Ewg Elevate Inc. Portfolio Holdings

Ewg Elevate Inc.

  • $299 Million
  • Q4 2024

Ewg Elevate Inc. has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $299 Million distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $18.4M, Ishares Msci Usa Quality Facto with a value of $17.2M, Vanguard Financial ETF with a value of $12.9M, Ishares Tr Us Broker Dealers & with a value of $12.3M, and First Tr ETF Fd Iv First Tr Lo with a value of $11.1M.

Examining the 13F form we can see an increase of $69M in the current position value, from $230M to 299M.

Below you can find more details about Ewg Elevate Inc. portfolio as well as his latest detailed transactions.

Portfolio value $299 Million
ETFs: $268 Million
Technology: $8.66 Million
Financial Services: $5.88 Million
Consumer Cyclical: $3.85 Million
Real Estate: $2.64 Million
Communication Services: $1.43 Million
Industrials: $1.33 Million
Healthcare: $1.11 Million
Other: $2.92 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$18.4 Million 6.13% of portfolio
31,319
Q4 2024 Added 23.29%
$0
$17.2 Million 5.76% of portfolio
96,753
Q4 2024 Added 122.5%
$0
$12.9 Million 4.32% of portfolio
109,420
Q4 2024 New
$0
$12.3 Million 4.12% of portfolio
85,475
Q4 2024 New
$0
$11.1 Million 3.72% of portfolio
228,577
Q4 2024 Reduced 36.22%
$0
$10.2 Million 3.4% of portfolio
550,654
Q4 2024 Added 119.57%
$0
$9.31 Million 3.11% of portfolio
340,952
Q4 2024 New
$0
$8.65 Million 2.89% of portfolio
331,701
Q4 2024 Added 218.38%
$0
$8.52 Million 2.85% of portfolio
305,837
Q4 2024 Added 313.08%
$0
$8.35 Million 2.79% of portfolio
19,626
Q4 2024 New
$0
$6.75 Million 2.26% of portfolio
114,203
Q4 2024 Added 2.99%
$0
$6.33 Million 2.11% of portfolio
228,380
Q4 2024 Added 178.01%
$0
$6.15 Million 2.05% of portfolio
27,408
Q4 2024 New
$0
$4.43 Million 1.48% of portfolio
68,470
Q4 2024 New
$0
$4.25 Million 1.42% of portfolio
102,734
Q4 2024 Added 3.62%
$0
$4.14 Million 1.38% of portfolio
69,294
Q4 2024 Added 4.41%
$0
$3.91 Million 1.31% of portfolio
51,773
Q4 2024 Added 0.48%
$0
$3.83 Million 1.28% of portfolio
92,806
Q4 2024 New
$0
$3.68 Million 1.23% of portfolio
194,916
Q4 2024 Added 4.26%
$0
$3.57 Million 1.19% of portfolio
6,990
Q4 2024 Added 41.78%
$3.58T
$3.5 Million 1.17% of portfolio
13,983
Q4 2024 Added 2.91%
$0
$3.31 Million 1.11% of portfolio
49,423
Q4 2024 New
$0
$3.29 Million 1.1% of portfolio
78,569
Q4 2024 Added 4.0%
$0
$3.23 Million 1.08% of portfolio
42,479
Q4 2024 New
$0
$3.23 Million 1.08% of portfolio
147,633
Q4 2024 Added 3.57%
$0
$3.22 Million 1.07% of portfolio
24,509
Q4 2024 New
$0
$3.11 Million 1.04% of portfolio
38,249
Q4 2024 New
$0
$3.08 Million 1.03% of portfolio
78,230
Q4 2024 Added 8.06%
$0
$2.99 Million 1.0% of portfolio
27,009
Q4 2024 Added 149.18%
$0
$2.92 Million 0.98% of portfolio
81,473
Q4 2024 Added 2.89%
$0
$2.62 Million 0.88% of portfolio
97,794
Q4 2024 New
$0
$2.64 Million 0.88% of portfolio
51,791
Q4 2024 New
$0
$2.56 Million 0.86% of portfolio
11,605
Q4 2024 Added 171.53%
$0
$2.53 Million 0.84% of portfolio
111,372
Q4 2024 Added 183.96%
$3.31T
$2.42 Million 0.81% of portfolio
5,738
Q4 2024 Added 1.32%
$0
$2.39 Million 0.8% of portfolio
41,471
Q4 2024 Added 4.37%
$0
$2.35 Million 0.79% of portfolio
18,829
Q4 2024 New
$0
$2.25 Million 0.75% of portfolio
22,203
Q4 2024 Added 26.51%
$0
$2.25 Million 0.75% of portfolio
26,236
Q4 2024 Added 7.37%
$0
$2.19 Million 0.73% of portfolio
25,986
Q4 2024 Added 2.11%
$0
$2.19 Million 0.73% of portfolio
24,241
Q4 2024 Added 8.0%
$0
$1.88 Million 0.63% of portfolio
72,667
Q4 2024 Added 104.84%
$0
$1.86 Million 0.62% of portfolio
3,270
Q4 2024 New
$0
$1.82 Million 0.61% of portfolio
41,301
Q4 2024 Added 6.8%
$0
$1.71 Million 0.57% of portfolio
10,690
Q4 2024 Added 24.93%
$0
$1.67 Million 0.56% of portfolio
15,331
Q4 2024 New
$0
$1.66 Million 0.55% of portfolio
17,293
Q4 2024 New
$0
$1.65 Million 0.55% of portfolio
12,383
Q4 2024 New
$0
$1.62 Million 0.54% of portfolio
62,272
Q4 2024 Added 4.94%

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $299 Million
  • Prior Value $230 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 49 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
Track This Portfolio

Track Ewg Elevate Inc. Portfolio

Follow Ewg Elevate Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ewg Elevate Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ewg Elevate Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email