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CIK: 0001744349
Total reported value
$5.4B
$5.4B
532 檔
6.7%
At the close of Q1 2024, Elevation Point Wealth Partners, LLC disclosed equity holdings valued at approximately $5.4B, spread across 532 reported holdings.
In Q1 2024, Elevation Point Wealth Partners, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 532 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 14.15% | -0.32% | +5.65% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 5.25% | +0.86% | NEW | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.15% | +0.72% | NEW | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.93% | +0.05% | -31.26% | |
| 5 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 2.28% | +0.20% | NEW | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.22% | +0.06% | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.51% | -0.36% | +22.56% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.50% | +0.14% | +25.68% | |
| 9 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.23% | +0.04% | +0.64% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.11% | -0.05% | +70.12% | |
| 11 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.96% | -0.03% | -12.89% | |
| 12 | XLK | Ss Technology Select Sector | ETF-Tech | 0.95% | +0.05% | +3.77% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.94% | -0.04% | +58.54% | |
| 14 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.90% | -0.08% | +3.77% | |
| 15 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.75% | -0.01% | +5.40% | |
| 16 | NEE | Nextera Energy Inc | Stock-Utilities | 0.69% | -0.06% | +2.23% | |
| 17 | CVS | Cvs Health CORP | Stock-Healthcare | 0.67% | +0.01% | +29.13% | |
| 18 | ORCL | Oracle CORP | Stock-Tech | 0.65% | -0.03% | -0.33% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.62% | -0.07% | +0.63% | |
| 20 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.62% | +0.02% | NEW | |
| 21 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.61% | -0.20% | -2.79% | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.61% | +0.14% | +84.29% | |
| 23 | DFSEUR | Discover Financial Services | Stock-Other | 0.61% | — | -24.37% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 0.58% | -0.07% | +11.58% | |
| 25 | C | Citigroup Inc | Stock-Financials | 0.57% | -0.01% | -8.32% | |
| 26 | XLF | Ss Financial Select Sector | ETF-Other | 0.57% | -0.04% | +23.87% | |
| 27 | CSCO | Cisco Systems Inc | Stock-Tech | 0.56% | +0.02% | -1.33% | |
| 28 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.56% | +0.02% | +136.08% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.55% | -0.10% | -3.27% | |
| 30 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.55% | -0.01% | +0.97% | |
| 31 | RTX | Rtx CORP | Stock-Industrials | 0.55% | -0.06% | — | |
| 32 | EMN | Eastman Chemical Co | Stock-Materials | 0.53% | — | -3.52% | |
| 33 | DG | Dollar General CORP | Stock-Consumer Staples | 0.52% | — | +75.57% | |
| 34 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.51% | +0.03% | -3.58% | |
| 35 | BBY | Best Buy Co Inc | Stock-Consumer Disc | 0.48% | -0.01% | +2.49% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.48% | -0.54% | +3.14% | |
| 37 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.48% | — | +17.83% | |
| 38 | EG | Everest Group, Ltd. | Stock-Financials | 0.48% | -0.01% | -2.83% | |
| 39 | TSN | Tyson Foods Inc-cl A | Stock-Consumer Staples | 0.48% | -0.02% | +44.23% | |
| 40 | HAL | Halliburton Co | Stock-Energy | 0.47% | -0.01% | +26.79% | |
| 41 | GLW | Corning Inc | Stock-Tech | 0.47% | +0.02% | +47.66% | |
| 42 | BWA | Borgwarner Inc | Stock-Consumer Disc | 0.46% | +0.01% | NEW | |
| 43 | SWKS | Skyworks Solutions Inc | Stock-Tech | 0.45% | — | -3.04% | |
| 44 | FOXA | Fox CORP - Class A | Stock-Comm Services | 0.45% | — | +18.98% | |
| 45 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.44% | -0.05% | +39.35% | |
| 46 | SBAC | Sba Communications CORP | Stock-Real Estate | 0.42% | -0.01% | — | |
| 47 | ICLR | ICON Public Limited Company | Stock-Healthcare | 0.41% | — | -5.10% | |
| 48 | ACN | Accenture plc | Stock-Tech | 0.41% | -0.02% | -2.25% | |
| 49 | FERG | Ferguson Enterprises Inc. | Stock-Industrials | 0.40% | — | -6.11% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.39% | +0.04% | -27.70% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | — | NEW | New buy |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | — | NEW | New buy |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | — | NEW | New buy |
| 4 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 5 | QUS | Ss Spdr Msci U Stratfact ETF | — | NEW | New buy |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | — | NEW | New buy |
| 7 | MSFT | Microsoft CORP | — | NEW | New buy |
| 8 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 9 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 10 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 11 | SHW | Sherwin-williams Co/the | — | NEW | New buy |
| 12 | XLK | Ss Technology Select Sector | — | NEW | New buy |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 14 | JPIE | Jpmorgan Income ETF | — | NEW | New buy |
| 15 | BMY | Bristol-myers Squibb Co | — | NEW | New buy |
| 16 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 17 | CVS | Cvs Health CORP | — | NEW | New buy |
| 18 | ORCL | Oracle CORP | — | NEW | New buy |
| 19 | VYM | Vanguard High Dvd Yield ETF | — | NEW | New buy |
| 20 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | New buy |
| 21 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 22 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 23 | DFSEUR | Discover Financial Services | — | NEW | New buy |
| 24 | NVDA | Nvidia CORP | — | NEW | New buy |
| 25 | C | Citigroup Inc | — | NEW | New buy |
| 26 | XLF | Ss Financial Select Sector | — | NEW | New buy |
| 27 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 28 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 29 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 30 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 31 | RTX | Rtx CORP | — | NEW | New buy |
| 32 | EMN | Eastman Chemical Co | — | NEW | New buy |
| 33 | DG | Dollar General CORP | — | NEW | New buy |
| 34 | QUAL | Ishares Msci USA Quality Fac | — | NEW | New buy |
| 35 | BBY | Best Buy Co Inc | — | NEW | New buy |
| 36 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 37 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | — | NEW | New buy |
| 38 | EG | Everest Group, Ltd. | — | NEW | New buy |
| 39 | TSN | Tyson Foods Inc-cl A | — | NEW | New buy |
| 40 | HAL | Halliburton Co | — | NEW | New buy |
| 41 | GLW | Corning Inc | — | NEW | New buy |
| 42 | BWA | Borgwarner Inc | — | NEW | New buy |
| 43 | SWKS | Skyworks Solutions Inc | — | NEW | New buy |
| 44 | FOXA | Fox CORP - Class A | — | NEW | New buy |
| 45 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 46 | SBAC | Sba Communications CORP | — | NEW | New buy |
| 47 | ICLR | ICON Public Limited Company | — | NEW | New buy |
| 48 | ACN | Accenture plc | — | NEW | New buy |
| 49 | FERG | Ferguson Enterprises Inc. | — | NEW | New buy |
| 50 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
According to official SEC Form 13F filings, Elevation Point Wealth Partners, LLC reported a total U.S. public equity portfolio value of $5.4B across 532 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, SPYV, SPYG) accounted for 6.7% of total reported equity market value during Q1 2024.
Top New Position Initiated
AAPL
市值: $184.5M
During Q1 2024, Elevation Point Wealth Partners, LLC's top holdings by market value included AAPL (14.2%)、SPYV (5.3%)、SPYG (3.1%). The largest single position, AAPL, represented 14.2% of total portfolio value.
In Q1 2024, Elevation Point Wealth Partners, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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