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Elevation Wealth Partners, LLC

Q3 2025 Holdings

Filed 2025-10-06 | 870 holdings | $277.7M | 13F-HR/A | View on SEC ↗ · Holdings Table ↗

Amended (2025-10-14) | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Galmed Pharmaceuticals LTD(GLMD)SHSM47238148$210.0%
Bath & Body Works Inc(BBWI)ACOM070830104$500.0%
Church & Dwight Co Inc(CHD)COM171340102$1000.0%
Invesco Exch Traded FD TR II(PGX)APFD ETF46138E511$1210.0%
Ingersoll Rand Inc(IR)COM45687V106$1200.0%
U S Energy Corp del(USEG)ACOM911805307$13110.0%
Fuelcell Energy Inc(FCEL)ACOM NEW35952H700$1620.0%
Puma Biotechnology Inc(PBYI)ACOM74587V107$1630.0%
Plains All Amern Pipeline L(PAA)AUNIT LTD PARTN726503105$2010.0%
Mccormick & Co Inc(MKC)ACOM NON VTG579780206$2100.0%
Aligos Therapeutics Inc(ALGS)ACOM NEW01626L204$4040.0%
Sylvamo Corp(SLVM)ACOMMON STOCK871332102$4510.0%
Procept Biorobotics Corp(PRCT)ACOM74276L105$7220.0%
Soundhound AI Inc(SOUN)CLASS A COM836100107$8680.0%
Ishares U S ETF TR(IETC)AU.S. TECH INDEPD46431W648$10210.0%
Ishares U S ETF TR(IEDI)AUS CONSUMER FOC46431W663$11320.0%
Goodyear Tire & Rubr Co(GT)ACOM382550101$113150.0%
Biomarin Pharmaceutical Inc(BMRN)ACOM09061G101$16330.0%
Senseonics Hldgs Inc(SENS1GBP)COM81727U105$2054300.0%
Wesco Intl Inc(WCC)ACOM95082P105$21210.0%
Globus MED Inc(GMED)ACL A379577208$23040.0%
Phathom Pharmaceuticals Inc(PHAT)ACOM71722W107$236200.0%
Wyndham Hotels & Resorts Inc(WH)ACOM98311A105$24030.0%
Incyte Corp(INCY)ACOM45337C102$25530.0%
SUN Cmntys Inc(SUI)ACOM866674104$25820.0%
Illinois Tool WKS Inc(ITW)ACOM452308109$26110.0%
Repligen Corp(RGEN)ACOM759916109$26820.0%
Vanguard Index FDS(VBK)SML CP GRW ETF922908595$27710.0%
ADT Inc del(ADT)ACOM00090Q103$279320.0%
Tractor Supply Co(TSCO)ACOM892356106$29050.0%
Veritone Inc(VERI)ACOM92347M100$295610.0%
Hormel Foods Corp(HRL)ACOM440452100$297120.0%
Old REP Intl Corp(ORI)ACOM680223104$29870.0%
Berkley W R Corp(WRB)ACOM084423102$30740.0%
Coterra Energy Inc(CTRA)ACOM127097103$308130.0%
Perrigo Co PLC(PRGO)ASHSG97822103$312140.0%
KBR Inc(KBR)ACOM48242W106$33270.0%
Transmedics Group Inc(TMDX)ACOM89377M109$33730.0%
WEC Energy Group Inc(WEC)ACOM92939U106$34430.0%
GCI Liberty Inc(GLIBK)ACOM SER C36164V800$373100.0%
BJS Whsl Club Hldgs Inc(BJ)ACOM05550J101$37340.0%
Evergy Inc(EVRG)ACOM30034W106$38150.0%
Axis Cap Hldgs LTD(AXS)ASHSG0692U109$38440.0%
Hartford Insurance Group Inc(HIG)ACOM416515104$40130.0%
Watsco Inc(WSO)ACOM942622200$40510.0%
Columbia BKG SYS Inc(COLB)ACOM197236102$412160.0%
Toll Brothers Inc(TOL)ACOM889478103$41530.0%
Snap Inc(SNAP)ACL A83304A106$417540.0%
SEI Invts Co(SEIC)ACOM784117103$42550.0%
Ally Finl Inc(ALLY)ACOM02005N100$432110.0%
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