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CIK: 0001765278
Total reported value
$320.0M
$320.0M
125 檔
15.8%
In Q1 2024, EWG Elevate Inc.'s U.S. equity holdings reached a combined market value of $320.0M, distributed across 125 disclosed stock positions.
During Q1 2024, EWG Elevate Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SPY, SMH, LMBS) accounted for 15.8% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.26% | -2.21% | -26.92% | |
| 2 | SMH | Vaneck Semiconductor ETF | ETF-Other | 4.18% | — | — | |
| 3 | LMBS | First Trust Low Duration Opp | ETF-Other | 3.84% | -1.61% | +5.24% | |
| 4 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.50% | — | -21.87% | |
| 5 | SCHV | Schwab US Large-cap Value | ETF-Other | 3.44% | — | -10.47% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.19% | +1.14% | -11.10% | |
| 7 | MGC | Vanguard Mega Cap ETF | ETF-Other | 3.09% | — | — | |
| 8 | FMAR | Ft Vest US Equity Buffer ETF | ETF-Other | 3.00% | — | — | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.87% | -0.89% | EXIT | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.29% | — | -32.98% | |
| 11 | IRM | Iron Mountain Inc | Stock-Real Estate | 2.28% | — | -14.01% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 2.17% | -7.75% | -0.13% | |
| 13 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 2.17% | +1.23% | NEW | |
| 14 | XLK | Ss Technology Select Sector | ETF-Tech | 2.16% | +1.24% | +1512.45% | |
| 15 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 2.11% | — | -11.62% | |
| 16 | BAR | Graniteshares Gold Trust | ETF-Commodities | 2.05% | — | +1.61% | |
| 17 | QMAR | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 1.90% | — | — | |
| 18 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.68% | — | +2.87% | |
| 19 | HDV | Ishares Core High Dividend E | ETF-Other | 1.62% | — | +3.78% | |
| 20 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.61% | +0.52% | +750.97% | |
| 21 | PHO | Invesco Water Resources ETF | ETF-Other | 1.60% | — | — | |
| 22 | BND | Vanguard Total Bond Market | ETF-Other | 1.55% | +0.97% | — | |
| 23 | ✓ | Tidal ETF Tr | ETF-Other | 1.54% | — | +4.41% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.50% | +1.24% | +1.36% | |
| 25 | IYF | Ishares US Financials ETF | ETF-Other | 1.46% | — | — | |
| 26 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.44% | -1.02% | -64.58% | |
| 27 | FTSM | First Trust Enh Short Mat Fd | ETF-Other | 1.43% | -1.23% | +5.46% | |
| 28 | FSIG | Ft LTD Duration Inv Grade | ETF-Other | 1.28% | — | +5.59% | |
| 29 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.16% | +0.62% | +5.35% | |
| 30 | ARCC | Ares Capital CORP | Stock-Financials | 1.16% | — | +6.25% | |
| 31 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.13% | +0.58% | +7.55% | |
| 32 | TOTL | Ss Doubleline Tr Tact ETF | ETF-Other | 1.07% | — | -20.47% | |
| 33 | QDEC | Ft Vest Nasdaq-100 Buffer Et | ETF-Tech | 1.05% | — | — | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.03% | — | -10.00% | |
| 35 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.01% | -0.72% | EXIT | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.99% | — | — | |
| 37 | XHB | Ss Spdr S&p Homebldrs ETF | ETF-Other | 0.96% | — | — | |
| 38 | MSFT | Microsoft CORP | Stock-Tech | 0.89% | — | -2.97% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.86% | — | -0.21% | |
| 40 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.85% | — | +66.13% | |
| 41 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 0.80% | — | — | |
| 42 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.77% | -0.88% | +1.73% | |
| 43 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 0.76% | — | +2.17% | |
| 44 | FTSL | First Trust Senior Loan ETF | ETF-Other | 0.74% | — | +5.40% | |
| 45 | USVM | Victoryshares US Small Mid C | ETF-Other | 0.70% | -0.78% | EXIT | |
| 46 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.65% | — | — | |
| 47 | FEMB | First Trust Emerging Markets | ETF-Emerging Markets | 0.59% | — | +6.08% | |
| 48 | DIV | Global X Superdividend Use | ETF-Other | 0.58% | — | -45.98% | |
| 49 | ARKK | Ark Innovation ETF | ETF-Other | 0.56% | +1.70% | +80.19% | |
| 50 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.54% | — | +0.65% |
According to official SEC Form 13F filings, EWG Elevate Inc. reported a total U.S. public equity portfolio value of $320.0M across 125 disclosed positions in Q1 2024.
During Q1 2024, EWG Elevate Inc.'s top holdings by market value included SPY (4.3%)、SMH (4.2%)、LMBS (3.8%). The largest single position, SPY, represented 4.3% of total portfolio value.
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In Q1 2024, EWG Elevate Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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