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 | 46641Q159 Common stock | $-14.08M | -303K -97.59% | 7,494 0.02% of portfolio | medium |
| Q2 2025 as of | New | 75526L886 Common stock | $14.05M | +348K | 347,971 0.68% of portfolio | medium |
| Q4 2025 as of | Exit | 75526L886 Common stock | $-14.05M | -348K -100.00% | 0 | medium |
| Q4 2025 as of | Trim | Alphabet Inc. Common stock | $-13.91M | -44K -58.83% | 31,027 0.47% of portfolio | medium |
| Q4 2025 as of | New | 003264108 Common stock | $13.69M | +202K | 202,335 0.66% of portfolio | medium |
| Q4 2025 as of | Add | iShares MSCI UAE ETF Common stock | $13.45M | +584K +2595.67% | 606,823 0.67% of portfolio | medium |
| Q2 2025 as of | Trim | 09290C848 Common stock | $-13.20M | -484K -98.74% | 6,158 <0.01% of portfolio | medium |
| Q4 2025 as of | Exit | 61774R841 Common stock | $-13.13M | -258K -100.00% | 0 | medium |
| Q4 2025 as of | Add | 74348A467 Common stock | $12.90M | +124K +35517.48% | 124,305 0.62% of portfolio | medium |
| Q4 2025 as of | New | 78464A664 Common stock | $11.99M | +453K | 452,965 0.58% of portfolio | medium |
| Q4 2025 as of | Add | 464287507 Common stock | $11.93M | +181K +134.73% | 314,867 1.00% of portfolio | medium |
| Q4 2024 as of | New | 09290C848 Common stock | $11.83M | +479K | 479,436 0.57% of portfolio | medium |
| Q4 2025 as of | Add | iShares MSCI UAE ETF Common stock | $11.14M | +128K +4258966.67% | 127,772 0.54% of portfolio | medium |
| Q4 2025 as of | New | 33738D408 Common stock | $11.05M | +264K | 263,984 0.53% of portfolio | medium |
| Q4 2025 as of | New | 97717X701 Common stock | $10.80M | +204K | 203,540 0.52% of portfolio | medium |
| Q4 2025 as of | Add | 92206C847 Common stock | $10.79M | +193K +1288833.33% | 193,340 0.52% of portfolio | medium |
| Q4 2025 as of | New | 46434V860 Common stock | $10.23M | +203K | 202,791 0.49% of portfolio | medium |
| Q4 2025 as of | New | 464288307 Common stock | $10.19M | +128K | 127,572 0.49% of portfolio | medium |
| Q2 2024 as of | Add | NVIDIA Corp Common stock | $10.10M | +82K +972.97% | 90,140 0.54% of portfolio | medium |
| Q4 2025 as of | Add | Meta Platforms Inc Common stock | $9.83M | +15K +119.25% | 27,373 0.87% of portfolio | medium |
| Q3 2024 as of | Trim | Sherwin Williams Co Common stock | $-9.76M | -26K -70.66% | 10,616 0.20% of portfolio | medium |
| Q4 2025 as of | Add | Johnson & Johnson Common stock | $9.28M | +45K +285.34% | 60,537 0.60% of portfolio | medium |
| Q4 2025 as of | Trim | Alphabet Inc. Common stock | $-9.23M | -29K -27.69% | 76,968 1.16% of portfolio | medium |
| Q4 2025 as of | Add | Morgan Stanley Common stock | $9.10M | +51K +732.86% | 58,250 0.50% of portfolio | medium |
| Q4 2025 as of | Add | iShares MSCI UAE ETF Common stock | $9.05M | +36K +660.19% | 41,613 0.50% of portfolio | medium |
| Q3 2024 as of | Add | 46434G764 Common stock | $9.01M | +147K +432.04% | 181,629 0.53% of portfolio | medium |
| Q4 2025 as of | Add | 464287226 Common stock | $8.71M | +87K +1838.67% | 91,951 0.44% of portfolio | medium |
| Q4 2025 as of | New | 46434V456 Common stock | $8.62M | +190K | 189,609 0.41% of portfolio | medium |
| Q4 2025 as of | Exit | 921946406 Common stock | $-8.59M | -64K -100.00% | 0 | medium |
| Q4 2024 as of | New | 61774R841 Common stock | $8.55M | +172K | 171,546 0.41% of portfolio | medium |
| Q2 2024 as of | Trim | Nextera Energy Inc Common stock | $-8.27M | -117K -82.80% | 24,257 0.08% of portfolio | medium |
| Q4 2025 as of | New | 46436E718 Common stock | $8.16M | +81K | 81,271 0.39% of portfolio | medium |
| Q4 2025 as of | New | 47103U852 Common stock | $7.81M | +171K | 170,978 0.38% of portfolio | medium |
| Q4 2025 as of | Trim | L8681T102 Common stock | $-7.78M | -13K -86.47% | 2,096 0.06% of portfolio | medium |
| Q2 2024 as of | Trim | Oracle Corp Common stock | $-7.76M | -55K -81.76% | 12,257 0.08% of portfolio | medium |
| Q1 2025 as of | Trim | 464287200 Common stock | $-7.67M | -14K -19.72% | 55,580 1.50% of portfolio | medium |
| Q4 2025 as of | Add | 922908611 Common stock | $7.50M | +35K +12216.55% | 35,718 0.36% of portfolio | medium |
| Q4 2025 as of | New | 78464A474 Common stock | $7.43M | +246K | 245,974 0.36% of portfolio | medium |
| Q4 2025 as of | New | 381430180 Common stock | $7.34M | +106K | 105,826 0.35% of portfolio | medium |
| Q3 2024 as of | Trim | Warren E. Buffett Common stock | $-7.11M | -15K -51.93% | 14,295 0.32% of portfolio | medium |
| Q4 2025 as of | Trim | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $-7.07M | -23K -64.30% | 12,883 0.19% of portfolio | medium |
| Q3 2024 as of | Trim | Amazon.com Inc Common stock | $-7.03M | -38K -46.25% | 43,841 0.39% of portfolio | medium |
| Q4 2025 as of | Add | 92206C771 Common stock | $7.02M | +149K +226001.52% | 149,227 0.34% of portfolio | medium |
| Q2 2024 as of | Trim | RTX Corp Common stock | $-6.94M | -69K -94.57% | 3,969 0.02% of portfolio | medium |
| Q4 2025 as of | Add | Capital One Financial Corp Common stock | $6.89M | +28K +975.38% | 31,358 0.37% of portfolio | medium |
| Q4 2024 as of | Trim | 254709108 Common stock | $-6.82M | -39K -88.56% | 5,089 0.04% of portfolio | medium |
| Q4 2025 as of | Add | Blue Owl Capital Inc. Common stock | $6.64M | +445K +6365.07% | 451,650 0.32% of portfolio | medium |
| Q4 2024 as of | Add | Amazon.com Inc Common stock | $6.61M | +30K +68.71% | 73,963 0.78% of portfolio | medium |
| Q3 2024 as of | Exit | Corning Inc /Ny Common stock | $-6.58M | -169K -100.00% | 0 | medium |
| Q1 2025 as of | Trim | Progressive CORP/OH Common stock | $-6.48M | -23K -95.30% | 1,130 0.02% of portfolio | medium |