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 | 922908744 Common stock | $6.41M | +34K +1970.48% | 35,281 0.32% of portfolio | medium |
| Q4 2025 as of | Trim | 464287523 Common stock | $-6.32M | -21K -88.91% | 2,619 0.04% of portfolio | medium |
| Q4 2025 as of | New | 381430206 Common stock | $6.32M | +152K | 151,736 0.30% of portfolio | medium |
| Q3 2024 as of | Add | Broadcom Inc. Common stock | $6.30M | +37K +1554.92% | 38,874 0.32% of portfolio | medium |
| Q4 2025 as of | New | 032108409 Common stock | $6.17M | +139K | 138,668 0.30% of portfolio | medium |
| Q3 2024 as of | Exit | FedEx Corp Common stock | $-6.15M | -21K -100.00% | 0 | medium |
| Q2 2024 as of | New | FedEx Corp Common stock | $6.15M | +21K | 20,511 0.30% of portfolio | medium |
| Q4 2025 as of | Trim | AppLovin Corp Common stock | $-6.07M | -9K -78.23% | 2,505 0.08% of portfolio | medium |
| Q3 2024 as of | Exit | Eastman Chemical Co Common stock | $-5.82M | -59K -100.00% | 0 | medium |
| Q4 2025 as of | New | OBDC Blue Owl Capital Corp Common Stock | $5.79M | +453K | 452,712 0.28% of portfolio | medium |
| Q4 2024 as of | Trim | Cisco Systems, Inc. Common stock | $-5.77M | -98K -87.49% | 13,942 0.04% of portfolio | medium |
| Q4 2025 as of | Exit | 00214Q104 Common stock | $-5.68M | -81K -100.00% | 0 | medium |
| Q3 2024 as of | Trim | Bristol Myers Squibb Co Common stock | $-5.68M | -110K -66.78% | 54,598 0.14% of portfolio | medium |
| Q4 2025 as of | Trim | Warren E. Buffett Common stock | $-5.62M | -11K -45.23% | 13,526 0.33% of portfolio | medium |
| Q4 2025 as of | Add | 922042874 Common stock | $5.57M | +67K +10192.20% | 67,311 0.27% of portfolio | medium |
| Q3 2024 as of | Exit | Best Buy Co Inc Common stock | $-5.57M | -66K -100.00% | 0 | medium |
| Q3 2024 as of | Exit | Fox Corp Common stock | $-5.54M | -161K -100.00% | 0 | medium |
| Q4 2025 as of | Add | Nextera Energy Inc Common stock | $5.53M | +69K +120.01% | 126,376 0.49% of portfolio | medium |
| Q4 2025 as of | Add | RTX Corp Common stock | $5.49M | +30K +4026.08% | 30,698 0.27% of portfolio | medium |
| Q3 2024 as of | Trim | Alphabet Inc. Common stock | $-5.47M | -33K -27.41% | 87,323 0.70% of portfolio | medium |
| Q4 2025 as of | New | Amicus Therapeutics Inc Common stock | $5.23M | +368K | 367,557 0.25% of portfolio | medium |
| Q4 2024 as of | Add | Warren E. Buffett Common stock | $5.23M | +12K +80.71% | 25,832 0.56% of portfolio | medium |
| Q4 2025 as of | Add | H42097107 Common stock | $5.18M | +112K +302.76% | 148,853 0.33% of portfolio | medium |
| Q4 2024 as of | Add | JPMorgan Chase & Co Common stock | $5.14M | +21K +141.61% | 36,582 0.42% of portfolio | medium |
| Q4 2025 as of | New | 381430602 Common stock | $4.99M | +66K | 65,930 0.24% of portfolio | low |
| Q3 2024 as of | New | Salesforce Inc Common stock | $4.98M | +18K | 18,190 0.24% of portfolio | low |
| Q4 2025 as of | Trim | Walt Disney Co Common stock | $-4.94M | -43K -76.63% | 13,163 0.07% of portfolio | low |
| Q4 2025 as of | Add | Micron Technology Inc Common stock | $4.91M | +17K +178.64% | 26,844 0.37% of portfolio | low |
| Q4 2025 as of | Trim | 464287655 Common stock | $-4.90M | -20K -88.22% | 2,660 0.03% of portfolio | low |
| Q4 2025 as of | Trim | Norfolk Southern Corp Common stock | $-4.90M | -17K -88.98% | 2,102 0.03% of portfolio | low |
| Q4 2025 as of | Add | Kinder Morgan, Inc. Common stock | $4.86M | +177K +5512.23% | 179,928 0.24% of portfolio | low |
| Q4 2024 as of | Add | Alphabet Inc. Common stock | $4.82M | +25K +29.15% | 112,775 1.03% of portfolio | low |
| Q4 2025 as of | New | 47804J107 Common stock | $4.80M | +60K | 60,175 0.23% of portfolio | low |
| Q3 2024 as of | New | Ppg Industries Inc Common stock | $4.80M | +36K | 36,207 0.23% of portfolio | low |
| Q4 2025 as of | New | 89157W301 Common stock | $4.77M | +188K | 188,423 0.23% of portfolio | low |
| Q1 2025 as of | Add | 61774R841 Common stock | $4.75M | +94K +54.73% | 265,426 0.65% of portfolio | low |
| Q4 2025 as of | New | 78464A672 Common stock | $4.72M | +164K | 163,810 0.23% of portfolio | low |
| Q4 2025 as of | Add | 316092808 Common stock | $4.63M | +21K +4662.22% | 21,049 0.23% of portfolio | low |
| Q4 2025 as of | Trim | Northrop Grumman Corp Common stock | $-4.62M | -8K -91.59% | 745 0.02% of portfolio | low |
| Q4 2024 as of | Exit | Dollar General Corp Common stock | $-4.60M | -54K -100.00% | 0 | low |
| Q3 2024 as of | Add | Merck & Co., Inc. Common stock | $4.54M | +40K +189.28% | 61,113 0.33% of portfolio | low |
| Q4 2025 as of | Add | Mcdonald'S Corp Common stock | $4.52M | +15K +279.33% | 20,097 0.30% of portfolio | low |
| Q3 2024 as of | New | 92556H206 Common stock | $4.52M | +426K | 425,822 0.22% of portfolio | low |
| Q4 2025 as of | Add | Cisco Systems, Inc. Common stock | $4.50M | +58K +251.29% | 81,692 0.30% of portfolio | low |
| Q3 2024 as of | Add | Honeywell International Inc Common stock | $4.46M | +22K +461.64% | 26,240 0.26% of portfolio | low |
| Q4 2024 as of | Exit | Skyworks Solutions, Inc. Common stock | $-4.44M | -45K -100.00% | 0 | low |
| Q2 2024 as of | Trim | 464287200 Common stock | $-4.44M | -8K -11.16% | 64,598 1.70% of portfolio | low |
| Q4 2025 as of | Exit | NXP Semiconductors N.V. Common stock | $-4.43M | -20K -100.00% | 0 | low |
| Q3 2024 as of | Add | NIKE, Inc. Common stock | $4.42M | +50K +558.81% | 58,957 0.25% of portfolio | low |
| Q4 2025 as of | New | FSK FS KKR Capital Corp Common Stock | $4.42M | +298K | 298,241 0.21% of portfolio | low |