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CIK: 0000932000
Total reported value
$685.7M
$685.7M
8 檔
32.0%
At the close of Q1 2025, Toews CORP /adv disclosed equity holdings valued at approximately $685.7M, spread across 8 reported holdings.
In Q1 2025, Toews CORP /adv displayed an active expansion posture, initiating 8 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, VEA, JAAA) accounted for 32.0% of total reported equity market value during Q1 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 77.58% | -55.84% | +17.06% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 10.88% | +1.47% | NEW | |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 3.17% | — | +34.75% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.72% | +0.75% | NEW | |
| 5 | BND | Vanguard Total Bond Market | ETF-Other | 2.70% | +0.77% | NEW | |
| 6 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.10% | -0.50% | +34.27% | |
| 7 | CLOA | Ishares Aaa Clo Act Etf-usdi | ETF-Other | 1.09% | -0.50% | +28.65% | |
| 8 | MRSK | Toews Agility Shares Managed | ETF-Other | 0.75% | -0.32% | +184.15% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 2 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 3 | JAAA | Janus Henderson Aaa Clo ETF | — | NEW | New buy |
| 4 | AGG | Ishares Core U.s. Aggregate | — | NEW | New buy |
| 5 | BND | Vanguard Total Bond Market | — | NEW | New buy |
| 6 | FLOT | Ishares Floating Rate Bond E | — | NEW | New buy |
| 7 | CLOA | Ishares Aaa Clo Act Etf-usdi | — | NEW | New buy |
| 8 | MRSK | Toews Agility Shares Managed | — | NEW | New buy |
According to official SEC Form 13F filings, Toews CORP /adv reported a total U.S. public equity portfolio value of $685.7M across 8 disclosed positions in Q1 2025.
During Q1 2025, Toews CORP /adv's top holdings by market value included IVV (77.6%)、VEA (10.9%)、JAAA (3.2%). The largest single position, IVV, represented 77.6% of total portfolio value.
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Top New Position Initiated
IVV
市值: $175.6M
In Q1 2025, Toews CORP /adv made 8 total portfolio adjustments, initiating 8 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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