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EWG Elevate Inc.

Q1 2025 · Filed 2025-04-10
Market Value
$264M
-19.6%
Holdings
165
+5
New Purchases
17
Added To
52
Closed
46
Reduced
45
Top 10 Concentration
45.7%
Turnover
38.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GLD 8.70% 0.21% +8.49% $23M
AFMC 2.26% 0.21% +2.06% $6M
BALI 7.31% 6.00% +1.32% $19M
IVV 1.39% 0.13% +1.26% $4M
SJNK 1.41% 0.31% +1.10% $4M
SCHF 4.19% 3.10% +1.09% $11M
IYW 1.57% 0.52% +1.05% $4M
SCHG 3.57% 2.60% +0.98% $9M
VUG 0.99% 0.09% +0.90% $3M
QQQ 1.96% 1.09% +0.88% $5M
SCHV 3.40% 2.63% +0.77% $9M
TOTL 1.57% 0.94% +0.63% $4M
IVW 1.25% 0.69% +0.56% $3M
FBND 0.90% 0.35% +0.55% $2M
DYNF 0.53% 0.00% +0.53% $1M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
QUAL 0.90% 5.25% -4.35% $2M
SCHD 0.00% 2.84% -2.84% $0
DIA 0.00% 2.54% -2.54% $0
SCHM 0.32% 1.93% -1.60% $852K
IBUY 0.00% 1.35% -1.35% $0
RPG 0.00% 1.17% -1.17% $0
SLYV 0.09% 1.23% -1.14% $232K
YALL 0.00% 1.11% -1.11% $0
SPHQ 0.00% 1.01% -1.01% $0
IMCB 0.00% 0.99% -0.99% $0
XLY 0.89% 1.87% -0.98% $2M
DVY 0.00% 0.98% -0.98% $0
NLR 0.00% 0.95% -0.95% $0
DON 0.00% 0.80% -0.80% $0
IJJ 0.00% 0.72% -0.72% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 29 $39M 14.7%
Large Cap 68 $124M 47.0%
Mid Cap 30 $40M 15.3%
Small Cap 24 $53M 20.1%
Micro Cap 14 $8M 2.9%

Portfolio Analytics

Avg Market Cap
$257.2B
Median Market Cap
$15.5B
Avg P/E
43.4
Median P/E
25.7
Avg Dividend Yield
0.03%
Avg Beta
0.96
# Stocks
42
# ETFs / Funds
123

Top Holdings (165 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 GLD 8.70% 79,664 $23M $288.14 $22M +76,813 +2694.2%
2 BALI 7.31% 670,262 $19M $28.79 -$385K +19,610 +3.0%
3 SPY 5.21% 24,561 $14M $559.39 -$5M -6,758 -21.6%
4 SCHF 4.19% 559,188 $11M $19.78 $874K +8,534 +1.6%
5 VFH 4.04% 89,298 $11M $119.47 -$2M -20,122 -18.4%
6 LMBS 3.80% 204,022 $10M $49.16 -$1M -24,555 -10.7%
7 SCHG 3.57% 376,469 $9M $25.04 $903K +70,632 +23.1%
8 SCHV 3.40% 337,726 $9M $26.58 $329K +6,025 +1.8%
9 IAI 3.15% 59,352 $8M $140.11 -$4M -26,123 -30.6%
10 AFMC 2.26% 196,129 $6M $30.46 $5M +174,496 +806.6%
11 RDVY 2.05% 92,594 $5M $58.54 -$1M -21,609 -18.9%
12 FTGS 2.00% 177,460 $5M $29.75 -$179K +3,635 +2.1%
13 QQQ 1.96% 11,049 $5M $468.91 $2M +4,059 +58.1%
14 HYLS 1.70% 109,093 $4M $41.04 $231K +6,359 +6.2%
15 FTSM 1.65% 72,704 $4M $59.84 $209K +3,410 +4.9%
16 IYW 1.57% 29,518 $4M $140.44 $2M +18,828 +176.1%
17 TOTL 1.57% 102,734 $4M $40.29 $1M +24,504 +31.3%
18 FSIG 1.48% 205,950 $4M $18.94 $223K +11,034 +5.7%
19 SJNK 1.41% 147,895 $4M $25.16 $3M +107,385 +265.1%
20 IVV 1.39% 6,520 $4M $561.90 $3M +5,810 +818.3%
21 EEM 1.33% 80,047 $3M $43.70 $212K +1,478 +1.9%
22 ARCC 1.28% 152,084 $3M $22.16 $138K +4,451 +3.0%
23 IVW 1.25% 35,409 $3M $92.83 $1M +13,206 +59.5%
24 BOND 1.16% 33,085 $3M $92.47 $867K +8,844 +36.5%
25 IYF 1.16% 27,069 $3M $112.85 $68K +60 +0.2%
26 IYZ 1.14% 109,540 $3M $27.39 $377K +11,746 +12.0%
27 AAPL 1.09% 13,000 $3M $222.14 -$614K -983 -7.0%
28 SDVY 1.05% 82,545 $3M $33.50 -$156K +1,072 +1.3%
29 EFA 1.02% 32,860 $3M $81.73 -$1M -18,913 -36.5%
30 VUG 0.99% 7,042 $3M $370.80 $2M +6,295 +842.7%
31 JEPI 0.98% 45,368 $3M $57.14 $207K +3,897 +9.4%
32 PTLC 0.92% 47,055 $2M $51.45 $930K +19,155 +68.7%
33 QUAL 0.90% 13,906 $2M $170.89 -$15M -82,847 -85.6%
34 FBND 0.90% 51,814 $2M $45.65 $1M +26,175 +102.1%
35 IAU 0.89% 40,042 $2M $58.96 $789K +8,295 +26.1%
36 XLY 0.89% 11,885 $2M $197.46 -$4M -15,523 -56.6%
37 USVM 0.79% 26,451 $2M $78.74 -$106K +465 +1.8%
38 MSFT 0.79% 5,541 $2M $375.42 -$338K -197 -3.4%
39 MOAT 0.73% 21,860 $2M $88.00 -$509K -4,376 -16.7%
40 FEMB 0.69% 67,387 $2M $26.89 $194K +5,115 +8.2%
41 SCHA 0.67% 74,879 $2M $23.43 -$125K +2,212 +3.0%
42 UCON 0.62% 66,272 $2M $24.75 $112K +4,271 +6.9%
43 IWP 0.61% 13,713 $2M $117.49 $21K +1,164 +9.3%
44 VBR 0.58% 8,195 $2M $186.28 -$24K +373 +4.8%
45 AVUV 0.57% 17,239 $2M $87.17 -$112K +509 +3.0%
46 GLPI 0.57% 29,303 $1M $50.90 $449K +7,646 +35.3%
47 AMZN 0.54% 7,438 $1M $190.27 -$212K +22 +0.3%
48 DYNF 0.53% 28,557 $1M $48.76 +28,557 NEW
49 GARP 0.51% 26,454 $1M $51.02 +26,454 NEW
50 CALF 0.51% 35,725 $1M $37.50 -$478K -5,576 -13.5%
51 BRK-B 0.44% 2,186 $1M $532.58 $181K +16 +0.7%
52 IXG 0.38% 9,682 $997K $103.02 -$664K -7,611 -44.0%
53 EZU 0.37% 18,477 $984K $53.25 +18,477 NEW
54 FEZ 0.37% 18,078 $984K $54.41 +18,078 NEW
55 IQLT 0.36% 23,993 $952K $39.69 $212K +4,044 +20.3%
56 SCHM 0.32% 32,530 $852K $26.20 -$5M -195,850 -85.8%
57 AGG 0.32% 8,404 $831K $98.92 -$107K -1,279 -13.2%
58 ARKK 0.30% 16,465 $783K $47.58 -$166K -267 -1.6%
59 SCHB 0.29% 36,073 $777K $21.53 -$2M -75,299 -67.6%
60 PECO 0.29% 21,001 $766K $36.49 -$20K
61 ABBV 0.28% 3,578 $750K $209.52 $115K +5 +0.1%
62 SCHO 0.27% 29,717 $723K $24.34 $31K +962 +3.4%
63 BUFR 0.27% 23,711 $704K $29.69 -$18K
64 PTNQ 0.26% 9,537 $677K $71.01 $6K +474 +5.2%
65 TSLA 0.25% 2,516 $652K $259.17 -$830K -1,153 -31.4%
66 COST 0.24% 673 $637K $945.78 $10K -11 -1.6%
67 MINT 0.24% 6,237 $628K $100.63 $41K +393 +6.7%
68 NVDA 0.24% 5,776 $626K $108.37 -$796K -4,816 -45.5%
69 SCHH 0.22% 27,076 $582K $21.51 -$10K -1,045 -3.7%
70 COMT 0.21% 21,256 $563K $26.47 -$18K -1,686 -7.3%
71 XLK 0.20% 2,523 $521K $206.50 $212K +1,196 +90.1%
72 COWZ 0.19% 9,175 $502K $54.76 -$28K -220 -2.3%
73 IRM 0.19% 5,722 $492K $86.05 -$122K -120 -2.0%
74 BIL 0.18% 5,147 $472K $91.73 +5,147 NEW
75 VLO 0.18% 3,572 $472K $132.07 $34K
76 LMT 0.18% 1,045 $467K $446.71 +1,045 NEW
77 DBP 0.18% 6,497 $464K $71.45 +6,497 NEW
78 ARKW 0.17% 4,810 $455K $94.67 $121K +1,712 +55.3%
79 ICSH 0.17% 8,761 $444K $50.70 $56K +1,058 +13.7%
80 SO 0.16% 4,667 $429K $91.95 $45K +3 +0.1%
81 FDN 0.15% 1,830 $407K $222.15 $31K +287 +18.6%
82 XLF 0.15% 8,078 $402K $49.81 -$611K -12,892 -61.5%
83 DFIC 0.15% 14,479 $402K $27.77 -$113K -5,468 -27.4%
84 INTF 0.15% 12,839 $396K $30.84 -$151K -6,215 -32.6%
85 IUSB 0.15% 8,421 $388K $46.08 $32K +547 +7.0%
86 IZRL 0.14% 17,577 $377K $21.45 $31K +2,121 +13.7%
87 META 0.14% 652 $376K $576.44 $147K +262 +67.2%
88 APH 0.14% 5,700 $374K $65.59 -$22K -6 -0.1%
89 THNQ 0.14% 8,292 $367K $44.25 +8,292 NEW
90 BND 0.13% 4,784 $351K $73.44 +4,784 NEW
91 VTV 0.13% 1,995 $345K $172.76 +1,995 NEW
92 IBB 0.13% 2,650 $339K $127.90 -$24K -95 -3.5%
93 BIV 0.13% 4,375 $335K $76.57 -$17K -338 -7.2%
94 JPM 0.13% 1,358 $333K $245.30 -$2K -42 -3.0%
95 IWB 0.12% 1,051 $322K $306.74 -$16K
96 WMT 0.11% 3,455 $303K $87.78 $826 +107 +3.2%
97 MCO 0.11% 633 $295K $465.69 -$6K -3 -0.5%
98 IBM 0.11% 1,159 $288K $248.66 $32K -8 -0.7%
99 SPYG 0.10% 3,308 $266K $80.37 -$183K -1,796 -35.2%
100 DIS 0.10% 2,679 $264K $98.72 -$91K -510 -16.0%

New Positions

SymbolValue% Port
DYNF $1M 0.53%
GARP $1M 0.51%
EZU $984K 0.37%
FEZ $984K 0.37%
BIL $472K 0.18%
LMT $467K 0.18%
DBP $464K 0.18%
THNQ $367K 0.14%
BND $351K 0.13%
VTV $345K 0.13%
BABA $248K 0.09%
XLU $247K 0.09%
DTEC $226K 0.09%
SPIN $220K 0.08%
WTRG $208K 0.08%

Sold Out Positions

SymbolValue% Port
CAT —%
CCL —%
BAC —%
PML —%
BA —%
OHI —%
AMD —%
IJT —%
ADMA —%
DVY —%
GCOW —%
IJJ —%
MDYV —%
IYJ —%
RPG —%
View SEC EDGAR Filings for EWG Elevate Inc. →

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