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CIK: 0001744349
Total reported value
$5.4B
$5.4B
532 檔
5.0%
In Q3 2024, Elevation Point Wealth Partners, LLC's U.S. equity holdings reached a combined market value of $5.4B, distributed across 532 disclosed stock positions.
In Q3 2024, Elevation Point Wealth Partners, LLC adopted a defensive or profit-taking posture, trimming 85 positions and completely liquidating 38 holdings to manage risk exposure.
Showing top 200 holdings (of 532 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 18.23% | -0.32% | -10.47% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.42% | +0.05% | -4.34% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 1.51% | -0.36% | -21.12% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.39% | +0.14% | -27.41% | |
| 5 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.27% | -0.08% | +6.55% | |
| 6 | XLK | Ss Technology Select Sector | ETF-Tech | 1.21% | +0.05% | +9.24% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.18% | +0.04% | -10.24% | |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.07% | +0.09% | +432.04% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 0.91% | -0.07% | -15.14% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.82% | -0.07% | -0.74% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.78% | -0.05% | -46.25% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | -0.10% | -3.28% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.72% | +0.14% | -36.68% | |
| 14 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.70% | -0.01% | -0.86% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.68% | — | +12.71% | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.67% | +0.02% | +189.28% | |
| 17 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.66% | -0.04% | +3.53% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 0.64% | -0.05% | +1554.92% | |
| 19 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.64% | +0.03% | -5.86% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.04% | -51.93% | |
| 21 | XLF | Ss Financial Select Sector | ETF-Other | 0.63% | -0.04% | -14.59% | |
| 22 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.62% | -0.01% | -7.14% | |
| 23 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.62% | -0.20% | -12.97% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | -0.54% | -0.49% | |
| 25 | DFSEUR | Discover Financial Services | Stock-Other | 0.60% | — | -5.62% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.59% | -0.01% | -8.18% | |
| 27 | PGR | Progressive CORP | Stock-Financials | 0.59% | -0.01% | +4.52% | |
| 28 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.57% | +0.04% | +2.90% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.57% | +0.02% | -12.81% | |
| 30 | CVS | Cvs Health CORP | Stock-Healthcare | 0.56% | +0.01% | -11.14% | |
| 31 | ACN | Accenture plc | Stock-Tech | 0.56% | -0.02% | -19.11% | |
| 32 | AES | Aes CORP | Stock-Utilities | 0.52% | — | +4.00% | |
| 33 | HON | Honeywell International Inc | Stock-Industrials | 0.52% | -0.16% | EXIT | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.52% | +0.04% | -2.06% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 0.51% | -0.01% | -4.20% | |
| 36 | C | Citigroup Inc | Stock-Financials | 0.51% | -0.01% | -17.34% | |
| 37 | NVR | Nvr Inc | Stock-Consumer Disc | 0.50% | -0.01% | — | |
| 38 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.50% | -0.01% | -1.44% | |
| 39 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.50% | — | +558.81% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.50% | +0.01% | -6.14% | |
| 41 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.48% | -0.12% | +113.05% | |
| 42 | CRM | Salesforce Inc | Stock-Tech | 0.48% | -0.02% | +18090.00% | |
| 43 | TCBK | Trico Bancshares | Stock-Other | 0.48% | — | -1.75% | |
| 44 | XLV | Ss Health Care Select Sector | ETF-Other | 0.48% | -0.01% | -5.90% | |
| 45 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.47% | -0.01% | -0.41% | |
| 46 | BWA | Borgwarner Inc | Stock-Consumer Disc | 0.47% | +0.01% | NEW | |
| 47 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.47% | -0.09% | -13.94% | |
| 48 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.46% | +0.02% | NEW | |
| 49 | PPG | Ppg Industries Inc | Stock-Materials | 0.46% | -0.01% | — | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.45% | -1.05% | -5.87% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +2.6% | -10.47% | Trim |
| 2 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.9% | +432.04% | Add |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.6% | -4.34% | Trim |
| 4 | CRM | Salesforce Inc | +0.5% | +18090.00% | Add |
| 5 | MRK | Merck & Co. Inc. | +0.5% | +189.28% | Add |
| 6 | NKE | Nike Inc -cl B | +0.5% | +558.81% | Add |
| 7 | HON | Honeywell International Inc | +0.4% | +461.64% | Add |
| 8 | AVGO | Broadcom Inc | +0.3% | +1554.92% | Add |
| 9 | EFV | Ishares Msci Eafe Value ETF | +0.3% | +113.05% | Add |
| 10 | JPIE | Jpmorgan Income ETF | +0.3% | +6.55% | Add |
| 11 | XLK | Ss Technology Select Sector | +0.3% | +9.24% | Add |
| 12 | PGR | Progressive CORP | +0.2% | +4.52% | Add |
| 13 | SPOT | Spotify Technology S.A. | +0.2% | +3.53% | Add |
| 14 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.2% | +12.71% | Add |
| 15 | META | Meta Platforms Inc-class A | +0.2% | -3.28% | Trim |
| 16 | VYM | Vanguard High Dvd Yield ETF | +0.2% | -0.74% | Trim |
| 17 | NVR | Nvr Inc | +0.2% | — | Unchanged |
| 18 | AES | Aes CORP | +0.2% | +4.00% | Add |
| 19 | PG | Procter & Gamble Co/the | +0.2% | -0.86% | Trim |
| 20 | NSC | Norfolk Southern CORP | +0.1% | -0.41% | Trim |
| 21 | ABBV | Abbvie Inc | +0.1% | -4.20% | Trim |
| 22 | GFL | Gfl Environmental Inc-sub Vt | +0.1% | +101.64% | Add |
| 23 | ORCL | Oracle CORP | +0.1% | +27.54% | Add |
| 24 | AON | Aon plc | +0.1% | +2.11% | Add |
| 25 | IBM | Intl Business Machines CORP | +0.1% | -11.17% | Trim |
| 26 | IJR | Ishares Core S&p Small-cap E | +0.1% | -2.06% | Trim |
| 27 | TSLA | Tesla Inc | +0.1% | +3.73% | Add |
| 28 | ARKK | Ark Innovation ETF | +0.1% | +9.36% | Add |
| 29 | GLD | Spdr Gold Shares | +0.1% | -5.87% | Trim |
| 30 | MRSH | Marsh & Mclennan Cos | +0.1% | +72.73% | Add |
| 31 | APP | Applovin Corp-class A | +0.1% | -7.61% | Trim |
| 32 | NVS | Novartis Ag-sponsored Adr | +0.1% | +29.52% | Add |
| 33 | IWM | Ishares Russell 2000 ETF | +0.1% | +0.67% | Add |
| 34 | SBAC | Sba Communications CORP | +0.1% | -12.41% | Trim |
| 35 | USFD | US Foods Holding CORP | +0.1% | +94.75% | Add |
| 36 | GSK | Gsk Plc-spon Adr | +0.1% | +104.56% | Add |
| 37 | RDVY | First Trust Rising Dividend | +0.1% | +5.90% | Add |
| 38 | BAH | Booz Allen Hamilton Holdings | +0.1% | +6.38% | Add |
| 39 | NWG | Natwest Group PLC -spon Adr | +0.1% | +500.32% | Add |
| 40 | MCD | Mcdonald's CORP | +0.1% | +52.39% | Add |
| 41 | XLF | Ss Financial Select Sector | +0.1% | -14.59% | Trim |
| 42 | DGRO | Ishares Core Dividend Growth | +0.1% | +2.70% | Add |
| 43 | TMUS | T-mobile US Inc | +0.1% | -4.39% | Trim |
| 44 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -8.18% | Trim |
| 45 | ONTO | Onto Innovation Inc | +0.1% | +183.02% | Add |
| 46 | CPNG | Coupang Inc | +0.1% | +11.74% | Add |
| 47 | ADP | Automatic Data Processing | +0.1% | +8.16% | Add |
| 48 | ACN | Accenture plc | +0.1% | -19.11% | Trim |
| 49 | CVS | Cvs Health CORP | +0.1% | -11.14% | Trim |
| 50 | VRT | Vertiv Holdings Co-a | +0.1% | +33.13% | Add |
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 Q3 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, IVV, MSFT) accounted for 5.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
PPG
市值: $4.8M
Top Position Liquidated / Trimmed
SPYV
前期市值: $67.0M
During Q3 2024, Elevation Point Wealth Partners, LLC's top holdings by market value included AAPL (18.2%)、IVV (3.4%)、MSFT (1.5%). The largest single position, AAPL, represented 18.2% of total portfolio value.
In Q3 2024, Elevation Point Wealth Partners, LLC made 199 total portfolio adjustments, initiating 29 new buys, adding to 47 positions, trimming 85 holdings, and fully liquidating 38 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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