ELEVATION POINT WEALTH PARTNERS, LLC

Q4 2024 13F-HR/A Holdings

Location
Denver, CO
Holdings as of
12/31/2024
Date filed
2/3/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
556
Total value ($000)
$1,238,399
Net value change ($000)
+196,688 (18.9%)
New positions
74
Sold out positions
67
Turnover %
23.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/3/2026 Next filing: 2/3/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYV 69,902 NEW
SPYG 52,896 NEW
QUS 37,280 NEW
COWZ 30,897 NEW
BIDD 11,828 NEW
EVTR 8,553 NEW
AMZN 8,058 98.6%
GOOGL 6,865 47.4%
JPM 5,576 174.6%
BRK-B 5,130 78.0%
Top Reduces (Value $000, Stocks/ETFs)
AAPL -16,720 -8.8%
CVS -5,618 -95.5%
DFS -5,359 -85.9%
AES -5,139 -94.4%
CSCO -5,107 -86.1%
DG -4,605 -100.0%
SWKS -4,443 -100.0%
HAL -4,281 -100.0%
HON -3,817 -70.4%
TCBK -3,548 -71.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 450 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type