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 | 46137V357 Common stock | $2.10M | +11K | 10,961 0.10% of portfolio | low |
| Q4 2025 as of | New | Starwood Property Trust, Inc. Common stock | $2.10M | +113K | 113,372 0.10% of portfolio | low |
| Q4 2025 as of | Trim | NIKE, Inc. Common stock | $-2.09M | -33K -73.53% | 11,759 0.04% of portfolio | low |
| Q4 2025 as of | New | SSB SouthState Bank Corp Common Stock | $2.07M | +22K | 22,019 0.10% of portfolio | low |
| Q4 2025 as of | Exit | Coupang, Inc. Common stock | $-2.05M | -68K -100.00% | 0 | low |
| Q4 2025 as of | New | PAG Penske Automotive Group, Inc. Common Stock | $2.05M | +13K | 12,940 0.10% of portfolio | low |
| Q2 2024 as of | Add | 464287309 Common stock | $2.05M | +22K +46.06% | 70,183 0.31% of portfolio | low |
| Q4 2024 as of | Add | Qualcomm INC/DE Common stock | $2.04M | +13K +175.05% | 20,909 0.15% of portfolio | low |
| Q2 2024 as of | Trim | N07059210 Common stock | $-2.04M | -2K -38.06% | 3,250 0.16% of portfolio | low |
| Q4 2025 as of | Add | Agree Realty Corp Common stock | $2.04M | +28K +8585.37% | 28,488 0.10% of portfolio | low |
| Q1 2025 as of | Trim | 46432F842 Common stock | $-2.01M | -27K -44.58% | 33,093 0.12% of portfolio | low |
| Q4 2025 as of | Add | Xcel Energy Inc Common stock | $2.00M | +27K +439.12% | 33,005 0.12% of portfolio | low |
| Q4 2025 as of | Trim | Schwab Charles Corp Common stock | $-2.00M | -20K -59.68% | 13,517 0.06% of portfolio | low |
| Q3 2024 as of | Trim | United Rentals Inc Common stock | $-1.99M | -2K -58.91% | 1,712 0.07% of portfolio | low |
| Q4 2025 as of | Exit | 904767704 Common stock | $-1.96M | -32K -100.00% | 0 | low |
| Q1 2025 as of | Trim | Apple Inc. Common stock | $-1.95M | -9K -1.27% | 682,871 7.30% of portfolio | low |
| Q2 2024 as of | Trim | 81369Y803 Common stock | $-1.94M | -9K -14.43% | 50,957 0.55% of portfolio | low |
| Q4 2025 as of | New | 46641Q332 Common stock | $1.94M | +34K | 33,677 0.09% of portfolio | low |
| Q1 2025 as of | New | 92189F106 Common stock | $1.94M | +42K | 42,205 0.09% of portfolio | low |
| Q4 2025 as of | New | 72201R866 Common stock | $1.91M | +36K | 36,281 0.09% of portfolio | low |
| Q4 2025 as of | Add | Lam Research Corp Common stock | $1.91M | +11K +645.53% | 12,838 0.11% of portfolio | low |
| Q4 2025 as of | Trim | Amphenol Corp /De Common stock | $-1.90M | -14K -54.80% | 11,591 0.08% of portfolio | low |
| Q4 2024 as of | Add | Applied Materials Inc /De Common stock | $1.89M | +12K +335.45% | 15,049 0.12% of portfolio | low |
| Q1 2025 as of | New | 37954Y848 Common stock | $1.88M | +48K | 47,632 0.09% of portfolio | low |
| Q2 2025 as of | Add | 464288877 Common stock | $1.88M | +30K +49.83% | 88,876 0.27% of portfolio | low |
| Q1 2025 as of | Trim | 464288885 Common stock | $-1.88M | -19K -32.38% | 39,174 0.19% of portfolio | low |
| Q4 2025 as of | Add | AT&T Inc. Common stock | $1.87M | +75K +226.70% | 108,477 0.13% of portfolio | low |
| Q4 2025 as of | Add | iShares MSCI UAE ETF Common stock | $1.87M | +19K +2485.10% | 19,957 0.09% of portfolio | low |
| Q4 2025 as of | Add | Danaher Corp /De Common stock | $1.86M | +8K +8267.35% | 8,200 0.09% of portfolio | low |
| Q4 2025 as of | Trim | 81369Y605 Common stock | $-1.85M | -34K -36.18% | 59,674 0.16% of portfolio | low |
| Q4 2025 as of | Add | Clear Secure, Inc. Common stock | $1.85M | +53K +6021.62% | 53,503 0.09% of portfolio | low |
| Q4 2025 as of | Add | Loews Corp Common stock | $1.83M | +17K +5934.81% | 17,682 0.09% of portfolio | low |
| Q4 2025 as of | Add | iShares MSCI UAE ETF Common stock | $1.82M | +19K +294.03% | 25,876 0.12% of portfolio | low |
| Q4 2025 as of | New | Brookfield Infrastructure Partners LP Common stock | $1.81M | +52K | 52,140 0.09% of portfolio | low |
| Q4 2025 as of | Add | 922907746 Common stock | $1.81M | +36K +19212.83% | 36,115 0.09% of portfolio | low |
| Q4 2025 as of | Add | Intel Corp Common stock | $1.81M | +49K +345.88% | 63,106 0.11% of portfolio | low |
| Q4 2025 as of | New | 38748G101 Common stock | $1.81M | +42K | 42,497 0.09% of portfolio | low |
| Q4 2025 as of | New | 38149W473 Common stock | $1.80M | +35K | 35,333 0.09% of portfolio | low |
| Q4 2025 as of | Trim | TMUS T-Mobile US, Inc. Common Stock | $-1.80M | -9K -64.70% | 4,837 0.05% of portfolio | low |
| Q4 2025 as of | Trim | United Rentals Inc Common stock | $-1.80M | -2K -79.90% | 559 0.02% of portfolio | low |
| Q4 2025 as of | New | 381430479 Common stock | $1.79M | +39K | 38,613 0.09% of portfolio | low |
| Q4 2025 as of | Add | 464288281 Common stock | $1.79M | +19K +249.23% | 26,077 0.12% of portfolio | low |
| Q3 2024 as of | Exit | Delta Air Lines, Inc. Common stock | $-1.79M | -38K -100.00% | 0 | low |
| Q2 2024 as of | Add | 78468R812 Common stock | $1.76M | +12K +5.85% | 216,434 1.54% of portfolio | low |
| Q4 2024 as of | Add | NVIDIA Corp Common stock | $1.75M | +13K +17.15% | 89,081 0.58% of portfolio | low |
| Q4 2025 as of | Add | Intuit Inc. Common stock | $1.73M | +3K +387.13% | 3,293 0.11% of portfolio | low |
| Q2 2024 as of | Trim | 254709108 Common stock | $-1.73M | -13K -21.93% | 47,133 0.30% of portfolio | low |
| Q3 2024 as of | Trim | NVIDIA Corp Common stock | $-1.71M | -14K -15.64% | 76,042 0.44% of portfolio | low |
| Q4 2024 as of | Add | NXP Semiconductors N.V. Common stock | $1.71M | +8K +141.02% | 14,056 0.14% of portfolio | low |
| Q4 2024 as of | Trim | Sherwin Williams Co Common stock | $-1.70M | -5K -47.20% | 5,605 0.09% of portfolio | low |