Institutions / Elevation Point Wealth Partners, LLC / Activity
Activity — Elevation Point Wealth Partners, LLC
5,491 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | Trim | Apple Inc. Common stock | $-121.99M | -449K -64.31% | 249,088 3.26% of portfolio | high |
| Q4 2025 as of | Add | 922908363 Common stock | $80.09M | +128K +9335.16% | 129,073 3.90% of portfolio | high |
| Q4 2025 as of | Add | 78463V107 Common stock | $70.33M | +177K +817.03% | 199,169 3.80% of portfolio | high |
| Q4 2024 as of | New | 78464A508 Common stock | $69.90M | +1.4M | 1,366,875 3.36% of portfolio | high |
| Q3 2024 as of | Exit | 78464A508 Common stock | $-66.96M | -1.4M -100.00% | 0 | high |
| Q4 2024 as of | New | 78464A409 Common stock | $52.90M | +602K | 601,776 2.55% of portfolio | high |
| Q3 2024 as of | Exit | 78464A409 Common stock | $-46.18M | -576K -100.00% | 0 | medium |
| Q4 2025 as of | Exit | 78464A508 Common stock | $-42.69M | -816K -100.00% | 0 | medium |
| Q4 2025 as of | Add | Microsoft Corp Common stock | $39.09M | +81K +192.21% | 122,875 2.86% of portfolio | medium |
| Q4 2025 as of | Exit | 78468R812 Common stock | $-38.86M | -238K -100.00% | 0 | medium |
| Q4 2024 as of | New | 78468R812 Common stock | $37.28M | +241K | 240,752 1.79% of portfolio | medium |
| Q4 2025 as of | Exit | 78464A409 Common stock | $-34.19M | -359K -100.00% | 0 | medium |
| Q4 2025 as of | Trim | 69374H881 Common stock | $-32.95M | -542K -97.76% | 12,396 0.04% of portfolio | medium |
| Q4 2025 as of | Add | EPD Enterprise Products Partners L.P. MLP | $32.66M | +1.0M +257237.37% | 1,019,056 1.57% of portfolio | medium |
| Q3 2024 as of | Exit | 78468R812 Common stock | $-31.91M | -216K -100.00% | 0 | medium |
| Q4 2024 as of | Trim | Apple Inc. Common stock | $-30.92M | -123K -15.15% | 691,646 8.34% of portfolio | medium |
| Q4 2024 as of | New | 69374H881 Common stock | $30.90M | +547K | 547,042 1.49% of portfolio | medium |
| Q2 2025 as of | New | 746729300 Common stock | $30.24M | +752K | 751,791 1.46% of portfolio | medium |
| Q4 2025 as of | Exit | 746729300 Common stock | $-30.24M | -752K -100.00% | 0 | medium |
| Q2 2024 as of | Trim | Apple Inc. Common stock | $-29.74M | -141K -13.11% | 935,899 9.49% of portfolio | medium |
| Q3 2024 as of | Trim | Apple Inc. Common stock | $-28.14M | -121K -12.91% | 815,114 9.14% of portfolio | medium |
| Q2 2025 as of | Trim | 78464A508 Common stock | $-28.13M | -537K -39.72% | 815,592 2.05% of portfolio | medium |
| Q3 2024 as of | Exit | 69374H881 Common stock | $-28.06M | -515K -100.00% | 0 | medium |
| Q4 2025 as of | New | 92206C870 Common stock | $27.13M | +324K | 323,930 1.31% of portfolio | medium |
| Q4 2025 as of | Add | Exxon Mobil Corp Common stock | $25.87M | +215K +405.07% | 268,050 1.55% of portfolio | medium |
| Q4 2025 as of | Add | 46432F842 Common stock | $25.47M | +285K +974.18% | 313,928 1.35% of portfolio | medium |
| Q2 2025 as of | New | 46436E403 Common stock | $24.72M | +409K | 409,425 1.19% of portfolio | medium |
| Q4 2025 as of | Exit | 46436E403 Common stock | $-24.72M | -409K -100.00% | 0 | medium |
| Q4 2025 as of | Add | Comcast Corp. Common stock | $24.62M | +824K +726.28% | 937,087 1.35% of portfolio | medium |
| Q4 2025 as of | Add | 922908629 Common stock | $24.37M | +84K +25918.21% | 84,299 1.18% of portfolio | medium |
| Q4 2025 as of | Add | NVIDIA Corp Common stock | $24.32M | +130K +142.68% | 221,824 1.99% of portfolio | medium |
| Q4 2025 as of | Trim | 464287200 Common stock | $-23.12M | -34K -69.57% | 14,763 0.49% of portfolio | medium |
| Q2 2025 as of | Trim | 78464A409 Common stock | $-22.81M | -239K -40.02% | 358,726 1.65% of portfolio | medium |
| Q4 2025 as of | Add | 921943858 Common stock | $22.03M | +353K +42135.36% | 353,510 1.06% of portfolio | medium |
| Q4 2025 as of | New | 78464A649 Common stock | $20.26M | +787K | 786,845 0.98% of portfolio | medium |
| Q4 2025 as of | New | 808524839 Common stock | $20.25M | +867K | 866,561 0.97% of portfolio | medium |
| Q4 2025 as of | Add | 921937827 Common stock | $20.06M | +255K +158090.06% | 254,686 0.97% of portfolio | medium |
| Q4 2025 as of | New | 78468R663 Common stock | $18.93M | +207K | 207,166 0.91% of portfolio | medium |
| Q4 2025 as of | New | 97717Y527 Common stock | $18.46M | +367K | 366,801 0.89% of portfolio | medium |
| Q4 2025 as of | Add | ELI LILLY & Co Common stock | $18.37M | +17K +503.92% | 20,485 1.06% of portfolio | medium |
| Q4 2025 as of | Add | 78462F103 Common stock | $17.51M | +26K +579.54% | 30,022 0.99% of portfolio | medium |
| Q4 2025 as of | New | 72201R775 Common stock | $17.43M | +186K | 186,495 0.84% of portfolio | medium |
| Q4 2025 as of | Add | Amazon.com Inc Common stock | $17.40M | +75K +94.37% | 155,250 1.72% of portfolio | medium |
| Q4 2025 as of | New | 33739Q200 Common stock | $16.80M | +336K | 336,076 0.81% of portfolio | medium |
| Q4 2025 as of | Add | 464287804 Common stock | $16.77M | +140K +374.23% | 176,783 1.02% of portfolio | medium |
| Q4 2025 as of | Add | Broadcom Inc. Common stock | $16.69M | +48K +156.93% | 78,934 1.31% of portfolio | medium |
| Q4 2025 as of | Add | JPMorgan Chase & Co Common stock | $16.65M | +52K +144.24% | 87,483 1.36% of portfolio | medium |
| Q4 2025 as of | New | 97717W851 Common stock | $14.65M | +102K | 101,651 0.71% of portfolio | medium |
| Q4 2025 as of | Add | Extra Space Storage Inc Common stock | $14.61M | +112K +44360.08% | 112,484 0.71% of portfolio | medium |
| Q4 2025 as of | Add | 46434G103 Common stock | $14.45M | +215K +344.60% | 277,366 0.90% of portfolio | medium |