Skip to main content

Etfidea, LLC

SEC CIK
0001957148
Latest filing
Nov 8, 2024

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
104
−2 vs. Q4 2022
Portfolio value
$229.1M
+$12.8M (+5.9%) vs. Q4 2022
Filed
May 15, 2023
SEC
Holdings of Etfidea, LLC in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core Dividend Growth ETF46434V621ETF546,831$27.3M11.9%+3,622+0.7%Added–
Vanguard Morningstar Growth ETF922908736ETF52,496$13.1M5.7%+785+1.5%Added–
iShares S&P Small-Cap 600 Value ETF464287879ETF127,512$11.9M5.2%+163+0.1%Added–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF48,682$10.5M4.6%−10.0%Reduced–
iShares Russell 1000 Growth ETF464287614ETF42,405$10.4M4.5%+1,406+3.4%Added–
iShares Russell Mid-Cap Value ETF464287473ETF81,743$8.68M3.8%+49+0.1%Added–
SPDR Series Trust78464A821ST STR SP400GRW122,439$8.38M3.7%−82−0.1%Reduced–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF109,537$7.83M3.4%−483−0.4%Reduced–
iShares Tr464288307MRGSTR MD CP GRW125,898$7.25M3.2%00.0%Unchanged–
Vanguard Morningstar Small-Cap Value ETF922908611ETF43,175$6.85M3.0%+1,938+4.7%Added–
iShares S&P Small-Cap 600 Growth ETF464287887ETF57,959$6.37M2.8%+90+0.2%Added–
iShares Tr464287788U.S. FINLS ETF82,319$5.86M2.6%+392+0.5%Added–
Vanguard High Dividend Yield Index ETF921946406ETF54,761$5.78M2.5%−35−0.1%Reduced–
iShares Tr464287762US HLTHCARE ETF19,845$5.42M2.4%−27−0.1%Reduced–
State Street Technology Select Sector SPDR ETF81369Y803ETF35,652$5.38M2.3%−186−0.5%Reduced–
iShares S&P Mid-Cap 400 Value ETF464287705ETF51,646$5.31M2.3%+5,654+12.3%Added–
SPDR Series Trust78464A763ST STR SP DIV40,563$5.02M2.2%+4,609+12.8%Added–
Vanguard Morningstar Value ETF922908744ETF33,978$4.69M2.0%−622−1.8%Reduced–
Invesco QQQ Trust Series I46090E103ETF12,991$4.17M1.8%+889+7.3%Added–
iShares Tr464287556ISHARES BIOTECH24,861$3.21M1.4%−171−0.7%Reduced–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW50,250$3.16M1.4%−1,642−3.2%Reduced–
First Tr Exchange-Traded FD33734X168MATERIALS ALPH46,012$3.01M1.3%−463−1.0%Reduced–
AAPLApple Inc.Stock16,172$2.67M1.2%−310−1.9%ReducedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF51,456$2.59M1.1%+11,357+28.3%Added–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM42,593$2.33M1.0%+13,640+47.1%Added–
iShares Core S&P Mid-Cap ETF464287507ETF8,928$2.23M1.0%−209−2.3%Reduced–
iShares Tr464288323NEW YORK MUN ETF37,315$2.00M0.9%+974+2.7%Added–
First Trust Dow Jones Internet Index Fund33733E302ETF11,060$1.64M0.7%+651+6.3%Added–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF11,723$1.57M0.7%−210−1.8%Reduced–
iShares Core S&P Small Cap ETF464287804ETF15,638$1.51M0.7%−44−0.3%Reduced–
Vanguard Information Technology ETF92204A702ETF3,917$1.51M0.7%+120+3.2%Added–
First Tr Exchange-Traded Alp33735K108COM SHS15,344$1.43M0.6%00.0%Unchanged–
iShares Select Dividend ETF464287168ETF11,545$1.35M0.6%+2,304+24.9%Added–
iShares S&P 500 Growth ETF464287309ETF20,285$1.30M0.6%−923−4.4%Reduced–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF6,549$1.28M0.6%−66−1.0%Reduced–
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF16,848$1.14M0.5%00.0%Unchanged–
Vanguard Wellington FD921935805US VALUE FACTR10,389$1.01M0.4%−228−2.1%Reduced–
PGProcter & Gamble CoStock6,760$1.01M0.4%+87+1.3%AddedHistory
BRK.BBerkshire Hathaway IncStock3,228$996.7K0.4%00.0%UnchangedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF10,513$957.2K0.4%−400−3.7%Reduced–
Vanguard Malvern FDS922020805STRM INFPROIDX20,000$956.4K0.4%00.0%Unchanged–
LOWLowes Companies IncStock4,731$946.1K0.4%00.0%UnchangedHistory
Legg Mason ETF Invt52468L505FRANKLIN INTL LW35,032$944.5K0.4%−640−1.8%Reduced–
iShares Russell 1000 Value ETF464287598ETF6,135$934.1K0.4%00.0%Unchanged–
SPYSPDR S&P 500 ETF TrustETF2,269$928.9K0.4%+79+3.6%AddedHistory
Vanguard World FD921910816MEGA GRWTH IND4,385$896.8K0.4%−139−3.1%Reduced–
First Tr Exchange-Traded Alp33735J101COM SHS12,571$834.7K0.4%00.0%Unchanged–
WMTWalmart Inc.Stock5,599$825.6K0.4%00.0%UnchangedHistory
SPDR Series Trust78464A607ST STR DOW REIT9,039$802.4K0.4%+447+5.2%Added–
iShares Core MSCI Eafe ETF46432F842ETF11,688$781.3K0.3%−24−0.2%Reduced–
State Street Financial Select Sector SPDR ETF81369Y605ETF23,882$767.8K0.3%+2,556+12.0%Added–
iShares Tr464287721U.S. TECH ETF7,946$737.5K0.3%−361−4.3%Reduced–
Vanguard Admiral FDS Inc921932869MIDCP 400 GRTH7,956$706.9K0.3%00.0%UnchangedConverted for a 2-for-1 split–
GSGiShares S&P GSCI Commodity-Indexed TrustUNIT BEN INT33,560$675.2K0.3%−257−0.8%ReducedHistory
MSFTMicrosoft CorpStock2,160$622.7K0.3%+120+5.9%AddedHistory
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,829$608.4K0.3%−49−2.6%ReducedHistory
GISGeneral Mills IncStock7,002$598.4K0.3%+44+0.6%AddedHistory
Vanguard Morningstar Large-Cap ETF922908637ETF3,112$581.4K0.3%00.0%Unchanged–
SYYSysco CorpStock7,371$569.3K0.2%00.0%UnchangedHistory
Invesco Exch Traded FD Tr II46138G102S&P SMLCP LOW13,399$567.5K0.2%−2,383−15.1%Reduced–
VanEck Morningstar Wide Moat ETF92189F643ETF7,284$537.8K0.2%00.0%Unchanged–
WisdomTree Tr97717W505US MIDCAP DIVID12,985$532.1K0.2%+20.0%Added–
Vanguard Morningstar Small-Cap ETF922908751ETF2,800$530.8K0.2%+58+2.1%Added–
iShares Tr46434VAX8IBONDS DEC23 ETF20,577$518.3K0.2%+375+1.9%Added–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF9,002$481.3K0.2%+217+2.5%Added–
Vanguard Financials ETF92204A405ETF6,138$478.1K0.2%+153+2.6%Added–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF7,816$476.4K0.2%00.0%Unchanged–
iShares Tr46434V803HDG MSCI EAFE16,146$475.8K0.2%00.0%Unchanged–
iShares Tr464287234MSCI EMG MKT ETF11,893$469.3K0.2%00.0%Unchanged–
iShares Russell 2000 Growth ETF464287648ETF2,032$460.9K0.2%00.0%Unchanged–
AMZNAmazon Com IncStock4,460$460.6K0.2%−150−3.3%ReducedHistory
HONHoneywell International IncCOM2,403$459.3K0.2%+40+1.7%AddedHistory
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF6,021$458.7K0.2%−138−2.2%Reduced–
iShares Core S&P 500 ETF464287200ETF1,112$457.1K0.2%−227−17.0%Reduced–
BBTBeacon Financial CorpCOM18,178$455.5K0.2%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock2,284$443.1K0.2%00.0%UnchangedHistory
Investment Managers Ser Tr I46144X107AXS CHANGE FINAN14,201$410.0K0.2%+5,263+58.9%Added–
LMTLockheed Martin CorpStock799$377.6K0.2%00.0%UnchangedHistory
iShares S&P 500 Value ETF464287408ETF2,461$373.5K0.2%00.0%Unchanged–
iShares Tr464287739U.S. REAL ES ETF4,322$366.9K0.2%−110−2.5%Reduced–
iShares Inc464286665MSCI PAC JP ETF7,864$344.4K0.2%00.0%Unchanged–
FSKFS KKR Capital CorpCOM18,543$343.0K0.1%+1,778+10.6%AddedHistory
Vanguard Dividend Appreciation ETF921908844ETF2,177$335.3K0.1%−66−2.9%Reduced–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF4,423$330.4K0.1%−27−0.6%Reduced–
CVXChevron CorpStock1,995$325.5K0.1%−19−0.9%ReducedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT2,238$323.7K0.1%−60−2.6%Reduced–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF4,585$310.2K0.1%00.0%Unchanged–
First Tr Exchange-Traded Alp33733C108SHS ISSUED FRST4,415$307.6K0.1%00.0%Unchanged–
iShares Tr46429B7470-5 YR TIPS ETF3,007$298.4K0.1%+525+21.2%Added–
IBMInternational Business Machines CorpStock2,170$284.5K0.1%00.0%UnchangedHistory
Vanguard Ftse Emerging Markets ETF922042858ETF6,929$279.9K0.1%00.0%Unchanged–
iShares Tr464287630RUS 2000 VAL ETF1,976$270.8K0.1%00.0%Unchanged–
VanEck ETF Trust92189F171GREEN BOND ETF10,885$255.9K0.1%+10,885New–
HSYHershey CoCOM955$243.0K0.1%00.0%UnchangedHistory
BABoeing CoStock1,139$242.0K0.1%00.0%UnchangedHistory
iShares Inc464286806MSCI GERMANY ETF8,353$237.7K0.1%−1,325−13.7%Reduced–
MDYSPDR S&P Midcap 400 ETF TrustETF511$234.2K0.1%−120−19.0%ReducedHistory
State Street SPDR S&P Regional Banking ETF78464A698ETF5,283$231.7K0.1%+320+6.4%Added–
iShares MSCI USA Min Vol Factor ETF46429B697ETF3,151$229.2K0.1%+101+3.3%Added–
JPMJPMorgan Chase & CoStock1,693$220.6K0.1%00.0%UnchangedHistory

Sold out since Q4 2022 (4)

Positions held at the end of Q4 2022 that are gone from this filing.

Positions of Etfidea, LLC sold out since Q4 2022
SecurityClassShares in Q4 2022Value in Q4 2022% of portfolio in Q4 2022History
Vanguard Admiral FDS Inc921932794SMLCP 600 GRTH1,130$210.6K0.1%–
BMYBristol Myers Squibb CoStock2,872$206.7K0.1%History
VZVerizon Communications IncStock5,243$206.6K0.1%History
Schwab US Dividend Equity ETF808524797ETF2,697$203.7K0.1%–