Fund HoldingsELEVATION POINT WEALTH PARTNERS, LLC

Total Portfolio Value
$919.36M
Total Bought
$89.21M
Total Sold
$92.64M
Net Transaction
-$3.43M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
HALLIBURTON CO(HAL)0168,164+168,16406,8110.74%+6,811
EASTMAN CHEM CO(EMN)077,088+77,08805,9140.64%+5,914
SKYWORKS SOLUTIONS INC(SWKS)061,170+61,17006,0310.66%+6,031
DOLLAR GEN CORP NEW(DG)040,085+40,08504,2410.46%+4,241
SELECT SECTOR SPDR TR
ST STR INDL ETF
033,243+33,24303,3700.37%+3,370
ISHARES TR67,82777,594+9,76730,23133,3213.62%+3,090
SELECT SECTOR SPDR TR
ST STR TECHN ETF
40,36355,671+15,3087,0189,1260.99%+2,109
ALPHABET INC(GOOG)105,277110,032+4,75512,73514,5081.58%+1,772
ISHARES TR0102,554+102,55405,0180.55%+5,018
MERCADOLIBRE INC(MELI)02,189+2,18902,7750.30%+2,775
ISHARES TR
TRS FLT RT BD
028,218+28,21801,4320.16%+1,432
GENERAL DYNAMICS CORP(GD)08,578+8,57801,8950.21%+1,895
ISHARES TR018,600+18,60001,2730.14%+1,273
NXP SEMICONDUCTORS N V
COM
06,874+6,87401,3740.15%+1,374
STARBUCKS CORP(SBUX)017,067+17,06701,5580.17%+1,558
FIRST SOLAR INC(FSLR)06,211+6,21101,0040.11%+1,004
META PLATFORMS INC(META)13,15415,811+2,6573,7754,7470.52%+972
ISHARES TR010,811+10,81109590.10%+959
HONDA MOTOR LTD(HMC)23,56849,196+25,6287141,6550.18%+941
SALESFORCE INC(CRM)1,7226,243+4,5213641,2660.14%+902
SHELL PLC(SHEL)16,02728,401+12,3749681,8280.20%+861
NVENT ELECTRIC PLC(NVT)015,715+15,71508330.09%+833
CRANE COMPANY(CR)09,318+9,31808280.09%+828
MORGAN STANLEY(MS)09,409+9,40907680.08%+768
ALPHABET INC(GOOG)0104,813+104,813013,7161.49%+13,716
ICON PLC(ICLR)016,978+16,97804,1810.45%+4,181
CHAMPIONX CORPORATION9,51928,341+18,8222951,0100.11%+714
ISHARES TR15,26818,782+3,5143,9924,6830.51%+691
CRH PLC
ORD
012,081+12,08106610.07%+661
ABBVIE INC(ABBV)023,210+23,21003,4600.38%+3,460
PERFICIENT INC010,443+10,44306040.07%+604
CME GROUP INC(CME)9,49111,772+2,2811,7592,3570.26%+598
EXXON MOBIL CORP054,617+54,61706,4220.70%+6,422
BOEING CO(BA)02,945+2,94505640.06%+564
SM ENERGY CO(SM)013,896+13,89605510.06%+551
ACCENTURE PLC IRELAND
SHS CLASS A
015,232+15,23204,6780.51%+4,678
ARCH CAP GROUP LTD
ORD
27,10031,923+4,8232,0282,5450.28%+516
ISHARES TR05,044+5,04405150.06%+515
LIBERTY MEDIA CORP DEL(FWONA)07,702+7,70204800.05%+480
NOVARTIS AG(NVS)19,01223,539+4,5271,9192,3980.26%+479
EQUINOR ASA(EQNR)013,980+13,98004580.05%+458
DR REDDYS LABS LTD(RDY)06,701+6,70104480.05%+448
ATLASSIAN CORPORATION014,632+14,63202,9480.32%+2,948
NVIDIA CORPORATION(NVDA)7,2518,057+8063,0673,5050.38%+437
PHILIP MORRIS INTL INC(PM)11,26216,561+5,2991,0991,5330.17%+434
TESLA INC(TSLA)08,066+8,06602,0180.22%+2,018
ABBOTT LABS025,502+25,50202,4700.27%+2,470
COMCAST CORP NEW(CCZ)205,086201,263-3,8238,5218,9240.97%+403
TELEDYNE TECHNOLOGIES INC(TDY)02,811+2,81101,1490.12%+1,149
ARES MANAGEMENT CORPORATION(ARES)03,814+3,81403920.04%+392
SELECT SECTOR SPDR TR
ST STR ENERG ETF
032,041+32,04102,8960.32%+2,896
AMERICAN EXPRESS CO(AXP)02,569+2,56903830.04%+383
ADOBE INC(ADBE)03,861+3,86101,9690.21%+1,969
KELLANOVA06,173+6,17303670.04%+367
OREILLY AUTOMOTIVE INC(ORLY)0393+39303570.04%+357
NETEASE INC(NTES)03,419+3,41903420.04%+342
NORTHROP GRUMMAN CORP(NOC)0745+74503280.04%+328
PINTEREST INC(PINS)012,112+12,11203270.04%+327
OLLIES BARGAIN OUTLET HLDGS(OLLI)04,124+4,12403180.03%+318
SELECT SECTOR SPDR TR
ST STR DISCR ETF
20,16823,195+3,0273,4253,7340.41%+309
BOSTON SCIENTIFIC CORP(BSX)015,554+15,55408210.09%+821
BLACKROCK ETF TRUST
ISHA US AWAR ETF
021,268+21,26801,0010.11%+1,001
BURLINGTON STORES INC(BURL)02,088+2,08802830.03%+283
PROGRESSIVE CORP(PGR)031,667+31,66704,4110.48%+4,411
FIRSTCASH HOLDINGS INC(FCFS)02,584+2,58402590.03%+259
CANADIAN PACIFIC KANSAS CITY(CP)48,37855,932+7,5543,9084,1620.45%+254
CBOE GLOBAL MKTS INC(CBOE)013,646+13,64602,1320.23%+2,132
WASTE CONNECTIONS INC(WCN)014,584+14,58401,9590.21%+1,959
UNITEDHEALTH GROUP INC(UNH)08,918+8,91804,4960.49%+4,496
GLAUKOS CORP(GKOS)03,158+3,15802380.03%+238
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)106,933106,493-4406,9817,2140.78%+233
KENVUE INC(KVUE)010,889+10,88902190.02%+219
ONTO INNOVATION INC(ONTO)01,694+1,69402160.02%+216
TECK RESOURCES LTD(TECK)04,946+4,94602130.02%+213
BLACKSTONE INC(BX)01,989+1,98902130.02%+213
HERCULES CAPITAL INC(HCXY)0160,943+160,94302,6430.29%+2,643
TEMPUR SEALY INTL INC(SGI)04,887+4,88702120.02%+212
TOTALENERGIES SE(TTE)022,338+22,33801,4690.16%+1,469
LINDE PLC(LIN)06,121+6,12102,2790.25%+2,279
ASGN INC02,487+2,48702030.02%+203
DOLLAR TREE INC(DLTR)01,906+1,90602030.02%+203
MARRIOTT INTL INC NEW(MAR)01,025+1,02502010.02%+201
COSTCO WHSL CORP NEW(COST)0356+35602010.02%+201
HILLMAN SOLUTIONS CORP(HLMN)024,157+24,15701990.02%+199
FIDELITY NATL INFORMATION SV(FIS)0105,729+105,72905,8440.64%+5,844
DIAMOND OFFSHORE DRILLING IN012,684+12,68401860.02%+186
QUALYS INC(QLYS)06,587+6,58701,0050.11%+1,005
BAIN CAP SPECIALTY FIN INC(BCSF)089,668+89,66801,3730.15%+1,373
ELEVANCE HEALTH INC(ELV)03,714+3,71401,6170.18%+1,617
AMGEN INC(AMGN)03,986+3,98601,0710.12%+1,071
F5 INC(FFIV)8,0068,355+3491,1711,3460.15%+175
GFL ENVIRONMENTAL INC(GFL)035,028+35,02801,1120.12%+1,112
EOG RES INC(EOG)12,59112,629+381,4411,6010.17%+160
ELI LILLY & CO(LLY)3,6463,481-1651,7101,8700.20%+160
MOLINA HEALTHCARE INC(MOH)03,790+3,79001,2430.14%+1,243
RTX CORPORATION(RTX)011,742+11,74208450.09%+845
CIA ENERGETICA DE MINAS GERA(CIG)063,765+63,76501540.02%+154
ORACLE CORP(ORCL)010,959+10,95901,1610.13%+1,161
CHUBB LIMITED
COM
07,119+7,11901,4820.16%+1,482
T-MOBILE US INC(TMUS)016,489+16,48902,3090.25%+2,309
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