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CIK: 0001835252
Total reported value
$548.1M
$548.1M
161 檔
21.3%
As reported in its official Q4 2024 Form 13F filing, Ewa, LLC's tracked investment portfolio stood at $548.1M with 161 total positions.
Ewa, LLC executed strategic sector rebalancing during Q4 2024, establishing 4 new positions while fully exiting 11 holdings and trimming 12 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVW, QUAL, LRGF) accounted for 21.3% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 12.64% | -0.21% | +1.82% | |
| 2 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 9.54% | -0.03% | +3.10% | |
| 3 | LRGF | Ishares US Equity Factor ETF | ETF-Other | 8.90% | -0.06% | +3.64% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 7.88% | -1.58% | +5.30% | |
| 5 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 4.82% | +0.01% | +8.23% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.07% | -0.41% | -1.84% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.67% | -0.21% | +3.85% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 2.72% | -0.09% | +1.38% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.71% | -0.20% | -2.59% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.50% | -0.18% | +3.90% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.05% | -0.30% | +7.18% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.01% | +0.06% | -4.20% | |
| 13 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.95% | — | +1.98% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.91% | +2.49% | +8.12% | |
| 15 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.81% | +0.08% | +7.99% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.54% | -0.03% | +3.38% | |
| 17 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.28% | -0.20% | -31.86% | |
| 18 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.23% | +0.30% | +1.40% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | -0.06% | -0.58% | |
| 20 | PAVE | Global X US Infrastructure | ETF-Other | 1.18% | — | +5.49% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.10% | -0.53% | +2.56% | |
| 22 | VUG | Vanguard Growth ETF | ETF-Other | 0.97% | -0.01% | -1.18% | |
| 23 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.76% | -0.05% | -1.88% | |
| 24 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.63% | -0.03% | -0.07% | |
| 25 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.58% | -0.02% | +1.47% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.58% | -0.02% | +0.08% | |
| 27 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.52% | -0.09% | -9.25% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.52% | -0.16% | -14.79% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.51% | -0.11% | — | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.49% | +0.07% | +3.47% | |
| 31 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.41% | -0.06% | +4.12% | |
| 32 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.40% | +0.13% | +13.45% | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.40% | — | — | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.40% | +0.07% | -6.60% | |
| 35 | IAU | Ishares Gold Trust | ETF-Commodities | 0.39% | -0.10% | +5.92% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.35% | -0.05% | +5.57% | |
| 37 | IQLT | Ishares Msci International Q | ETF-Other | 0.34% | — | -39.07% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.34% | +0.08% | -4.20% | |
| 39 | MUFG | Mitsubishi Ufj Finl-spon Adr | Stock-Financials | 0.29% | -0.02% | +0.71% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-Other | 0.29% | -0.01% | +9.07% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.29% | +0.01% | -0.67% | |
| 42 | WMT | Walmart Inc | Stock-Consumer Staples | 0.28% | -0.08% | +0.16% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.27% | -0.07% | -0.16% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.27% | — | +2.54% | |
| 45 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.27% | +0.03% | -7.30% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.26% | -0.01% | -0.42% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.25% | -0.09% | -0.63% | |
| 48 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.25% | — | +6.84% | |
| 49 | CRM | Salesforce Inc | Stock-Tech | 0.25% | -0.05% | -0.15% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.23% | +0.05% | +17.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVW | Ishares S&p 500 Growth ETF | +1% | +1.82% | Add |
| 2 | LRGF | Ishares US Equity Factor ETF | +0.6% | +3.64% | Add |
| 3 | QUAL | Ishares Msci USA Quality Fac | +0.5% | +3.10% | Add |
| 4 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.4% | +8.23% | Add |
| 5 | IVE | Ishares S&p 500 Value ETF | +0.4% | +5.30% | Add |
| 6 | AAPL | Apple Inc | +0.4% | +3.90% | Add |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.3% | +3.85% | Add |
| 8 | IYW | Ishares Ustechnology ETF | +0.2% | +7.99% | Add |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.2% | +8.12% | Add |
| 10 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +7.18% | Add |
| 11 | TSLA | Tesla Inc | +0.2% | -0.07% | Trim |
| 12 | AVGO | Broadcom Inc | +0.2% | +3.47% | Add |
| 13 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 14 | EFG | Ishares Msci Eafe Growth ETF | +0.1% | NEW | New buy |
| 15 | META | Meta Platforms Inc-class A | +0.1% | +2.56% | Add |
| 16 | VO | Vanguard Mid-cap ETF | +0.1% | NEW | New buy |
| 17 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +1.38% | Add |
| 18 | LLY | Eli Lilly & Co | +0.1% | +13.45% | Add |
| 19 | HLN | Haleon Plc-adr | +0.1% | NEW | New buy |
| 20 | MRK | Merck & Co. Inc. | +0.1% | +53.38% | Add |
| 21 | IJR | Ishares Core S&p Small-cap E | +0.1% | +3.38% | Add |
| 22 | OEF | Ishares S&p 100 ETF | 0% | +31.94% | Add |
| 23 | VTI | Vanguard Total Stock Mkt ETF | 0% | +17.35% | Add |
| 24 | IAU | Ishares Gold Trust | 0% | +5.92% | Add |
| 25 | ABBV | Abbvie Inc | 0% | +19.32% | Add |
| 26 | MSFT | Microsoft CORP | 0% | -2.59% | Trim |
| 27 | CRK | Comstock Resources Inc | 0% | -0.62% | Trim |
| 28 | PAVE | Global X US Infrastructure | 0% | +5.49% | Add |
| 29 | VT | Vanguard Tot World Stk ETF | 0% | -1.88% | Trim |
| 30 | MSOS | Advisorshares Pure US Cann | 0% | — | Unchanged |
| 31 | XOM | Exxon Mobil CORP | 0% | -0.63% | Trim |
| 32 | UNH | Unitedhealth Group Inc | 0% | +1.08% | Add |
| 33 | EFAV | Ishares Msci Eafe Min Vol Fa | 0% | -24.48% | Trim |
| 34 | USMV | Ishares Msci USA Min Vol Fac | -0.1% | -9.25% | Trim |
| 35 | EXR | Extra Space Storage Inc | -0.1% | EXIT | Sold out |
| 36 | PLD | Prologis Inc | -0.1% | EXIT | Sold out |
| 37 | PWR | Quanta Services Inc | -0.1% | EXIT | Sold out |
| 38 | ETN | Eaton Corporation plc | -0.1% | EXIT | Sold out |
| 39 | CVX | Chevron CORP | -0.1% | EXIT | Sold out |
| 40 | CACI | Caci International Inc -cl A | -0.1% | EXIT | Sold out |
| 41 | IEMG | Ishares Core Msci Emerging | -0.1% | -14.79% | Trim |
| 42 | CTAS | Cintas CORP | -0.1% | EXIT | Sold out |
| 43 | FAST | Fastenal Co | -0.1% | EXIT | Sold out |
| 44 | WM | Waste Management Inc | -0.1% | EXIT | Sold out |
| 45 | LOW | Lowe's Cos Inc | -0.1% | EXIT | Sold out |
| 46 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | Sold out |
| 47 | IQLT | Ishares Msci International Q | -0.2% | -39.07% | Trim |
| 48 | NVDA | Nvidia CORP | -0.2% | -1.84% | Trim |
| 49 | TLH | Ishares 10-20 Year Treasury | -0.6% | -31.86% | Trim |
| 50 | EFV | Ishares Msci Eafe Value ETF | -4.4% | -96.55% | Trim |
According to official SEC Form 13F filings, Ewa, LLC reported a total U.S. public equity portfolio value of $548.1M across 161 disclosed positions in Q4 2024.
During Q4 2024, Ewa, LLC's top holdings by market value included IVW (12.6%)、QUAL (9.5%)、LRGF (8.9%). The largest single position, IVW, represented 12.6% of total portfolio value.
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Top New Position Initiated
ANET
市值: $333.4K
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $310.3K
In Q4 2024, Ewa, LLC made 49 total portfolio adjustments, initiating 4 new buys, adding to 22 positions, trimming 12 holdings, and fully liquidating 11 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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