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CIK: 0001744349
Total reported value
$5.4B
$5.4B
527 檔
6.3%
As reported in its official Q1 2025 Form 13F filing, Elevation Point Wealth Partners, LLC's tracked investment portfolio stood at $5.4B with 527 total positions.
In Q1 2025, Elevation Point Wealth Partners, LLC adopted a defensive or profit-taking posture, trimming 85 positions and completely liquidating 29 holdings to manage risk exposure.
Showing top 200 holdings (of 527 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 13.00% | -0.32% | -2.91% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 5.92% | +0.86% | NEW | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.12% | +0.72% | NEW | |
| 4 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-Other | 3.23% | +0.20% | NEW | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.68% | +0.05% | -19.72% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 2.64% | +0.06% | +2.71% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.46% | +0.14% | -2.46% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.34% | -0.36% | -1.89% | |
| 9 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.27% | -0.08% | +4.79% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.18% | -0.05% | -2.38% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.17% | -0.04% | -0.91% | |
| 12 | EVTR | Eaton Vance Total Return | ETF-Other | 1.15% | -0.06% | +54.73% | |
| 13 | BIDD | Ishares International Divide | ETF-Other | 1.09% | — | +2.24% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.99% | +0.04% | -1.05% | |
| 15 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.98% | +0.14% | +4.62% | |
| 16 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.91% | +0.09% | +1.10% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 0.84% | -0.07% | -0.69% | |
| 18 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 0.78% | -0.04% | -7.53% | |
| 19 | XLK | Ss Technology Select Sector | ETF-Tech | 0.77% | +0.05% | +0.31% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.75% | -0.07% | -1.20% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.73% | +0.02% | -5.46% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.65% | -0.01% | -0.29% | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | -0.10% | -2.77% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.61% | -0.05% | +62.86% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.54% | -3.32% | |
| 26 | GLD | Spdr Gold Shares | ETF-Commodities | 0.53% | -1.05% | +5.85% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.53% | +0.04% | +3.70% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.52% | +0.03% | +8.91% | |
| 29 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | -0.01% | -5.18% | |
| 30 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.49% | -0.02% | -1.49% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.46% | +0.02% | +23.10% | |
| 32 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.45% | — | -3.98% | |
| 33 | AVGO | Broadcom Inc | Stock-Tech | 0.44% | -0.05% | -15.48% | |
| 34 | XLF | Ss Financial Select Sector | ETF-Other | 0.43% | -0.04% | -14.63% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.42% | +0.01% | -9.60% | |
| 36 | SE | Sea Ltd-adr | Stock-Comm Services | 0.42% | — | +29.61% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.41% | -0.01% | -9.18% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.41% | +0.01% | -0.66% | |
| 39 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.41% | -0.05% | -0.17% | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.40% | -0.06% | -8.37% | |
| 41 | ACN | Accenture plc | Stock-Tech | 0.40% | -0.02% | +14.26% | |
| 42 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.40% | -0.01% | -1.08% | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.38% | -0.07% | -0.46% | |
| 44 | EG | Everest Group, Ltd. | Stock-Financials | 0.38% | -0.01% | -1.82% | |
| 45 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.37% | -0.20% | -13.52% | |
| 46 | QCOM | Qualcomm Inc | Stock-Tech | 0.36% | -0.04% | +30.87% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.36% | +0.04% | -16.20% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.36% | -0.02% | -10.20% | |
| 49 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.36% | -0.01% | +1.89% | |
| 50 | SLB | Slb LTD | Stock-Energy | 0.35% | — | -7.00% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EVTR | Eaton Vance Total Return | +0.5% | +54.73% | Add |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.3% | -1.02% | Trim |
| 3 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +62.86% | Add |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | -0.91% | Trim |
| 5 | QUS | Ss Spdr Msci U Stratfact ETF | +0.2% | -0.03% | Trim |
| 6 | SE | Sea Ltd-adr | +0.2% | +29.61% | Add |
| 7 | LIN | Linde plc | +0.2% | +58.53% | Add |
| 8 | SPOT | Spotify Technology S.A. | +0.1% | -7.53% | Trim |
| 9 | JPIE | Jpmorgan Income ETF | +0.1% | +4.79% | Add |
| 10 | SBAC | Sba Communications CORP | +0.1% | +62.63% | Add |
| 11 | GLD | Spdr Gold Shares | +0.1% | +5.85% | Add |
| 12 | UNH | Unitedhealth Group Inc | +0.1% | +4.62% | Add |
| 13 | BIDD | Ishares International Divide | +0.1% | +2.24% | Add |
| 14 | SLV | Ishares Silver Trust | +0.1% | +86.87% | Add |
| 15 | IVE | Ishares S&p 500 Value ETF | +0.1% | +40.84% | Add |
| 16 | AZNN | Astrazeneca Plc-spons Adr | +0.1% | +23.34% | Add |
| 17 | QCOM | Qualcomm Inc | +0.1% | +30.87% | Add |
| 18 | IBIT | Ishares Bitcoin Trust ETF | +0.1% | +332.66% | Add |
| 19 | KO | Coca-cola Co/the | +0.1% | +83.32% | Add |
| 20 | MRSH | Marsh & Mclennan Cos | +0.1% | -1.49% | Trim |
| 21 | COP | Conocophillips | +0.1% | +82.96% | Add |
| 22 | BWA | Borgwarner Inc | +0.1% | +56.75% | Add |
| 23 | ELV | Elevance Health Inc | +0.1% | +28.19% | Add |
| 24 | ABBV | Abbvie Inc | +0.1% | -5.18% | Trim |
| 25 | CSCO | Cisco Systems Inc | +0.1% | +92.71% | Add |
| 26 | NXPI | NXP Semiconductors N.V. | +0.1% | +36.91% | Add |
| 27 | UHS | Universal Health Services-b | +0.1% | +23.47% | Add |
| 28 | SCHW | Schwab (charles) CORP | +0.1% | +22.38% | Add |
| 29 | CVX | Chevron CORP | +0.1% | +3.42% | Add |
| 30 | MRK | Merck & Co. Inc. | +0.1% | +23.10% | Add |
| 31 | NRG | Nrg Energy Inc | +0.1% | +251.56% | Add |
| 32 | WMT | Walmart Inc | +0.1% | +217.21% | Add |
| 33 | PEP | Pepsico Inc | +0.1% | +27.43% | Add |
| 34 | MDT | Medtronic plc | +0.1% | +54.10% | Add |
| 35 | KDP | Keurig Dr Pepper Inc | +0.1% | +73.90% | Add |
| 36 | TMUS | T-mobile US Inc | +0.1% | -3.48% | Trim |
| 37 | NKE | Nike Inc -cl B | +0.1% | +44.75% | Add |
| 38 | LLY | Eli Lilly & Co | +0.1% | +7.32% | Add |
| 39 | XOM | Exxon Mobil CORP | +0.1% | -3.32% | Trim |
| 40 | ROK | Rockwell Automation Inc | +0.1% | +96.83% | Add |
| 41 | HALO | Halozyme Therapeutics Inc | +0.1% | +128.03% | Add |
| 42 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | +78.19% | Add |
| 43 | TXRH | Texas Roadhouse Inc | +0.1% | +132.87% | Add |
| 44 | AMAT | Applied Materials Inc | +0.1% | +34.02% | Add |
| 45 | CME | Cme Group Inc | +0.1% | +2.66% | Add |
| 46 | AON | Aon plc | +0.1% | -2.10% | Trim |
| 47 | HOOD | Robinhood Markets Inc - A | 0% | +184.47% | Add |
| 48 | FANG | Diamondback Energy Inc | 0% | +162.40% | Add |
| 49 | UBER | Uber Technologies Inc | 0% | +43.66% | Add |
| 50 | TLN | Talen Energy CORP | 0% | +44.80% | 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 527 disclosed positions in Q1 2025.
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 6.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
LRCX
市值: $3.4M
Top Position Liquidated / Trimmed
LRCXEUR
前期市值: $3.6M
During Q1 2025, Elevation Point Wealth Partners, LLC's top holdings by market value included AAPL (13.0%)、SPYV (5.9%)、SPYG (4.1%). The largest single position, AAPL, represented 13.0% of total portfolio value.
In Q1 2025, Elevation Point Wealth Partners, LLC made 199 total portfolio adjustments, initiating 24 new buys, adding to 61 positions, trimming 85 holdings, and fully liquidating 29 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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