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Etfidea, LLC

SEC CIK
0001957148
Latest filing
Nov 8, 2024

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Jan 26, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
106
+4 vs. Q3 2022
Portfolio value
$216.3M
+$22.3M (+11.5%) vs. Q3 2022
Filed
Jan 26, 2023
SEC
Holdings of Etfidea, LLC in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core Dividend Growth ETF46434V621ETF543,209$27.2M12.6%+13,072+2.5%Added–
iShares S&P Small-Cap 600 Value ETF464287879ETF127,349$11.6M5.4%+1,131+0.9%Added–
Vanguard Morningstar Growth ETF922908736ETF51,711$11.0M5.1%−61−0.1%Reduced–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF48,683$9.76M4.5%+140+0.3%Added–
iShares Russell 1000 Growth ETF464287614ETF40,999$8.78M4.1%−725−1.7%Reduced–
iShares Russell Mid-Cap Value ETF464287473ETF81,694$8.61M4.0%+307+0.4%Added–
SPDR Series Trust78464A821ST STR SP400GRW122,521$8.01M3.7%−379−0.3%Reduced–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF110,020$7.51M3.5%+891+0.8%Added–
iShares Tr464288307MRGSTR MD CP GRW125,898$6.78M3.1%00.0%Unchanged–
Vanguard Morningstar Small-Cap Value ETF922908611ETF41,237$6.55M3.0%+723+1.8%Added–
iShares S&P Small-Cap 600 Growth ETF464287887ETF57,869$6.25M2.9%+166+0.3%Added–
iShares Tr464287788U.S. FINLS ETF81,927$6.18M2.9%+1,213+1.5%Added–
Vanguard High Dividend Yield Index ETF921946406ETF54,796$5.93M2.7%−675−1.2%Reduced–
iShares Tr464287762US HLTHCARE ETF19,872$5.64M2.6%+40+0.2%Added–
Vanguard Morningstar Value ETF922908744ETF34,600$4.86M2.2%+962+2.9%Added–
iShares S&P Mid-Cap 400 Value ETF464287705ETF45,992$4.64M2.1%+5,133+12.6%Added–
SPDR Series Trust78464A763ST STR SP DIV35,954$4.50M2.1%+6,746+23.1%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF35,838$4.46M2.1%+1,551+4.5%Added–
iShares Tr464287556ISHARES BIOTECH25,032$3.29M1.5%−773−3.0%Reduced–
Invesco QQQ Trust Series I46090E103ETF12,102$3.22M1.5%−811−6.3%Reduced–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW51,892$2.86M1.3%+8,130+18.6%Added–
First Tr Exchange-Traded FD33734X168MATERIALS ALPH46,475$2.82M1.3%+198+0.4%Added–
iShares Core S&P Mid-Cap ETF464287507ETF9,137$2.21M1.0%−162−1.7%Reduced–
AAPLApple Inc.Stock16,482$2.14M1.0%−268−1.6%ReducedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF40,099$2.01M0.9%+40,099New–
iShares Tr464288323NEW YORK MUN ETF36,341$1.90M0.9%−1,751−4.6%Reduced–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF11,933$1.61M0.7%+514+4.5%Added–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM28,953$1.58M0.7%+19,857+218.3%Added–
iShares Core S&P Small Cap ETF464287804ETF15,682$1.48M0.7%−628−3.9%Reduced–
First Tr Exchange-Traded Alp33735K108COM SHS15,344$1.40M0.6%−480−3.0%Reduced–
First Trust Dow Jones Internet Index Fund33733E302ETF10,409$1.28M0.6%+330+3.3%Added–
iShares S&P 500 Growth ETF464287309ETF21,208$1.24M0.6%−762−3.5%Reduced–
Vanguard Information Technology ETF92204A702ETF3,797$1.21M0.6%+222+6.2%Added–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF6,615$1.19M0.5%−657−9.0%Reduced–
iShares Select Dividend ETF464287168ETF9,241$1.11M0.5%+4,026+77.2%Added–
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF16,848$1.08M0.5%−1,283−7.1%Reduced–
Vanguard Wellington FD921935805US VALUE FACTR10,617$1.05M0.5%+395+3.9%Added–
PGProcter & Gamble CoStock6,673$1.01M0.5%−19−0.3%ReducedHistory
BRK.BBerkshire Hathaway IncStock3,228$997.1K0.5%+115+3.7%AddedHistory
LOWLowes Companies IncStock4,731$942.6K0.4%00.0%UnchangedHistory
Vanguard Malvern FDS922020805STRM INFPROIDX20,000$934.2K0.4%00.0%Unchanged–
iShares Russell 1000 Value ETF464287598ETF6,135$930.4K0.4%−338−5.2%Reduced–
iShares Russell Mid-Cap Growth ETF464287481ETF10,913$912.3K0.4%−2,352−17.7%Reduced–
Legg Mason ETF Invt52468L505FRANKLIN INTL LW35,672$911.4K0.4%+35,672New–
SPYSPDR S&P 500 ETF TrustETF2,190$837.5K0.4%+82+3.9%AddedHistory
First Tr Exchange-Traded Alp33735J101COM SHS12,571$827.3K0.4%00.0%Unchanged–
WMTWalmart Inc.Stock5,599$793.9K0.4%00.0%UnchangedHistory
Vanguard World FD921910816MEGA GRWTH IND4,524$778.4K0.4%−376−7.7%Reduced–
SPDR Series Trust78464A607ST STR DOW REIT8,592$748.8K0.3%−319−3.6%Reduced–
State Street Financial Select Sector SPDR ETF81369Y605ETF21,326$729.3K0.3%+5,316+33.2%Added–
iShares Core MSCI Eafe ETF46432F842ETF11,712$721.9K0.3%+11,712New–
GSGiShares S&P GSCI Commodity-Indexed TrustUNIT BEN INT33,817$717.9K0.3%00.0%UnchangedHistory
Invesco Exch Traded FD Tr II46138G102S&P SMLCP LOW15,782$704.8K0.3%+3,631+29.9%Added–
Vanguard Admiral FDS Inc921932869MIDCP 400 GRTH3,978$673.6K0.3%−60−1.5%Reduced–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,878$622.2K0.3%−665−26.2%ReducedHistory
iShares Tr464287721U.S. TECH ETF8,307$618.8K0.3%−153−1.8%Reduced–
GISGeneral Mills IncStock6,958$583.4K0.3%00.0%UnchangedHistory
SYYSysco CorpStock7,371$563.5K0.3%00.0%UnchangedHistory
BBTBeacon Financial CorpCOM18,178$543.5K0.3%00.0%UnchangedHistory
Vanguard Morningstar Large-Cap ETF922908637ETF3,112$542.1K0.3%00.0%Unchanged–
WisdomTree Tr97717W505US MIDCAP DIVID12,983$534.1K0.2%−86−0.7%Reduced–
iShares Core S&P 500 ETF464287200ETF1,339$514.5K0.2%+225+20.2%Added–
HONHoneywell International IncCOM2,363$506.4K0.2%00.0%UnchangedHistory
iShares Tr46434VAX8IBONDS DEC23 ETF20,202$505.7K0.2%00.0%Unchanged–
Vanguard Morningstar Small-Cap ETF922908751ETF2,742$503.3K0.2%00.0%Unchanged–
Vanguard Financials ETF92204A405ETF5,985$495.1K0.2%00.0%Unchanged–
MSFTMicrosoft CorpStock2,040$489.2K0.2%−10−0.5%ReducedHistory
VanEck Morningstar Wide Moat ETF92189F643ETF7,284$472.8K0.2%00.0%Unchanged–
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF6,159$457.1K0.2%+263+4.5%Added–
iShares Tr464287234MSCI EMG MKT ETF11,893$450.7K0.2%−303−2.5%Reduced–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF8,785$440.5K0.2%−408−4.4%Reduced–
iShares Tr46434V803HDG MSCI EAFE16,146$435.9K0.2%00.0%Unchanged–
iShares Russell 2000 Growth ETF464287648ETF2,032$435.9K0.2%−142−6.5%Reduced–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF7,816$433.3K0.2%−49−0.6%Reduced–
UPSUnited Parcel Service IncStock2,284$397.1K0.2%−140−5.8%ReducedHistory
LMTLockheed Martin CorpStock799$388.6K0.2%00.0%UnchangedHistory
AMZNAmazon Com IncStock4,610$387.2K0.2%+124+2.8%AddedHistory
iShares Tr464287739U.S. REAL ES ETF4,432$373.1K0.2%+71+1.6%Added–
CVXChevron CorpStock2,014$361.5K0.2%00.0%UnchangedHistory
iShares S&P 500 Value ETF464287408ETF2,461$357.0K0.2%00.0%Unchanged–
Vanguard Dividend Appreciation ETF921908844ETF2,243$340.6K0.2%00.0%Unchanged–
iShares Inc464286665MSCI PAC JP ETF7,864$336.5K0.2%−200−2.5%Reduced–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF4,450$331.7K0.2%+4,450New–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT2,298$324.6K0.2%−114−4.7%Reduced–
IBMInternational Business Machines CorpStock2,170$305.7K0.1%−120−5.2%ReducedHistory
First Tr Exchange-Traded Alp33733C108SHS ISSUED FRST4,415$303.8K0.1%00.0%Unchanged–
FSKFS KKR Capital CorpCOM16,765$293.4K0.1%00.0%UnchangedHistory
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF4,585$291.5K0.1%−67−1.4%Reduced–
State Street SPDR S&P Regional Banking ETF78464A698ETF4,963$291.5K0.1%+1,513+43.9%Added–
MDYSPDR S&P Midcap 400 ETF TrustETF631$279.4K0.1%00.0%UnchangedHistory
iShares Tr464287630RUS 2000 VAL ETF1,976$274.0K0.1%00.0%Unchanged–
Vanguard Ftse Emerging Markets ETF922042858ETF6,929$270.1K0.1%−50−0.7%Reduced–
PFEPfizer IncStock5,001$256.3K0.1%−15−0.3%ReducedHistory
Investment Managers Ser Tr I46144X107AXS CHANGE FINAN8,938$242.4K0.1%−379−4.1%Reduced–
iShares Tr46429B7470-5 YR TIPS ETF2,482$240.7K0.1%+2,482New–
iShares Inc464286806MSCI GERMANY ETF9,678$239.3K0.1%+9,678New–
JPMJPMorgan Chase & CoStock1,693$227.0K0.1%+1,693NewHistory
HSYHershey CoCOM955$221.1K0.1%00.0%UnchangedHistory
WisdomTree Tr97717W307US LARGECAP DIVD3,550$219.9K0.1%+3,550New–
iShares MSCI USA Min Vol Factor ETF46429B697ETF3,050$219.9K0.1%+3,050New–

Sold out since Q3 2022 (7)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of Etfidea, LLC sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
iShares Tr46434VBA7IBONDS DEC22 ETF34,020$851.5K0.4%–
iShares Tr464287291GLOBAL TECH ETF6,360$268.3K0.1%–
iShares Tips Bond ETF464287176ETF2,524$264.8K0.1%–
COSTCostco Wholesale CorpStock541$255.5K0.1%History
iShares Tr46435U713US INFRASTRUC7,645$246.5K0.1%–
HDHome Depot, Inc.Stock752$207.5K0.1%History
VanEck ETF Trust92189F171GREEN BOND ETF9,006$202.6K0.1%–