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Zrc Wealth Management

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

Top 5 stock holdings are FTHI, IUSB, AVEM, FNDX, IUSG, and represent 43.46% of Elevation Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: FTHI (+$37M), AVEM (+$14M), FNDX (+$11M), SCHX (+$5.6M), VEA, SCHB, SCHD, SGOV, AGG, ESGU.
Started 60 new stock positions in PRCT, AGGY, SPGM, ACWV, VYMI, IMCV, IFV, Grayscale Bitcoin Mini Trust Etf, VST, ACHR.
Reduced shares in these 10 stocks: SCTXX (-$10M), AVDE (-$9.5M), AVUS, RSP, AVLV, RSPU, ESGD, SCHH, VTWO, SCHW.
Sold out of its positions in MSOS, AVSU, AVSD, AVSE, AVLV, AVDE, AVUS, BLOK, AUGX, BCPC.
Elevation Wealth Partners was a net buyer of stock by $60M.
Elevation Wealth Partners has $275M in assets under management (AUM), dropping by 17.97%.
Central Index Key (CIK): 0001976256

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Portfolio Holdings for Elevation Wealth Partners

Elevation Wealth Partners holds 500 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
First Tr Exchange-traded Dj Internt Idx (FTHI)	15.3	$42M	+649%	173k	243.17	View chart
Ishares Tr Core Total Usd (IUSB)	9.3	$26M	+3%	568k	45.20	View chart
American Centy Etf Tr Avantis Respon U (AVEM)	6.5	$18M	+327%	269k	66.11	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	6.2	$17M	+197%	724k	23.68	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	6.1	$17M		119k	139.35	View chart
Vanguard Index Fds Mid Cap Etf (VO)	3.3	$9.1M	+7%	35k	264.13	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	3.0	$8.4M	+206%	361k	23.18	View chart
Apple (AAPL)	2.8	$7.8M		31k	250.42	View chart
Ishares Tr Core S&p Scp Etf (IJR)	2.3	$6.3M	+4%	54k	115.22	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	1.9	$5.3M	+34%	41k	128.82	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.7	$4.8M	+46%	50k	96.90	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$4.4M	-2%	24k	189.30	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.5	$4.1M	+4%	6.9k	586.10	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	1.4	$3.8M	-4%	179k	21.06	View chart
Tesla Motors (TSLA)	1.3	$3.4M	+37%	8.5k	403.84	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPEI)	1.2	$3.4M	+14%	191k	17.70	View chart
Alphabet Cap Stk Cl C (GOOG)	1.0	$2.9M	-4%	15k	190.43	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	1.0	$2.8M		7.0k	401.59	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.0	$2.8M	+205%	122k	22.70	View chart
Microsoft Corporation (MSFT)	1.0	$2.7M		6.4k	421.48	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	1.0	$2.7M	+2792%	56k	47.82	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	1.0	$2.7M	+9%	54k	49.05	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.9	$2.5M	+212%	92k	27.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.9	$2.5M	-2%	8.6k	289.80	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.8	$2.3M		42k	55.66	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$2.3M		5.0k	453.29	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.8	$2.1M	+44%	52k	40.49	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.6	$1.7M	NEW	17k	100.32	View chart
NVIDIA Corporation (NVDA)	0.6	$1.6M	-4%	12k	134.29	View chart
Amazon (AMZN)	0.6	$1.6M	+11%	7.1k	219.39	View chart
Schwab Strategic Tr Intl Sceqt Etf (SCHC)	0.5	$1.5M	+3%	43k	34.33	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.5	$1.4M		13k	103.30	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.5	$1.4M	-15%	18k	76.14	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.5	$1.4M		21k	65.08	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.5	$1.3M		22k	59.73	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.5	$1.3M	-67%	7.4k	175.23	View chart
Equity Lifestyle Properties (ELS)	0.5	$1.3M		19k	66.60	View chart
Schwab Strategic Tr Fundamental Intl (FNDF)	0.5	$1.2M		38k	33.21	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$1.2M	+103%	42k	27.71	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.4	$1.1M		1.9k	569.50	View chart
Abbvie (ABBV)	0.4	$987k	-2%	5.6k	177.70	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$967k	+93%	37k	25.86	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.3	$939k	NEW	37k	25.37	View chart
Costco Wholesale Corporation (COST)	0.3	$935k	-11%	1.0k	916.44	View chart
AvalonBay Communities (AVB)	0.3	$856k	-2%	3.9k	219.97	View chart
JPMorgan Chase & Co. (JPM)	0.3	$791k		3.3k	239.73	View chart
Public Storage (PSA)	0.3	$749k		2.5k	299.44	View chart
Schwab Strategic Tr Fundamental Us B (FNDB)	0.3	$741k	+197%	32k	23.26	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.3	$734k	+1785%	21k	34.59	View chart
Hp (HPQ)	0.3	$694k	-2%	21k	32.63	View chart
Johnson & Johnson (JNJ)	0.2	$668k	-7%	4.6k	144.63	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.2	$657k	+104%	36k	18.50	View chart
Sterling Construction Company (STRL)	0.2	$648k		3.8k	168.45	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.2	$635k		6.8k	93.06	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.2	$621k		5.7k	108.61	View chart
McDonald's Corporation (MCD)	0.2	$608k		2.1k	289.95	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$607k		8.0k	75.61	View chart
Eaton Corp SHS (ETN)	0.2	$598k		1.8k	331.87	View chart
Chevron Corporation (CVX)	0.2	$577k	-3%	4.0k	144.83	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$577k		2.4k	240.28	View chart
Prologis (PLD)	0.2	$572k		5.4k	105.70	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.2	$570k		4.4k	128.62	View chart
Palo Alto Networks (PANW)	0.2	$568k	+100%	3.1k	181.96	View chart
Agilent Technologies Inc C ommon (A)	0.2	$561k		4.2k	134.34	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.2	$516k		2.6k	198.17	View chart
UnitedHealth (UNH)	0.2	$508k		1.0k	505.96	View chart
Eli Lilly & Co. (LLY)	0.2	$502k		650.00	772.00	View chart
Ishares Tr TRS FLT RT BD (TFLO)	0.2	$499k	NEW	9.9k	50.47	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.2	$495k	+2%	5.6k	89.08	View chart
Hewlett Packard Enterprise (HPE)	0.2	$480k		23k	21.35	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$477k	-20%	2.9k	161.77	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$466k	-9%	6.6k	70.28	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$444k	-3%	11k	41.82	View chart
Vanguard Calif Tax Free Fds Tax Exempt Bd Fd (VTEC)	0.2	$432k	NEW	4.3k	99.54	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.1	$396k		9.8k	40.49	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.1	$392k	+69%	13k	29.20	View chart
Keysight Technologies (KEYS)	0.1	$384k		2.4k	160.63	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$358k	+383%	575.00	621.86	View chart
Procter & Gamble Company (PG)	0.1	$351k		2.1k	167.69	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$350k		2.1k	164.17	View chart
Home Depot (HD)	0.1	$349k		897.00	388.99	View chart
Ishares Esg Awr Msci Em (ESGE)	0.1	$346k		10k	33.39	View chart
Meta Platforms Cl A (META)	0.1	$345k		589.00	585.26	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$331k		2.8k	117.47	View chart
Quanta Services (PWR)	0.1	$321k		1.0k	316.05	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$320k	-9%	1.5k	220.96	View chart
Simon Property (SPG)	0.1	$313k	-9%	1.8k	172.21	View chart
Invesco Exchange Traded Fd T S&P MDCP400 VL (RFV)	0.1	$309k		2.6k	121.29	View chart
Pepsi (PEP)	0.1	$309k	-10%	2.0k	152.08	View chart
Adobe Systems Incorporated (ADBE)	0.1	$302k	-17%	679.00	444.68	View chart
Walt Disney Company (DIS)	0.1	$298k		2.7k	111.37	View chart
Visa Com Cl A (V)	0.1	$297k	+3%	939.00	316.04	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$295k		576.00	511.67	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$275k		1.4k	195.85	View chart
Abbott Laboratories (ABT)	0.1	$270k		2.4k	113.11	View chart
Broadcom (AVGO)	0.1	$254k	+5%	1.1k	231.84	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.1	$249k	+29%	6.3k	39.56	View chart
Dimensional Etf Trust Us Equity Market (DFUS)	0.1	$246k		3.9k	63.75	View chart
Mettler-Toledo International (MTD)	0.1	$245k		200.00	1223.68	View chart
Target Corporation (TGT)	0.1	$240k		1.8k	135.21	View chart
Rexford Industrial Realty Inc reit (REXR)	0.1	$240k		6.2k	38.66	View chart
Dover Corporation (DOV)	0.1	$239k		1.3k	187.60	View chart
Spdr Ser Tr S&p Regl Bkg (KRE)	0.1	$238k		4.0k	60.35	View chart
Colgate-Palmolive Company (CL)	0.1	$235k		2.6k	90.91	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$233k		4.4k	52.47	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.1	$228k	NEW	2.3k	100.60	View chart
Ares Management Corporation Cl A Com Stk (ARES)	0.1	$227k		1.3k	176.96	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$226k	+300%	8.1k	27.87	View chart
Exxon Mobil Corporation (XOM)	0.1	$223k		2.1k	107.56	View chart
Alexandria Real Estate Equities (ARE)	0.1	$221k		2.3k	97.55	View chart
Marvell Technology (MRVL)	0.1	$221k		2.0k	110.45	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.1	$197k		5.3k	37.42	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.1	$192k	-2%	450.00	425.50	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.1	$191k		5.0k	37.90	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$189k		990.00	190.79	View chart
Schwab Strategic Tr 1000 Index Etf (SCHK)	0.1	$189k	+100%	6.7k	28.31	View chart
Charles Schwab Corporation (SCHW)	0.1	$187k	-44%	2.5k	74.02	View chart
Duke Energy Corp Com New (DUK)	0.1	$184k		1.7k	107.74	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	0.1	$184k		8.3k	22.20	View chart
Raytheon Technologies Corp (RTX)	0.1	$183k		1.6k	115.74	View chart
Kla Corp Com New (KLAC)	0.1	$180k		286.00	629.69	View chart
Zoetis Cl A (ZTS)	0.1	$179k		1.1k	162.93	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$176k		1.0k	169.30	View chart
Labcorp Holdings Com Shs (LH)	0.1	$174k		760.00	229.32	View chart
Kkr & Co (KKR)	0.1	$165k	+9%	1.1k	147.91	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$160k	+70%	2.3k	70.71	View chart
Ishares Tr Expnd Tec Sc Etf (IGM)	0.1	$158k		1.5k	102.09	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$156k		615.00	253.93	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$155k	-23%	1.7k	90.40	View chart
Merck & Co (MRK)	0.1	$155k		1.6k	99.49	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$155k		537.00	287.82	View chart
CSX Corporation (CSX)	0.1	$153k		4.7k	32.27	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$152k		1.1k	137.51	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$146k	+6%	2.4k	59.74	View chart
Nextera Energy (NEE)	0.1	$143k		2.0k	71.69	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$142k		2.8k	50.71	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.1	$138k	-27%	1.1k	129.40	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$136k	+21%	563.00	242.13	View chart
Bank of America Corporation (BAC)	0.0	$136k		3.1k	43.95	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.0	$131k	-15%	541.00	242.31	View chart
Onto Innovation (ONTO)	0.0	$131k		786.00	166.67	View chart
Reinsurance Grp Of America I Com New (RGA)	0.0	$130k		610.00	213.71	View chart
Intel Corporation (INTC)	0.0	$128k	+3%	6.4k	20.05	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.0	$125k	NEW	2.2k	56.77	View chart
Cigna Corp (CI)	0.0	$125k		451.00	276.14	View chart
Lowe's Companies (LOW)	0.0	$123k	+6%	500.00	246.80	View chart
Equity Residential Sh Ben Int (EQR)	0.0	$121k		1.7k	71.76	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.0	$120k	NEW	4.6k	26.16	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$119k	-4%	1.3k	88.40	View chart
Veeva Sys Cl A Com (VEEV)	0.0	$118k		563.00	210.25	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.0	$118k		1.9k	62.31	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.0	$118k	NEW	2.3k	50.37	View chart
Pfizer (PFE)	0.0	$117k		4.4k	26.53	View chart
Waste Management (WM)	0.0	$114k	+12%	562.00	201.87	View chart
Boston Properties (BXP)	0.0	$113k		1.5k	74.36	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$113k		2.0k	57.42	View chart
Rhythm Pharmaceuticals (RYTM)	0.0	$110k		2.0k	55.98	View chart
Mastercard Incorporated Cl A (MA)	0.0	$110k		209.00	525.97	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.0	$109k		2.3k	48.16	View chart
Honeywell International (HON)	0.0	$108k		480.00	225.89	View chart
International Business Machines (IBM)	0.0	$108k	+30%	491.00	219.68	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.0	$105k	-3%	3.6k	29.05	View chart
Roper Industries (ROP)	0.0	$104k	-48%	200.00	519.85	View chart
TJX Companies (TJX)	0.0	$103k		849.00	120.86	View chart
Enterprise Products Partners (EPD)	0.0	$101k		3.2k	31.36	View chart
Blackrock (BLK)	0.0	$99k	NEW	97.00	1020.47	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.0	$99k		1.7k	57.54	View chart
3M Company (MMM)	0.0	$99k		765.00	129.09	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$98k		850.00	114.75	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.0	$97k	-11%	3.5k	27.38	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.0	$97k		3.7k	26.19	View chart
Cubesmart (CUBE)	0.0	$96k		2.3k	42.85	View chart
Deckers Outdoor Corporation (DECK)	0.0	$96k		474.00	203.09	View chart
Gilead Sciences (GILD)	0.0	$95k		1.0k	92.37	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$95k	-10%	2.0k	48.34	View chart
Avery Dennison Corporation (AVY)	0.0	$94k		500.00	187.13	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.0	$90k		1.1k	79.98	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.0	$90k		1.2k	76.62	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.0	$88k		1.9k	45.76	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	0.0	$88k	NEW	1.5k	58.00	View chart
Coca-cola Europacific Partne SHS (CCEP)	0.0	$88k		1.1k	76.81	View chart
Analog Devices (ADI)	0.0	$85k		400.00	212.46	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.0	$83k		2.1k	40.33	View chart
Ishares Tr Global Reit Etf (REET)	0.0	$82k		3.4k	23.97	View chart
Vanguard World Industrial Etf (VIS)	0.0	$82k		323.00	254.71	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.0	$81k	NEW	1.3k	63.33	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	0.0	$79k	NEW	851.00	92.59	View chart
First Tr Exchange Traded Utilities Alph (FXU)	0.0	$79k	NEW	2.1k	37.83	View chart
Federal Rlty Invt Tr Sh Ben Int New (FRT)	0.0	$78k		700.00	111.95	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.0	$77k	+892%	992.00	77.30	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.0	$76k	+42%	897.00	84.98	View chart
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)	0.0	$74k	-72%	832.00	89.36	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.0	$74k	+20%	126.00	588.68	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$74k	-7%	375.00	197.49	View chart
Starbucks Corporation (SBUX)	0.0	$74k		809.00	91.25	View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)	0.0	$73k		3.0k	24.70	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$73k		572.00	126.82	View chart
Cadence Design Systems (CDNS)	0.0	$71k		237.00	300.46	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$71k	+10%	131.00	538.92	View chart
Exchange Traded Concepts Tru Inqq The India I (INQQ)	0.0	$71k		4.4k	16.19	View chart
Concentrix Corp (CNXC)	0.0	$70k	-27%	1.6k	43.27	View chart
Citigroup Com New (C)	0.0	$70k		1.0k	70.39	View chart
Global X Fds Rbtcs Artfl Inte (BOTZ)	0.0	$67k	NEW	2.1k	31.95	View chart
S&p Global (SPGI)	0.0	$65k	-13%	130.00	498.03	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.0	$62k	+2%	1.1k	58.00	View chart
First Tr Exchange Traded Indls Prod Dur (FXR)	0.0	$62k	NEW	827.00	74.81	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	0.0	$62k	NEW	1.7k	35.85	View chart
Ishares Tr Select Divid Etf (DVY)	0.0	$61k		464.00	131.41	View chart
Amgen (AMGN)	0.0	$61k	+12%	232.00	260.64	View chart
Skyworks Solutions (SWKS)	0.0	$60k		680.00	88.68	View chart
At&t (T)	0.0	$58k	+29%	2.6k	22.77	View chart
Grayscale Ethereum Mini Tr E Shs New	0.0	$58k	NEW	1.8k	31.49	View chart
Zebra Technologies Corporati Cl A (ZBRA)	0.0	$58k		150.00	386.22	View chart
Bio-techne Corporation (TECH)	0.0	$58k		800.00	72.03	View chart
Martin Marietta Materials (MLM)	0.0	$57k		110.00	516.50	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.0	$57k	+2%	495.00	114.38	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	0.0	$57k	+2%	931.00	60.72	View chart
Globe Life (GL)	0.0	$56k		501.00	111.63	View chart
Nike CL B (NKE)	0.0	$55k	-18%	732.00	75.72	View chart
salesforce (CRM)	0.0	$55k		165.00	334.44	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	0.0	$55k		2.1k	25.85	View chart
Ishares Tr Broad Usd High (USHY)	0.0	$55k	+2%	1.5k	36.80	View chart
Danaher Corporation (DHR)	0.0	$53k	-27%	232.00	229.55	View chart
Digital Realty Trust (DLR)	0.0	$53k	+22%	300.00	177.33	View chart
Cisco Systems (CSCO)	0.0	$52k	-3%	879.00	59.20	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$51k		278.00	184.99	View chart
McKesson Corporation (MCK)	0.0	$51k		90.00	570.73	View chart
Applied Industrial Technologies (AIT)	0.0	$51k		213.00	239.10	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.0	$50k	NEW	2.1k	24.24	View chart
Arthur J. Gallagher & Co. (AJG)	0.0	$49k	+15%	174.00	283.85	View chart
First Tr Exchange-traded Nasdq Artfcial (ROBT)	0.0	$49k	NEW	1.1k	45.04	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$49k	-52%	1.6k	31.44	View chart
Cintas Corporation (CTAS)	0.0	$48k		265.00	182.43	View chart
Spdr Ser Tr S&p Biotech (XBI)	0.0	$48k		535.00	90.01	View chart
Ishares Tr Grwt Allocat Etf (AOR)	0.0	$48k		829.00	57.33	View chart
Wal-Mart Stores (WMT)	0.0	$47k	+40%	525.00	90.35	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$47k		772.00	61.31	View chart
Weyerhaeuser Co Mtn Be Com New (WY)	0.0	$45k		1.6k	28.15	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$45k		773.00	58.17	View chart
Ishares Msci Aust Etf (EWA)	0.0	$45k		1.9k	23.86	View chart
4068594 Enphase Energy (ENPH)	0.0	$45k		650.00	68.68	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.0	$44k		750.00	58.93	View chart
Darden Restaurants (DRI)	0.0	$44k		235.00	186.72	View chart
Boeing Company (BA)	0.0	$43k		243.00	177.07	View chart
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)	0.0	$43k		1.0k	41.90	View chart
Air Products & Chemicals (APD)	0.0	$43k	+7%	147.00	290.04	View chart
Grayscale Bitcoin Mini Tr Et Shs New	0.0	$42k	NEW	1.0k	41.87	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$41k	-3%	482.00	85.61	View chart
Fiserv (FI)	0.0	$41k		200.00	205.42	View chart
Dimensional Etf Trust Global Sustaina (DFSB)	0.0	$40k	+2%	789.00	50.94	View chart
Chubb (CB)	0.0	$39k		140.00	276.30	View chart
Palantir Technologies Cl A (PLTR)	0.0	$39k	+64%	511.00	75.63	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$39k		477.00	80.88	View chart
Bristol Myers Squibb (BMY)	0.0	$38k		679.00	56.56	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$38k	+427%	1.5k	24.86	View chart
Verizon Communications (VZ)	0.0	$38k	+24%	951.00	40.01	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.0	$38k		304.00	124.96	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.0	$38k		94.00	402.70	View chart
Marsh & McLennan Companies (MMC)	0.0	$38k	+21%	178.00	212.41	View chart
Caterpillar (CAT)	0.0	$37k		102.00	362.62	View chart
Ameren Corporation (AEE)	0.0	$37k		413.00	89.14	View chart
Aon Shs Cl A (AON)	0.0	$37k	+21%	102.00	359.17	View chart
Flexshares Tr Glb Qlt R/e Idx (GQRE)	0.0	$37k		640.00	56.99	View chart
Aptiv Com Shs	0.0	$36k	NEW	601.00	60.48	View chart
Dow (DOW)	0.0	$36k	-11%	902.00	40.11	View chart
Paypal Holdings (PYPL)	0.0	$36k		423.00	85.25	View chart
Select Sector Spdr Tr Technology (XLK)	0.0	$36k		153.00	232.52	View chart
Hercules Technology Growth Capital (HTGC)	0.0	$34k	-3%	1.7k	20.09	View chart
Novartis Sponsored Adr (NVS)	0.0	$34k		350.00	97.31	View chart
Synopsys (SNPS)	0.0	$34k		70.00	485.37	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.0	$34k	NEW	667.00	50.32	View chart
Xcel Energy (XEL)	0.0	$33k		494.00	67.52	View chart
Check Point Software Tech Lt Ord (CHKP)	0.0	$33k		178.00	186.70	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$32k		416.00	77.94	View chart
The Baldwin Insurance Grp In Com Cl A (BWIN)	0.0	$32k	+24%	834.00	38.76	View chart
EastGroup Properties (EGP)	0.0	$32k		200.00	160.49	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.0	$32k		625.00	50.85	View chart
Alcon Ord Shs (ALC)	0.0	$31k		370.00	84.89	View chart
Ishares Tr Cohen Steer Reit (ICF)	0.0	$31k		521.00	60.22	View chart
Uber Technologies (UBER)	0.0	$30k	-16%	501.00	60.27	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$30k		670.00	44.92	View chart
Thermo Fisher Scientific (TMO)	0.0	$30k	+14%	57.00	520.25	View chart
Chipotle Mexican Grill (CMG)	0.0	$29k		484.00	60.30	View chart
Union Pacific Corporation (UNP)	0.0	$29k	+31%	125.00	228.04	View chart
eBay (EBAY)	0.0	$28k		457.00	61.95	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.0	$28k		40.00	693.10	View chart
Flexshares Tr Dev Mrk Ex Low (QLVD)	0.0	$27k		1.0k	26.39	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.0	$26k		894.00	29.22	View chart
Kinder Morgan (KMI)	0.0	$26k	-42%	951.00	27.40	View chart
Global X Fds S&p 500 Catholic (CATH)	0.0	$26k	-7%	364.00	70.89	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.0	$26k	NEW	373.00	68.99	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$25k		74.00	342.16	View chart
Invesco Exch Traded Fd Tr Ii Cef Inm Compsi (PCEF)	0.0	$25k		1.3k	19.17	View chart
EQT Corporation (EQT)	0.0	$25k		545.00	46.07	View chart
Synchrony Financial (SYF)	0.0	$25k		382.00	65.00	View chart
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)	0.0	$25k	+100%	1.1k	22.07	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$24k		224.00	106.55	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$24k		105.00	224.35	View chart
Cgi Cl A Sub Vtg (GIB)	0.0	$23k		212.00	109.32	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.0	$23k	NEW	1.5k	15.26	View chart
Comcast Corp Cl A (CMCSA)	0.0	$22k		593.00	37.53	View chart
Amplify Etf Tr Blockchain Ldr (MJ)	0.0	$22k	+9%	515.00	43.20	View chart
Coinbase Global Com Cl A (COIN)	0.0	$22k	+25%	88.00	248.31	View chart
Vanguard World Consum Stp Etf (VDC)	0.0	$22k		103.00	211.48	View chart
Motorola Solutions Com New (MSI)	0.0	$21k		46.00	462.24	View chart
Fortinet (FTNT)	0.0	$21k		225.00	94.48	View chart
CVS Caremark Corporation (CVS)	0.0	$21k	+17%	470.00	44.89	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.0	$21k		64.00	322.17	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$21k		60.00	343.42	View chart
Delta Air Lines Inc Del Com New (DAL)	0.0	$21k		339.00	60.50	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.0	$20k		410.00	48.95	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$20k	NEW	289.00	67.89	View chart
Fastenal Company (FAST)	0.0	$20k		272.00	71.91	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.0	$19k		147.00	132.10	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.0	$19k	+8400%	255.00	75.40	View chart
Vail Resorts (MTN)	0.0	$19k		100.00	187.45	View chart
Ishares Tr Mrgstr Md Cp Val (IMCV)	0.0	$19k	NEW	251.00	74.19	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.0	$18k		150.00	121.59	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.0	$18k		414.00	44.04	View chart
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)	0.0	$18k	NEW	298.00	59.06	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$18k		50.00	351.80	View chart
Ecolab (ECL)	0.0	$18k		75.00	234.32	View chart
Capital One Financial (COF)	0.0	$17k		96.00	178.32	View chart
United Therapeutics Corporation (UTHR)	0.0	$17k		48.00	352.85	View chart
Advisors Inner Circle Fd Iii Democracy Intern (DMCY)	0.0	$17k		682.00	24.75	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.0	$17k	NEW	300.00	56.26	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.0	$17k		425.00	39.37	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.0	$17k		150.00	110.25	View chart
Waters Corporation (WAT)	0.0	$16k		44.00	371.00	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.0	$16k		60.00	265.60	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.0	$16k		329.00	48.42	View chart
Ishares Tr Esg Aware Msci (ESML)	0.0	$15k		360.00	42.05	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.0	$15k		370.00	40.67	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.0	$15k		454.00	33.13	View chart
Encana Corporation (OVV)	0.0	$15k		371.00	40.50	View chart
DaVita (DVA)	0.0	$15k		100.00	149.55	View chart
Invesco Db Commdy Indx Trck Unit (DBC)	0.0	$15k	-14%	691.00	21.37	View chart
Spdr Ser Tr Nyse Tech Etf (XNTK)	0.0	$15k		73.00	201.38	View chart
Clorox Company (CLX)	0.0	$14k		89.00	162.13	View chart
Altria (MO)	0.0	$14k		273.00	52.29	View chart
Equinix (EQIX)	0.0	$14k		15.00	942.93	View chart
Kimco Realty Corporation (KIM)	0.0	$14k		600.00	23.43	View chart
Marriott Intl Cl A (MAR)	0.0	$14k		50.00	279.26	View chart
Spdr Ser Tr SPDR S&P1500VL (VLU)	0.0	$14k		75.00	184.05	View chart
Illumina (ILMN)	0.0	$14k		103.00	133.63	View chart
Select Sector Spdr Tr Indl (XLI)	0.0	$13k		100.00	131.76	View chart
Relx Sponsored Adr (RELX)	0.0	$13k		284.00	45.42	View chart
ConocoPhillips (COP)	0.0	$13k	+73%	130.00	99.18	View chart
Ge Vernova (GEV)	0.0	$13k	+333%	39.00	328.95	View chart
AutoZone (AZO)	0.0	$13k		4.00	3202.00	View chart
Solventum Corp Com Shs (SOLV)	0.0	$13k		191.00	66.06	View chart
Icon SHS (ICLR)	0.0	$13k		60.00	209.72	View chart
Ishares Tr Exponential Tech (XT)	0.0	$13k		210.00	59.71	View chart
Emerson Electric (EMR)	0.0	$12k		100.00	123.93	View chart
Ge Aerospace Com New (GE)	0.0	$12k		74.00	166.80	View chart
Sap Se Spon Adr (SAP)	0.0	$12k		50.00	246.22	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$12k	NEW	1.5k	8.17	View chart
Fortrea Hldgs Common Stock (FTRE)	0.0	$12k		640.00	18.65	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.0	$12k		328.00	35.48	View chart
Goldman Sachs (GS)	0.0	$12k		20.00	574.60	View chart
Ishares Msci Gbl Min Vol (ACWV)	0.0	$12k	NEW	105.00	109.20	View chart
Rockwell Automation (ROK)	0.0	$11k	-25%	40.00	285.80	View chart
SYNNEX Corporation (SNX)	0.0	$11k		97.00	117.29	View chart
Nexstar Media Group Common Stock (NXST)	0.0	$11k		70.00	157.97	View chart
Sony Group Corp Sponsored Adr (SONY)	0.0	$11k	+400%	520.00	21.16	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.0	$11k	NEW	256.00	42.92	View chart
Rivian Automotive Com Cl A (RIVN)	0.0	$11k		819.00	13.30	View chart
Deere & Company (DE)	0.0	$11k		25.00	423.72	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.0	$11k	NEW	215.00	48.67	View chart
FedEx Corporation (FDX)	0.0	$9.8k		35.00	281.34	View chart
Extra Space Storage (EXR)	0.0	$9.7k		65.00	149.60	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	0.0	$9.6k		201.00	47.80	View chart
Coca-Cola Company (KO)	0.0	$9.4k		151.00	62.42	View chart
Advanced Micro Devices (AMD)	0.0	$9.4k	-50%	78.00	120.79	View chart
Carrier Global Corporation (CARR)	0.0	$9.1k	NEW	134.00	68.26	View chart
Netflix (NFLX)	0.0	$9.1k		10.00	912.40	View chart
Live Nation Entertainment (LYV)	0.0	$9.1k		70.00	129.50	View chart
Proshares Tr Ultrapro Sht Qqq (SQQQ)	0.0	$9.0k	NEW	289.00	31.14	View chart
Fidelity National Information Services (FIS)	0.0	$9.0k		111.00	80.77	View chart
Metropcs Communications (TMUS)	0.0	$8.8k		40.00	220.75	View chart
United Parcel Service CL B (UPS)	0.0	$8.8k	NEW	70.00	126.10	View chart
Jabil Circuit (JBL)	0.0	$8.6k		60.00	143.90	View chart
One Gas (OGS)	0.0	$8.1k		117.00	69.26	View chart
Fair Isaac Corporation (FICO)	0.0	$8.0k	-89%	4.00	1991.00	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$7.9k		85.00	92.73	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.0	$7.8k		173.00	45.34	View chart
Veralto Corp Com Shs (VLTO)	0.0	$7.8k		77.00	101.86	View chart
Southwest Airlines (LUV)	0.0	$7.4k	+7%	221.00	33.62	View chart
First Tr Exchange-traded Dorsey Wright (IFV)	0.0	$7.4k	NEW	386.00	19.17	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.0	$7.2k	NEW	45.00	159.53	View chart
O'reilly Automotive (ORLY)	0.0	$7.1k		6.00	1188.83	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.0	$7.0k		33.00	211.76	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.0	$7.0k	NEW	380.00	18.31	View chart
Snowflake Cl A (SNOW)	0.0	$6.9k		45.00	154.42	View chart
Sprott Fds Tr Uranium Miners E (URNM)	0.0	$6.9k		170.00	40.31	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.0	$6.7k	NEW	85.00	78.61	View chart
Ishares Tr U.s. Insrnce Etf (IAK)	0.0	$6.6k	NEW	52.00	126.48	View chart
Docusign (DOCU)	0.0	$6.5k		72.00	89.94	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.0	$6.5k		122.00	53.06	View chart
Vaneck Bitcoin Etf Sh Ben Int (HODL)	0.0	$6.4k	+45%	61.00	105.72	View chart
Atkore Intl (ATKR)	0.0	$6.3k		75.00	83.45	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.0	$6.1k		28.00	216.39	View chart
Boston Beer Cl A (SAM)	0.0	$6.0k		20.00	300.00	View chart
Cme (CME)	0.0	$5.8k		25.00	232.24	View chart
Constellation Brands Cl A (STZ)	0.0	$5.7k	NEW	26.00	221.00	View chart
Baxter International (BAX)	0.0	$5.6k		193.00	29.16	View chart
Regency Centers Corporation (REG)	0.0	$5.5k	NEW	75.00	73.93	View chart
Lauder Estee Cos Cl A (EL)	0.0	$5.3k		71.00	75.31	View chart
Dxc Technology (DXC)	0.0	$5.3k		267.00	19.98	View chart
Genuine Parts Company (GPC)	0.0	$5.1k	NEW	44.00	116.77	View chart
Dimensional Etf Trust Global Real Est (DFGR)	0.0	$5.1k	+2%	201.00	25.56	View chart
Pimco Etf Tr 0-5 High Yield (HYS)	0.0	$5.1k		54.00	93.69	View chart
Tempur-Pedic International (TPX)	0.0	$5.0k		88.00	56.69	View chart
Elastic N V Ord Shs (ESTC)	0.0	$5.0k		50.00	99.08	View chart
Biogen Idec (BIIB)	0.0	$4.6k	-48%	30.00	152.93	View chart
Alps Etf Tr Disruptive Tech (DTEC)	0.0	$4.6k		101.00	45.33	View chart
Nxp Semiconductors N V (NXPI)	0.0	$4.6k	NEW	22.00	207.86	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.0	$4.5k		39.00	116.54	View chart
Schwab Strategic Tr Fundamental Intl (FNDC)	0.0	$4.5k	+3%	132.00	34.03	View chart
Wynn Resorts (WYNN)	0.0	$4.3k		50.00	86.16	View chart
Las Vegas Sands (LVS)	0.0	$4.3k		83.00	51.36	View chart
Wells Fargo & Company (WFC)	0.0	$4.2k		60.00	70.25	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.0	$4.1k		46.00	89.04	View chart
Liberty Broadband Corp Com Ser C (LBRDK)	0.0	$3.9k		52.00	74.77	View chart
Immunitybio (IBRX)	0.0	$3.8k		1.5k	2.56	View chart
Linde SHS (LIN)	0.0	$3.8k		9.00	421.33	View chart
American Electric Power Company (AEP)	0.0	$3.7k	NEW	40.00	92.25	View chart
Baidu Spon Adr Rep A (BIDU)	0.0	$3.4k		40.00	84.33	View chart
L3harris Technologies (LHX)	0.0	$3.2k	NEW	15.00	210.33	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.0	$3.1k		17.00	181.35	View chart
Becton, Dickinson and (BDX)	0.0	$3.0k		13.00	232.38	View chart
Schwab Strategic Tr Fundamental Us S (FNDA)	0.0	$2.8k	+102%	95.00	29.60	View chart
Madrigal Pharmaceuticals (MDGL)	0.0	$2.8k		9.00	308.67	View chart
Ares Capital Corporation (ARCC)	0.0	$2.6k		119.00	21.89	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.0	$2.6k		7.00	368.00	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ)	0.0	$2.5k		61.00	41.62	View chart
Valero Energy Corporation (VLO)	0.0	$2.5k	NEW	20.00	122.60	View chart
Viking Therapeutics (VKTX)	0.0	$2.0k		50.00	40.24	View chart
Astrazeneca Sponsored Adr (AZN)	0.0	$1.8k		28.00	65.54	View chart
Altimmune Com New (ALT)	0.0	$1.8k	+22%	245.00	7.21	View chart
Akero Therapeutics (AKRO)	0.0	$1.7k		60.00	27.83	View chart
Lpl Financial Holdings (LPLA)	0.0	$1.6k		5.00	327.40	View chart
Terns Pharmaceuticals (TERN)	0.0	$1.6k		281.00	5.54	View chart
Spdr Ser Tr S&p Kensho Clean (CNRG)	0.0	$1.5k	NEW	24.00	60.58	View chart
Siren Etf Tr Nsd Nxgn Eco Etf (BLCN)	0.0	$1.3k		50.00	25.64	View chart
Kyndryl Holdings Ord Wi (KD)	0.0	$1.3k		37.00	34.59	View chart
Microstrategy Cl A New (MSTR)	0.0	$1.2k	NEW	4.00	289.75	View chart
Organon & Co Common Stock (OGN)	0.0	$1.1k		75.00	14.99	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.0	$1.1k		18.00	61.56	View chart
Warner Bros Discovery Com Ser A (WBD)	0.0	$983.995800		93.00	10.58	View chart
Ge Healthcare Technologies I Common Stock (GEHC)	0.0	$939.000000		12.00	78.25	View chart
Roku Com Cl A (ROKU)	0.0	$893.000400		12.00	74.42	View chart
Lucid Group (LCID)	0.0	$866.998300		287.00	3.02	View chart
Johnson Ctls Intl SHS (JCI)	0.0	$790.000000		10.00	79.00	View chart
Philip Morris International (PM)	0.0	$723.000000		6.00	120.50	View chart
Pentair SHS (PNR)	0.0	$705.000100		7.00	100.71	View chart
Anglogold Ashanti Com Shs (AU)	0.0	$669.998600		29.00	23.10	View chart
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)	0.0	$646.000200		6.00	107.67	View chart
International Paper Company (IP)	0.0	$645.999600	NEW	12.00	53.83	View chart
Soundhound Ai Class A Com (SOUN)	0.0	$477.000000	NEW	24.00	19.88	View chart
Rocket Lab Usa (RKLB)	0.0	$306.000000	NEW	12.00	25.50	View chart
Affirm Hldgs Com Cl A (AFRM)	0.0	$305.000000		5.00	61.00	View chart
Grail (GRAL)	0.0	$304.000800		17.00	17.88	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$281.000000		1.00	281.00	View chart
Tractor Supply Company (TSCO)	0.0	$267.000000	+400%	5.00	53.40	View chart
Senseonics Hldgs (SENS)	0.0	$226.008000		430.00	0.53	View chart
BioMarin Pharmaceutical (BMRN)	0.0	$198.000000		3.00	66.00	View chart
Transmedics Group (TMDX)	0.0	$188.000100	NEW	3.00	62.67	View chart
Phathom Pharmaceuticals (PHAT)	0.0	$163.000000		20.00	8.15	View chart
Procept Biorobotics Corp (PRCT)	0.0	$162.000000	NEW	2.00	81.00	View chart
Aligos Therapeutics Com New (ALGS)	0.0	$160.000000		4.00	40.00	View chart
Nikola Corp Com New (NKLA)	0.0	$139.002800		116.00	1.20	View chart
Vistra Energy (VST)	0.0	$138.000000	NEW	1.00	138.00	View chart
Goodyear Tire & Rubber Company (GT)	0.0	$135.000000		15.00	9.00	View chart
Expedia Group Com New (EXPE)	0.0	$135.000000		1.00	135.00	View chart
Tidal Tr Ii Stkd Bitcoin	0.0	$133.000000	NEW	5.00	26.60	View chart
Ishares U S Etf Tr Us Consumer Foc (IEDI)	0.0	$107.000000		2.00	53.50	View chart
Archer Aviation Com Cl A (ACHR)	0.0	$98.000000	NEW	10.00	9.80	View chart
Ishares U S Etf Tr U.s. Tech Indepd (IETC)	0.0	$86.000000		1.00	86.00	View chart
Sylvamo Corp Common Stock (SLVM)	0.0	$80.000000	NEW	1.00	80.00	View chart
Invesco Exchange Traded Fd T S&p Spin Off (CSD)	0.0	$72.000000		1.00	72.00	View chart
Cyclerion Therapeutics (CYCN)	0.0	$65.000000	NEW	20.00	3.25	View chart
Etsy (ETSY)	0.0	$58.000000		1.00	58.00	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.0	$19.000000		1.00	19.00	View chart
Fuelcell Energy Com New (FCEL)	0.0	$19.000000	NEW	2.00	9.50	View chart
Us Energy Corp Wyoming (USEG)	0.0	$18.000400		11.00	1.64	View chart
Puma Biotechnology (PBYI)	0.0	$9.999900		3.00	3.33	View chart
Galmed Pharmaceuticals SHS (GLMD)	0.0	$4.000000		1.00	4.00	View chart
AES Corporation (AES)	0.0	$0		0	0.00	View chart
Autodesk (ADSK)	0.0	$0		0	0.00	View chart
AFLAC Incorporated (AFL)	0.0	$0		0	0.00	View chart
General Mills (GIS)	0.0	$0		0	0.00	View chart
Hershey Company (HSY)	0.0	$0		0	0.00	View chart
Church & Dwight (CHD)	0.0	$0		0	0.00	View chart
Mccormick & Co Com Non Vtg (MKC)	0.0	$0		0	0.00	View chart
Anthem (ELV)	0.0	$0		0	0.00	View chart
Kraft Heinz (KHC)	0.0	$0		0	0.00	View chart
Ingersoll Rand (IR)	0.0	$0		0	0.00	View chart
Airbnb Com Cl A (ABNB)	0.0	$0		0	0.00	View chart
Bath &#38 Body Works In (BBWI)	0.0	$0		0	0.00	View chart

Past Filings by Elevation Wealth Partners

SEC 13F filings are viewable for Elevation Wealth Partners going back to 2023

Elevation Wealth Partners 2024 Q4 filed Jan. 29, 2025
Zrc Wealth Management 2024 Q3 filed Oct. 4, 2024
Zrc Wealth Management 2024 Q2 filed July 9, 2024
Zrc Wealth Management 2024 Q1 filed April 19, 2024
Zrc Wealth Management 2023 Q4 filed Jan. 17, 2024
Zrc Wealth Management 2023 Q3 filed Oct. 10, 2023
Zrc Wealth Management 2023 Q2 filed July 6, 2023
Zrc Wealth Management 2023 Q1 filed May 4, 2023

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