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 | 78463X772 Common stock | $-1.29M | -31K -100.00% | 0 | low |
| Q4 2025 as of | New | 464288760 Common stock | $1.28M | +6K | 5,973 0.06% of portfolio | low |
| Q4 2025 as of | Exit | N3167Y103 Common stock | $-1.28M | -3K -100.00% | 0 | low |
| Q4 2024 as of | New | Coterra Energy Inc. Common stock | $1.27M | +50K | 49,837 0.06% of portfolio | low |
| Q4 2025 as of | Add | 92189F106 Common stock | $1.27M | +15K +34.08% | 58,158 0.24% of portfolio | low |
| Q4 2025 as of | Trim | 496902404 Common stock | $-1.27M | -45K -79.09% | 11,897 0.02% of portfolio | low |
| Q4 2025 as of | Add | Jabil Inc Common stock | $1.26M | +6K +277250.00% | 5,547 0.06% of portfolio | low |
| Q3 2024 as of | Exit | Fortinet Inc Common stock | $-1.26M | -21K -100.00% | 0 | low |
| Q4 2025 as of | Add | Dte Energy Co Common stock | $1.26M | +10K +6346.05% | 9,798 0.06% of portfolio | low |
| Q1 2025 as of | Add | SBA Communications Corp Common stock | $1.25M | +6K +62.63% | 14,806 0.16% of portfolio | low |
| Q4 2025 as of | New | 72201R874 Common stock | $1.24M | +25K | 24,608 0.06% of portfolio | low |
| Q4 2025 as of | Add | 464287440 Common stock | $1.24M | +13K +9104.93% | 13,071 0.06% of portfolio | low |
| Q4 2025 as of | Trim | Sanofi Common stock | $-1.24M | -26K -81.55% | 5,779 0.01% of portfolio | low |
| Q4 2025 as of | Exit | Keurig Dr Pepper Inc Common stock | $-1.24M | -37K -100.00% | 0 | low |
| Q2 2024 as of | Add | Monster Beverage Corp Common stock | $1.23M | +25K +351.39% | 31,701 0.08% of portfolio | low |
| Q2 2025 as of | New | Domino's Pizza Inc. Common stock | $1.23M | +3K | 2,733 0.06% of portfolio | low |
| Q4 2025 as of | Trim | G6683N103 Common stock | $-1.22M | -73K -78.45% | 19,979 0.02% of portfolio | low |
| Q4 2025 as of | Add | Ameren Corp Common stock | $1.22M | +12K +8582.39% | 12,329 0.06% of portfolio | low |
| Q4 2025 as of | New | 26922B832 Common stock | $1.22M | +42K | 42,183 0.06% of portfolio | low |
| Q3 2024 as of | Trim | MercadoLibre, Inc. Common stock | $-1.21M | -592 -35.41% | 1,080 0.11% of portfolio | low |
| Q3 2024 as of | New | Dow Inc. Common stock | $1.21M | +22K | 22,191 0.06% of portfolio | low |
| Q4 2024 as of | Exit | Dow Inc. Common stock | $-1.21M | -22K -100.00% | 0 | low |
| Q4 2025 as of | Add | Caterpillar Inc Common stock | $1.21M | +2K +122.81% | 3,839 0.11% of portfolio | low |
| Q2 2024 as of | New | Vistra Corp. Common stock | $1.21M | +14K | 14,096 0.06% of portfolio | low |
| Q4 2025 as of | Add | Mid America Apartment Communities Inc. Common stock | $1.21M | +9K +5219.76% | 8,884 0.06% of portfolio | low |
| Q2 2024 as of | Add | 78464A409 Common stock | $1.21M | +15K +2.69% | 576,263 2.22% of portfolio | low |
| Q4 2025 as of | Add | 81369Y886 Common stock | $1.21M | +28K +203.81% | 42,251 0.09% of portfolio | low |
| Q3 2024 as of | New | Lululemon Athletica Inc Common stock | $1.21M | +4K | 4,447 0.06% of portfolio | low |
| Q4 2025 as of | New | 33739H101 Common stock | $1.20M | +52K | 51,780 0.06% of portfolio | low |
| Q4 2025 as of | Add | Horton D R Inc /De Common stock | $1.20M | +8K +156.21% | 13,661 0.09% of portfolio | low |
| Q4 2024 as of | New | iShares MSCI UAE ETF Common stock | $1.20M | +6K | 5,792 0.06% of portfolio | low |
| Q4 2024 as of | Trim | Accenture plc Common stock | $-1.20M | -3K -20.76% | 12,997 0.22% of portfolio | low |
| Q4 2025 as of | Add | Starbucks Corp Common stock | $1.20M | +14K +257.99% | 19,729 0.08% of portfolio | low |
| Q4 2025 as of | Add | 464287457 Common stock | $1.20M | +14K +551.53% | 17,057 0.07% of portfolio | low |
| Q4 2025 as of | Add | Stryker Corp Common stock | $1.19M | +3K +4774.65% | 3,461 0.06% of portfolio | low |
| Q2 2025 as of | Add | 464287101 Common stock | $1.19M | +4K +79.84% | 8,816 0.13% of portfolio | low |
| Q4 2025 as of | Add | Cadence Design Systems Inc Common stock | $1.19M | +4K +9290.24% | 3,850 0.06% of portfolio | low |
| Q4 2025 as of | Trim | Booz Allen Hamilton Holding Corp Common stock | $-1.19M | -14K -64.47% | 7,765 0.03% of portfolio | low |
| Q1 2025 as of | Trim | 46434V621 Common stock | $-1.18M | -19K -26.67% | 52,619 0.16% of portfolio | low |
| Q4 2025 as of | New | 78464A359 Common stock | $1.18M | +13K | 13,225 0.06% of portfolio | low |
| Q4 2025 as of | Trim | IBN Icici Bank Ltd ADR | $-1.18M | -40K -70.62% | 16,466 0.02% of portfolio | low |
| Q4 2024 as of | Add | Netflix Inc Common stock | $1.18M | +1K +40.63% | 4,576 0.20% of portfolio | low |
| Q4 2025 as of | Trim | 46438F101 Common stock | $-1.18M | -24K -77.06% | 7,056 0.02% of portfolio | low |
| Q4 2025 as of | Exit | Fastenal Co Common stock | $-1.17M | -28K -100.00% | 0 | low |
| Q4 2024 as of | Add | 922908363 Common stock | $1.17M | +2K +216.40% | 3,183 0.08% of portfolio | low |
| Q4 2025 as of | Add | American Tower Corp Common stock | $1.17M | +7K +2249.83% | 6,885 0.06% of portfolio | low |
| Q2 2025 as of | New | 46434V274 Common stock | $1.17M | +34K | 34,102 0.06% of portfolio | low |
| Q4 2025 as of | Exit | 46434V274 Common stock | $-1.17M | -34K -100.00% | 0 | low |
| Q1 2025 as of | Add | 464287408 Common stock | $1.17M | +6K +40.84% | 21,118 0.19% of portfolio | low |
| Q4 2025 as of | New | Seacoast Banking Corp of Florida Common stock | $1.17M | +37K | 37,143 0.06% of portfolio | low |