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Mount Yale Investment Advisors

Latest statistics and disclosures from Elevation Point Wealth Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, SPYV, SPYG, QUS, IVV, and represent 28.93% of Elevation Point Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: EVTR, LRCX, IJH, GDX, SIL, LIN, OEF, SBAC, IVE, SLV.
Started 41 new stock positions in ALL, S, MKTX, HEFA, THG, GDX, DDOG, CNC, LRN, LOGI.
Reduced shares in these 10 stocks: PGR (-$9.3M), IVV (-$7.7M), AAPL, Lam Research Corporation, CRM, EFV, IEFA, EFG, IJK, IWD.
Sold out of its positions in AMD, AVAV, AEO, Arista Networks, BNTX, BLDR, CVS, CCJ, EARN, EVRI.
Elevation Point Wealth Partners was a net seller of stock by $-33M.
Elevation Point Wealth Partners has $1.2B in assets under management (AUM), dropping by -6.24%.
Central Index Key (CIK): 0001744349

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Portfolio Holdings for Elevation Point Wealth Partners

Elevation Point Wealth Partners holds 527 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Elevation Point Wealth Partners has 527 total positions. Only the first 250 positions are shown.

Sign up to view all of the Elevation Point Wealth Partners March 31, 2025 positions
Download the Elevation Point Wealth Partners March 2025 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	13.0	$152M	-2%	683k	222.13	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	5.9	$69M		1.4M	51.07	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	4.1	$48M		598k	80.37	View chart
Spdr Ser Tr Msci Usa Strtgic (QUS)	3.2	$38M		241k	156.69	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.7	$31M	-19%	56k	561.90	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	2.6	$31M	+2%	562k	54.76	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$17M	-2%	110k	154.64	View chart
Microsoft Corporation (MSFT)	1.3	$16M		42k	375.39	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	1.3	$15M	+4%	321k	46.07	View chart
Amazon (AMZN)	1.2	$14M	-2%	72k	190.26	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.2	$14M		26k	532.59	View chart
Morgan Stanley Etf Trust Eaton Vance Tota (EVTR)	1.2	$13M	+54%	265k	50.63	View chart
Blackrock Etf Trust Ishares Intl Div (BIDD)	1.1	$13M	+2%	490k	25.89	View chart
UnitedHealth (UNH)	1.0	$12M	+4%	22k	523.75	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$12M		74k	156.23	View chart
Ishares Msci Emrg Chn (EMXC)	0.9	$11M		193k	55.09	View chart
NVIDIA Corporation (NVDA)	0.8	$9.9M		91k	108.38	View chart
Spotify Technology S A SHS (SPOT)	0.8	$9.0M	-7%	16k	550.03	View chart
Select Sector Spdr Tr Technology (XLK)	0.8	$9.0M		44k	206.48	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.8	$8.8M		68k	128.96	View chart
JPMorgan Chase & Co. (JPM)	0.7	$8.5M	-5%	35k	245.30	View chart
Procter & Gamble Company (PG)	0.7	$7.6M		45k	170.42	View chart
Meta Platforms Cl A (META)	0.6	$7.4M	-2%	13k	576.38	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.6	$7.1M	+62%	121k	58.35	View chart
Exxon Mobil Corporation (XOM)	0.5	$6.2M	-3%	52k	118.93	View chart
Spdr Gold Tr Gold Shs (GLD)	0.5	$6.2M	+5%	22k	288.14	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.5	$6.1M	+3%	37k	166.00	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.5	$6.0M	+8%	35k	170.89	View chart
Abbvie (ABBV)	0.5	$5.7M	-5%	27k	209.52	View chart
Marsh & McLennan Companies (MMC)	0.5	$5.7M		23k	244.02	View chart
Merck & Co (MRK)	0.5	$5.3M	+23%	59k	89.76	View chart
Ishares Tr Core Total Usd (IUSB)	0.5	$5.3M	-3%	115k	46.08	View chart
Broadcom (AVGO)	0.4	$5.1M	-15%	31k	167.43	View chart
Select Sector Spdr Tr Financial (XLF)	0.4	$5.0M	-14%	100k	49.81	View chart
International Business Machines (IBM)	0.4	$5.0M	-9%	20k	248.65	View chart
Sea Sponsord Ads (SE)	0.4	$4.8M	+29%	37k	130.49	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$4.8M	-9%	52k	92.83	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$4.8M		10k	468.91	View chart
Walt Disney Company (DIS)	0.4	$4.8M		48k	98.70	View chart
Nextera Energy (NEE)	0.4	$4.6M	-8%	65k	70.89	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.4	$4.6M	+14%	15k	312.03	View chart
Norfolk Southern (NSC)	0.4	$4.6M		20k	236.85	View chart
Home Depot (HD)	0.4	$4.5M		12k	366.51	View chart
Everest Re Group (EG)	0.4	$4.4M		12k	363.34	View chart
Comcast Corp Cl A (CMCSA)	0.4	$4.3M	-13%	117k	36.90	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.4	$4.3M	-6%	22k	199.49	View chart
Qualcomm (QCOM)	0.4	$4.2M	+30%	28k	153.61	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$4.2M	-16%	40k	104.57	View chart
Visa Com Cl A (V)	0.4	$4.2M	-10%	12k	350.47	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.4	$4.2M		86k	48.76	View chart
Netflix (NFLX)	0.4	$4.1M	-3%	4.4k	932.53	View chart
Schlumberger Com Stk (SLB)	0.4	$4.1M	-7%	98k	41.80	View chart
Astrazeneca Sponsored Adr (AZN)	0.3	$4.0M	+23%	55k	73.50	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$4.0M	+40%	21k	190.58	View chart
Sap Se Spon Adr (SAP)	0.3	$4.0M	-9%	15k	268.44	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.3	$3.9M	-32%	39k	100.00	View chart
NVR (NVR)	0.3	$3.9M		536.00	7244.39	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.3	$3.7M	+4%	20k	188.17	View chart
Chevron Corporation (CVX)	0.3	$3.7M	+3%	22k	167.29	View chart
Aon Shs Cl A (AON)	0.3	$3.7M	-2%	9.3k	399.09	View chart
Linde SHS (LIN)	0.3	$3.7M	+58%	7.9k	465.64	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.3	$3.7M	-8%	25k	146.01	View chart
Nxp Semiconductors N V (NXPI)	0.3	$3.7M	+36%	19k	190.06	View chart
Metropcs Communications (TMUS)	0.3	$3.6M	-3%	14k	266.72	View chart
Eli Lilly & Co. (LLY)	0.3	$3.6M	+7%	4.3k	826.01	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.3	$3.5M		61k	58.54	View chart
Paramount Global Class B Com (PARA)	0.3	$3.5M	-10%	295k	11.96	View chart
Northrop Grumman Corporation (NOC)	0.3	$3.5M	-6%	6.9k	512.02	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$3.5M	-48%	59k	58.94	View chart
Lam Research Corp Com New (LRCX)	0.3	$3.4M	NEW	47k	72.70	View chart
Applovin Corp Com Cl A (APP)	0.3	$3.4M	+9%	13k	264.97	View chart
Tyson Foods Cl A (TSN)	0.3	$3.4M	-10%	53k	63.81	View chart
Bristol Myers Squibb (BMY)	0.3	$3.3M		55k	60.99	View chart
Citigroup Com New (C)	0.3	$3.3M	-28%	46k	70.99	View chart
Select Sector Spdr Tr Communication (XLC)	0.3	$3.3M		34k	96.45	View chart
Sba Communications Corp Cl A (SBAC)	0.3	$3.3M	+62%	15k	220.01	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$3.3M	-26%	53k	61.78	View chart
Tesla Motors (TSLA)	0.3	$3.2M	-4%	12k	259.16	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.3	$3.2M	-6%	39k	81.73	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.3	$3.1M	-4%	66k	47.58	View chart
Pepsi (PEP)	0.3	$3.1M	+27%	20k	149.94	View chart
Universal Hlth Svcs CL B (UHS)	0.3	$3.1M	+23%	16k	187.90	View chart
Target Corporation (TGT)	0.3	$3.0M	+13%	29k	104.36	View chart
Abbott Laboratories (ABT)	0.3	$3.0M	-9%	23k	132.65	View chart
Hercules Technology Growth Capital (HTGC)	0.3	$3.0M	+4%	154k	19.21	View chart
Applied Materials (AMAT)	0.3	$2.9M	+34%	20k	145.13	View chart
Goldman Sachs (GS)	0.2	$2.9M	-10%	5.3k	546.25	View chart
Novo-nordisk A S Adr (NVO)	0.2	$2.9M	+23%	42k	69.44	View chart
Johnson & Johnson (JNJ)	0.2	$2.8M	-6%	17k	165.84	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.2	$2.8M	+3%	14k	197.47	View chart
PPG Industries (PPG)	0.2	$2.8M	-10%	26k	109.35	View chart
Nike CL B (NKE)	0.2	$2.8M	+44%	44k	63.48	View chart
BorgWarner (BWA)	0.2	$2.8M	+56%	97k	28.65	View chart
Cme (CME)	0.2	$2.8M	+2%	10k	265.29	View chart
Charles Schwab Corporation (SCHW)	0.2	$2.8M	+22%	35k	78.28	View chart
Mastercard Incorporated Cl A (MA)	0.2	$2.6M	+12%	4.7k	548.14	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.2	$2.6M		3.9k	662.63	View chart
Select Sector Spdr Tr Indl (XLI)	0.2	$2.5M	-4%	19k	131.07	View chart
Booz Allen Hamilton Hldg Cor Cl A (BAH)	0.2	$2.5M	+17%	24k	104.58	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$2.5M	-6%	4.5k	559.34	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$2.5M	+86%	81k	30.99	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$2.5M	-44%	33k	75.65	View chart
TJX Companies (TJX)	0.2	$2.4M	+5%	20k	121.80	View chart
Wells Fargo & Company (WFC)	0.2	$2.4M	+16%	33k	71.79	View chart
Oracle Corporation (ORCL)	0.2	$2.4M	-10%	17k	139.81	View chart
Novartis Sponsored Adr (NVS)	0.2	$2.4M		21k	111.48	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$2.3M		19k	122.01	View chart
Anthem (ELV)	0.2	$2.3M	+28%	5.3k	435.01	View chart
Copart (CPRT)	0.2	$2.3M	-7%	40k	56.59	View chart
Analog Devices (ADI)	0.2	$2.3M		11k	201.66	View chart
Ferrari Nv Ord (RACE)	0.2	$2.2M	-5%	5.2k	427.86	View chart
Automatic Data Processing (ADP)	0.2	$2.2M	+2%	7.2k	305.51	View chart
Philip Morris International (PM)	0.2	$2.1M	-26%	14k	158.73	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$2.1M	+2%	15k	140.45	View chart
Gfl Environmental Sub Vtg Shs (GFL)	0.2	$2.1M	-23%	43k	48.31	View chart
Icici Bank Adr (IBN)	0.2	$2.1M	-3%	65k	31.52	View chart
MercadoLibre (MELI)	0.2	$1.9M	+3%	999.00	1950.87	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$1.9M	NEW	42k	45.97	View chart
Booking Holdings (BKNG)	0.2	$1.9M	-3%	419.00	4606.91	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$1.9M	-22%	21k	93.78	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$1.9M	-18%	36k	53.97	View chart
Coca-Cola Company (KO)	0.2	$1.9M	+83%	27k	71.62	View chart
ConocoPhillips (COP)	0.2	$1.9M	+82%	18k	105.02	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.2	$1.9M	+14%	3.7k	513.97	View chart
Unilever Spon Adr New (UL)	0.2	$1.9M	+20%	32k	59.55	View chart
Global X Fds Global X Silver (SIL)	0.2	$1.9M	NEW	48k	39.45	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.2	$1.9M		5.3k	352.58	View chart
McDonald's Corporation (MCD)	0.2	$1.8M		5.7k	312.39	View chart
Arch Cap Group Ord (ACGL)	0.2	$1.8M	-4%	18k	96.18	View chart
Amphenol Corp Cl A (APH)	0.1	$1.7M	-2%	27k	65.59	View chart
Lowe's Companies (LOW)	0.1	$1.7M	+3%	7.3k	233.24	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$1.7M	-9%	4.7k	361.06	View chart
Delta Air Lines Inc Del Com New (DAL)	0.1	$1.7M	-34%	39k	43.60	View chart
Cisco Systems (CSCO)	0.1	$1.7M	+92%	27k	61.71	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$1.7M	-2%	20k	81.67	View chart
Ameriprise Financial (AMP)	0.1	$1.6M		3.4k	484.13	View chart
Altria (MO)	0.1	$1.6M	-4%	27k	60.02	View chart
S&p Global (SPGI)	0.1	$1.6M	-11%	3.1k	508.02	View chart
Williams Companies (WMB)	0.1	$1.6M	+11%	27k	59.76	View chart
Vistra Energy (VST)	0.1	$1.5M	+21%	13k	117.44	View chart
Duke Energy Corp Com New (DUK)	0.1	$1.5M	+4%	13k	121.97	View chart
Sanofi Sponsored Adr (SNY)	0.1	$1.5M	+9%	27k	55.46	View chart
Us Foods Hldg Corp call (USFD)	0.1	$1.5M	-2%	23k	65.46	View chart
Paypal Holdings (PYPL)	0.1	$1.5M	-14%	23k	65.25	View chart
Diamond Hill Invt Group Com New (DHIL)	0.1	$1.5M	-3%	11k	142.84	View chart
Coca-cola Europacific Partne SHS (CCEP)	0.1	$1.5M	+2%	17k	87.03	View chart
Canadian Pacific Kansas City (CP)	0.1	$1.5M	-2%	21k	70.21	View chart
Costco Wholesale Corporation (COST)	0.1	$1.4M	+5%	1.5k	946.09	View chart
Coupang Cl A (CPNG)	0.1	$1.4M		66k	21.93	View chart
Cabot Oil & Gas Corporation (CTRA)	0.1	$1.4M		50k	28.90	View chart
Steris Shs Usd (STE)	0.1	$1.4M	-6%	6.3k	226.65	View chart
United Rentals (URI)	0.1	$1.4M	+32%	2.2k	626.59	View chart
Icon SHS (ICLR)	0.1	$1.4M		7.9k	174.99	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$1.4M	+332%	30k	46.81	View chart
Medtronic SHS (MDT)	0.1	$1.4M	+54%	15k	89.86	View chart
Valero Energy Corporation (VLO)	0.1	$1.4M	+6%	10k	132.08	View chart
Ishares Tr S&p 100 Etf (OEF)	0.1	$1.3M	NEW	4.9k	270.83	View chart
3M Company (MMM)	0.1	$1.3M		9.0k	146.87	View chart
Talen Energy Corp (TLN)	0.1	$1.3M	+44%	6.6k	199.67	View chart
Monday SHS (MNDY)	0.1	$1.3M	-2%	5.2k	243.16	View chart
Rockwell Automation (ROK)	0.1	$1.3M	+96%	4.9k	258.39	View chart
Select Sector Spdr Tr Energy (XLE)	0.1	$1.3M		14k	93.46	View chart
Honeywell International (HON)	0.1	$1.3M	-16%	5.9k	211.72	View chart
AmerisourceBergen (COR)	0.1	$1.3M		4.5k	278.11	View chart
Avery Dennison Corporation (AVY)	0.1	$1.2M		7.0k	177.96	View chart
Keurig Dr Pepper (KDP)	0.1	$1.2M	+73%	36k	34.22	View chart
Ishares Tr Global Tech Etf (IXN)	0.1	$1.2M	-23%	16k	75.74	View chart
Canadian Natural Resources (CNQ)	0.1	$1.2M	-11%	40k	30.80	View chart
Raymond James Financial (RJF)	0.1	$1.2M	-53%	8.7k	138.91	View chart
Barclays Adr (BCS)	0.1	$1.2M	+4%	79k	15.36	View chart
AutoZone (AZO)	0.1	$1.2M		316.00	3812.78	View chart
Spdr Index Shs Fds S&p Intl Etf (DWX)	0.1	$1.2M		31k	38.36	View chart
McKesson Corporation (MCK)	0.1	$1.2M		1.7k	673.00	View chart
Ubs Group SHS (UBS)	0.1	$1.1M	-31%	38k	30.63	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$1.1M	-2%	5.6k	202.13	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$1.1M	+78%	14k	78.85	View chart
Kla Corp Com New (KLAC)	0.1	$1.1M	-11%	1.7k	679.80	View chart
Micron Technology (MU)	0.1	$1.1M	+13%	13k	86.89	View chart
Boston Scientific Corporation (BSX)	0.1	$1.1M	-21%	11k	100.88	View chart
American Express Company (AXP)	0.1	$1.1M	-10%	4.2k	269.05	View chart
Lockheed Martin Corporation (LMT)	0.1	$1.1M	+34%	2.4k	446.74	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.1M		25k	43.70	View chart
Check Point Software Tech Lt Ord (CHKP)	0.1	$1.1M		4.7k	227.92	View chart
Cintas Corporation (CTAS)	0.1	$1.1M	+9%	5.2k	205.54	View chart
Bain Cap Specialty Fin Com Stk (BCSF)	0.1	$1.1M	-2%	64k	16.60	View chart
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)	0.1	$1.1M		14k	77.05	View chart
Uber Technologies (UBER)	0.1	$1.1M	+43%	15k	72.86	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$1.0M	+19%	17k	60.66	View chart
Waste Connections (WCN)	0.1	$1.0M	-6%	5.4k	195.19	View chart
Flex Ord (FLEX)	0.1	$1.0M	+77%	32k	33.08	View chart
EOG Resources (EOG)	0.1	$1.0M	+39%	8.1k	128.24	View chart
Wal-Mart Stores (WMT)	0.1	$1.0M	+217%	12k	87.79	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.1	$1.0M		17k	61.53	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$1.0M	NEW	9.7k	103.75	View chart
Tc Energy Corp (TRP)	0.1	$1.0M	+2%	21k	47.21	View chart
Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG)	0.1	$992k	+4%	64k	15.46	View chart
Lpl Financial Holdings (LPLA)	0.1	$973k	-19%	3.0k	327.15	View chart
Nrg Energy Com New (NRG)	0.1	$968k	+251%	10k	95.46	View chart
Cubesmart (CUBE)	0.1	$968k		23k	42.71	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$960k	+2%	18k	52.38	View chart
salesforce (CRM)	0.1	$953k	-77%	3.6k	268.40	View chart
SYSCO Corporation (SYY)	0.1	$950k	-5%	13k	75.04	View chart
Atlassian Corporation Cl A (TEAM)	0.1	$948k	-32%	4.5k	212.21	View chart
Boeing Company (BA)	0.1	$948k	+36%	5.6k	170.55	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.1	$945k	-12%	92k	10.24	View chart
Heico Corp Cl A (HEI.A)	0.1	$942k	-2%	4.5k	210.97	View chart
Old Dominion Freight Line (ODFL)	0.1	$941k	+14%	5.7k	165.45	View chart
Texas Roadhouse (TXRH)	0.1	$929k	+132%	5.6k	166.63	View chart
Ferguson Enterprises Common Stock New (FERG)	0.1	$923k	-51%	5.8k	160.23	View chart
Becton, Dickinson and (BDX)	0.1	$904k	+30%	3.9k	229.08	View chart
Molina Healthcare (MOH)	0.1	$894k	-9%	2.7k	329.39	View chart
Deere & Company (DE)	0.1	$889k	-31%	1.9k	469.43	View chart
Totalenergies Se Sponsored Ads (TTE)	0.1	$888k	-22%	14k	64.69	View chart
Ollies Bargain Outlt Hldgs I (OLLI)	0.1	$886k	-11%	7.6k	116.36	View chart
Lululemon Athletica (LULU)	0.1	$883k	-18%	3.1k	283.06	View chart
Fiserv (FI)	0.1	$872k	-4%	3.9k	220.83	View chart
Teledyne Technologies Incorporated (TDY)	0.1	$872k	+13%	1.8k	497.71	View chart
Hca Holdings (HCA)	0.1	$871k	-17%	2.5k	345.59	View chart
Motorola Solutions Com New (MSI)	0.1	$868k	-6%	2.0k	437.74	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$857k	+7%	12k	72.20	View chart
Dick's Sporting Goods (DKS)	0.1	$852k	-6%	4.2k	201.56	View chart
Brown & Brown (BRO)	0.1	$851k	-18%	6.8k	124.40	View chart
Chipotle Mexican Grill (CMG)	0.1	$843k		17k	50.21	View chart
Penumbra (PEN)	0.1	$839k	-16%	3.1k	267.41	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$838k	-13%	8.9k	93.66	View chart
Sherwin-Williams Company (SHW)	0.1	$837k	-57%	2.4k	349.20	View chart
O'reilly Automotive (ORLY)	0.1	$834k	+20%	582.00	1432.58	View chart
Halozyme Therapeutics (HALO)	0.1	$825k	+128%	13k	63.81	View chart
MetLife (MET)	0.1	$821k	-2%	10k	80.29	View chart
Diamondback Energy (FANG)	0.1	$817k	+162%	5.1k	159.88	View chart
Marathon Petroleum Corp (MPC)	0.1	$813k	+12%	5.6k	145.67	View chart
Shell Spon Ads (SHEL)	0.1	$808k	-2%	11k	73.28	View chart
Kenvue (KVUE)	0.1	$804k	-3%	34k	23.98	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$801k	+13%	5.7k	139.78	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$801k	-5%	12k	67.85	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$795k		6.5k	121.90	View chart
Adobe Systems Incorporated (ADBE)	0.1	$778k	-24%	2.0k	383.53	View chart
CRH Ord (CRH)	0.1	$772k	-3%	8.8k	87.97	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.1	$765k	NEW	21k	36.29	View chart
Curtiss-Wright (CW)	0.1	$762k	-15%	2.4k	317.27	View chart
CenterPoint Energy (CNP)	0.1	$759k	-4%	21k	36.23	View chart
Deckers Outdoor Corporation (DECK)	0.1	$758k	-15%	6.8k	111.81	View chart
PPL Corporation (PPL)	0.1	$757k	+29%	21k	36.11	View chart
Robinhood Mkts Com Cl A (HOOD)	0.1	$755k	+184%	18k	41.62	View chart
Sk Telecom Sponsored Adr (SKM)	0.1	$751k	+12%	35k	21.26	View chart
RPM International (RPM)	0.1	$749k		6.5k	115.68	View chart
Casey's General Stores (CASY)	0.1	$740k	-17%	1.7k	434.05	View chart
Zoetis Cl A (ZTS)	0.1	$731k		4.4k	164.66	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$726k	-52%	6.9k	105.44	View chart
Sealed Air (SEE)	0.1	$725k	+11%	25k	28.90	View chart

Past Filings by Elevation Point Wealth Partners

SEC 13F filings are viewable for Elevation Point Wealth Partners going back to 2018

Elevation Point Wealth Partners 2025 Q1 filed April 16, 2025
Mount Yale Investment Advisors 2024 Q4 filed Jan. 22, 2025
Mount Yale Investment Advisors 2024 Q3 filed Oct. 23, 2024
Mount Yale Investment Advisors 2024 Q2 filed Aug. 13, 2024
Mount Yale Investment Advisors 2024 Q1 filed May 15, 2024
Mount Yale Investment Advisors 2023 Q3 filed Oct. 11, 2023
Mount Yale Investment Advisors 2023 Q2 filed Aug. 14, 2023
Mount Yale Investment Advisors 2023 Q1 filed May 11, 2023
Mount Yale Investment Advisors 2022 Q4 filed Feb. 14, 2023
Mount Yale Investment Advisors 2022 Q3 filed Nov. 7, 2022
Mount Yale Investment Advisors 2022 Q2 filed Aug. 2, 2022
Mount Yale Investment Advisors 2022 Q1 filed May 3, 2022
Mount Yale Investment Advisors 2021 Q4 filed Feb. 2, 2022
Mount Yale Investment Advisors 2021 Q3 filed Nov. 2, 2021
Mount Yale Investment Advisors 2021 Q2 filed Aug. 4, 2021
Mount Yale Investment Advisors 2021 Q1 filed May 4, 2021

View all past filings

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