StockDrifts LogoStockDrifts

Ewg Elevate Inc.

Portfolio Manager
Ewg Elevate Inc.
Performance
+7.67% (2025 Q3)
AUM (13F)
$320.01M
# of Holdings
119
Performance Rank
Allocation (Top 20)
53.9%

Ewg Elevate Inc. Holdings Map

Top 50 Ewg Elevate Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
BALI
BLACKROCK ETF TRUST
7.3%735.8K$23.4M
+0.54%(+3.98K)
2024-Q3: 432.4K shares2024-Q4: 650.7K shares2025-Q1: 670.3K shares2025-Q2: 731.9K shares2025-Q3: 735.8K shares2025-09-30
SCHF
SCHWAB STRATEGIC TR
5.27%724.9K$16.9M
-23.38%(-221.21K)
2024-Q3: 250.8K shares2024-Q4: 550.7K shares2025-Q1: 559.2K shares2025-Q2: 946.1K shares2025-Q3: 724.9K shares2025-09-30
IXG
ISHARES TR
3.82%104.8K$12.2M
+3.49%(+3.54K)
2024-Q4: 17.3K shares2025-Q1: 9.7K shares2025-Q2: 101.3K shares2025-Q3: 104.8K shares2025-09-30
ARKW
ARK ETF TR
3.51%64.3K$11.2Mnew2024-Q4: 3.1K shares2025-Q1: 4.8K shares2025-Q3: 64.3K shares2025-09-30
SCHV
SCHWAB STRATEGIC TR
3.2%352.0K$10.2M
+0.27%(+946)
2024-Q3: 104.2K shares2024-Q4: 331.7K shares2025-Q1: 337.7K shares2025-Q2: 351.1K shares2025-Q3: 352.0K shares2025-09-30
SCHG
SCHWAB STRATEGIC TR
3.06%307.1K$9.8M
-4.82%(-15.55K)
2024-Q3: 74.0K shares2024-Q4: 305.8K shares2025-Q1: 376.5K shares2025-Q2: 322.6K shares2025-Q3: 307.1K shares
$19.31(+69.29%)
2025-09-30
SPY
SPDR S&P 500 ETF TR
2.93%14.1K$9.4M
+15.26%(+1.86K)
2024-Q3: 25.4K shares2024-Q4: 31.3K shares2025-Q1: 24.6K shares2025-Q2: 12.2K shares2025-Q3: 14.1K shares
$498.24(+38.39%)
2025-09-30
EFA
ISHARES TR
2.24%76.7K$7.2M
+3.42%(+2.53K)
2024-Q3: 51.5K shares2024-Q4: 51.8K shares2025-Q1: 32.9K shares2025-Q2: 74.1K shares2025-Q3: 76.7K shares2025-09-30
LMBS
FIRST TR EXCHANGE-TRADED FD
2.14%137.6K$6.9M
-32.46%(-66.12K)
2024-Q3: 358.4K shares2024-Q4: 228.6K shares2025-Q1: 204.0K shares2025-Q2: 203.7K shares2025-Q3: 137.6K shares
$48.37(+3.52%)
2025-09-30
EWP
ISHARES INC
2.04%132.0K$6.5M
-16.97%(-26.96K)
2025-Q2: 158.9K shares2025-Q3: 132.0K shares
$26.98(+101.95%)
2025-09-30

Unlock alerts, watchlists & AI chat

Sign up free to track Ewg Elevate Inc., compare funds side by side, and get alerts the moment positions change.

More 13F analyses

View all