EE

EWG Elevate Inc.

13F
EWG Elevate Inc.
Last update 2025-04-10 120 Stocks (17 new)
Value $264.00 Mil Turnover 23 %
Countries:
Top Holdings: GLD(8.71%)BALI(7.32%)SPY(5.21%)SCHF(4.20%)VFH(4.05%)
Summary Stock Picks Current Portfolio
EWG Elevate Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
GLD
SPDR Gold Shares ETF
79,664
22,954.4
+2,694.25%
8.710
+8.40%
0.020
+3.76%
+27.68%
102,976.0
 
BALI
iShares Advantage Large Cap Income ETF
iShares Advantage Large Cap Income ETF
670,262
19,296.8
+3.01%
7.320
+0.21%
7.670
+10.70%
-0.46%
352.3
 
SPY
SPDR S&P 500 ETF Trust
24,561
13,739.3
-21.58%
5.210
-1.22%
0.000
+17.14%
+7.04%
641,384.0
 
SCHF
Schwab International Equity ETF
559,188
11,060.7
+1.55%
4.200
+0.06%
0.030
+15.43%
+19.92%
48,818.6
 
VFH
Vanguard Financials ETF
89,298
10,668.5
-18.39%
4.050
-0.73%
0.070
+14.91%
+8.70%
11,777.9
 
LMBS
First Trust Low Duration Mortgage Opportunities ET
First Trust Low Duration Mortgage Opportunities ET
204,022
10,029.7
-10.74%
3.800
-0.37%
0.200
+2.42%
+3.14%
5,097.9
 
SCHG
Schwab U.S. Large-Cap Growth ETF
376,469
9,426.8
+23.09%
3.580
+0.67%
0.030
+20.60%
+5.52%
44,469.7
 
SCHV
Schwab U.S. Large-Cap Value ETF
337,726
8,976.8
+1.82%
3.400
+0.06%
0.080
+13.40%
+8.58%
12,776.8
 
IAI
iShares U.S. Broker-Dealers ETF
59,352
8,315.8
-30.56%
3.150
-1.16%
0.670
+30.11%
+18.85%
1,404.3
 
AFMC
First Trust Active Factor Mid Cap ETF
First Trust Active Factor Mid Cap ETF
196,129
5,974.1
+806.62%
2.270
+2.02%
14.010
+13.12%
+2.63%
71.3
 

EWG Elevate Inc.'s Historical Top Holdings Breakdowns

EWG Elevate Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GLD
SPDR Gold Shares ETF
2025-03-31
Add
Add
+8.40%
●
243.19 ($264.45) 288.14
$309.14
16.90%
Add 2694.25%
79,664
76,813
QUAL
iShares MSCI USA Quality Factor ETF
2025-03-31
Reduce
Reduce
-4.55%
●
168.16 ($179.03) 186.21
$183.86
2.70%
Reduce -85.63%
13,906
-82,847
SCHD
Schwab US Dividend Equity ETF
2025-03-31
Sold Out
Sold Out
-2.87%
●
27.01 ($27.88) 28.54
$27.33
-1.97%
Sold Out
0
-340,952
DIA
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
2025-03-31
Sold Out
Sold Out
-2.57%
●
408.78 ($432.49) 448.82
$443.57
2.56%
Sold Out
0
-19,626
AFMC
First Trust Active Factor Mid Cap ETF
First Trust Active Factor Mid Cap ETF
2025-03-31
Add
Add
+2.02%
●
29.5 ($31.82) 33.51
$32.41
1.85%
Add 806.62%
196,129
174,496
SCHM
Schwab U.S. Mid-Cap ETF
2025-03-31
Reduce
Reduce
-1.67%
●
25.58 ($27.85) 29.24
$28.61
2.73%
Reduce -85.76%
32,530
-195,850
IBUY
Amplify Online Retail ETF
2025-03-31
Sold Out
Sold Out
-1.36%
●
58.99 ($65.98) 74.1
$69.85
5.87%
Sold Out
0
-68,470
IVV
iShares Core S&P 500 ETF
2025-03-31
Add
Add
+1.24%
●
554.06 ($590.51) 615.85
$626.44
6.08%
Add 818.31%
6,520
5,810
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Reduce
Reduce
-1.22%
●
551.42 ($587.78) 612.93
$623.62
6.10%
Reduce -21.58%
24,561
-6,758
RPG
Invesco S&P 500 Pure Growth ETF
2025-03-31
Sold Out
Sold Out
-1.18%
●
37.33 ($41.83) 45.03
$46.01
9.99%
Sold Out
0
-92,806

EWG Elevate Inc. Total Holding History ($B)

To

EWG Elevate Inc.'s Asset Allocation

To

EWG Elevate Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

EWG Elevate Inc.'s Hypothetical Growth since 2025-03-31

EWG Elevate Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

EWG Elevate Inc.'s Holdings Heat Map

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EWG Elevate Inc.'s Holdings Bubble Chart

EWG Elevate Inc. News

  • 1

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