Fund HoldingsEWA, LLC

Total Portfolio Value
$317.64M
Total Bought
$62.13M
Total Sold
$20.40M
Net Transaction
+$41.73M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
BLACKROCK ETF TRUST
ISHA US THEM ETF
0276,365+276,36509,8333.10%+9,833
BLACKROCK ETF TRUST
ISHA I IN TE ETF
0235,893+235,89306,8062.14%+6,806
ISHARES TR
U S EQUITY FACTR
489,646508,281+18,63528,34132,59610.26%+4,255
MICROSOFT CORP(MSFT)015,415+15,41507,6682.41%+7,668
NVIDIA CORPORATION(NVDA)053,196+53,19608,4042.65%+8,404
SPDR S&P 500 ETF TR(SPY)05,799+5,79903,5831.13%+3,583
ISHARES TR
CORE UNIVRSL USD
0233,509+233,509010,7953.40%+10,795
CISCO SYS INC(CSCO)11,20932,439+21,2306922,2510.71%+1,559
META PLATFORMS INC(META)7,5347,872+3384,3425,8101.83%+1,468
ISHARES TR
CORE MSCI EAFE
071,613+71,61305,9781.88%+5,978
INVESCO EXCH TRADED FD TR II59,02858,448-5805,4626,5742.07%+1,112
ISHARES TR4,5807,338+2,7581,2402,2330.70%+993
ISHARES TR016,270+16,27003,8841.22%+3,884
BROADCOM INC(AVGO)07,522+7,52202,0730.65%+2,073
ISHARES TR012,318+12,31801,2870.41%+1,287
PALANTIR TECHNOLOGIES INC(PLTR)3,0478,255+5,2082571,1250.35%+868
AMERISERV FINL INC0238,822+238,82207260.23%+726
ISHARES TR41,25149,152+7,9014,2804,9941.57%+714
ISHARES TR0122,492+122,49207,5972.39%+7,597
ISHARES TR040,868+40,86804,4661.41%+4,466
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
012,110+12,11006000.19%+600
AMAZON COM INC(AMZN)28,43727,199-1,2385,4105,9671.88%+557
SHOPIFY INC(SHOP)03,797+3,79704380.14%+438
COINBASE GLOBAL INC(COIN)01,178+1,17804130.13%+413
CELESTICA INC(CLS)04,806+4,80607500.24%+750
VISTRA CORP(VST)01,911+1,91103700.12%+370
ROBINHOOD MKTS INC(HOOD)03,912+3,91203660.12%+366
NETFLIX INC(NFLX)696746+506499990.31%+350
JPMORGAN CHASE & CO.(JPM)4,6485,129+4811,1401,4870.47%+347
ISHARES TR03,764+3,76403460.11%+346
PALO ALTO NETWORKS INC(PANW)1,6422,977+1,3352806090.19%+329
TESLA INC(TSLA)6,8626,631-2311,7782,1060.66%+328
VANGUARD INDEX FDS05,773+5,77302,5310.80%+2,531
BLACKROCK ETF TRUST II30,23735,925+5,6881,5841,8980.60%+314
CARVANA CO(CVNA)0894+89403010.09%+301
NEWMONT CORP(NEM)05,144+5,14403000.09%+300
ORACLE CORP(ORCL)03,415+3,41507470.24%+747
RTX CORPORATION(RTX)01,993+1,99302910.09%+291
LAM RESEARCH CORP(LRCX)02,963+2,96302880.09%+288
CIRCLE INTERNET GROUP INC(CRCL)01,540+1,54002790.09%+279
CAPITAL ONE FINL CORP(COF)01,262+1,26202680.08%+268
MICROSTRATEGY INC(MSTR)0662+66202680.08%+268
CONSTELLATION ENERGY CORP(CEG)01,996+1,99606440.20%+644
SPDR SERIES TRUST
ST STR BACKE ETF
49,72060,771+11,0511,0961,3430.42%+247
STANTEC INC(STN)02,240+2,24002430.08%+243
QUANTA SVCS INC0643+64302430.08%+243
ROYAL CARIBBEAN GROUP
COM
0759+75902380.07%+238
ISHARES TR03,805+3,80501,6160.51%+1,616
CYBERARK SOFTWARE LTD0582+58202370.07%+237
SEZZLE INC(SEZL)01,311+1,31102350.07%+235
BOEING CO(BA)01,095+1,09502290.07%+229
ABBOTT LABS01,680+1,68002290.07%+229
ANALOG DEVICES INC(ADI)0954+95402270.07%+227
ISHARES TR02,121+2,12102260.07%+226
NOVA LTD(NVMI)0818+81802250.07%+225
VERIZON COMMUNICATIONS INC(VZ)05,138+5,13802220.07%+222
ISHARES TR10,82213,550+2,7286388600.27%+222
AMGEN INC(AMGN)0796+79602220.07%+222
EATON CORP PLC(ETN)0620+62002210.07%+221
MCDONALDS CORP(MCD)0750+75002190.07%+219
ISHARES TR6,0077,316+1,3096018190.26%+219
ISHARES TR01,929+1,92902170.07%+217
TRANE TECHNOLOGIES PLC(TT)0495+49502170.07%+217
ASML HOLDING N V
N Y REGISTRY SHS
0269+26902160.07%+216
CROWDSTRIKE HLDGS INC(CRWD)0418+41802130.07%+213
CITIGROUP INC(C)02,497+2,49702130.07%+213
LINDE PLC(LIN)0453+45302120.07%+212
MORGAN STANLEY(MS)01,507+1,50702120.07%+212
CHUBB LIMITED
COM
0732+73202120.07%+212
FIRST TR EXCHANGE-TRADED FD0784+78402110.07%+211
WATTS WATER TECHNOLOGIES INC(WTS)0842+84202070.07%+207
THE CIGNA GROUP(CI)0623+62302060.06%+206
VANGUARD INTL EQUITY INDEX F016,653+16,65302,1400.67%+2,140
CME GROUP INC(CME)0732+73202020.06%+202
BOOKING HOLDINGS INC(BKNG)0134+13407770.24%+777
AMPHENOL CORP NEW05,200+5,20005140.16%+514
ISHARES INC
CORE MSCI EMKT
025,952+25,95201,5580.49%+1,558
VISA INC(V)2,5302,976+4468871,0560.33%+170
VANGUARD INDEX FDS03,570+3,57008460.27%+846
AMCOR PLC(AMCR)016,914+16,91401550.05%+155
PHILIP MORRIS INTL INC(PM)3,2503,656+4065166660.21%+150
MICRON TECHNOLOGY INC(MU)2,8653,232+3672493980.13%+149
AT&T INC(T)16,68621,278+4,5924726160.19%+144
INTERNATIONAL BUSINESS MACHS(IBM)1,3441,620+2763344780.15%+143
GOLDMAN SACHS GROUP INC(GS)0599+59904240.13%+424
INTUIT(INTU)0708+70805580.18%+558
INVESCO QQQ TR01,569+1,56908650.27%+865
EXXON MOBIL CORP5,8587,648+1,7906978240.26%+128
WALMART INC(WMT)08,866+8,86608670.27%+867
COMSTOCK RES INC(CRK)16,45416,347-1073354520.14%+118
ISHARES TR3,2644,531+1,2672663780.12%+112
BANK AMERICA CORP08,129+8,12903850.12%+385
GE AEROSPACE(GE)1,3861,485+992773820.12%+105
SPOTIFY TECHNOLOGY S A(SPOT)500494-62753790.12%+104
ARISTA NETWORKS INC(ANET)04,147+4,14704240.13%+424
TAIWAN SEMICONDUCTOR MFG LTD(TSM)01,485+1,48503360.11%+336
ADVANCED MICRO DEVICES INC(AMD)02,414+2,41403430.11%+343
MASTERCARD INCORPORATED(MA)1,1581,296+1386357280.23%+94
COCA COLA CO(KO)3,8485,183+1,3352763670.12%+91
KINROSS GOLD CORP(KGC)29,56329,633+703734630.15%+90
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