ELEVATION POINT WEALTH PARTNERS, LLC

**Mount Yale Investment Advisors, LLC** manages $2.1B across a diversified portfolio of 719 positions. The firm exhibits significant concentration in mega-cap technology and growth names, notably holding VOO at $80.9M and GQ9 at $78.9M. Key allocations include substantial positions in AAPL ($67.7M), MSFT ($59.4M), and NVDA ($41.4M). This structure suggests a conviction-driven approach targeting established market leaders and high-growth sectors.

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