EE

EWG Elevate Inc.

13F
EWG Elevate Inc.
Last update 2025-07-15 142 Stocks (37 new)
Value $325.00 Mil Turnover 40 %
Countries:
Top Holdings: BALI(6.79%)SCHF(6.44%)IXG(3.46%)LMBS(3.09%)SCHV(2.99%)
Summary Stock Picks Current Portfolio
EWG Elevate Inc. Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BALI
iShares Advantage Large Cap Income ETF
iShares Advantage Large Cap Income ETF
731,859
22,036.3
+9.19%
6.790
+0.57%
6.310
+15.35%
+6.11%
357.3
 
SCHF
Schwab International Equity ETF
946,141
20,909.7
+69.20%
6.440
+2.63%
0.040
+13.62%
+23.32%
50,203.0
 
IXG
iShares Global Financials ETF
101,304
11,226.5
+946.31%
3.460
+3.13%
2.070
+13.69%
+19.27%
565.5
 
LMBS
First Trust Low Duration Mortgage Opportunities ET
First Trust Low Duration Mortgage Opportunities ET
203,702
10,034.4
-0.16%
3.090
-0.01%
0.200
+1.71%
+3.49%
5,142.1
 
SCHV
Schwab U.S. Large-Cap Value ETF
351,064
9,713.9
+3.95%
2.990
+0.11%
0.080
+12.75%
+9.91%
12,980.1
 
SCHG
Schwab U.S. Large-Cap Growth ETF
322,645
9,424.5
-14.30%
2.900
-0.51%
0.020
+23.60%
+7.52%
45,676.5
 
XAR
SPDR S&P Aerospace & Defense ETF
43,784
9,235.8
New Holding
2.850
+2.85%
0.250
+35.35%
+33.67%
3,932.7
 
IWY
iShares Russell Top 200 Growth ETF
33,767
8,323.9
New Holding
2.560
+2.56%
0.060
+24.03%
+7.65%
14,367.9
 
SPY
SPDR S&P 500 ETF Trust
12,205
7,541.0
-50.31%
2.320
-2.62%
0.000
+18.63%
+8.70%
653,432.8
 
XLP
Consumer Staples Select Sector SPDR
89,535
7,249.7
New Holding
2.230
+2.23%
0.040
+0.40%
+4.99%
15,917.4
 

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
2025-06-30
Reduce
Reduce
-7.12%
●
273.71 ($302.58) 316.29
$312.23
3.19%
Reduce -81.8%
14,500
-65,164
VFH
Vanguard Financials ETF
2025-06-30
Sold Out
Sold Out
-4.05%
●
104.87 ($119.24) 127.3
$129.51
8.61%
Sold Out
0
-89,298
IAI
iShares U.S. Broker-Dealers ETF
2025-06-30
Sold Out
Sold Out
-3.15%
●
122.04 ($147.55) 169.14
$173.02
17.26%
Sold Out
0
-59,352
IXG
iShares Global Financials ETF
2025-06-30
Add
Add
+3.13%
●
90.79 ($104.78) 110.82
$113.09
7.93%
Add 946.31%
101,304
91,622
XAR
SPDR S&P Aerospace & Defense ETF
2025-06-30
New Buy
New Buy
+2.85%
●
144.94 ($180.93) 210.94
$220.99
22.14%
New holding
43,784
43,784
SCHF
Schwab International Equity ETF
2025-06-30
Add
Add
+2.63%
●
17.76 ($20.8) 22.1
$22.66
8.97%
Add 69.2%
946,141
386,953
SPY
SPDR S&P 500 ETF Trust
2025-06-30
Reduce
Reduce
-2.62%
●
496.48 ($571.44) 617.85
$633.30
10.83%
Reduce -50.31%
12,205
-12,356
IWY
iShares Russell Top 200 Growth ETF
2025-06-30
New Buy
New Buy
+2.56%
●
187.5 ($222.41) 246.51
$252.73
13.63%
New holding
33,767
33,767
XLP
Consumer Staples Select Sector SPDR
2025-06-30
New Buy
New Buy
+2.23%
●
76.35 ($81.14) 82.88
$81.53
0.49%
New holding
89,535
89,535
EWP
iShares MSCI Spain ETF
2025-06-30
New Buy
New Buy
+2.16%
●
34.15 ($41.25) 44.03
$45.30
9.82%
New holding
158,919
158,919

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 2025-06-30

EWG Elevate Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

EWG Elevate Inc.'s Holdings Heat Map

Size field:

EWG Elevate Inc.'s Holdings Bubble Chart

EWG Elevate Inc. News

  • 1

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