Fund HoldingsEWA, LLC

Total Portfolio Value
$269.04M
Total Bought
$29.72M
Total Sold
$20.77M
Net Transaction
+$8.95M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
ISHARES TR109,879135,858+25,97920,97425,8929.62%+4,918
ISHARES TR
U S EQUITY FACTR
392,892489,646+96,75423,71128,34110.53%+4,630
ISHARES TR
MSCI USA QLT FCT
142,628162,002+19,37425,39927,68510.29%+2,285
META PLATFORMS INC(META)5,0167,534+2,5182,9374,3421.61%+1,405
ISHARES GOLD TR(IAU)21,13240,107+18,9751,0462,3650.88%+1,318
ISHARES TR1,2974,580+3,2833751,2400.46%+866
ISHARES TR041,251+41,25104,2801.59%+4,280
APPLE INC(AAPL)26,60532,265+5,6606,6637,1672.66%+504
CISCO SYS INC(CSCO)5,24211,209+5,9673106920.26%+381
GILEAD SCIENCES INC(GILD)03,174+3,17403560.13%+356
ISHARES TR
CONV BD ETF
09,909+9,90908280.31%+828
ISHARES TR3,3286,007+2,6793226010.22%+278
INVESCO EXCH TRADED FD TR II54,63159,028+4,3975,1905,4622.03%+271
ISHARES TR03,264+3,26402660.10%+266
PALANTIR TECHNOLOGIES INC(PLTR)03,047+3,04702570.10%+257
BERKSHIRE HATHAWAY INC DEL2,0472,222+1759281,1830.44%+256
EQT CORP(EQT)04,563+4,56302440.09%+244
AMERICAN ELEC PWR CO INC02,167+2,16702370.09%+237
WASTE MGMT INC DEL(WM)01,021+1,02102360.09%+236
CINTAS CORP(CTAS)01,118+1,11802300.09%+230
OREILLY AUTOMOTIVE INC(ORLY)0159+15902280.08%+228
DUKE ENERGY CORP NEW(DUK)01,866+1,86602280.08%+228
INTERCONTINENTAL EXCHANGE IN(ICE)01,313+1,31302260.08%+226
ELBIT SYS LTD(ESLT)0575+57502210.08%+221
TRANSDIGM GROUP INC(TDG)0158+15802190.08%+219
ESCO TECHNOLOGIES INC(ESE)01,374+1,37402190.08%+219
CHECK POINT SOFTWARE TECH LT
ORD
0952+95202170.08%+217
FASTENAL CO(FAST)02,748+2,74802130.08%+213
ISHARES TR010,822+10,82206380.24%+638
CHEVRON CORP NEW(CVX)01,268+1,26802120.08%+212
PHILIP MORRIS INTL INC(PM)2,5443,250+7063065160.19%+210
PAYCHEX INC(PAYX)01,347+1,34702080.08%+208
VANGUARD INDEX FDS01,197+1,19702070.08%+207
PROLOGIS INC.(PLD)01,830+1,83002050.08%+205
HSBC HLDGS PLC(HSBC)03,524+3,52402020.08%+202
MILLICOM INTL CELLULAR S A
COM STK
06,639+6,63902010.07%+201
VISA INC(V)2,2612,530+2697158870.33%+172
AT&T INC(T)13,43216,686+3,2543064720.18%+166
MITSUBISHI UFJ FINL GROUP IN(MUFG)065,987+65,98708990.33%+899
TESLA INC(TSLA)4,1286,862+2,7341,6671,7780.66%+111
NETFLIX INC(NFLX)614696+825476490.24%+102
KINROSS GOLD CORP(KGC)29,52129,563+422743730.14%+99
QUANTUM SI INC078,688+78,6880940.04%+94
MASTERCARD INCORPORATED(MA)1,0291,158+1295426350.24%+93
ELI LILLY & CO(LLY)1,3921,406+141,0741,1610.43%+87
KNOT OFFSHORE PARTNERS LP012,236+12,2360850.03%+85
JIAYIN GROUP INC12,00411,694-310761610.06%+84
ABBVIE INC(ABBV)2,2302,262+323964740.18%+78
SHOPIFY INC(SHOP)2,7443,837+1,0932923660.14%+75
COSTCO WHSL CORP NEW(COST)01,502+1,50201,4210.53%+1,421
PROGRESSIVE CORP(PGR)01,223+1,22303460.13%+346
JPMORGAN CHASE & CO.(JPM)4,4684,648+1801,0711,1400.42%+69
AMAZON COM INC(AMZN)028,437+28,43705,4102.01%+5,410
MARSH & MCLENNAN COS INC(MRSH)01,781+1,78104350.16%+435
BROWN & BROWN INC(BRO)02,710+2,71003370.13%+337
GE AEROSPACE(GE)01,386+1,38602770.10%+277
STRIDE INC(LRN)2,7142,708-62823430.13%+60
HALEON PLC(HLN)14,90319,365+4,4621421990.07%+57
INTERNATIONAL BUSINESS MACHS(IBM)1,2751,344+692803340.12%+54
REPUBLIC SVCS INC(RSG)01,226+1,22602970.11%+297
WELLS FARGO CO NEW(WFC)4,4465,054+6083123630.13%+51
JOHNSON & JOHNSON(JNJ)02,256+2,25603740.14%+374
SPOTIFY TECHNOLOGY S A(SPOT)0500+50002750.10%+275
VERTEX PHARMACEUTICALS INC(VRTX)0584+58402830.11%+283
WHEELS UP EXPERIENCE INC042,751+42,7510430.02%+43
GENERATION BIO CO092,901+92,9010380.01%+38
BUZZFEED INC016,815+16,8150360.01%+36
COMSTOCK RES INC(CRK)16,41316,454+412993350.12%+36
BROADRIDGE FINL SOLUTIONS IN(BR)1,2591,315+562853190.12%+34
COCA COLA CO(KO)03,848+3,84802760.10%+276
TENCENT MUSIC ENTMT GROUP(TME)10,45010,449-11191510.06%+32
RELX PLC(RELX)5,4005,488+882452770.10%+31
VERISK ANALYTICS INC(VRSK)01,067+1,06703170.12%+317
VIVOS THERAPEUTICS INC010,464+10,4640300.01%+30
S&P GLOBAL INC(SPGI)492541+492452750.10%+30
VANGUARD STAR FDS8,7028,728+265135420.20%+29
KLA CORP(KLAC)0339+33902300.09%+230
SAP SE(SAP)1,0701,083+132632910.11%+27
BLACKROCK ETF TRUST II29,92830,237+3091,5571,5840.59%+27
PALO ALTO NETWORKS INC(PANW)01,642+1,64202800.10%+280
KE HLDGS INC(BEKE)016,139+16,13903240.12%+324
MIZUHO FINANCIAL GROUP INC(MFG)36,52136,760+2391792030.08%+24
INOTIV INC010,740+10,7400240.01%+24
NOVARTIS AG(NVS)02,210+2,21002460.09%+246
NINE ENERGY SERVICE INC020,027+20,0270230.01%+23
EXXON MOBIL CORP05,858+5,85806970.26%+697
AFYA LTD(AFYA)10,40810,383-251651860.07%+21
SUMITOMO MITSUI FINL GROUP I(SMFG)21,51921,455-643123320.12%+20
INTUITIVE SURGICAL INC549618+692873060.11%+20
THOMSON REUTERS CORP1,3571,368+112182360.09%+19
ALTRIA GROUP INC(MO)5,2054,834-3712722900.11%+18
FERRARI N V
COM
526564+382232410.09%+18
ALLSTATE CORP(ALL)1,4121,401-112722900.11%+18
TIZIANA LIFE SCIENCES LTD047,601+47,6010510.02%+51
GARMIN LTD(GRMN)1,0591,081+222182350.09%+16
ITAU UNIBANCO HLDG S A(ITUB)015,581+15,5810860.03%+86
MICRON TECHNOLOGY INC(MU)02,865+2,86502490.09%+249
MESA AIR GROUP INC012,536+12,5360100.00%+10
LUFAX HOLDING LTD(LU)13,23513,731+49632410.02%+9
SPDR SER TR
ST STR BACKE ETF
50,54849,720-8281,0891,0960.41%+7
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