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 | Exit | SBA Communications Corp Common stock | $-3.39M | -14K -100.00% | 0 | low |
| Q4 2025 as of | New | 46137V233 Common stock | $3.39M | +57K | 57,125 0.16% of portfolio | low |
| Q4 2025 as of | Add | Netflix Inc Common stock | $3.38M | +36K +1087.87% | 39,378 0.18% of portfolio | low |
| Q4 2025 as of | Add | Home Depot, Inc. Common stock | $3.38M | +10K +88.90% | 20,864 0.35% of portfolio | low |
| Q4 2025 as of | Add | Amgen Inc Common stock | $3.38M | +10K +1203.62% | 11,172 0.18% of portfolio | low |
| Q4 2025 as of | New | 46138G698 Common stock | $3.36M | +29K | 29,368 0.16% of portfolio | low |
| Q4 2025 as of | Add | Automatic Data Processing Inc Common stock | $3.33M | +13K +215.42% | 18,815 0.23% of portfolio | low |
| Q1 2025 as of | Trim | Salesforce Inc Common stock | $-3.33M | -12K -77.72% | 3,552 0.05% of portfolio | low |
| Q4 2025 as of | Trim | 46428Q109 Common stock | $-3.33M | -52K -63.07% | 30,228 0.09% of portfolio | low |
| Q4 2025 as of | Add | GE Vernova Inc. Common stock | $3.29M | +5K +1806.81% | 5,320 0.17% of portfolio | low |
| Q1 2025 as of | Trim | 464288877 Common stock | $-3.27M | -56K -48.36% | 59,316 0.17% of portfolio | low |
| Q4 2025 as of | New | 33734H106 Common stock | $3.27M | +71K | 71,041 0.16% of portfolio | low |
| Q4 2024 as of | Add | Marsh & McLennan Companies, Inc. Common stock | $3.26M | +15K +186.61% | 23,551 0.24% of portfolio | low |
| Q4 2024 as of | Add | Northrop Grumman Corp Common stock | $3.20M | +7K +1284.37% | 7,351 0.17% of portfolio | low |
| Q4 2025 as of | Trim | 46434V613 Common stock | $-3.20M | -69K -51.29% | 65,235 0.15% of portfolio | low |
| Q4 2025 as of | Trim | Slb LIMITED/NV Common stock | $-3.19M | -83K -92.86% | 6,343 0.01% of portfolio | low |
| Q4 2024 as of | Trim | Aes Corp Common stock | $-3.19M | -248K -91.23% | 23,817 0.01% of portfolio | low |
| Q4 2025 as of | New | GOF Guggenheim Strategic Opportunities Fund Closed-End Fund | $3.19M | +247K | 247,477 0.15% of portfolio | low |
| Q4 2025 as of | Exit | Borgwarner Inc Common stock | $-3.15M | -94K -100.00% | 0 | low |
| Q4 2025 as of | Add | Chevron Corp Common stock | $3.14M | +21K +123.70% | 37,307 0.27% of portfolio | low |
| Q4 2025 as of | Add | 922908736 Common stock | $3.13M | +6K +696.52% | 7,328 0.17% of portfolio | low |
| Q4 2025 as of | New | 33733E104 Common stock | $3.12M | +34K | 33,694 0.15% of portfolio | low |
| Q4 2025 as of | Add | 00162Q452 Common stock | $3.11M | +66K +55573.11% | 66,251 0.15% of portfolio | low |
| Q4 2025 as of | Exit | Vistra Corp. Common stock | $-3.11M | -16K -100.00% | 0 | low |
| Q4 2025 as of | Add | HCA Healthcare, Inc. Common stock | $3.10M | +7K +20118.18% | 6,672 0.15% of portfolio | low |
| Q2 2025 as of | Add | Apple Inc. Common stock | $3.07M | +15K +2.19% | 697,826 6.89% of portfolio | low |
| Q4 2025 as of | Exit | HTGC Hercules Capital, Inc. Common Stock | $-3.06M | -167K -100.00% | 0 | low |
| Q4 2025 as of | Trim | N07059210 Common stock | $-3.05M | -3K -73.85% | 1,008 0.05% of portfolio | low |
| Q4 2025 as of | Trim | Talen Energy Corp Common stock | $-3.02M | -8K -93.31% | 577 0.01% of portfolio | low |
| Q4 2025 as of | New | 09257R101 Common stock | $3.00M | +253K | 253,401 0.14% of portfolio | low |
| Q4 2025 as of | New | BXSL Blackstone Secured Lending Fund Common Stock | $2.98M | +110K | 110,198 0.14% of portfolio | low |
| Q4 2025 as of | Trim | Unitedhealth Group Inc Common stock | $-2.98M | -9K -47.20% | 10,110 0.16% of portfolio | low |
| Q4 2025 as of | Trim | 81369Y209 Common stock | $-2.97M | -19K -81.50% | 4,360 0.03% of portfolio | low |
| Q4 2025 as of | Add | 81369Y803 Common stock | $2.96M | +21K +46.32% | 64,992 0.45% of portfolio | low |
| Q4 2025 as of | Add | 81369Y407 Common stock | $2.93M | +25K +180.08% | 38,194 0.22% of portfolio | low |
| Q4 2025 as of | Exit | Universal Health Services Inc Common stock | $-2.93M | -16K -100.00% | 0 | low |
| Q4 2025 as of | Trim | Target Corp Common stock | $-2.92M | -30K -88.14% | 4,017 0.02% of portfolio | low |
| Q4 2025 as of | Add | Coca Cola Co Common stock | $2.91M | +42K +189.93% | 63,544 0.21% of portfolio | low |
| Q4 2025 as of | Add | Mastercard Inc Common stock | $2.91M | +5K +126.44% | 9,121 0.25% of portfolio | low |
| Q4 2025 as of | Add | Verizon Communications Inc Common stock | $2.90M | +71K +1065.23% | 77,861 0.15% of portfolio | low |
| Q4 2025 as of | Exit | Ppg Industries Inc Common stock | $-2.89M | -25K -100.00% | 0 | low |
| Q2 2024 as of | Trim | 670100205 Common stock | $-2.86M | -20K -32.01% | 42,573 0.29% of portfolio | low |
| Q4 2024 as of | Trim | 81369Y803 Common stock | $-2.82M | -12K -21.78% | 43,543 0.49% of portfolio | low |
| Q4 2025 as of | Trim | 46090E103 Common stock | $-2.80M | -5K -37.81% | 7,491 0.22% of portfolio | low |
| Q4 2025 as of | Trim | Accenture plc Common stock | $-2.79M | -10K -67.18% | 5,079 0.07% of portfolio | low |
| Q4 2025 as of | Trim | 046353108 Common stock | $-2.79M | -30K -67.69% | 14,471 0.06% of portfolio | low |
| Q4 2025 as of | Add | Union Pacific Corp Common stock | $2.77M | +12K +2384.66% | 12,473 0.14% of portfolio | low |
| Q4 2025 as of | Add | American Electric Power Co Inc Common stock | $2.77M | +24K +2195.97% | 25,095 0.14% of portfolio | low |
| Q4 2025 as of | Trim | Tyson Foods Inc Common stock | $-2.76M | -47K -90.93% | 4,695 0.01% of portfolio | low |
| Q4 2025 as of | Trim | Nebius Group N.V. Common stock | $-2.75M | -33K -92.29% | 2,748 0.01% of portfolio | low |