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 | New | 72201R585 Common stock | $2.75M | +102K | 102,495 0.13% of portfolio | low |
| Q4 2025 as of | New | 47804J206 Common stock | $2.73M | +42K | 41,727 0.13% of portfolio | low |
| Q4 2024 as of | Add | Target Corp Common stock | $2.73M | +20K +358.71% | 25,816 0.17% of portfolio | low |
| Q1 2025 as of | Add | 464287507 Common stock | $2.73M | +47K +62.86% | 121,029 0.34% of portfolio | low |
| Q4 2024 as of | Add | 803054204 Common stock | $2.72M | +11K +208.23% | 16,367 0.19% of portfolio | low |
| Q3 2024 as of | New | Ferguson Enterprises Inc. /DE Common stock | $2.69M | +14K | 13,562 0.13% of portfolio | low |
| Q4 2025 as of | Trim | 46434G764 Common stock | $-2.68M | -37K -20.44% | 143,444 0.50% of portfolio | low |
| Q3 2024 as of | Add | 464288877 Common stock | $2.64M | +46K +113.05% | 86,554 0.24% of portfolio | low |
| Q4 2025 as of | Add | iShares MSCI UAE ETF Common stock | $2.63M | +13K +37.45% | 48,551 0.46% of portfolio | low |
| Q2 2025 as of | Add | Philip Morris International Inc. Common stock | $2.63M | +14K +106.54% | 27,947 0.24% of portfolio | low |
| Q4 2025 as of | Trim | Aon plc Common stock | $-2.62M | -7K -80.50% | 1,800 0.03% of portfolio | low |
| Q2 2024 as of | Add | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $2.62M | +15K +82.75% | 33,267 0.28% of portfolio | low |
| Q4 2025 as of | New | 38149W101 Common stock | $2.58M | +62K | 61,854 0.12% of portfolio | low |
| Q4 2025 as of | Exit | iShares MSCI UAE ETF Common stock | $-2.57M | -19K -100.00% | 0 | low |
| Q4 2025 as of | Add | 003261104 Common stock | $2.57M | +131K +1048.89% | 143,899 0.14% of portfolio | low |
| Q4 2025 as of | Add | 47103U845 Common stock | $2.55M | +50K +2262.43% | 52,564 0.13% of portfolio | low |
| Q4 2025 as of | New | 78464A607 Common stock | $2.54M | +26K | 25,895 0.12% of portfolio | low |
| Q4 2024 as of | Add | Slb LIMITED/NV Common stock | $2.53M | +66K +166.27% | 105,721 0.20% of portfolio | low |
| Q4 2024 as of | Add | Microsoft Corp Common stock | $2.51M | +6K +16.38% | 42,328 0.86% of portfolio | low |
| Q4 2025 as of | New | FTAI Aviation Ltd Common stock | $2.50M | +13K | 12,720 0.12% of portfolio | low |
| Q4 2025 as of | Trim | Philip Morris International Inc. Common stock | $-2.50M | -15K -55.16% | 12,531 0.10% of portfolio | low |
| Q4 2024 as of | Trim | AppLovin Corp Common stock | $-2.47M | -8K -39.49% | 11,685 0.18% of portfolio | low |
| Q4 2025 as of | Add | 92204A702 Common stock | $2.46M | +3K +308.01% | 4,329 0.16% of portfolio | low |
| Q4 2025 as of | Add | 922908751 Common stock | $2.41M | +9K +29193.75% | 9,374 0.12% of portfolio | low |
| Q4 2025 as of | Add | Uber Technologies, Inc Common stock | $2.40M | +29K +200.46% | 44,060 0.17% of portfolio | low |
| Q4 2025 as of | Add | 464288653 Common stock | $2.39M | +24K +134.59% | 40,969 0.20% of portfolio | low |
| Q4 2025 as of | Add | Salesforce Inc Common stock | $2.39M | +9K +293.77% | 12,069 0.15% of portfolio | low |
| Q4 2025 as of | Exit | 37954Y848 Common stock | $-2.37M | -49K -100.00% | 0 | low |
| Q4 2025 as of | Trim | Wells Fargo & COMPANY/MN Common stock | $-2.37M | -25K -61.99% | 15,592 0.07% of portfolio | low |
| Q4 2024 as of | New | Universal Health Services Inc Common stock | $2.36M | +13K | 13,170 0.11% of portfolio | low |
| Q4 2024 as of | Trim | 81369Y407 Common stock | $-2.34M | -10K -42.97% | 13,847 0.15% of portfolio | low |
| Q3 2024 as of | New | Sea Ltd Common stock | $2.32M | +25K | 24,563 0.11% of portfolio | low |
| Q4 2024 as of | Trim | Borgwarner Inc Common stock | $-2.31M | -73K -54.14% | 61,580 0.09% of portfolio | low |
| Q4 2025 as of | Trim | 464288877 Common stock | $-2.29M | -32K -36.04% | 56,842 0.20% of portfolio | low |
| Q2 2025 as of | New | 09290C806 Common stock | $2.25M | +63K | 63,351 0.11% of portfolio | low |
| Q4 2025 as of | Trim | CME Group Inc Common stock | $-2.25M | -8K -84.74% | 1,482 0.02% of portfolio | low |
| Q4 2025 as of | New | 86280R803 Common stock | $2.24M | +46K | 45,944 0.11% of portfolio | low |
| Q4 2025 as of | Add | AbbVie Inc. Common stock | $2.23M | +10K +40.38% | 33,863 0.37% of portfolio | low |
| Q4 2025 as of | Add | General Dynamics Corp Common stock | $2.22M | +7K +274.97% | 9,003 0.15% of portfolio | low |
| Q4 2025 as of | Exit | 670100205 Common stock | $-2.18M | -32K -100.00% | 0 | low |
| Q4 2024 as of | Trim | NIKE, Inc. Common stock | $-2.18M | -29K -48.90% | 30,127 0.11% of portfolio | low |
| Q4 2025 as of | Add | TE Connectivity PLC Common stock | $2.18M | +10K +2963.78% | 9,896 0.11% of portfolio | low |
| Q4 2025 as of | New | CBIZ, Inc. Common stock | $2.17M | +43K | 43,074 0.10% of portfolio | low |
| Q4 2025 as of | Exit | 464287721 Common stock | $-2.17M | -13K -100.00% | 0 | low |
| Q2 2024 as of | Add | Unitedhealth Group Inc Common stock | $2.15M | +4K +26.32% | 20,305 0.50% of portfolio | low |
| Q4 2025 as of | New | 381430529 Common stock | $2.13M | +21K | 21,274 0.10% of portfolio | low |
| Q4 2025 as of | New | 808524797 Common stock | $2.13M | +78K | 77,668 0.10% of portfolio | low |
| Q4 2024 as of | Trim | SBA Communications Corp Common stock | $-2.13M | -10K -53.43% | 9,104 0.09% of portfolio | low |
| Q3 2024 as of | Trim | Cboe Global Markets Inc Common stock | $-2.12M | -10K -88.69% | 1,322 0.01% of portfolio | low |
| Q4 2025 as of | Add | 78467V608 Common stock | $2.10M | +51K +483.96% | 61,532 0.12% of portfolio | low |