Mount Yale Investment Advisors
Latest statistics and disclosures from Elevation Point Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VOO, MSFT, GLD, AAPL, NVDA, and represent 13.02% of Elevation Point Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: VOO (+$54M), GLD (+$25M), IEFA (+$23M), LMBS (+$22M), SPAB (+$18M), SCHZ (+$18M), MSFT (+$17M), VCIT (+$17M), EXR (+$16M), BOND (+$16M).
- Started 191 new stock positions in JPST, DTST, FVD, LMBS, IYR, BIL, ETJ, FTCS, SCHZ, TCAF.
- Reduced shares in these 10 stocks: AAPL (-$147M), , QUS (-$39M), , COWZ (-$31M), PVAL (-$30M), IVV (-$29M), GARP (-$25M), FEGE (-$14M), GOOG (-$14M).
- Sold out of its positions in ADMA, ABSI, AGNC, OUSA, OUSM, ANIP, APG, ARKQ, ARKG, PRNT.
- Elevation Point Wealth Partners was a net buyer of stock by $62M.
- Elevation Point Wealth Partners has $1.4B in assets under management (AUM), dropping by 14.85%.
- Central Index Key (CIK): 0001744349
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Portfolio Holdings for Elevation Point Wealth Partners
Elevation Point Wealth Partners holds 671 positions in its portfolio as reported in the September 2025 quarterly 13F filing
Elevation Point Wealth Partners has 671 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Elevation Point Wealth Partners Sept. 30, 2025 positions
- Download the Elevation Point Wealth Partners September 2025 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Sp 500 Etf Shs (VOO) | 3.8 | $55M | +6433% | 89k | 614.15 |
|
| Microsoft Corporation (MSFT) | 2.7 | $39M | +79% | 75k | 517.95 |
|
| Spdr Gold Tr Gold Shs (GLD) | 2.3 | $33M | +325% | 92k | 355.47 |
|
| Apple (AAPL) | 2.1 | $31M | -82% | 120k | 254.63 |
|
| NVIDIA Corporation (NVDA) | 2.1 | $30M | +73% | 158k | 186.59 |
|
| Broadcom (AVGO) | 1.8 | $25M | +148% | 76k | 329.91 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.8 | $25M | +887% | 289k | 87.31 |
|
| First Tr Exchangetraded Fst Low Oppt Eft (LMBS) | 1.6 | $22M | NEW | 449k | 49.79 |
|
| Spdr Series Trust Portfolio Agrgte (SPAB) | 1.3 | $18M | NEW | 704k | 25.85 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 1.3 | $18M | NEW | 775k | 23.47 |
|
| Amazon (AMZN) | 1.2 | $18M | 81k | 219.57 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $18M | +56% | 56k | 315.43 |
|
| Vanguard Scottsdale Fds Intterm Corp (VCIT) | 1.2 | $17M | NEW | 199k | 84.11 |
|
| J P Morgan Exchange Traded F Income Etf (JPIE) | 1.2 | $17M | +15% | 358k | 46.41 |
|
| Ishares Tr Core Sp Mcp Etf (IJH) | 1.1 | $17M | +88% | 253k | 65.26 |
|
| Extra Space Storage (EXR) | 1.1 | $16M | +44449% | 113k | 140.94 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 1.1 | $16M | NEW | 169k | 93.35 |
|
| Morgan Stanley Etf Trust Eaton Vance Tota (EVTR) | 1.1 | $15M | +14% | 297k | 51.64 |
|
| Ishares Msci Emrg Chn (EMXC) | 1.0 | $14M | +14% | 207k | 67.51 |
|
| Eli Lilly & Co. (LLY) | 1.0 | $14M | +436% | 18k | 762.98 |
|
| Meta Platforms Cl A (META) | 1.0 | $14M | +50% | 19k | 734.38 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $13M | -51% | 52k | 243.10 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.8 | $12M | +2446% | 121k | 100.25 |
|
| Spdr Series Trust Portfolio Ln Tsr (SPTL) | 0.8 | $12M | NEW | 444k | 26.95 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.8 | $12M | +1344506% | 202k | 56.86 |
|
| Ishares Core Msci Emkt (IEMG) | 0.8 | $11M | +178% | 174k | 65.92 |
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.8 | $11M | NEW | 252k | 44.48 |
|
| Ishares Tr Core Sp Scp Etf (IJR) | 0.7 | $11M | +135% | 88k | 118.83 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.7 | $10M | +10719% | 35k | 294.76 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $10M | -17% | 20k | 502.74 |
|
| First Tr Exchangetraded First Tr Ta Hiyl (HYLS) | 0.7 | $10M | NEW | 238k | 42.05 |
|
| Oracle Corporation (ORCL) | 0.7 | $9.5M | +206% | 34k | 281.24 |
|
| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.7 | $9.5M | +115% | 141k | 67.26 |
|
| Chevron Corporation (CVX) | 0.6 | $9.2M | +257% | 60k | 155.29 |
|
| Federated Hermes Etf Trust Mdt Small Cap (FSCC) | 0.6 | $8.4M | NEW | 284k | 29.57 |
|
| International Business Machines (IBM) | 0.6 | $8.1M | +57% | 29k | 282.16 |
|
| Owl Rock Capital Corporation (OBDC) | 0.6 | $8.0M | NEW | 612k | 13.14 |
|
| Johnson & Johnson (JNJ) | 0.5 | $7.8M | +169% | 42k | 185.42 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $7.8M | +30% | 69k | 112.75 |
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.5 | $7.7M | NEW | 169k | 45.67 |
|
| Abbvie (ABBV) | 0.5 | $7.6M | +35% | 33k | 231.54 |
|
| Procter & Gamble Company (PG) | 0.5 | $7.3M | +6% | 47k | 153.65 |
|
| McDonald's Corporation (MCD) | 0.5 | $7.0M | +336% | 23k | 303.89 |
|
| Spdr Series Trust Portfolio Short (SPSB) | 0.5 | $6.6M | NEW | 217k | 30.29 |
|
| Blue Owl Capital Com Cl A (OWL) | 0.4 | $6.3M | +5256% | 374k | 16.93 |
|
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.4 | $6.3M | NEW | 49k | 128.03 |
|
| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.4 | $6.0M | NEW | 72k | 82.73 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.4 | $5.8M | +1730% | 31k | 187.43 |
|
| Ishares Tr Msci Intl Qualty (IQLT) | 0.4 | $5.8M | NEW | 131k | 44.19 |
|
| Ishares Tr Ishares Semicdtr (SOXX) | 0.4 | $5.8M | -10% | 21k | 271.12 |
|
| Home Depot (HD) | 0.4 | $5.6M | +25% | 14k | 405.18 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.4 | $5.6M | -55% | 20k | 281.86 |
|
| First Tr Exchangetraded Cap Strength Etf (FTCS) | 0.4 | $5.6M | NEW | 60k | 93.64 |
|
| Goldman Sachs (GS) | 0.4 | $5.4M | +25% | 6.8k | 796.35 |
|
| Marsh & McLennan Companies (MMC) | 0.4 | $5.2M | +4% | 26k | 201.53 |
|
| John Hancock Exchange Traded Mltfctr Lrg Cap (JHML) | 0.4 | $5.2M | NEW | 66k | 78.37 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.4 | $5.1M | +8287% | 24k | 209.63 |
|
| Ark Etf Tr Innovation Etf (ARKK) | 0.4 | $5.1M | -27% | 59k | 86.30 |
|
| Amplify Etf Tr Cwp Enhanced Div (DIVO) | 0.4 | $5.1M | NEW | 114k | 44.57 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.3 | $5.0M | +50% | 65k | 76.40 |
|
| Automatic Data Processing (ADP) | 0.3 | $4.9M | +181% | 17k | 294.83 |
|
| Nextera Energy (NEE) | 0.3 | $4.9M | +13% | 65k | 75.49 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $4.8M | -33% | 8.0k | 601.07 |
|
| Walt Disney Company (DIS) | 0.3 | $4.8M | -25% | 42k | 114.50 |
|
| First Tr Exchangetraded SHS (FVD) | 0.3 | $4.8M | NEW | 104k | 46.24 |
|
| Blackrock (BLK) | 0.3 | $4.7M | +2624% | 4.0k | 1165.88 |
|
| Spdr Series Trust Portfli Intrmdit (SPTI) | 0.3 | $4.7M | NEW | 162k | 28.90 |
|
| Tesla Motors (TSLA) | 0.3 | $4.7M | -25% | 11k | 444.73 |
|
| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.3 | $4.6M | +4623% | 21k | 222.17 |
|
| Wal-Mart Stores (WMT) | 0.3 | $4.6M | +320% | 44k | 103.06 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $4.5M | -75% | 19k | 243.55 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $4.5M | -55% | 16k | 280.12 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $4.4M | +90% | 7.7k | 568.84 |
|
| TJX Companies (TJX) | 0.3 | $4.2M | +55% | 29k | 144.54 |
|
| Vanguard Taxmanaged Fds Van Ftse Dev Mkt (VEA) | 0.3 | $4.2M | +8307% | 70k | 59.92 |
|
| Williams Companies (WMB) | 0.3 | $4.2M | +228% | 66k | 63.35 |
|
| Morgan Stanley Com New (MS) | 0.3 | $4.2M | +274% | 26k | 158.96 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $4.1M | -39% | 21k | 194.50 |
|
| Ubs Group SHS (UBS) | 0.3 | $4.1M | +169% | 100k | 41.00 |
|
| Raytheon Technologies Corp (RTX) | 0.3 | $4.0M | +3135% | 24k | 167.33 |
|
| Goldman Sachs Etf Tr Marketbeta Intl (GSID) | 0.3 | $4.0M | NEW | 60k | 66.57 |
|
| Spdr Series Trust Sp Divid Etf (SDY) | 0.3 | $3.9M | NEW | 28k | 140.05 |
|
| Visa Com Cl A (V) | 0.3 | $3.9M | +32% | 12k | 341.38 |
|
| Wells Fargo & Company (WFC) | 0.3 | $3.9M | +12% | 46k | 83.82 |
|
| Invesco Exchange Traded Fd T Sp 500 Top 50 (XLG) | 0.3 | $3.8M | NEW | 66k | 57.52 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 0.3 | $3.8M | NEW | 209k | 18.24 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $3.8M | 55k | 68.08 |
|
|
| Kinder Morgan (KMI) | 0.3 | $3.7M | +3931% | 129k | 28.31 |
|
| Spdr Series Trust Portfolio Sh Tsr (SPTS) | 0.3 | $3.7M | NEW | 125k | 29.32 |
|
| Ishares Tr Core Sp500 Etf (IVV) | 0.2 | $3.6M | -89% | 5.3k | 669.34 |
|
| Invesco Exch Traded Fd Tr Ii Sp 500 Revenue (RWL) | 0.2 | $3.6M | NEW | 32k | 110.66 |
|
| Select Sector Spdr Tr Financial (XLF) | 0.2 | $3.5M | -31% | 64k | 53.87 |
|
| Eaton Vance Enhanced Equity Income Fund (EOI) | 0.2 | $3.5M | NEW | 165k | 21.00 |
|
| Linde SHS (LIN) | 0.2 | $3.5M | -6% | 7.3k | 474.99 |
|
| Guggenheim Strategic Opportu Com Sbi (GOF) | 0.2 | $3.4M | NEW | 229k | 14.98 |
|
| Pepsi (PEP) | 0.2 | $3.4M | +37% | 25k | 140.44 |
|
| Proshares Tr Sp 500 Dv Arist (NOBL) | 0.2 | $3.4M | +9416% | 33k | 103.07 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $3.4M | +447% | 36k | 95.14 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.2 | $3.4M | +232% | 64k | 53.40 |
|
| Blackstone Strategic Cred 20 Com Shs Ben In (BGB) | 0.2 | $3.4M | NEW | 277k | 12.17 |
|
| Merck & Co (MRK) | 0.2 | $3.4M | -37% | 40k | 84.50 |
|
| Hercules Technology Growth Capital (HTGC) | 0.2 | $3.2M | +2% | 172k | 18.91 |
|
| Union Pacific Corporation (UNP) | 0.2 | $3.2M | +2577% | 13k | 236.36 |
|
| General Motors Company (GM) | 0.2 | $3.1M | +17421% | 52k | 60.97 |
|
| Ishares Tr Mbs Etf (MBB) | 0.2 | $3.1M | +35% | 33k | 95.15 |
|
| Qualcomm (QCOM) | 0.2 | $3.1M | -28% | 19k | 166.36 |
|
| Medtronic SHS (MDT) | 0.2 | $3.1M | +104% | 32k | 95.94 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $3.1M | +581% | 14k | 216.64 |
|
| First Tr Exchangetraded SHS (QQEW) | 0.2 | $3.1M | +3391% | 22k | 141.11 |
|
| Cisco Systems (CSCO) | 0.2 | $3.0M | +87% | 44k | 68.42 |
|
| Doubleline Etf Trust Opportunistic Co (DBND) | 0.2 | $3.0M | NEW | 64k | 46.53 |
|
| Amicus Therapeutics (FOLD) | 0.2 | $3.0M | NEW | 376k | 7.88 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.2 | $3.0M | NEW | 110k | 26.84 |
|
| Coca-Cola Company (KO) | 0.2 | $3.0M | +102% | 44k | 66.69 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $2.9M | -17% | 93k | 31.42 |
|
| Analog Devices (ADI) | 0.2 | $2.9M | +8% | 12k | 245.69 |
|
| American Express Company (AXP) | 0.2 | $2.9M | +97% | 8.7k | 332.18 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $2.9M | +266% | 3.9k | 746.63 |
|
| Ishares Tr Msci Usa Mmentm (MTUM) | 0.2 | $2.9M | +106% | 11k | 256.45 |
|
| Spdr Sp 500 Etf Tr Tr Unit (SPY) | 0.2 | $2.9M | -2% | 4.3k | 667.67 |
|
| Xcel Energy (XEL) | 0.2 | $2.8M | +467% | 35k | 81.21 |
|
| Tidal Trust I SP FDS SP 500 (SPUS) | 0.2 | $2.8M | NEW | 56k | 49.41 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.2 | $2.8M | -19% | 36k | 76.72 |
|
| Abbott Laboratories (ABT) | 0.2 | $2.8M | +13% | 21k | 133.94 |
|
| American Electric Power Company (AEP) | 0.2 | $2.7M | +2126% | 24k | 112.50 |
|
| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.2 | $2.7M | -16% | 20k | 139.17 |
|
| Netflix (NFLX) | 0.2 | $2.7M | -31% | 2.3k | 1198.92 |
|
| General Dynamics Corporation (GD) | 0.2 | $2.7M | +229% | 7.9k | 341.01 |
|
| Select Sector Spdr Tr Communication (XLC) | 0.2 | $2.7M | -30% | 23k | 118.37 |
|
| First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) | 0.2 | $2.7M | NEW | 61k | 44.42 |
|
| Lowe's Companies (LOW) | 0.2 | $2.7M | +18% | 11k | 251.31 |
|
| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $2.5M | +945000% | 28k | 89.37 |
|
| Eaton Corp SHS (ETN) | 0.2 | $2.5M | +336% | 6.8k | 374.23 |
|
| Ge Aerospace Com New (GE) | 0.2 | $2.5M | +214% | 8.3k | 301.17 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.2 | $2.5M | +2114% | 49k | 50.78 |
|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.2 | $2.5M | NEW | 39k | 64.69 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.2 | $2.5M | +44410% | 53k | 46.93 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.2 | $2.4M | +70% | 27k | 89.34 |
|
| Ishares Tr Msci Usa Value (VLUE) | 0.2 | $2.4M | +414% | 19k | 125.05 |
|
| Palo Alto Networks (PANW) | 0.2 | $2.3M | +309% | 12k | 203.62 |
|
| Prologis (PLD) | 0.2 | $2.3M | +1337% | 20k | 114.52 |
|
| Penske Automotive (PAG) | 0.2 | $2.2M | NEW | 13k | 173.91 |
|
| D.R. Horton (DHI) | 0.2 | $2.2M | +144% | 13k | 169.47 |
|
| Cme (CME) | 0.2 | $2.2M | -15% | 8.2k | 270.18 |
|
| Texas Instruments Incorporated (TXN) | 0.2 | $2.2M | +5412% | 12k | 183.73 |
|
| First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) | 0.2 | $2.2M | NEW | 83k | 25.90 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $2.2M | -76% | 15k | 140.95 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $2.1M | -56% | 8.0k | 267.22 |
|
| Ishares Tr TRS FLT RT BD (TFLO) | 0.1 | $2.1M | NEW | 42k | 50.59 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $2.1M | +90% | 2.3k | 925.75 |
|
| Ftai Aviation SHS (FTAI) | 0.1 | $2.1M | NEW | 13k | 166.86 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $2.1M | +379% | 4.4k | 480.12 |
|
| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $2.1M | NEW | 40k | 52.28 |
|
| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.1 | $2.1M | NEW | 21k | 100.23 |
|
| Barclays Adr (BCS) | 0.1 | $2.1M | +26% | 102k | 20.67 |
|
| Verizon Communications (VZ) | 0.1 | $2.1M | +599% | 47k | 43.95 |
|
| Ishares Tr 1020 Yr Trs Etf (TLH) | 0.1 | $2.0M | +13% | 20k | 102.99 |
|
| First Tr Exchangetraded SHS (FDL) | 0.1 | $2.0M | NEW | 47k | 43.41 |
|
| Goldman Sachs Etf Tr Activebeta Eme (GEM) | 0.1 | $2.0M | NEW | 50k | 40.73 |
|
| Servicenow (NOW) | 0.1 | $2.0M | +394% | 2.2k | 920.28 |
|
| Boeing Company (BA) | 0.1 | $2.0M | +108% | 9.4k | 215.83 |
|
| 3M Company (MMM) | 0.1 | $2.0M | +53% | 13k | 155.18 |
|
| Uber Technologies (UBER) | 0.1 | $2.0M | +38% | 20k | 97.97 |
|
| Agree Realty Corporation (ADC) | 0.1 | $2.0M | +8265% | 27k | 71.30 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $1.9M | +83% | 30k | 62.97 |
|
| Pimco Dynamic Income Strateg Com Shs Ben Int (PDX) | 0.1 | $1.9M | NEW | 76k | 25.06 |
|
| UnitedHealth (UNH) | 0.1 | $1.9M | -71% | 5.5k | 345.31 |
|
| Capital One Financial (COF) | 0.1 | $1.9M | +205% | 8.9k | 212.57 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $1.9M | -26% | 4.0k | 468.42 |
|
| Bank of America Corporation (BAC) | 0.1 | $1.9M | +528% | 36k | 51.59 |
|
| ConocoPhillips (COP) | 0.1 | $1.9M | +15% | 20k | 94.59 |
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.1 | $1.9M | +322% | 45k | 41.58 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $1.8M | NEW | 20k | 91.42 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $1.8M | -50% | 19k | 93.37 |
|
| Raymond James Financial (RJF) | 0.1 | $1.8M | +8% | 10k | 172.60 |
|
| Kla Corp Com New (KLAC) | 0.1 | $1.8M | -2% | 1.7k | 1078.74 |
|
| Royal Caribbean Cruises (RCL) | 0.1 | $1.8M | +1135% | 5.5k | 323.66 |
|
| Select Sector Spdr Tr Sbi Intutils (XLU) | 0.1 | $1.8M | +45% | 20k | 87.21 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $1.8M | +63% | 18k | 97.63 |
|
| Amgen (AMGN) | 0.1 | $1.8M | +626% | 6.2k | 282.18 |
|
| Invesco Exchange Traded Fd T Sp500 Eql Wgt (RSP) | 0.1 | $1.7M | NEW | 9.2k | 189.71 |
|
| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.1 | $1.7M | +2447% | 20k | 88.62 |
|
| Philip Morris International (PM) | 0.1 | $1.7M | -61% | 11k | 162.19 |
|
| Clear Secure Com Cl A (YOU) | 0.1 | $1.7M | +5847% | 52k | 33.38 |
|
| First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) | 0.1 | $1.7M | NEW | 34k | 50.70 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $1.7M | +42% | 3.4k | 499.24 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.1 | $1.7M | +3176% | 21k | 79.80 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $1.7M | +431% | 8.3k | 203.58 |
|
| Starwood Property Trust (STWD) | 0.1 | $1.7M | NEW | 85k | 19.85 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $1.7M | -38% | 11k | 154.23 |
|
| Unilever Spon Adr New (UL) | 0.1 | $1.7M | -11% | 28k | 59.28 |
|
| Chubb (CB) | 0.1 | $1.6M | +303% | 5.8k | 283.21 |
|
| Oneok (OKE) | 0.1 | $1.6M | +257% | 23k | 72.97 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $1.6M | -48% | 17k | 95.47 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $1.6M | -25% | 13k | 128.24 |
|
| Epr Pptys Com Sh Ben Int (EPR) | 0.1 | $1.6M | +111536% | 28k | 58.30 |
|
| Abrdn Etfs Bbrg All Comd K1 (BCI) | 0.1 | $1.6M | +501% | 75k | 21.54 |
|
| Graniteshares Gold Tr Shs Ben Int (BAR) | 0.1 | $1.6M | NEW | 42k | 38.06 |
|
| American Financial (AFG) | 0.1 | $1.6M | +21948% | 11k | 145.72 |
|
| Ares Capital Corporation (ARCC) | 0.1 | $1.6M | +2427% | 78k | 20.41 |
|
| Travelers Companies (TRV) | 0.1 | $1.6M | +206% | 5.7k | 279.20 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $1.6M | +92158% | 92k | 17.16 |
|
| Coinbase Global Com Cl A (COIN) | 0.1 | $1.6M | +89% | 4.7k | 337.49 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $1.5M | -2% | 13k | 123.75 |
|
| Spdr Series Trust Dj Reit Etf (RWR) | 0.1 | $1.5M | NEW | 15k | 100.29 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $1.5M | -59% | 6.2k | 246.61 |
|
| Phillips 66 (PSX) | 0.1 | $1.5M | +398% | 11k | 136.02 |
|
| Intuit (INTU) | 0.1 | $1.5M | +222% | 2.2k | 682.76 |
|
| Becton, Dickinson and (BDX) | 0.1 | $1.5M | +138% | 7.8k | 187.18 |
|
| Etf Ser Solutions Bahl Gaynor Sml (SMIG) | 0.1 | $1.4M | NEW | 49k | 29.67 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.1 | $1.4M | NEW | 54k | 26.84 |
|
| First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB) | 0.1 | $1.4M | NEW | 72k | 20.08 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $1.4M | NEW | 53k | 27.30 |
|
| EOG Resources (EOG) | 0.1 | $1.4M | +13% | 13k | 112.12 |
|
| Cocacola Europacific Partne SHS (CCEP) | 0.1 | $1.4M | -9% | 16k | 90.41 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $1.4M | +103% | 2.9k | 485.30 |
|
| At&t (T) | 0.1 | $1.4M | +49% | 50k | 28.24 |
|
| Johnson Ctls Intl SHS (JCI) | 0.1 | $1.4M | +3835% | 13k | 110.35 |
|
| salesforce (CRM) | 0.1 | $1.4M | +91% | 5.9k | 237.29 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $1.4M | +65% | 19k | 72.77 |
|
| Select Sector Spdr Tr Sbi Cons Stpls (XLP) | 0.1 | $1.4M | -10% | 17k | 78.37 |
|
| Micron Technology (MU) | 0.1 | $1.4M | -15% | 8.1k | 167.32 |
|
| Vaneck Etf Trust Clo Etf (CLOI) | 0.1 | $1.4M | NEW | 26k | 53.10 |
|
| First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) | 0.1 | $1.3M | NEW | 28k | 47.51 |
|
| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.1 | $1.3M | NEW | 58k | 23.09 |
|
| Wisdomtree Tr Europe Hedged Eq (HEDJ) | 0.1 | $1.3M | NEW | 27k | 50.40 |
|
| Strategy Day Hagan Smart (SSUS) | 0.1 | $1.3M | NEW | 28k | 48.31 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $1.3M | +476% | 9.9k | 134.16 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $1.3M | +2155% | 18k | 75.39 |
|
| Ishares Tr Usd Inv Grde Etf (USIG) | 0.1 | $1.3M | NEW | 25k | 52.22 |
|
| Brookfield Infrast Partners Lp Int Unit (BIP) | 0.1 | $1.3M | NEW | 40k | 32.89 |
|
| Virtus Investment Partners (VRTS) | 0.1 | $1.3M | NEW | 6.9k | 190.03 |
|
| Ingredion Incorporated (INGR) | 0.1 | $1.3M | NEW | 11k | 122.11 |
|
| Select Sector Spdr Tr Sbi Cons Discr (XLY) | 0.1 | $1.3M | -60% | 5.4k | 239.63 |
|
| Trane Technologies SHS (TT) | 0.1 | $1.3M | NEW | 3.1k | 422.00 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $1.3M | +491% | 16k | 82.96 |
|
| Tc Energy Corp (TRP) | 0.1 | $1.3M | +4% | 23k | 55.02 |
|
| PNC Financial Services (PNC) | 0.1 | $1.3M | +561% | 6.3k | 200.93 |
|
| O'reilly Automotive (ORLY) | 0.1 | $1.3M | +38% | 12k | 107.81 |
|
| Diamond Hill Invt Group Com New (DHIL) | 0.1 | $1.3M | -11% | 9.0k | 140.01 |
|
| Mid-America Apartment (MAA) | 0.1 | $1.2M | +5240% | 8.9k | 139.73 |
|
| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.1 | $1.2M | NEW | 20k | 62.71 |
|
| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.1 | $1.2M | NEW | 25k | 50.57 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $1.2M | +28% | 7.2k | 170.85 |
|
| Jabil Circuit (JBL) | 0.1 | $1.2M | +279250% | 5.6k | 217.17 |
|
| Goldman Sachs Etf Tr Access Us Agrat (GCOR) | 0.1 | $1.2M | NEW | 29k | 41.78 |
|
| Goldman Sachs Etf Tr Activebeta Us (GSSC) | 0.1 | $1.2M | NEW | 16k | 74.89 |
|
| Ishares Tr Broad Usd High (USHY) | 0.1 | $1.2M | +38580% | 31k | 37.78 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.1 | $1.2M | -33% | 7.8k | 150.87 |
|
| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $1.2M | -20% | 25k | 47.20 |
|
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 Q3 filed Nov. 14, 2025
- Elevation Point Wealth Partners 2025 Q2 filed Aug. 13, 2025
- 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