Fund HoldingsEWG Elevate Inc.

Total Portfolio Value
$273.72M
Total Bought
$80.02M
Total Sold
$71.19M
Net Transaction
+$8.83M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
BLACKROCK ETF TRUST
ISHARES US LARG
0438,908+438,908012,9834.74%+12,983
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
0139,660+139,66006,7602.47%+6,760
ISHARES TR026,555+26,55505,6962.08%+5,696
ISHARES TR093,837+93,83704,8711.78%+4,871
ISHARES TR11,27559,789+48,5141,0085,7742.11%+4,766
ETF SER SOLUTIONS
DEFIANCE SPACE A
0111,531+111,53104,6621.70%+4,662
VANECK ETF TRUST
URANI NUCLE ETF
051,167+51,16704,0921.49%+4,092
T ROWE PRICE ETF INC
PRICE DIV GRWT
0100,939+100,93903,8861.42%+3,886
ISHARES TR2,63534,831+32,1962403,0691.12%+2,829
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S
0101,457+101,45702,3670.86%+2,367
SPDR S&P MIDCAP 400 ETF TR(MDY)03,639+3,63901,9470.71%+1,947
SPDR SER TR
ST STR SP BIOT
2,48323,289+20,8062362,1590.79%+1,924
SELECT SECTOR SPDR TR
ST STR ENERG ETF
021,042+21,04201,9180.70%+1,918
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
070,241+70,24101,8590.68%+1,859
ISHARES TR015,534+15,53401,8550.68%+1,855
ISHARES TR020,540+20,54001,8050.66%+1,805
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
014,087+14,08701,6060.59%+1,606
INVESCO EXCHANGE TRADED FD T
SEMICONDUCTORS
020,874+20,87401,3110.48%+1,311
FIRST TR EXCHNG TRADED FD VI
FT VEST INTER EQ
055,379+55,37901,2840.47%+1,284
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
015,478+15,47809830.36%+983
APPLE INC(AAPL)015,317+15,31703,2261.18%+3,226
ISHARES INC023,943+23,94309640.35%+964
ISHARES TR49,98654,754+4,7684,2215,0671.85%+846
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
027,779+27,77908030.29%+803
ISHARES TR
MSCI INTL QUALTY
013,102+13,10205120.19%+512
FIRST TR EXCHANGE-TRADED FD
FST LOW OPPT EFT
209,050218,045+8,99510,08710,4773.83%+390
NVIDIA CORPORATION(NVDA)8558,960+8,1057731,1070.40%+334
SPDR S&P 500 ETF TR(SPY)021,163+21,163011,5174.21%+11,517
SELECT SECTOR SPDR TR
ST STR FINL ETF
07,183+7,18302950.11%+295
CARNIVAL CORP015,532+15,53202910.11%+291
EDISON INTL(EIX)03,630+3,63002610.10%+261
ISHARES TR
CORE UNIVRSL USD
05,328+5,32802410.09%+241
VANECK ETF TRUST
SEMICONDUCTR ETF
48,85743,055-5,80210,99211,2244.10%+232
ALPHABET INC(GOOG)01,237+1,23702270.08%+227
PROSHARES TR
ULTRAPRO QQQ
03,035+3,03502240.08%+224
WALMART INC(WMT)03,292+3,29202230.08%+223
ISHARES SILVER TR(SLV)08,274+8,27402200.08%+220
ALPHABET INC(GOOG)01,190+1,19002170.08%+217
SEMPRA(SRE)02,807+2,80702130.08%+213
ORACLE CORP(ORCL)01,421+1,42102010.07%+201
SPDR SER TR
ST TERM HIGH ETF
17,47925,639+8,1604416400.23%+199
SCHWAB STRATEGIC TR061,582+61,58206,2102.27%+6,210
PACER FDS TR
TRENDP US LAR CP
23,69326,361+2,6681,1311,3120.48%+181
ISHARES GOLD TR(IAU)27,47130,244+2,7731,1541,3290.49%+175
MICROSOFT CORP(MSFT)5,5825,645+632,3492,5230.92%+174
FIDELITY MERRIMACK STR TR15,38519,229+3,8446978640.32%+167
ISHARES TR
MSCI USA QLT FCT
045,083+45,08307,6982.81%+7,698
FIRST TR EXCHANGE-TRADED FD
LTD DUR INVT ETF
178,667187,184+8,5173,3543,5081.28%+154
FIRST TR EXCHANGE-TRADED FD
FIRST TR ENH NEW
63,07165,661+2,5903,7603,9131.43%+153
SSGA ACTIVE ETF TR
ST STR TOTAL ETF
074,790+74,79002,9711.09%+2,971
PIMCO ETF TR
ENHAN SHRT MA AC
3,0504,513+1,4633074540.17%+148
SCHWAB STRATEGIC TR9,88512,783+2,8984776150.22%+139
AMAZON COM INC(AMZN)7,8687,997+1291,4191,5450.56%+126
PACER FDS TR
TRENDPILOT 100
4,9366,417+1,4813394630.17%+124
VANECK ETF TRUST
MRNGSTR WDE MOAT
29,42231,966+2,5442,6452,7691.01%+123
ADMA BIOLOGICS INC100,00070,000-30,0006607830.29%+123
ISHARES TR74,32374,488+1653,0533,1721.16%+119
AMERICAN CENTY ETF TR13,60215,524+1,9221,2751,3930.51%+118
SPDR SER TR
SST SPDR BLOOMBE
14,28020,650+6,3702934110.15%+118
COSTCO WHSL CORP NEW(COST)840855+156157270.27%+111
VANGUARD INDEX FDS6,6167,530+9141,2701,3740.50%+105
VICTORY PORTFOLIOS II
USAA MSCI USA SM
22,97224,965+1,9931,8461,9400.71%+94
SCHWAB STRATEGIC TR0147,839+147,83909,2953.40%+9,295
ISHARES TR
ULTRA SHORT DUR
4,8186,622+1,8042443350.12%+91
PACER FDS TR
US SM CAP CA ETF
45,37453,172+7,7982,2312,3160.85%+86
PIMCO ETF TR
ACTIVE BD ETF
21,82022,867+1,0472,0042,0830.76%+78
SOUTHERN CO(SO)4,0234,655+6322893610.13%+72
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
56,25659,515+3,2591,3841,4550.53%+71
INVESCO QQQ TR02,326+2,32601,1150.41%+1,115
FIRST TR EXCHANGE-TRADED FD
FIRST TR TA HIYL
49,18851,342+2,1542,0282,0860.76%+58
AMPHENOL CORP NEW2,7935,586+2,7933223760.14%+54
FIRST TR EXCH TRADED FD III
EME MRK BD ETF
54,78258,742+3,9601,5431,5960.58%+53
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
41,81043,387+1,5771,9321,9830.72%+51
TESLA INC(TSLA)03,717+3,71707360.27%+736
SELECT SECTOR SPDR TR
ST STR TECHN ETF
27,20225,264-1,9385,6655,7152.09%+50
SCHWAB STRATEGIC TR27,30730,008+2,7015545990.22%+45
EXXON MOBIL CORP3,1553,544+3893674080.15%+41
SPDR SER TR
ST STR P500GRW
5,0415,046+53694040.15%+36
CION INVT CORP(CICB)29,43429,43403243570.13%+33
ISHARES TR36,79839,650+2,8521,1271,1580.42%+31
WISDOMTREE TR(WT)5,0725,186+1142212500.09%+29
ISHARES U S ETF TR
GSCI CMDTY STGY
20,53021,221+6915545800.21%+25
ISHARES TR2,5652,745+1803523770.14%+25
VANGUARD INDEX FDS0788+78802950.11%+295
JPMORGAN CHASE & CO.(JPM)1,0511,151+1002112330.09%+22
DIMENSIONAL ETF TRUST
INTL CORE EQUITY
18,87720,000+1,1235055260.19%+21
MOODYS CORP(MCO)62262202442620.10%+17
CHEVRON CORP NEW(CVX)1,6701,778+1082632780.10%+15
ISHARES TR58758703093210.12%+13
ISHARES TR1,0511,05103033130.11%+10
VERIZON COMMUNICATIONS INC(VZ)5,5225,807+2852322390.09%+8
PIMCO MUN INCOME FD III16,00816,00801201260.05%+7
PACER FDS TR
US CASH COWS 100
8,7049,395+6915065120.19%+6
NUVEEN CA QUALTY MUN INCOME(NAC)10,32510,343+181141190.04%+5
DOVER CORP(DOV)1,4051,40502492540.09%+5
NUVEEN MUN HIGH INCOME OPPOR(NMZ)13,52513,52501431460.05%+3
PIMCO MUN INCOME FD II(PML)15,82215,82201341350.05%0
VANGUARD BD INDEX FDS04,192+4,19203140.11%+314
PIMCO MUN INCOME FD16,31116,31101521500.05%-3
FUBOTV INC020,000+20,0000250.01%+25
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