$148 Million is the total value of EWG Elevate Inc.'s 59 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UWT | Exit | CITIGROUP GLOBAL MKTS HLDGS | $0 | – | -120,066 | -100.0% | -0.02% | – |
| AGGY | Exit | WISDOMTREE TRyield enhancd us | $0 | – | -4,026 | -100.0% | -0.16% | – |
| SPGP | Exit | INVESCO EXCHANGE TRADED FD Ts&p 500 garp etf | $0 | – | -7,679 | -100.0% | -0.26% | – |
| NKTR | Exit | NEKTAR THERAPEUTICS | $0 | – | -22,596 | -100.0% | -0.30% | – |
| IMO | Exit | IMPERIAL OIL LTD | $0 | – | -37,482 | -100.0% | -0.32% | – |
| TSLA | Exit | TESLA INC | $0 | – | -1,035 | -100.0% | -0.41% | – |
| MDGL | Exit | MADRIGAL PHARMACEUTICALS INC | $0 | – | -11,086 | -100.0% | -0.56% | – |
| TEX | Exit | TEREX CORP NEW | $0 | – | -57,230 | -100.0% | -0.62% | – |
| RCL | Exit | ROYAL CARIBBEAN CRUISES LTD | $0 | – | -26,824 | -100.0% | -0.65% | – |
| BCE | Exit | BCE INC | $0 | – | -35,919 | -100.0% | -1.11% | – |
| IOO | Exit | ISHARES TRglobal 100 etf | $0 | – | -39,467 | -100.0% | -1.33% | – |
| EWD | Exit | ISHARES INCmsci sweden etf | $0 | – | -69,970 | -100.0% | -1.36% | – |
| IHI | Exit | ISHARES TRu.s. med dvc etf | $0 | – | -11,965 | -100.0% | -2.04% | – |
| DAL | Exit | DELTA AIR LINES INC DEL | $0 | – | -100,696 | -100.0% | -2.17% | – |
| IGV | Exit | ISHARES TRexpanded tech | $0 | – | -16,699 | -100.0% | -2.66% | – |
| BA | Exit | BOEING CO | $0 | – | -33,014 | -100.0% | -3.72% | – |
| INTC | Exit | INTEL CORP | $0 | – | -102,469 | -100.0% | -4.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-07
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.