 | $1.8B | 0.15% | |
| 129 | A4SAMERIPRISE FINL INC | 3,373 | $1.8B | 0.15% | |
| 130 | ACGLARCH CAP GROUP LTD | 19,108 | $1.8B | 0.14% | |
| 131 | SPGIS&P GLOBAL INC | 3,538 | $1.8B | 0.14% | |
| 132 | LOWLOWES COS INC | 7,094 | $1.8B | 0.14% | |
| 133 | MCHPMICROCHIP TECHNOLOGY INC. | 30,418 | $1.7B | 0.14% | |
| 134 | VOOVANGUARD INDEX FDS | 3,183 | $1.7B | 0.14% | |
| 135 | DHILDIAMOND HILL INVT GROUP INC | 10,887 | $1.7B | 0.14% | |
| 136 | IWDISHARES TR | 9,048 | $1.7B | 0.14% | |
| 137 | UBSUBS GROUP AG | 54,462 | $1.7B | 0.13% | |
| 138 | MCDMCDONALDS CORP | 5,693 | $1.7B | 0.13% | |
| 139 | ICLRICON PLC | 7,836 | $1.6B | 0.13% | |
| 140 | MLB1MERCADOLIBRE INC | 961 | $1.6B | 0.13% | |
| 141 | DECKDECKERS OUTDOOR CORP | 7,985 | $1.6B | 0.13% | |
| 142 | XLFISELECT SECTOR SPDR TR | 20,624 | $1.6B | 0.13% | |
| 143 | HONHONEYWELL INTL INC | 7,114 | $1.6B | 0.13% | |
| 144 | TEAMATLASSIAN CORPORATION | 6,586 | $1.6B | 0.13% | |
| 145 | USFDUS FOODS HLDG CORP | 23,542 | $1.6B | 0.13% | |
| 146 | CPCANADIAN PACIFIC KANSAS CITY | 21,708 | $1.6B | 0.13% | |
| 147 | IJKISHARES TR | 17,200 | $1.6B | 0.13% | |
| 148 | MUBISHARES TR | 14,477 | $1.5B | 0.12% | |
| 149 | ELVELEVANCE HEALTH INC | 4,115 | $1.5B | 0.12% | |
| 150 | VSTVISTRA CORP | 10,802 | $1.5B | 0.12% | |
| 151 | ULUNILEVER PLC | 26,134 | $1.5B | 0.12% | |
| 152 | CPNGCOUPANG INC | 67,283 | $1.5B | 0.12% | |
| 153 | MOALTRIA GROUP INC | 28,068 | $1.5B | 0.12% | |
| 154 | LULULULULEMON ATHLETICA INC | 3,833 | $1.5B | 0.12% | |
| 155 | TCBKTRICO BANCSHARES | 32,440 | $1.4B | 0.11% | |
| 156 | STESTERIS PLC | 6,739 | $1.4B | 0.11% | |
| 157 | CRCCANADIAN NAT RES LTD | 44,750 | $1.4B | 0.11% | |
| 158 | AXPAMERICAN EXPRESS CO | 4,630 | $1.4B | 0.11% | |
| 159 | COSTCOSTCO WHSL CORP NEW | 1,446 | $1.3B | 0.11% | |
| 160 | AVYAVERY DENNISON CORP | 7,066 | $1.3B | 0.11% | |
| 161 | ACWXISHARES TR | 25,338 | $1.3B | 0.11% | |
| 162 | DUKDUKE ENERGY CORP NEW | 11,957 | $1.3B | 0.10% | |
| 163 | WMBWILLIAMS COS INC | 23,794 | $1.3B | 0.10% | |
| 164 | CCEPCOCA-COLA EUROPACIFIC PARTNE | 16,609 | $1.3B | 0.10% | |
| 165 | CTRACOTERRA ENERGY INC | 49,837 | $1.3B | 0.10% | |
| 166 | MNSTMONSTER BEVERAGE CORP NEW | 24,157 | $1.3B | 0.10% | |
| 167 | BSXBOSTON SCIENTIFIC CORP | 14,187 | $1.3B | 0.10% | |
| 168 | MNDYMONDAY COM LTD | 5,376 | $1.3B | 0.10% | |
| 169 | VRTVERTIV HOLDINGS CO | 11,084 | $1.3B | 0.10% | |
| 170 | LPLALPL FINL HLDGS INC | 3,693 | $1.2B | 0.10% | |
| 171 | MTUMISHARES TR | 5,792 | $1.2B | 0.10% | |
| 172 | SNYSANOFI | 24,806 | $1.2B | 0.10% | |
| 173 | ADBEADOBE INC | 2,683 | $1.2B | 0.10% | |
| 174 | VLOVALERO ENERGY CORP | 9,674 | $1.2B | 0.10% | |
| 175 | KLACKLA CORP | 1,877 | $1.2B | 0.10% | |
| 176 | XLESELECT SECTOR SPDR TR | 13,736 | $1.2B | 0.10% | |
| 177 | URIUNITED RENTALS INC | 1,670 | $1.2B | 0.09% | |
| 178 | DEDEERE & CO | 2,763 | $1.2B | 0.09% | |
| 179 | MMM3M CO | 9,031 | $1.2B | 0.09% | |
| 180 | BCSFBAIN CAP SPECIALTY FIN INC | 65,685 | $1.2B | 0.09% | |
| 181 | SLVISHARES SILVER TR | 43,232 | $1.1B | 0.09% | |
| 182 | GLBEGLOBAL E ONLINE LTD | 20,507 | $1.1B | 0.09% | |
| 183 | GDDYGODADDY INC | 5,626 | $1.1B | 0.09% | |
| 184 | MDYVSPDR SER TR | 13,769 | $1.1B | 0.09% | |
| 185 | NUNU HLDGS LTD | 105,333 | $1.1B | 0.09% | |
| 186 | UALUNITED AIRLS HLDGS INC | 11,129 | $1.1B | 0.09% | |
| 187 | DWXSPDR INDEX SHS FDS | 30,794 | $1.1B | 0.09% | |
| 188 | NTRANATERA INC | 6,636 | $1.1B | 0.08% | |
| 189 | NBISNEBIUS GROUP N.V. | 37,783 | $1.0B | 0.08% | |
| 190 | EEMISHARES TR | 24,814 | $1.0B | 0.08% | |
| 191 | DKSDICKS SPORTING GOODS INC | 4,533 | $1.0B | 0.08% | |
| 192 | CMGCHIPOTLE MEXICAN GRILL INC | 17,113 | $1.0B | 0.08% | |
| 193 | SYYSYSCO CORP | 13,457 | $1.0B | 0.08% | |
| 194 | AZOAUTOZONE INC | 321 | $1.0B | 0.08% | |
| 195 | ABGCENCORA INC | 4,539 | $1.0B | 0.08% | |
| 196 | CWCURTISS WRIGHT CORP | 2,849 | $1.0B | 0.08% | |
| 197 | BCSBARCLAYS PLC | 75,539 | $1.0B | 0.08% | |
| 198 | HSYHERSHEY CO | 5,920 | $1.0B | 0.08% | |
| 199 | MCKMCKESSON CORP | 1,758 | $1.0B | 0.08% | |
| 200 | ICFISHARES TR | 16,550 | $997.3M | 0.08% |