EWG Elevate Inc. historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 7 quarters from 2023-12-31 to 2025-09-30, EWG Elevate Inc. opened 32 positions, added to 106, reduced 77 and sold out of 28.
- Q3 2025: Stock IAU; Country of operation United States; Class ISHARES NEW; Shares before 40,623.
- Q3 2025: Stock SO; Country of operation United States; Class COM; Shares before 5,316.
- Q3 2025: Stock DBP; Country of operation United States; Class PRECIOUS METAL; Shares before 6,236.
- Q3 2025: Stock BAC; Country of operation United States; Class COM; Shares before 4,953.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1765278), 7 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-15); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-10); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-16); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2025 | IAU
ISHARES GOLD TR | United States | ISHARES NEW | 40,623 | 0 | -40,623 | $2,533,250 | $0 | -$2,533,250 | 2025-10-07 |
|---|
| Q3 2025 | SO
SOUTHERN CO | United States | COM | 5,316 | 0 | -5,316 | $488,168 | $0 | -$488,168 | 2025-10-07 |
|---|
| Q3 2025 | DBP
INVESCO DB MULTI-SECTOR COMM | United States | PRECIOUS METAL | 6,236 | 0 | -6,236 | $468,573 | $0 | -$468,573 | 2025-10-07 |
|---|
| Q3 2025 | BAC
BANK AMERICA CORP | United States | COM | 4,953 | 0 | -4,953 | $234,399 | $0 | -$234,399 | 2025-10-07 |
|---|
| Q3 2025 | XOMXXXX
EXXON MOBIL CORP | | COM | 2,160 | 0 | -2,160 | $232,856 | $0 | -$232,856 | 2025-10-07 |
|---|
| Q3 2025 | SRE
SEMPRA | United States | COM | 2,800 | 0 | -2,800 | $212,119 | $0 | -$212,119 | 2025-10-07 |
|---|
| Q3 2025 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | 1,493 | 0 | -1,493 | $211,857 | $0 | -$211,857 | 2025-10-07 |
|---|
| Q3 2025 | BROS
DUTCH BROS INC | United States | CL A | 3,013 | 0 | -3,013 | $205,999 | $0 | -$205,999 | 2025-10-07 |
|---|
| Q2 2025 | CVX
CHEVRON CORP NEW | United States | COM | 1,265 | 0 | -1,265 | $211,616 | $0 | -$211,616 | 2025-07-15 |
|---|
| Q2 2025 | EIX
EDISON INTL | United States | COM | 3,574 | 0 | -3,574 | $210,580 | $0 | -$210,580 | 2025-07-15 |
|---|
| Q1 2025 | BA
BOEING CO | United States | COM | 4,790 | 0 | -4,790 | $847,758 | $0 | -$847,758 | 2025-04-10 |
|---|
| Q1 2025 | ADMA
ADMA BIOLOGICS INC | United States | COM | 28,000 | 0 | -28,000 | $480,200 | $0 | -$480,200 | 2025-04-10 |
|---|
| Q1 2025 | ORCL
ORACLE CORP | United States | COM | 1,445 | 0 | -1,445 | $240,718 | $0 | -$240,718 | 2025-04-10 |
|---|
| Q1 2025 | PLTR
PALANTIR TECHNOLOGIES INC | United States | CL A | 2,867 | 0 | -2,867 | $216,831 | $0 | -$216,831 | 2025-04-10 |
|---|
| Q1 2025 | CAT
CATERPILLAR INC | United States | COM | 594 | 0 | -594 | $215,613 | $0 | -$215,613 | 2025-04-10 |
|---|
| Q1 2025 | AMD
ADVANCED MICRO DEVICES INC | United States | COM | 1,780 | 0 | -1,780 | $215,006 | $0 | -$215,006 | 2025-04-10 |
|---|
| Q1 2025 | BAC
BANK AMERICA CORP | United States | COM | 4,715 | 0 | -4,715 | $207,229 | $0 | -$207,229 | 2025-04-10 |
|---|
| Q1 2025 | OHI
OMEGA HEALTHCARE INVS INC | United States | COM | 5,331 | 0 | -5,331 | $201,793 | $0 | -$201,793 | 2025-04-10 |
|---|
| Q4 2024 | BAR
GRANITESHARES GOLD TR | United States | SHS BEN INT | 211,822 | 0 | -211,822 | $5,501,010 | $0 | -$5,501,010 | 2025-01-13 |
|---|
| Q4 2024 | UGL
PROSHARES TR II | United States | ULTRA GOLD | 14,744 | 0 | -14,744 | $1,413,802 | $0 | -$1,413,802 | 2025-01-13 |
|---|
| Q4 2024 | SLV
ISHARES SILVER TR | United States | ISHARES | 8,175 | 0 | -8,175 | $232,252 | $0 | -$232,252 | 2025-01-13 |
|---|
| Q4 2024 | WTRG
ESSENTIAL UTILS INC | United States | COM | 5,187 | 0 | -5,187 | $200,062 | $0 | -$200,062 | 2025-01-13 |
|---|
| Q3 2024 | ADMA
ADMA BIOLOGICS INC | United States | COM | 70,000 | 0 | -70,000 | $782,600 | $0 | -$782,600 | 2024-10-07 |
|---|
| Q3 2024 | GOOG
ALPHABET INC | United States | CAP STK CL C | 1,237 | 0 | -1,237 | $226,807 | $0 | -$226,807 | 2024-10-07 |
|---|
| Q2 2024 | AI
C3 AI INC | United States | CL A | 9,538 | 0 | -9,538 | $258,194 | $0 | -$258,194 | 2024-07-16 |
|---|
| Q2 2024 | ALT
ALTIMMUNE INC | United States | COM NEW | 10,000 | 0 | -10,000 | $101,800 | $0 | -$101,800 | 2024-07-16 |
|---|
| Q1 2024 | BA
BOEING CO | United States | COM | 3,153 | 0 | -3,153 | $821,974 | $0 | -$821,974 | 2024-04-10 |
|---|
| Q1 2024 | UUP
INVESCO DB US DLR INDEX TR | United States | BULLISH FD | 11,464 | 0 | -11,464 | $310,560 | $0 | -$310,560 | 2024-04-10 |
|---|
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