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Ewa, LLC

SEC CIK
0001835252
Latest filing
Jul 14, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Feb 14, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
161
−6 vs. Q3 2024
Portfolio value
$266.3M
−$13.6M (−4.9%) vs. Q3 2024
Filed
Feb 14, 2025
SEC
Holdings of Ewa, LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares S&P 500 Growth ETF464287309ETF331,442$33.7M12.6%+5,923+1.8%Added–
iShares MSCI USA Quality Factor ETF46432F339ETF142,628$25.4M9.5%+4,284+3.1%Added–
iShares Tr46434V282U S EQUITY FACTR392,892$23.7M8.9%+13,809+3.6%Added–
iShares S&P 500 Value ETF464287408ETF109,879$21.0M7.9%+5,533+5.3%Added–
iShares Inc46434G764MSCI EMRG CHN231,678$12.8M4.8%+17,610+8.2%Added–
NVDANVIDIA CorpStock80,672$10.8M4.1%−1,510−1.8%ReducedHistory
iShares Tr46434V613CORE UNIVRSL USD215,984$9.76M3.7%+8,012+3.9%Added–
iShares Core S&P Mid-Cap ETF464287507ETF116,220$7.24M2.7%+1,584+1.4%Added–
MSFTMicrosoft CorpStock17,121$7.22M2.7%−455−2.6%ReducedHistory
AAPLApple Inc.Stock26,605$6.66M2.5%+999+3.9%AddedHistory
iShares Core MSCI Eafe ETF46432F842ETF77,753$5.46M2.1%+5,208+7.2%Added–
AMZNAmazon Com IncStock24,354$5.34M2.0%−1,068−4.2%ReducedHistory
Invesco Exch Traded FD Tr II46138E339S&P 500 MOMNTM54,631$5.19M1.9%+1,062+2.0%Added–
iShares Core S&P 500 ETF464287200ETF8,645$5.09M1.9%+649+8.1%Added–
iShares Tr464287721U.S. TECH ETF30,200$4.82M1.8%+2,235+8.0%Added–
iShares Core S&P Small Cap ETF464287804ETF35,498$4.09M1.5%+1,161+3.4%Added–
iShares Tr46428865310-20 YR TRS ETF34,318$3.42M1.3%−16,045−31.9%Reduced–
iShares Semiconductor ETF464287523ETF15,237$3.28M1.2%+211+1.4%Added–
Vanguard S&P 500 ETF922908363ETF5,948$3.21M1.2%−35−0.6%Reduced–
Global X FDS37954Y673US INFR DEV ETF77,766$3.14M1.2%+4,050+5.5%Added–
METAMeta Platforms, Inc.Stock5,016$2.94M1.1%+125+2.6%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF6,292$2.58M1.0%−75−1.2%Reduced–
Vanguard Total World Stock ETF922042742ETF17,243$2.03M0.8%−331−1.9%Reduced–
TSLATesla, Inc.Stock4,128$1.67M0.6%−3−0.1%ReducedHistory
iShares Flexible Income Active ETF092528603ETF29,928$1.56M0.6%+434+1.5%Added–
iShares Russell 1000 Growth ETF464287614ETF3,821$1.53M0.6%+3+0.1%Added–
iShares MSCI USA Min Vol Factor ETF46429B697ETF15,689$1.39M0.5%−1,600−9.3%Reduced–
iShares Core MSCI Emerging Markets ETF46434G103ETF26,485$1.38M0.5%−4,598−14.8%Reduced–
COSTCostco Wholesale CorpStock1,471$1.35M0.5%00.0%UnchangedHistory
AVGOBroadcom Inc.Stock5,613$1.30M0.5%+188+3.5%AddedHistory
SPDR Series Trust78464A383ST STR BACKE ETF50,548$1.09M0.4%+2,001+4.1%Added–
LLYEli Lilly & CoStock1,392$1.07M0.4%+165+13.4%AddedHistory
JPMJPMorgan Chase & CoStock4,468$1.07M0.4%00.0%UnchangedHistory
GOOGLAlphabet Inc.Stock5,564$1.05M0.4%−393−6.6%ReducedHistory
IAUiShares Gold TrustETF21,132$1.05M0.4%+1,181+5.9%AddedHistory
BRK.BBerkshire Hathaway IncStock2,047$927.9K0.3%+108+5.6%AddedHistory
iShares Tr46434V456MSCI INTL QUALTY24,705$917.0K0.3%−15,843−39.1%Reduced–
GOOGAlphabet Inc.Stock4,814$916.9K0.3%−211−4.2%ReducedHistory
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS66,803$782.9K0.3%+472+0.7%AddedHistory
Vanguard Morningstar Small-Cap ETF922908751ETF3,188$766.0K0.3%+265+9.1%Added–
Invesco QQQ Trust Series I46090E103ETF1,491$762.4K0.3%−10−0.7%Reduced–
WMTWalmart Inc.Stock8,319$751.6K0.3%+13+0.2%AddedHistory
SPYSPDR S&P 500 ETF TrustETF1,246$730.2K0.3%−2−0.2%ReducedHistory
VVisa Inc.Stock2,261$714.7K0.3%+56+2.5%AddedHistory
iShares MSCI USA Momentum Factor ETF46432F396ETF3,429$709.6K0.3%−270−7.3%Reduced–
Vanguard Dividend Appreciation ETF921908844ETF3,566$698.4K0.3%−15−0.4%Reduced–
XOMExxonMobil Holdings CorpCOM6,274$674.9K0.3%−40−0.6%ReducedHistory
PGProcter & Gamble CoStock4,016$673.2K0.3%+257+6.8%AddedHistory
CRMSalesforce, Inc.Stock1,998$667.9K0.3%−3−0.1%ReducedHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF2,151$623.4K0.2%+318+17.3%Added–
BKNGBooking Holdings Inc.Stock121$599.6K0.2%+1+0.8%AddedHistory
UNHUnitedHealth Group IncStock1,122$567.8K0.2%+12+1.1%AddedHistory
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF2,203$559.0K0.2%+99+4.7%Added–
NFLXNetflix IncStock614$547.3K0.2%+2+0.3%AddedHistory
MAMastercard IncStock1,029$542.0K0.2%+10+1.0%AddedHistory
ORCLOracle CorpStock3,142$523.6K0.2%−5−0.2%ReducedHistory
iShares Tr46435G102CONV BD ETF6,105$518.7K0.2%−174−2.8%Reduced–
Vanguard Star FDS921909768VG TL INTL STK F8,702$512.8K0.2%+411+5.0%Added–
ACNAccenture plcStock1,375$483.6K0.2%−6−0.4%ReducedHistory
MSIMotorola Solutions, Inc.Stock1,034$478.1K0.2%−11−1.1%ReducedHistory
HDHome Depot, Inc.Stock1,224$476.3K0.2%+15+1.2%AddedHistory
iShares Tr464288414NATIONAL MUN ETF4,273$455.3K0.2%+83+2.0%Added–
CLSCelestica IncStock4,782$441.4K0.2%−19−0.4%ReducedHistory
Vanguard Morningstar Small-Cap Growth ETF922908595ETF1,563$437.8K0.2%−33−2.1%Reduced–
iShares Tr46428743220 YR TR BD ETF4,979$434.8K0.2%+413+9.0%Added–
iShares Tr464288877EAFE VALUE ETF8,111$425.6K0.2%−226,762−96.5%Reduced–
CEGConstellation Energy CorpStock1,892$423.2K0.2%−6−0.3%ReducedHistory
INTUIntuit Inc.Stock658$413.6K0.2%−6−0.9%ReducedHistory
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF5,679$401.6K0.2%−1,841−24.5%Reduced–
ABBVAbbVie Inc.Stock2,230$396.3K0.1%+361+19.3%AddedHistory
iShares S&P 100 ETF464287101ETF1,297$374.5K0.1%+314+31.9%Added–
MRSHMarsh & McLennan Companies, Inc.Stock1,743$370.3K0.1%+3+0.2%AddedHistory
Vanguard World FD921910873MEGA CAP INDEX1,728$367.4K0.1%+5+0.3%Added–
APHAmphenol CorpCL A4,985$346.2K0.1%−64−1.3%ReducedHistory
ALVAutoliv IncCOM3,687$345.8K0.1%−6−0.2%ReducedHistory
MRKMerck & Co., Inc.Stock3,448$343.0K0.1%+1,200+53.4%AddedHistory
ANETArista Networks, Inc.Stock3,016$333.4K0.1%−200−6.2%ReducedConverted for a 4-for-1 splitHistory
iShares Inc464286533MSCI EMERG MRKT5,691$330.0K0.1%+132+2.4%Added–
JNJJohnson & JohnsonStock2,246$324.9K0.1%−10.0%ReducedHistory
NOWServiceNow, Inc.Stock305$323.3K0.1%00.0%UnchangedHistory
iShares Tr464288885EAFE GRWTH ETF3,328$322.3K0.1%+3,328New–
WFCWells Fargo & CompanyStock4,446$312.3K0.1%+39+0.9%AddedHistory
SMFGSumitomo Mitsui Financial Group, Inc.SPONSORED ADR21,519$311.8K0.1%+129+0.6%AddedHistory
CSCOCisco Systems, Inc.Stock5,242$310.3K0.1%+91+1.8%AddedHistory
Advisorshares Tr00768Y453PURE US CANN ETF81,039$308.8K0.1%00.0%Unchanged–
Vanguard Information Technology ETF92204A702ETF495$307.6K0.1%+71+16.7%Added–
PMPhilip Morris International Inc.Stock2,544$306.2K0.1%+234+10.1%AddedHistory
TAT&T Inc.Stock13,432$305.8K0.1%+1,646+14.0%AddedHistory
DSGXDescartes Systems Group IncCOM2,662$302.4K0.1%−36−1.3%ReducedHistory
MUSAMurphy USA Inc.COM601$301.8K0.1%−18−2.9%ReducedHistory
BEKEKE Holdings Inc.SPONSORED ADS16,301$300.3K0.1%−49−0.3%ReducedHistory
iShares Russell 1000 Value ETF464287598ETF1,620$299.8K0.1%+9+0.6%Added–
CRKComstock Resources IncCOM16,413$299.0K0.1%−102−0.6%ReducedHistory
CATCaterpillar IncStock823$298.6K0.1%−1−0.1%ReducedHistory
SNPSSynopsys IncCOM603$292.7K0.1%−12−2.0%ReducedHistory
SHOPShopify Inc.Stock2,744$291.8K0.1%+78+2.9%AddedHistory
VRSKVerisk Analytics, Inc.COM1,042$287.0K0.1%−1−0.1%ReducedHistory
ISRGIntuitive Surgical IncCOM NEW549$286.6K0.1%+8+1.5%AddedHistory
BRBroadridge Financial Solutions, Inc.Stock1,259$284.6K0.1%−27−2.1%ReducedHistory
BACBank of America CorpStock6,456$283.7K0.1%−85−1.3%ReducedHistory

Options (1)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of Ewa, LLC in Q4 2024
SecurityClassPutsCalls
Advisorshares Tr00768Y453PURE US CANN ETF–$284

Sold out since Q3 2024 (13)

Positions held at the end of Q3 2024 that are gone from this filing.

Positions of Ewa, LLC sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
CTASCintas CorpStock1,076$233.5K0.1%History
FASTFastenal CoStock2,662$218.7K0.1%History
WMWaste Management IncStock981$217.5K0.1%History
LOWLowes Companies IncStock794$214.8K0.1%History
EXRExtra Space Storage Inc.COM1,275$208.3K0.1%History
PLDPrologis, Inc.REIT1,814$208.1K0.1%History
PWRQuanta Services, Inc.COM639$206.8K0.1%History
ETNEaton Corp plcStock567$205.2K0.1%History
CVXChevron CorpStock1,253$202.7K0.1%History
CACICACI International IncCL A411$201.9K0.1%History
KNOPKNOT Offshore Partners LPCOM UNITS10,405$62.8K<0.1%History
TELFYTelefonica S ASPONSORED ADR11,320$48.7K<0.1%History
MATHMetalpha Technology Holding LtdSHS23,183$26.0K<0.1%History