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TOEWS CORP /ADV

1750 ZION ROAD SUITE 201, NORTHFIELD, NJ 08225-1844 • 800-669-5038

Q2 2025 · Filed 2025-07-28
Market Value
$687M
+203.5%
Holdings
16
+5
New Purchases
8
Added To
6
Closed
1
Reduced
1
Top 10 Concentration
98.0%
Turnover
56.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
USHY 33.57% 0.00% +33.57% $231M
JNK 7.52% 0.00% +7.52% $52M
HYG 5.97% 0.00% +5.97% $41M
SPHY 3.42% 0.00% +3.42% $23M
HYLB 3.38% 0.00% +3.38% $23M
FALN 1.37% 0.00% +1.37% $9M
PAAA 1.10% 0.00% +1.10% $8M
QQQ 0.03% 0.00% +0.03% $220K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 37.14% 77.58% -40.45% $255M
VEA 3.59% 10.88% -7.29% $25M
JAAA 0.00% 3.17% -3.17% $0
AGG 0.95% 2.72% -1.77% $7M
BND 0.96% 2.70% -1.75% $7M
FLOT 0.37% 1.10% -0.74% $3M
CLOA 0.36% 1.09% -0.72% $3M
MRSK 0.28% 0.75% -0.47% $2M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 100.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 4 $287M 41.7%
Large Cap 5 $302M 43.9%
Mid Cap 4 $85M 12.4%
Small Cap 2 $12M 1.7%
Micro Cap 1 $2M 0.3%

Portfolio Analytics

Avg Market Cap
$138.7B
Median Market Cap
$13.4B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.62
# Stocks
0
# ETFs / Funds
16

Top Holdings (16 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 37.14% 410,940 $255M $620.90 $80M +98,410 +31.5%
2 USHY 33.57% 6,149,000 $231M $37.51 +6,149,000 NEW
3 JNK 7.52% 531,500 $52M $97.27 +531,500 NEW
4 HYG 5.97% 508,300 $41M $80.65 +508,300 NEW
5 VEA 3.59% 432,581 $25M $57.01 $31K -51,986 -10.7%
6 SPHY 3.42% 987,300 $23M $23.80 +987,300 NEW
7 HYLB 3.38% 628,100 $23M $36.92 +628,100 NEW
8 FALN 1.37% 347,100 $9M $27.14 +347,100 NEW
9 PAAA 1.10% 146,527 $8M $51.45 +146,527 NEW
10 BND 0.96% 89,300 $7M $73.63 $455K +5,982 +7.2%
11 AGG 0.95% 65,824 $7M $99.20 $376K +3,611 +5.8%
12 FLOT 0.37% 49,228 $3M $51.02 $14K +304 +0.6%
13 CLOA 0.36% 48,200 $3M $51.92 $38K +600 +1.3%
14 MRSK 0.28% 57,546 $2M $33.57 $228K +3,716 +6.9%
15 QQQ 0.03% 398 $220K $551.64 +398 NEW
16 JAAA —% -$7M -141,516 -100.0% SOLD

New Positions

SymbolValue% Port
USHY $231M 33.57%
JNK $52M 7.52%
HYG $41M 5.97%
SPHY $23M 3.42%
HYLB $23M 3.38%
FALN $9M 1.37%
PAAA $8M 1.10%
QQQ $220K 0.03%

Sold Out Positions

SymbolValue% Port
JAAA —%
View SEC EDGAR Filings for TOEWS CORP /ADV →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms