$132 Million is the total value of EWG Elevate Inc.'s 55 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| INTC | New | INTEL CORP | $5,546,000 | – | 102,469 | +100.0% | 4.20% | – |
| BA | New | BOEING CO | $4,924,000 | – | 33,014 | +100.0% | 3.72% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $3,314,000 | – | 97,098 | +100.0% | 2.51% | – |
| DAL | New | DELTA AIR LINES INC DEL | $2,873,000 | – | 100,696 | +100.0% | 2.17% | – |
| EWD | New | ISHARES INCmsci sweden etf | $1,791,000 | – | 69,970 | +100.0% | 1.36% | – |
| IOO | New | ISHARES TRglobal 100 etf | $1,763,000 | – | 39,467 | +100.0% | 1.33% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $1,122,000 | – | 5,297 | +100.0% | 0.85% | – |
| RCL | New | ROYAL CARIBBEAN CRUISES LTD | $863,000 | – | 26,824 | +100.0% | 0.65% | – |
| TEX | New | TEREX CORP NEW | $822,000 | – | 57,230 | +100.0% | 0.62% | – |
| DIS | New | DISNEY WALT CO | $552,000 | – | 5,714 | +100.0% | 0.42% | – |
| TSLA | New | TESLA INC | $542,000 | – | 1,035 | +100.0% | 0.41% | – |
| IMO | New | IMPERIAL OIL LTD | $424,000 | – | 37,482 | +100.0% | 0.32% | – |
| AMZN | New | AMAZON COM INC | $394,000 | – | 202 | +100.0% | 0.30% | – |
| SPGP | New | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $342,000 | – | 7,679 | +100.0% | 0.26% | – |
| UWT | New | CITIGROUP GLOBAL MKTS HLDGS | $20,000 | – | 120,066 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-15
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 12.1% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 6.0% |
| SPDR S&P 500 ETF TR | 16 | Q3 2023 | 7.7% |
| WP CAREY INC | 16 | Q3 2023 | 6.2% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 3.7% |
| SSGA ACTIVE ETF TR | 16 | Q3 2023 | 2.8% |
| INVESCO QQQ TR | 16 | Q3 2023 | 4.6% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 4.6% |
| FIRST TR EXCHANGE-TRADED FD | 16 | Q3 2023 | 2.5% |
| SCHWAB STRATEGIC TR | 16 | Q3 2023 | 4.7% |
View EWG Elevate Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-10 |
| 13F-HR | 2024-01-09 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-13 |
| 13F-HR | 2023-01-11 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-12 |
| 13F-HR | 2022-01-21 |
View EWG Elevate Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.