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CIK: 0001744349
Total reported value
$5.4B
$5.4B
542 檔
6.9%
According to the latest 13F quarterly dataset, Elevation Point Wealth Partners, LLC managed an equity portfolio of $5.4B at the end of Q4 2024, spanning 542 distinct U.S. exchange-listed positions.
Elevation Point Wealth Partners, LLC executed strategic sector rebalancing during Q4 2024, establishing 40 new positions while fully exiting 27 holdings and trimming 76 positions.
Showing top 200 holdings (of 542 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 13.99% | -0.32% | -16.06% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 5.64% | +0.86% | NEW | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.27% | +0.72% | NEW | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.29% | +0.05% | +12.04% | |
| 5 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 3.01% | +0.20% | NEW | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.49% | +0.06% | — | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.72% | +0.14% | +29.15% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.44% | -0.36% | +16.25% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.31% | -0.05% | +68.71% | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.15% | +0.04% | +1.46% | |
| 11 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.13% | -0.08% | +7.82% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 0.99% | -0.07% | +16.50% | |
| 13 | BIDD | Ishares International Divide | ETF-Other | 0.96% | — | — | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.95% | -0.04% | +80.71% | |
| 15 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.85% | +0.09% | +4.92% | |
| 16 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.85% | +0.14% | +62.12% | |
| 17 | XLK | Ss Technology Select Sector | ETF-Tech | 0.82% | +0.05% | -21.78% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.71% | -0.07% | +3.07% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.71% | +0.02% | +141.61% | |
| 20 | EVTR | Eaton Vance Total Return | ETF-Other | 0.69% | -0.06% | — | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 0.68% | -0.05% | -6.52% | |
| 22 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.64% | -0.04% | -4.58% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.62% | -0.10% | -4.56% | |
| 24 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.61% | -0.01% | +6.78% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.57% | +0.04% | +4.31% | |
| 26 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.49% | -0.12% | +32.71% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.47% | -0.54% | -0.07% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.47% | -0.01% | -11.37% | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.47% | +0.03% | -13.15% | |
| 30 | PGR | Progressive CORP | Stock-Financials | 0.47% | -0.01% | +41.70% | |
| 31 | XLF | Ss Financial Select Sector | ETF-Other | 0.46% | -0.04% | -19.41% | |
| 32 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.45% | -0.01% | -3.98% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.45% | +0.04% | +3.80% | |
| 34 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.44% | — | -20.89% | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.43% | -0.05% | +38.65% | |
| 36 | CRM | Salesforce Inc | Stock-Tech | 0.43% | -0.02% | -12.34% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.42% | -0.01% | -18.05% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.41% | +0.01% | -8.94% | |
| 39 | NEE | Nextera Energy Inc | Stock-Utilities | 0.41% | -0.06% | +199.96% | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.41% | -0.01% | +5.60% | |
| 41 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.40% | -0.02% | +186.61% | |
| 42 | GLD | Spdr Gold Shares | ETF-Commodities | 0.40% | -1.05% | +4.32% | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.39% | +0.01% | +5.93% | |
| 44 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.39% | +0.02% | -21.34% | |
| 45 | HD | Home Depot Inc | Stock-Consumer Disc | 0.38% | -0.07% | +25.59% | |
| 46 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.38% | -0.20% | -12.15% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.37% | -0.05% | -0.26% | |
| 48 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.37% | -0.01% | -0.80% | |
| 49 | C | Citigroup Inc | Stock-Financials | 0.37% | -0.01% | -23.10% | |
| 50 | ACN | Accenture plc | Stock-Tech | 0.37% | -0.02% | -20.76% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | +0.5% | +68.71% | Add |
| 2 | JPM | Jpmorgan Chase & Co | +0.4% | +141.61% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | +29.15% | Add |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +80.71% | Add |
| 5 | NOC | Northrop Grumman CORP | +0.3% | +1284.37% | Add |
| 6 | MRSH | Marsh & Mclennan Cos | +0.2% | +186.61% | Add |
| 7 | NEE | Nextera Energy Inc | +0.2% | +199.96% | Add |
| 8 | SAP | Sap Se-sponsored Adr | +0.2% | +208.23% | Add |
| 9 | TGT | Target CORP | +0.2% | +358.71% | Add |
| 10 | SLB | Slb LTD | +0.2% | +166.27% | Add |
| 11 | TSLA | Tesla Inc | +0.2% | -18.05% | Trim |
| 12 | QCOM | Qualcomm Inc | +0.1% | +176.36% | Add |
| 13 | UNH | Unitedhealth Group Inc | +0.1% | +62.12% | Add |
| 14 | AMAT | Applied Materials Inc | +0.1% | +335.45% | Add |
| 15 | DIS | Walt Disney Co/the | +0.1% | +38.65% | Add |
| 16 | NFLX | Netflix Inc | +0.1% | +40.63% | Add |
| 17 | NXPI | NXP Semiconductors N.V. | +0.1% | +141.02% | Add |
| 18 | CVX | Chevron CORP | +0.1% | +94.75% | Add |
| 19 | VOO | Vanguard S&p 500 ETF | +0.1% | +216.40% | Add |
| 20 | NVDA | Nvidia CORP | +0.1% | +16.50% | Add |
| 21 | COST | Costco Wholesale CORP | +0.1% | +281.53% | Add |
| 22 | APP | Applovin Corp-class A | +0.1% | -39.49% | Trim |
| 23 | V | Visa Inc-class A Shares | +0.1% | +24.90% | Add |
| 24 | GDDY | Godaddy Inc - Class A | +0.1% | +205.26% | Add |
| 25 | GLBE | Global-E Online Ltd. | +0.1% | +143.75% | Add |
| 26 | ITOT | Ishares Core S&p Total U.s. | +0.1% | +62.47% | Add |
| 27 | GE | General Electric | +0.1% | +294.36% | Add |
| 28 | AVGO | Broadcom Inc | 0% | -6.52% | Trim |
| 29 | IEFA | Ishares Core Msci Eafe ETF | 0% | +50.82% | Add |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +36.54% | Add |
| 31 | IWP | Ishares Russell Mid-cap Grow | 0% | +202.96% | Add |
| 32 | CRWD | Crowdstrike Holdings Inc - A | 0% | +26.21% | Add |
| 33 | LPLA | Lpl Financial Holdings Inc | 0% | +35.72% | Add |
| 34 | ATR | Aptargroup Inc | 0% | +288.50% | Add |
| 35 | BX | Blackstone Inc | 0% | +153.81% | Add |
| 36 | TLN | Talen Energy CORP | 0% | +124.11% | Add |
| 37 | DGRO | Ishares Core Dividend Growth | 0% | +30.09% | Add |
| 38 | SE | Sea Ltd-adr | 0% | +16.75% | Add |
| 39 | MUB | Ishares National Muni Bond E | 0% | +63.16% | Add |
| 40 | DE | Deere & Co | 0% | +73.77% | Add |
| 41 | GS | Goldman Sachs Group Inc | 0% | +9.74% | Add |
| 42 | IEMG | Ishares Core Msci Emerging | 0% | +53.05% | Add |
| 43 | SCHW | Schwab (charles) CORP | 0% | +16.86% | Add |
| 44 | TEAM | Atlassian Corp-cl A | 0% | -4.69% | Trim |
| 45 | SYY | Sysco CORP | 0% | +75.36% | Add |
| 46 | EFV | Ishares Msci Eafe Value ETF | 0% | +32.71% | Add |
| 47 | LOW | Lowe's Cos Inc | 0% | +46.12% | Add |
| 48 | TSM | Taiwan Semiconductor-sp Adr | — | +4.31% | Add |
| 49 | HD | Home Depot Inc | — | +25.59% | Add |
| 50 | XLC | Ss Comm Select Sector Spdr | — | +11.40% | 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 542 disclosed positions in Q4 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 6.9% of total reported equity market value during Q4 2024.
Top New Position Initiated
SPYV
市值: $69.9M
Top Position Liquidated / Trimmed
DG
前期市值: $4.6M
During Q4 2024, Elevation Point Wealth Partners, LLC's top holdings by market value included AAPL (14.0%)、SPYV (5.6%)、SPYG (4.3%). The largest single position, AAPL, represented 14.0% of total portfolio value.
In Q4 2024, Elevation Point Wealth Partners, LLC made 198 total portfolio adjustments, initiating 40 new buys, adding to 55 positions, trimming 76 holdings, and fully liquidating 27 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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