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 | Add | 922908769 Common stock | $1.16M | +3K +805.57% | 3,903 0.06% of portfolio | low |
| Q1 2025 as of | Add | 46428Q109 Common stock | $1.16M | +38K +86.87% | 80,786 0.12% of portfolio | low |
| Q4 2025 as of | Add | 464287465 Common stock | $1.16M | +12K +31.05% | 50,950 0.24% of portfolio | low |
| Q2 2025 as of | Trim | Visa Inc Common stock | $-1.15M | -3K -27.16% | 8,694 0.15% of portfolio | low |
| Q4 2025 as of | Add | First Horizon Corp Common stock | $1.15M | +48K +6881.82% | 48,384 0.06% of portfolio | low |
| Q3 2024 as of | Exit | Match Group, Inc. Common stock | $-1.15M | -38K -100.00% | 0 | low |
| Q3 2024 as of | Add | Deckers Outdoor Corp Common stock | $1.15M | +7K +455.00% | 8,769 0.07% of portfolio | low |
| Q4 2024 as of | Trim | NASDAQ, Inc. Common stock | $-1.14M | -15K -58.28% | 10,585 0.04% of portfolio | low |
| Q2 2025 as of | New | 46435G672 Common stock | $1.14M | +22K | 22,355 0.05% of portfolio | low |
| Q1 2025 as of | Trim | Microchip Technology Inc Common stock | $-1.14M | -24K -77.29% | 6,909 0.02% of portfolio | low |
| Q4 2025 as of | Add | NRG Energy Inc Common stock | $1.13M | +7K +4686.84% | 7,276 0.06% of portfolio | low |
| Q4 2025 as of | Add | Abbott Laboratories Common stock | $1.13M | +9K +49.74% | 27,189 0.16% of portfolio | low |
| Q2 2025 as of | Trim | 464287291 Common stock | $-1.13M | -12K -74.73% | 4,140 0.02% of portfolio | low |
| Q4 2024 as of | Trim | BlackRock ETF Trust - iShares International Country Rotation Active ETF Common stock | $-1.13M | -22K -20.75% | 84,106 0.21% of portfolio | low |
| Q4 2025 as of | Add | Altria Group, Inc. Common stock | $1.13M | +19K +252.42% | 26,823 0.08% of portfolio | low |
| Q4 2025 as of | Add | ONEOK Inc Common stock | $1.13M | +15K +243.88% | 21,623 0.08% of portfolio | low |
| Q4 2025 as of | Trim | US Foods Holding Corp. Common stock | $-1.13M | -15K -76.21% | 4,665 0.02% of portfolio | low |
| Q3 2024 as of | Add | 36168Q104 Common stock | $1.12M | +28K +101.64% | 55,817 0.11% of portfolio | low |
| Q3 2024 as of | Trim | 81369Y605 Common stock | $-1.12M | -25K -14.59% | 144,913 0.32% of portfolio | low |
| Q2 2025 as of | Add | Nebius Group N.V. Common stock | $1.12M | +20K +131.80% | 35,620 0.09% of portfolio | low |
| Q1 2025 as of | Trim | Sherwin Williams Co Common stock | $-1.12M | -3K -57.25% | 2,396 0.04% of portfolio | low |
| Q4 2025 as of | Add | M&T Bank Corp Common stock | $1.12M | +6K +808.44% | 6,241 0.06% of portfolio | low |
| Q2 2025 as of | Trim | Altria Group, Inc. Common stock | $-1.12M | -19K -71.48% | 7,611 0.02% of portfolio | low |
| Q2 2024 as of | Trim | 464288877 Common stock | $-1.12M | -21K -34.16% | 40,627 0.10% of portfolio | low |
| Q4 2025 as of | Add | 09290C780 Common stock | $1.12M | +34K +107.25% | 64,867 0.10% of portfolio | low |
| Q4 2024 as of | Trim | Astera Labs, Inc. Common stock | $-1.11M | -8K -74.01% | 2,947 0.02% of portfolio | low |
| Q3 2024 as of | Trim | Citigroup Inc Common stock | $-1.11M | -18K -17.34% | 84,504 0.25% of portfolio | low |
| Q1 2025 as of | Add | Sea Ltd Common stock | $1.11M | +8K +29.61% | 37,167 0.23% of portfolio | low |
| Q4 2025 as of | Trim | Linde PLC Common stock | $-1.10M | -3K -33.12% | 5,222 0.11% of portfolio | low |
| Q1 2025 as of | Trim | Monster Beverage Corp Common stock | $-1.09M | -19K -77.05% | 5,544 0.02% of portfolio | low |
| Q4 2025 as of | New | Ingredion Inc Common stock | $1.09M | +10K | 9,868 0.05% of portfolio | low |
| Q4 2025 as of | Trim | 81369Y852 Common stock | $-1.08M | -9K -28.28% | 23,333 0.13% of portfolio | low |
| Q4 2024 as of | New | United Airlines Holdings Inc Common stock | $1.08M | +11K | 11,129 0.05% of portfolio | low |
| Q4 2025 as of | Add | 464287176 Common stock | $1.08M | +10K +233.58% | 14,007 0.07% of portfolio | low |
| Q4 2024 as of | Trim | Comcast Corp. Common stock | $-1.08M | -29K -18.64% | 125,338 0.23% of portfolio | low |
| Q4 2025 as of | Add | Phillips 66 Common stock | $1.08M | +8K +369.98% | 10,598 0.07% of portfolio | low |
| Q2 2025 as of | Add | 00214Q104 Common stock | $1.08M | +15K +23.36% | 80,857 0.27% of portfolio | low |
| Q4 2025 as of | Add | American International Group, Inc. Common stock | $1.07M | +13K +10024.80% | 12,656 0.05% of portfolio | low |
| Q4 2024 as of | Add | Tesla Inc Common stock | $1.07M | +3K +25.84% | 12,924 0.25% of portfolio | low |
| Q4 2024 as of | Trim | Aflac Inc Common stock | $-1.07M | -10K -67.75% | 4,910 0.02% of portfolio | low |
| Q4 2025 as of | Add | Ameriprise Financial Inc Common stock | $1.06M | +2K +63.04% | 5,615 0.13% of portfolio | low |
| Q2 2025 as of | Add | 803054204 Common stock | $1.06M | +3K +23.52% | 18,368 0.27% of portfolio | low |
| Q1 2025 as of | Add | 46438F101 Common stock | $1.06M | +23K +332.66% | 29,529 0.07% of portfolio | low |
| Q3 2024 as of | Add | 81369Y803 Common stock | $1.06M | +5K +9.24% | 55,664 0.60% of portfolio | low |
| Q4 2025 as of | Add | 11271J107 Common stock | $1.06M | +23K +9560.33% | 23,378 0.05% of portfolio | low |
| Q4 2025 as of | Add | Allstate Corp Common stock | $1.06M | +5K +155.02% | 8,352 0.08% of portfolio | low |
| Q4 2025 as of | New | Rollins Inc Common stock | $1.06M | +18K | 17,680 0.05% of portfolio | low |
| Q2 2025 as of | Trim | Valero Energy Corp Common stock | $-1.06M | -8K -76.19% | 2,462 0.02% of portfolio | low |
| Q4 2025 as of | Add | The PNC Financial Services Group, Inc. Common stock | $1.06M | +5K +531.45% | 6,024 0.06% of portfolio | low |
| Q4 2025 as of | New | Virtus Investment Partners, Inc. Common stock | $1.05M | +6K | 6,450 0.05% of portfolio | low |