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Elevation Series Trust shares owned by Triangle Securities Wealth Management

Quarter-by-quarter ownership of Elevation Series Trust shares owned by Triangle Securities Wealth Management from 13F filings

Historical chart of Triangle Securities Wealth Management investment in Elevation Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Elevation Series Trust held by Triangle Securities Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Elevation Series Trust by Triangle Securities Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $738k 90k 8.20

More positions owned by Triangle Securities Wealth Management

J P Morgan Exchange Traded F Active Value Etf (JAVA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard World Inf Tech Etf (VGT)
Microsoft Corporation (MSFT)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Alphabet Cap Stk Cl C (GOOG)
Advisors Inner Circle Fd Iii Strategas Macro (SAMT)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p Mcp Etf (IJH)
Tortoise Capital Series Trus North Amern Pipe (TPYP)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Scp Etf (IJR)
Kkr & Co (KKR)
Apple (AAPL)
Blackstone Group Inc Com Cl A (BX)

View all positions for Triangle Securities Wealth Management

Top funds holding Elevation Series Trust

Envestnet Asset Management
Park Avenue Securities
Warren Averett Asset Management
Waddell & Associates
Mml Investors Services
Triangle Securities Wealth Management
Citadel Advisors
Pasadena Private Wealth
Cetera Investment Advisers
Cambridge Investment Research Advisors
Jane Street
Advisor Group Holdings
LPL Financial
Gts Securities
Creative Planning

View all funds holding Elevation Series Trust