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Elevation Wealth Partners, LLC

Q2 2025 Holdings

Filed 2025-07-08 | 489 holdings | $253.2M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Zoom Communications Inc(ZM)CL A98980L101$000.0%
Wisdomtree TR(AGGY)YIELD ENHANCD US97717X511$000.0%
Oreilly Automotive Inc(ORLY)COM67103H107$200.0%
Galmed Pharmaceuticals LTD(GLMD)SHSM47238148$210.0%
AES Corp(AES)COM00130H105$500.0%
Bath & Body Works Inc(BBWI)COM070830104$600.0%
Kraft Heinz Co(KHC)COM500754106$700.0%
General MLS Inc(GIS)COM370334104$800.0%
Hershey Co(HSY)COM427866108$900.0%
Elevance Health Inc(ELV)COM036752103$900.0%
Church & Dwight Co Inc(CHD)COM171340102$1000.0%
Puma Biotechnology Inc(PBYI)COM74587V107$1130.0%
Ingersoll Rand Inc(IR)COM45687V106$1200.0%
Fuelcell Energy Inc(FCEL)COM NEW35952H700$1220.0%
U S Energy Corp del(USEG)COM911805307$16110.0%
Autodesk Inc(ADSK)COM052769106$1600.0%
Aflac Inc(AFL)COM001055102$1700.0%
Plains All Amern Pipeline L(PAA)UNIT LTD PARTN726503105$2110.0%
Mccormick & Co Inc(MKC)COM NON VTG579780206$2400.0%
Aligos Therapeutics Inc(ALGS)COM NEW01626L204$2940.0%
Sylvamo Corp(SLVM)COMMON STOCK871332102$5110.0%
Airbnb Inc(ABNB)COM CL A009066101$5200.0%
Etsy Inc(ETSY)COM29786A106$5510.0%
Soundhound AI Inc(SOUN)CLASS A COM836100107$8680.0%
Ishares U S ETF TR(IETC)U.S. TECH INDEPD46431W648$9410.0%
Ishares U S ETF TR(IEDI)US CONSUMER FOC46431W663$11020.0%
Procept Biorobotics Corp(PRCT)COM74276L105$11620.0%
Expedia Group Inc(EXPE)COM NEW30212P303$12310.0%
Goodyear Tire & Rubr Co(GT)COM382550101$156150.0%
Biomarin Pharmaceutical Inc(BMRN)COM09061G101$16530.0%
Phathom Pharmaceuticals Inc(PHAT)COM71722W107$192200.0%
Vistra Corp(VST)COM92840M102$19410.0%
Senseonics Hldgs Inc(SENS1GBP)COM81727U105$2054300.0%
Tractor Supply Co(TSCO)COM892356106$26850.0%
Vanguard Index FDS(VBK)SML CP GRW ETF922908595$27710.0%
Transmedics Group Inc(TMDX)COM89377M109$40330.0%
Rocket LAB Corp(RKLB)COM773121108$430120.0%
Southwest Airls Co(LUV)COM844741108$494150.0%
International Paper Co(IP)COM460146103$562120.0%
GE Healthcare Technologies I(GEHC)COMMON STOCK36266G107$59380.0%
Lucid Group Inc(CCIVGBP)COM549498103$6062870.0%
Invesco Exchange Traded FD T(PDP)DORSEY WRIGHT MO46137V837$65260.0%
Amplify ETF TR(MJ)ALTRNTV HARV ETF032108474$701390.0%
Pentair PLC(PNR)SHSG7S00T104$71970.0%
Organon & Co(OGN)COMMON STOCK68622V106$740760.0%
Grail Inc(GRAL)COM384747101$875170.0%
Terns Pharmaceuticals Inc(TERN)COM880881107$1.0K2810.0%
Roku Inc(ROKU)COM CL A77543R102$1.1K120.0%
Johnson Ctls Intl PLC(JCI)SHSG51502105$1.1K100.0%
Philip Morris Intl Inc(PM)COM718172109$1.1K60.0%
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