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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.58T
$3.5 Million 1.17% of portfolio
13,983
Q4 2024 Added 2.91%
$3.31T
$2.42 Million 0.81% of portfolio
5,738
Q4 2024 Added 1.32%
$2.39T
$1.63 Million 0.54% of portfolio
7,416
Q4 2024 Reduced 0.62%
$1.28T
$1.48 Million 0.49% of portfolio
3,669
Q4 2024 Added 4.53%
$355B
$1.42 Million 0.48% of portfolio
10,592
Q4 2024 Added 17.38%
$603B
$983,000 0.33% of portfolio
2,170
Q4 2024 Added 11.97%
$416B
$626,000 0.21% of portfolio
684
Q4 2024 Reduced 20.0%
$301B
$634,000 0.21% of portfolio
3,573
Q4 2024 Reduced 0.33%
$305B
$419,000 0.14% of portfolio
2,895
Q4 2024 Added 8.59%
$204B
$355,000 0.12% of portfolio
3,189
Q4 2024 Added 0.03%
$777B
$335,000 0.11% of portfolio
1,400
Q4 2024 Added 15.99%
$1.23T
$288,000 0.1% of portfolio
1,517
Q4 2024 New
$257B
$302,000 0.1% of portfolio
3,348
Q4 2024 Added 0.6%
$1.2T
$296,000 0.1% of portfolio
1,568
Q4 2024 Added 20.15%
$201B
$256,000 0.09% of portfolio
1,167
Q3 2024 Added 0.6%
$1.46T
$230,000 0.08% of portfolio
390
Q4 2024 Added 8.03%
$373B
$207,000 0.07% of portfolio
4,715
Q4 2024 New
$215B
$215,000 0.07% of portfolio
594
Q4 2024 New
$453B
$216,000 0.07% of portfolio
2,015
Q4 2024 Reduced 46.75%

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
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