ELEVATION POINT WEALTH PARTNERS, LLC
CIK 1744349 · Holdings on Dec 31, 2023 · First reported Feb 13, 2024
Top ten holdings
Q4 2023- AAPL18.61%
- IVV4.80%
- GOOG1.40%
- GOOGL1.37%
- MSFT1.36%
- SHW1.23%
- JPIE1.07%
- XLK1.05%
- DFS0.85%
- BMY0.84%
Share classes counted separately32.58%
Portfolio value by quarter
Top 10 holdings 28
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $195.79M | 18.61% | 1.02M shares | — | ↗▾ | |
| 02 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $50.52M | 4.80% | 105.78K shares | — | ↗▾ | |
| 03 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $14.72M | 1.40% | 104.47K shares | — | ↗▾ | |
| 04 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $14.40M | 1.37% | 103.10K shares | — | ↗▾ | |
| 05 | MSFTMICROSOFT CORP View history and evidence | $14.34M | 1.36% | 38.14K shares | — | ↗▾ | |
| 06 | SHWSHERWIN-WILLIAMS CO/THE View history and evidence | $12.95M | 1.23% | 41.51K shares | — | ↗▾ | |
| 07 | JPIEJPMORGAN INCOME ETFINCOME ETF View history and evidence | $11.29M | 1.07% | 247.58K shares | — | ↗▾ | |
| 08 | XLKSS TECHNOLOGY SELECT SECTORTECHNOLOGY View history and evidence | $11.05M | 1.05% | 57.38K shares | — | ↗▾ | |
| 09 | DFSDISCOVER FINANCIAL SERVICES View history and evidence | $8.97M | 0.85% | 79.83K shares | — | ↗▾ | |
| 10 | BMYBRISTOL-MYERS SQUIBB CO View history and evidence | $8.79M | 0.84% | 171.23K shares | — | ↗▾ |
Options overlay 2
$300.23K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
AAPLAPPLE INC View history and evidence | Call | 2.60K | $300.04K | ▾ | |
EEMISHARES MSCI EMERGING MARKETMSCI EMG MKT ETF View history and evidence | Call | 18.50K | $185.00 | ▾ |
2 / 2 options · preview only
Exited positions 52
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SWK STANLEY BLACK & DECKER INC | Non-derivative | — | — | SEC filing ↗ | |
| FE FIRSTENERGY CORP | Non-derivative | — | — | SEC filing ↗ | |
| FIS FIDELITY NATIONAL INFO SERV | Non-derivative | — | — | SEC filing ↗ |
3 / 52 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1744349 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Feb 13, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1052360451
}Research all 494 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.