ELEVATION POINT WEALTH PARTNERS, LLC

Q3 2024 13F-HR/A Holdings

Location
Denver, CO
Holdings as of
9/30/2024
Date filed
2/3/2026
Form type
13F-HR/A - RESTATEMENT
Num holdings
543
Total value ($000)
$1,041,711
Net value change ($000)
-220,799 (-17.5%)
New positions
69
Sold out positions
70
Turnover %
26.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/3/2026 Next filing: 2/3/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
EMXC 9,078 449.2%
CRM 4,979 NEW
PPG 4,796 NEW
NKE 4,538 673.3%
PARAV 4,522 NEW
HON 4,426 443.5%
MRK 4,325 165.4%
AVGO 2,935 77.8%
EFV 2,824 131.0%
FERG 2,693 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPYV -66,963 -100.0%
SPYG -46,176 -100.0%
QUS -31,913 -100.0%
COWZ -28,063 -100.0%
AMZN -7,594 -48.2%
GOOGL -7,428 -33.9%
AAPL -7,197 -3.7%
SHW -6,747 -62.5%
GLW -6,580 -100.0%
FDX -6,150 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 520 (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