Ewg Elevate Inc. Portfolio Holdings

Ewg Elevate Inc.

  • $295 Million
  • Q2 2025

Ewg Elevate Inc. has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $295 Million distributed in 142 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Intl Eqty with a value of $20.9M, Ishares Global Fin'L ETF with a value of $11.2M, First Tr ETF Fd Iv First Tr Lo with a value of $10M, Schwab Strategic Tr Us Large C with a value of $9.71M, and Schwab Strategic Tr Us Large C with a value of $9.42M.

Examining the 13F form we can see an increase of $57.2M in the current position value, from $238M to 295M.

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

Portfolio value $295 Million
ETFs: $265 Million
Technology: $7.84 Million
Financial Services: $6.51 Million
Real Estate: $3.07 Million
Consumer Cyclical: $2.99 Million
Communication Services: $1.63 Million
Consumer Defensive: $1.01 Million
Utilities: $904,000
Other: $2.17 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$3.07 Million 1.04% of portfolio
6,162
Q2 2025 Added 11.21%
$3.69T
$2.66 Million 0.9% of portfolio
12,979
Q2 2025 Reduced 0.16%
$2.26T
$1.54 Million 0.52% of portfolio
7,040
Q2 2025 Reduced 5.35%
$621B
$1.07 Million 0.36% of portfolio
2,210
Q2 2025 Added 1.1%
$456B
$951,000 0.32% of portfolio
6,023
Q2 2025 Added 4.28%
$1.08T
$811,000 0.27% of portfolio
2,555
Q2 2025 Added 1.55%
$351B
$708,000 0.24% of portfolio
3,819
Q2 2025 Added 6.74%
$439B
$667,000 0.23% of portfolio
674
Q2 2025 Added 0.15%
$859B
$451,000 0.15% of portfolio
1,556
Q2 2025 Added 14.58%
$1.78T
$375,000 0.13% of portfolio
509
Q2 2025 Reduced 21.93%
$210B
$381,000 0.13% of portfolio
1,294
Q2 2025 Added 11.65%
$281B
$338,000 0.11% of portfolio
3,461
Q2 2025 Added 0.17%
$207B
$332,000 0.11% of portfolio
2,683
Q2 2025 Added 0.15%
$1.24T
$266,000 0.09% of portfolio
1,504
Q2 2025 Added 0.74%
$1.21T
$277,000 0.09% of portfolio
1,572
Q2 2025 Added 13.5%
$442B
$232,000 0.08% of portfolio
2,160
Q2 2025 Added 16.57%
$324B
$224,000 0.08% of portfolio
1,977
Q2 2025 Added 5.22%
$282B
$211,000 0.07% of portfolio
1,493
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 142
  • Current Value $295 Million
  • Prior Value $238 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 36 stocks
  • Additional Purchases 49 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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