Fund HoldingsEWA, LLC

Total Portfolio Value
$222.49M
Total Bought
$135.54M
Total Sold
$101.57M
Net Transaction
+$33.97M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
ISHARES TR0347,503+347,503029,43713.23%+29,437
ISHARES TR0121,273+121,273022,34110.04%+22,341
ISHARES TR
U S EQUITY FACTR
0409,120+409,120021,9219.85%+21,921
ISHARES TR0200,397+200,397011,1335.00%+11,133
ISHARES TR
CORE UNIVRSL USD
0166,327+166,32707,4583.35%+7,458
ISHARES INC
MSCI EMRG CHN
0126,001+126,00107,2463.26%+7,246
ISHARES TR2,08032,004+29,9242714,2881.93%+4,017
ISHARES TR
MSCI USA QLT FCT
120,056133,058+13,00218,52521,6819.74%+3,156
SELECT SECTOR SPDR TR
ST STR ENERG ETF
030,348+30,34802,8481.28%+2,848
GLOBAL X FDS
US INFR DEV ETF
069,067+69,06702,7201.22%+2,720
NVIDIA CORPORATION(NVDA)6,4187,005+5874,2466,2962.83%+2,049
APPLE INC(AAPL)8,51018,921+10,4111,5823,4631.56%+1,882
MICROSOFT CORP(MSFT)10,25213,845+3,5934,2165,7422.58%+1,526
META PLATFORMS INC(META)2,6503,858+1,2081,2591,8370.83%+579
JPMORGAN CHASE & CO(JPM)1,8824,104+2,2223298160.37%+487
CONSTELLATION ENERGY CORP(CEG)02,055+2,05504420.20%+442
AMAZON COM INC(AMZN)21,35921,798+4393,6704,0871.84%+417
BOOKING HOLDINGS INC(BKNG)0101+10103850.17%+385
UNITEDHEALTH GROUP INC(UNH)0745+74503820.17%+382
ISHARES TR
CONV BD ETF
04,299+4,29903360.15%+336
HOME DEPOT INC(HD)0892+89203090.14%+309
MERCK & CO INC(MRK)02,213+2,21302880.13%+288
TESLA INC(TSLA)03,083+3,08305190.23%+519
CATERPILLAR INC(CAT)0787+78702790.13%+279
EXXON MOBIL CORP04,356+4,35605140.23%+514
ABBVIE INC(ABBV)01,536+1,53602470.11%+247
BERKSHIRE HATHAWAY INC DEL9691,518+5493796250.28%+247
ALPHABET INC(GOOG)03,562+3,56206010.27%+601
JOHNSON & JOHNSON(JNJ)01,622+1,62202430.11%+243
WELLS FARGO CO NEW(WFC)03,623+3,62302240.10%+224
CHIPOTLE MEXICAN GRILL INC(CMG)069+6902240.10%+224
BROWN & BROWN INC(BRO)02,558+2,55802230.10%+223
CARRIER GLOBAL CORPORATION(CARR)03,196+3,19602090.09%+209
COSTCO WHSL CORP NEW(COST)1,2831,417+1349111,1160.50%+205
VANGUARD WORLD FD
INF TECH ETF
0396+39602040.09%+204
NOVARTIS AG(NVS)01,996+1,99602040.09%+204
VERTEX PHARMACEUTICALS INC(VRTX)0479+47902030.09%+203
KLA CORP(KLAC)0281+28102020.09%+202
SAP SE(SAP)01,058+1,05802010.09%+201
ELI LILLY & CO(LLY)807942+1355397160.32%+177
ISHARES TR2,3864,060+1,6742584340.19%+176
BROADCOM INC(AVGO)297400+1033645340.24%+170
MICRON TECHNOLOGY INC(MU)2,3792,894+5152063510.16%+145
WALMART INC(WMT)1,9627,617+5,6553334610.21%+128
VISA INC(V)1,5601,974+4144325540.25%+122
PROCTER AND GAMBLE CO(PG)2,0402,628+5883234380.20%+116
VANGUARD INTL EQUITY INDEX F17,58617,563-231,8371,9420.87%+105
MASTERCARD INCORPORATED(MA)529718+1892443280.15%+85
KE HLDGS INC(BEKE)20,33421,273+9392813640.16%+83
AFFIMED N V013,856+13,8560730.03%+73
KINROSS GOLD CORP(KGC)029,880+29,88002270.10%+227
AMPHENOL CORP NEW2,3582,367+92443020.14%+58
COMSTOCK RES INC(CRK)15,73717,323+1,5861201760.08%+56
TENCENT MUSIC ENTMT GROUP(TME)011,525+11,52501540.07%+154
NETFLIX INC(NFLX)416469+532352860.13%+52
NETAPP INC(NTAP)2,3992,407+82112610.12%+50
ISHARES TR3,7053,675-301,1911,2370.56%+47
VANGUARD INDEX FDS1,6971,767+704164560.20%+40
MURPHY USA INC(MUSA)668637-312392770.12%+38
VANGUARD INDEX FDS2,9412,948+76186560.29%+38
LAM RESEARCH CORP(LRCX)240260+202022380.11%+36
CELESTICA INC(CLS)5,5994,890-7092022370.11%+35
HELIX ENERGY SOLUTIONS GRP I(HLX)016,358+16,35801850.08%+185
MOTOROLA SOLUTIONS INC(MSI)1,0621,039-233483770.17%+29
ARISTA NETWORKS INC809795-142212500.11%+29
BRF SA038,988+38,98801390.06%+139
ARLO TECHNOLOGIES INC(ARLO)010,736+10,73601230.06%+123
SPOTIFY TECHNOLOGY S A(SPOT)994832-1622212450.11%+24
VANGUARD STAR FDS8,4328,269-1634815050.23%+23
THOMSON REUTERS CORP.1,3831,378-52092310.10%+22
MARSH & MCLENNAN COS INC(MRSH)01,699+1,69903490.16%+349
VANGUARD INDEX FDS2,0972,101+44624840.22%+22
INVESCO QQQ TR1,4531,457+46236440.29%+21
REPUBLIC SVCS INC(RSG)1,1751,188+132042250.10%+21
JIAYIN GROUP INC12,08312,357+27464840.04%+20
SO YOUNG INTERNATIONAL INC048,616+48,6160640.03%+64
HUYA INC017,239+17,2390760.03%+76
VANGUARD WORLD FD1,7071,712+53033190.14%+16
ORACLE CORP(ORCL)02,636+2,63603080.14%+308
ISHARES TR957960+32252380.11%+13
MONOLITHIC PWR SYS INC(MPWR)356340-162262390.11%+13
TIZIANA LIFE SCIENCES LTD055,300+55,3000340.02%+34
SUMITOMO MITSUI FINL GROUP I(SMFG)22,74421,413-1,3312372480.11%+11
MIZUHO FINANCIAL GROUP INC(MFG)035,791+35,79101430.06%+143
SYNOPSYS INC(SNPS)0647+64703600.16%+360
VERISK ANALYTICS INC(VRSK)1,0051,033+282492560.12%+7
RENALYTIX PLC028,374+28,3740180.01%+18
ISHARES TR1,6561,596-602762820.13%+6
METALPHA TECHN HOLDING LTD
SHS
030,130+30,1300440.02%+44
AMETEK INC1,3031,306+32182230.10%+5
INTUIT(INTU)644658+144124160.19%+5
ISHARES TR0647+64703390.15%+339
ALPHABET INC(GOOG)4,3453,674-6716246260.28%+2
ITAU UNIBANCO HLDG S A(ITUB)018,999+18,99901200.05%+120
ASML HOLDING N V
N Y REGISTRY SHS
293278-152612590.12%-2
INDUSTRIAL LOGISTICS PPTYS T011,832+11,8320470.02%+47
KAMADA LTD11,85111,697-15468650.03%-3
RELX PLC(RELX)5,4375,163-2742282240.10%-3
S&P GLOBAL INC(SPGI)454470+162062030.09%-3
CADENCE DESIGN SYSTEM INC(CDNS)768772+42282220.10%-6
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