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EWG Elevate Inc.

Q2 2025 · Filed 2025-07-15
Market Value
$324M
+23.0%
Holdings
155
-10
New Purchases
36
Added To
49
Closed
14
Reduced
44
Top 10 Concentration
35.7%
Turnover
32.3%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IXG 3.46% 0.38% +3.08% $11M
XAR 2.85% 0.00% +2.85% $9M
IWY 2.57% 0.00% +2.57% $8M
SCHF 6.44% 4.19% +2.25% $21M
XLP 2.23% 0.00% +2.23% $7M
EWP 2.16% 0.00% +2.16% $7M
FDL 1.91% 0.00% +1.91% $6M
ARKQ 1.36% 0.00% +1.36% $4M
AIA 1.19% 0.00% +1.19% $4M
CGW 1.17% 0.00% +1.17% $4M
FRDM 1.16% 0.00% +1.16% $4M
XLF 1.30% 0.15% +1.15% $4M
IGRO 1.15% 0.00% +1.15% $4M
RPV 1.14% 0.00% +1.14% $4M
SPHQ 1.13% 0.00% +1.13% $4M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GLD 1.36% 8.70% -7.34% $4M
VFH 0.00% 4.04% -4.04% $0
IAI 0.00% 3.15% -3.15% $0
SPY 2.32% 5.21% -2.88% $8M
IYW 0.00% 1.57% -1.57% $0
IVW 0.12% 1.25% -1.13% $376K
SJNK 0.37% 1.41% -1.04% $1M
VUG 0.00% 0.99% -0.99% $0
HYLS 0.74% 1.70% -0.96% $2M
AFMC 1.37% 2.26% -0.89% $4M
QQQ 1.07% 1.96% -0.89% $3M
XLY 0.00% 0.89% -0.89% $0
IVV 0.51% 1.39% -0.88% $2M
LMBS 3.09% 3.80% -0.71% $10M
SCHG 2.90% 3.57% -0.67% $9M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 27 $29M 8.8%
Large Cap 63 $133M 40.9%
Mid Cap 29 $70M 21.6%
Small Cap 28 $87M 26.8%
Micro Cap 8 $6M 1.9%

Portfolio Analytics

Avg Market Cap
$273.6B
Median Market Cap
$15.4B
Avg P/E
43.6
Median P/E
28.9
Avg Dividend Yield
0.03%
Avg Beta
0.92
# Stocks
38
# ETFs / Funds
117

Top Holdings (155 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BALI 6.79% 731,859 $22M $30.11 $3M +61,597 +9.2%
2 SCHF 6.44% 946,141 $21M $22.10 $10M +386,953 +69.2%
3 IXG 3.46% 101,304 $11M $110.82 $10M +91,622 +946.3%
4 LMBS 3.09% 203,702 $10M $49.26 $5K -320 -0.2%
5 SCHV 2.99% 351,064 $10M $27.67 $737K +13,338 +4.0%
6 SCHG 2.90% 322,645 $9M $29.21 -$2K -53,824 -14.3%
7 XAR 2.85% 43,784 $9M $210.94 +43,784 NEW
8 IWY 2.57% 33,767 $8M $246.51 +33,767 NEW
9 SPY 2.32% 12,205 $8M $617.86 -$6M -12,356 -50.3%
10 XLP 2.23% 89,535 $7M $80.97 +89,535 NEW
11 EWP 2.16% 158,919 $7M $44.03 +158,919 NEW
12 EFA 2.04% 74,126 $7M $89.39 $4M +41,266 +125.6%
13 FDL 1.91% 147,694 $6M $41.87 +147,694 NEW
14 FTGS 1.86% 176,659 $6M $34.19 $761K -801 -0.5%
15 RDVY 1.86% 96,264 $6M $62.74 $619K +3,670 +4.0%
16 EEM 1.74% 117,308 $6M $48.24 $2M +37,261 +46.5%
17 JEPI 1.47% 83,842 $5M $56.85 $2M +38,474 +84.8%
18 AFMC 1.37% 138,458 $4M $32.13 -$2M -57,671 -29.4%
19 GLD 1.36% 14,500 $4M $304.83 -$19M -65,164 -81.8%
20 ARKQ 1.36% 49,338 $4M $89.17 +49,338 NEW
21 FTSM 1.34% 72,628 $4M $59.87 -$2K -76 -0.1%
22 XLF 1.30% 80,841 $4M $52.37 $4M +72,763 +900.8%
23 TOTL 1.26% 102,307 $4M $40.11 -$36K -427 -0.4%
24 FSIG 1.21% 205,087 $4M $19.12 $21K -863 -0.4%
25 AIA 1.19% 47,500 $4M $81.06 +47,500 NEW
26 CGW 1.17% 60,774 $4M $62.50 +60,774 NEW
27 FRDM 1.16% 93,518 $4M $40.40 +93,518 NEW
28 IGRO 1.15% 47,154 $4M $78.89 +47,154 NEW
29 RPV 1.14% 39,573 $4M $93.76 +39,573 NEW
30 SPHQ 1.13% 51,603 $4M $71.26 +51,603 NEW
31 ARCC 1.08% 159,305 $3M $21.96 $128K +7,221 +4.8%
32 QQQ 1.07% 6,316 $3M $551.64 -$2M -4,733 -42.8%
33 BOND 0.95% 33,357 $3M $92.18 $16K +272 +0.8%
34 IYZ 0.95% 102,987 $3M $29.78 $67K -6,553 -6.0%
35 MSFT 0.94% 6,162 $3M $497.44 $985K +621 +11.2%
36 SDVY 0.94% 86,685 $3M $35.28 $293K +4,140 +5.0%
37 IYR 0.92% 31,530 $3M $94.77 +31,530 NEW
38 QUAL 0.90% 16,017 $3M $182.82 $552K +2,111 +15.2%
39 AAPL 0.82% 12,979 $3M $205.17 -$225K -21 -0.2%
40 USVM 0.82% 31,538 $3M $83.91 $564K +5,087 +19.2%
41 IAU 0.78% 40,623 $3M $62.36 $172K +581 +1.4%
42 IDV 0.76% 71,829 $2M $34.51 +71,829 NEW
43 PTLC 0.74% 47,593 $2M $50.76 -$5K +538 +1.1%
44 HYLS 0.74% 57,260 $2M $41.81 -$2M -51,833 -47.5%
45 FMHI 0.66% 46,001 $2M $46.70 +46,001 NEW
46 SCHA 0.63% 81,031 $2M $25.30 $296K +6,152 +8.2%
47 INTF 0.63% 59,564 $2M $34.23 $2M +46,725 +363.9%
48 VBR 0.62% 10,323 $2M $195.00 $486K +2,128 +26.0%
49 AVUV 0.62% 21,934 $2M $91.10 $495K +4,695 +27.2%
50 IYF 0.60% 16,066 $2M $120.99 -$1M -11,003 -40.6%
51 FEMB 0.58% 64,826 $2M $28.88 $60K -2,561 -3.8%
52 IYJ 0.58% 13,118 $2M $142.32 +13,118 NEW
53 XOP 0.56% 14,363 $2M $125.80 +14,363 NEW
54 IDU 0.54% 16,811 $2M $104.57 +16,811 NEW
55 IYK 0.54% 24,886 $2M $70.48 +24,886 NEW
56 GLPI 0.54% 37,548 $2M $46.68 $261K +8,245 +28.1%
57 IVV 0.51% 2,677 $2M $620.90 -$2M -3,843 -58.9%
58 UCON 0.51% 65,879 $2M $24.89 -$514 -393 -0.6%
59 AMZN 0.48% 7,040 $2M $219.40 $129K -398 -5.3%
60 IEI 0.46% 12,441 $1M $119.09 +12,441 NEW
61 GARP 0.45% 24,248 $1M $60.38 $114K -2,206 -8.3%
62 DYNF 0.45% 26,732 $1M $54.46 $63K -1,825 -6.4%
63 DFAC 0.44% 39,465 $1M $35.84 +39,465 NEW
64 CALF 0.43% 34,654 $1M $39.81 $40K -1,071 -3.0%
65 MOAT 0.42% 14,666 $1M $93.79 -$548K -7,194 -32.9%
66 FBND 0.40% 28,533 $1M $45.75 -$1M -23,281 -44.9%
67 SJNK 0.37% 47,175 $1M $25.48 -$3M -100,720 -68.1%
68 ARKK 0.36% 16,431 $1M $70.29 $372K -34 -0.2%
69 EZU 0.35% 18,957 $1M $59.45 $143K +480 +2.6%
70 BRK-B 0.33% 2,210 $1M $485.77 -$91K +24 +1.1%
71 IQLT 0.32% 24,215 $1M $43.22 $94K +222 +0.9%
72 FEZ 0.30% 16,426 $981K $59.73 -$2K -1,652 -9.1%
73 IGF 0.30% 16,279 $964K $59.20 +16,279 NEW
74 NVDA 0.29% 6,023 $952K $157.98 $326K +247 +4.3%
75 SCHM 0.27% 31,382 $880K $28.05 $28K -1,148 -3.5%
76 AGG 0.27% 8,718 $865K $99.20 $34K +314 +3.7%
77 SCHB 0.26% 35,790 $853K $23.83 $76K -283 -0.8%
78 TSLA 0.25% 2,555 $812K $317.67 $160K +39 +1.6%
79 BUFR 0.23% 23,711 $754K $31.80 $50K
80 PECO 0.23% 21,001 $736K $35.03 -$31K
81 FNDF 0.23% 18,278 $731K $40.02 +18,278 NEW
82 SCHO 0.22% 29,110 $710K $24.38 -$14K -607 -2.0%
83 PTNQ 0.22% 9,933 $709K $71.37 $32K +396 +4.2%
84 ABBV 0.22% 3,819 $709K $185.63 -$41K +241 +6.7%
85 COST 0.21% 674 $667K $989.94 $31K +1 +0.1%
86 MINT 0.19% 6,159 $619K $100.53 -$8K -78 -1.2%
87 IRM 0.18% 5,722 $587K $102.57 $95K
88 APH 0.17% 5,744 $567K $98.75 $193K +44 +0.8%
89 SCHH 0.17% 26,194 $554K $21.16 -$28K -882 -3.3%
90 COMT 0.17% 20,818 $538K $25.85 -$25K -438 -2.1%
91 BND 0.16% 7,118 $524K $73.63 $173K +2,334 +48.8%
92 COWZ 0.16% 9,175 $506K $55.10 $3K
93 LMT 0.15% 1,057 $490K $463.20 $23K +12 +1.1%
94 SO 0.15% 5,316 $488K $91.83 $59K +649 +13.9%
95 VLO 0.15% 3,580 $481K $134.42 $9K +8 +0.2%
96 DBP 0.14% 6,236 $469K $75.14 $4K -261 -4.0%
97 IHI 0.14% 7,412 $464K $62.64 +7,412 NEW
98 JPM 0.14% 1,556 $451K $289.94 $118K +198 +14.6%
99 ICSH 0.14% 8,693 $441K $50.71 -$3K -68 -0.8%
100 IZRL 0.12% 14,357 $390K $27.17 $13K -3,220 -18.3%

Options Breakdown

1 Calls $0 Call Value 0 Puts $0 Put Value

Top Calls

SymbolSharesValueStatus
FELC $0 SOLD

New Positions

SymbolValue% Port
XAR $9M 2.85%
IWY $8M 2.57%
XLP $7M 2.23%
EWP $7M 2.16%
FDL $6M 1.91%
ARKQ $4M 1.36%
AIA $4M 1.19%
CGW $4M 1.17%
FRDM $4M 1.16%
IGRO $4M 1.15%
RPV $4M 1.14%
SPHQ $4M 1.13%
IYR $3M 0.92%
IDV $2M 0.76%
FMHI $2M 0.66%

Sold Out Positions

SymbolValue% Port
CVX —%
EIX —%
XLY —%
IYW —%
IWP —%
VFH —%
ARKW —%
VUG —%
XLK —%
FDN —%
IAI —%
XLU —%
DTEC —%
THNQ —%
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