ELEVATION POINT WEALTH PARTNERS, LLC
Q1 2025 13F Holdings
- Locationdenver, CO
- Num holdings
533
- Value ($000)
$1,166,877
- Date Filed04/16/2025
- Form type13F-HR
- CIK0001744349
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AAPL APPLE INC | COM | 037833100 | $151.69M | 13 % | 682,871 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $69.10M | 6 % | 1,352,984 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $48.07M | 4 % | 598,061 | ||
KRE SPDR SER TR | MSCI USA STRTGIC | 78468R812 | $37.71M | 3 % | 240,689 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $31.23M | 3 % | 55,580 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $30.77M | 3 % | 561,890 | ||
GOOGL ALPHABET INC | CAP STK CL A | 02079K305 | $17.01M | 2 % | 109,996 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $15.59M | 1 % | 41,523 | ||
JPIE J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | $14.79M | 1 % | 321,134 | ||
AMZN AMAZON COM INC | COM | 023135106 | $13.74M | 1 % | 72,203 |
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