$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VCIF | VERTICAL CAP INCOME FD | $117,000 | -19.3% | 13,905 | 0.0% | 0.09% | +11.4% |
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 | 19 | Q2 2024 | 12.1% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 6.0% |
| SPDR S&P 500 ETF TR | 19 | Q2 2024 | 7.7% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 3.7% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 4.6% |
| SSGA ACTIVE ETF TR | 19 | Q2 2024 | 2.8% |
| INVESCO QQQ TR | 19 | Q2 2024 | 5.2% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 4.7% |
| FIRST TR EXCHANGE-TRADED FD | 19 | Q2 2024 | 2.5% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 2.2% |
View EWG Elevate Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-16 |
| N-PX | 2024-07-16 |
| 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 |
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.