Ewg-Elevate

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "ABBV",
  "BABA",
  "GOOGL",
  "NMZ",
  "SCHH",
  null,
  "ARCC",
  null,
  "PECO",
  null,
  "WTRG",
  null,
  "CION",
  null,
  null,
  null,
  null,
  null,
  null,
  "GLPI",
  "FUBO",
  "META",
  "IVW",
  null,
  null,
  "DBL",
  null,
  null,
  null,
  "NMI",
  null,
  null,
  "MSFT",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "EEM",
  null,
  "IRM",
  null,
  "IVV",
  null,
  "AAPL",
  "SPY",
  "NVDA",
  "LMT",
  "VZ",
  null,
  null,
  null,
  "SRE",
  "GLD",
  "SPYG",
  null,
  null,
  "IBM",
  null,
  "BIV",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "APH",
  "DOV",
  "IWP",
  null,
  "AMZN",
  "SCHB",
  null,
  null,
  null,
  null,
  null,
  null,
  "VUG",
  "VLO",
  "VFH",
  "BND",
  "VBR",
  "VTV",
  "WMT",
  "SCHG",
  null,
  "SCHF",
  "SCHA",
  "EIX",
  "SO",
  null,
  null,
  null,
  null,
  null,
  "BRK-B",
  null,
  "CVX",
  "COST",
  null,
  "EFA",
  "MCO",
  "IWB",
  "QQQ",
  "IWM",
  "DIS",
  "GOOG",
  "XOM",
  "TSLA",
  null,
  "XLK",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-10
Total Holdings: 121
Total Value: 267538051
Accession Number: 0001754960-25-000165
Form Type: 13F-HR
CIK: ewg-elevate
Manager Name: Ewg-Elevate

Data Enrichment

50% identified

61 identified60 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

121 positions • $267.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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33739P202

Shares:67.4K

Value:$1.8M

% of Portfolio:0.7% ($1.8M/$267.5M)

808524607

SCHA|808524607

Shares:74.9K

Value:$1.8M

% of Portfolio:0.7% ($1.8M/$267.5M)

33740F888

Shares:66.3K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$267.5M)

464287481

IWP|464287481

Shares:13.7K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$267.5M)

922908611

VBR|922908611

Shares:8.2K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$267.5M)

025072877

Shares:17.2K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$267.5M)

Gaming & Leisure Properties, Inc.

GLPI|36467J108

Shares:29.3K

Value:$1.5M

% of Portfolio:0.6% ($1.5M/$267.5M)

AMAZON COM INC

AMZN|023135106

Shares:7.4K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$267.5M)

09290C103

Shares:28.6K

Value:$1.4M

% of Portfolio:0.5% ($1.4M/$267.5M)

46436E403

Shares:26.5K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$267.5M)

69374H857

Shares:35.7K

Value:$1.3M

% of Portfolio:0.5% ($1.3M/$267.5M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:2.2K

Value:$1.2M

% of Portfolio:0.4% ($1.2M/$267.5M)

464287333

Shares:9.7K

Value:$997.4K

% of Portfolio:0.4% ($997.4K/$267.5M)

464286608

Shares:18.5K

Value:$983.9K

% of Portfolio:0.4% ($983.9K/$267.5M)

78463X202

Shares:18.1K

Value:$983.6K

% of Portfolio:0.4% ($983.6K/$267.5M)

46434V456

Shares:24.0K

Value:$952.3K

% of Portfolio:0.4% ($952.3K/$267.5M)

808524508

Shares:32.5K

Value:$852.3K

% of Portfolio:0.3% ($852.3K/$267.5M)

464287226

Shares:8.4K

Value:$831.3K

% of Portfolio:0.3% ($831.3K/$267.5M)

00214Q104

Shares:16.5K

Value:$783.4K

% of Portfolio:0.3% ($783.4K/$267.5M)

808524102

SCHB|808524102

Shares:36.1K

Value:$776.7K

% of Portfolio:0.3% ($776.7K/$267.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33739P202)✕	67.4K	QoQ +8.21% (+5.1K) YoY +23.00% (+12.6K)	All Managers (Combined)	$1.8M	0.7% ($1.8M/$267.5M)	QoQ +12.00% (+$194.2K) YoY +17.41% (+$268.8K)
(SCHAcusip808524607)	74.9K	QoQ +3.04% (-2.2K) YoY +36.72% (-20.1K)	All Managers (Combined)	$1.8M	0.7% ($1.8M/$267.5M)	QoQ -6.63% (-$124.8K) YoY -34.94% (-$942.4K)
(cusip33740F888)✕	66.3K	QoQ +6.88% (+4.3K) YoY +17.80% (+10.0K)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$267.5M)	QoQ +7.32% (+$111.9K) YoY +18.52% (+$256.3K)
(IWPcusip464287481)	13.7K	QoQ +9.27% (+1.2K) YoY NEW(+13.7K)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$267.5M)	QoQ +1.29% (+$20.5K) YoY NEW(+$1.6M)
(VBRcusip922908611)	8.2K	QoQ +4.76% (-373) YoY +23.86% (+1.6K)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$267.5M)	QoQ -1.52% (-$23.7K) YoY +20.24% (+$257.0K)
(cusip025072877)✕	17.2K	QoQ +3.04% (-509) YoY +26.73% (+3.6K)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$267.5M)	QoQ -6.94% (-$112.2K) YoY +17.89% (+$228.1K)
Gaming & Leisure Properties, Inc.(GLPIcusip36467J108)	29.3K	QoQ +35.30% (+7.6K) YoY -0.56% (-166)	All Managers (Combined)	$1.5M	0.6% ($1.5M/$267.5M)	QoQ +43.00% (+$448.5K) YoY +9.86% (-$133.9K)
AMAZON COM INC(AMZNcusip023135106)	7.4K	QoQ +0.29% (-22) YoY -5.46% (-430)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$267.5M)	QoQ -13.01% (-$211.8K) YoY -0.28% (-$4.0K)
(cusip09290C103)✕	28.6K	QoQ NEW(+28.6K) YoY NEW(+28.6K)	All Managers (Combined)	$1.4M	0.5% ($1.4M/$267.5M)	QoQ NEW(+$1.4M) YoY NEW(+$1.4M)
(cusip46436E403)✕	26.5K	QoQ NEW(+26.5K) YoY NEW(+26.5K)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$267.5M)	QoQ NEW(+$1.3M) YoY NEW(+$1.3M)
(cusip69374H857)✕	35.7K	QoQ -13.50% (-5.6K) YoY -21.26% (-9.6K)	All Managers (Combined)	$1.3M	0.5% ($1.3M/$267.5M)	QoQ -26.29% (-$478.0K) YoY -39.94% (-$890.9K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	2.2K	QoQ +0.73% (+16) YoY +8.05% (+163)	All Managers (Combined)	$1.2M	0.4% ($1.2M/$267.5M)	QoQ +18.36% (+$180.6K) YoY +36.85% (+$313.5K)
(cusip464287333)✕	9.7K	QoQ -44.01% (-7.6K) YoY NEW(+9.7K)	All Managers (Combined)	$997.4K	0.4% ($997.4K/$267.5M)	QoQ -39.95% (-$663.7K) YoY NEW(+$997.4K)
(cusip464286608)✕	18.5K	QoQ NEW(+18.5K) YoY NEW(+18.5K)	All Managers (Combined)	$983.9K	0.4% ($983.9K/$267.5M)	QoQ NEW(+$983.9K) YoY NEW(+$983.9K)
(cusip78463X202)✕	18.1K	QoQ NEW(+18.1K) YoY NEW(+18.1K)	All Managers (Combined)	$983.6K	0.4% ($983.6K/$267.5M)	QoQ NEW(+$983.6K) YoY NEW(+$983.6K)
(cusip46434V456)✕	24.0K	QoQ +20.27% (+4.0K) YoY NEW(+24.0K)	All Managers (Combined)	$952.3K	0.4% ($952.3K/$267.5M)	QoQ +28.59% (+$211.8K) YoY NEW(+$952.3K)
(cusip808524508)✕	32.5K	QoQ -85.75% (-195.8K) YoY -52.26% (-35.6K)	All Managers (Combined)	$852.3K	0.3% ($852.3K/$267.5M)	QoQ -86.53% (-$5.5M) YoY -84.64% (-$4.7M)
(cusip464287226)✕	8.4K	QoQ -13.20% (-1.3K) YoY NEW(+8.4K)	All Managers (Combined)	$831.3K	0.3% ($831.3K/$267.5M)	QoQ -11.39% (-$107.0K) YoY NEW(+$831.3K)
(cusip00214Q104)✕	16.5K	QoQ -1.59% (-267) YoY -44.31% (-13.1K)	All Managers (Combined)	$783.4K	0.3% ($783.4K/$267.5M)	QoQ -17.52% (-$166.5K) YoY -47.09% (-$697.4K)
(SCHBcusip808524102)	36.1K	QoQ -67.61% (-75.3K) YoY -76.06% (-114.7K)	All Managers (Combined)	$776.7K	0.3% ($776.7K/$267.5M)	QoQ -69.27% (-$1.8M) YoY -91.56% (-$8.4M)