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Etfidea, LLC

SEC CIK
0001957148
Latest filing
Nov 8, 2024

Holdings in Q2 2023

Holdings as of Jun 30, 2023, filed Jul 12, 2023. Long positions only; changes compare share counts with Q1 2023.

Institution overview
Positions
105
+1 vs. Q1 2023
Portfolio value
$244.7M
+$15.6M (+6.8%) vs. Q1 2023
Filed
Jul 12, 2023
SEC
Holdings of Etfidea, LLC in Q2 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core Dividend Growth ETF46434V621ETF556,577$28.7M11.7%+9,746+1.8%Added–
Vanguard Morningstar Growth ETF922908736ETF52,496$14.9M6.1%00.0%Unchanged–
iShares Russell 1000 Growth ETF464287614ETF44,451$12.2M5.0%+2,046+4.8%Added–
iShares S&P Small-Cap 600 Value ETF464287879ETF127,604$12.1M5.0%+92+0.1%Added–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF49,790$11.4M4.7%+1,108+2.3%Added–
iShares Russell Mid-Cap Value ETF464287473ETF81,350$8.94M3.7%−393−0.5%Reduced–
SPDR Series Trust78464A821ST STR SP400GRW122,580$8.78M3.6%+141+0.1%Added–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF113,367$8.50M3.5%+3,830+3.5%Added–
iShares Tr464288307MRGSTR MD CP GRW123,457$7.52M3.1%−2,441−1.9%Reduced–
Vanguard Morningstar Small-Cap Value ETF922908611ETF42,612$7.05M2.9%−563−1.3%Reduced–
iShares S&P Small-Cap 600 Growth ETF464287887ETF57,300$6.59M2.7%−659−1.1%Reduced–
iShares Tr464287788U.S. FINLS ETF84,278$6.29M2.6%+1,959+2.4%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF35,917$6.24M2.6%+265+0.7%Added–
Vanguard High Dividend Yield Index ETF921946406ETF54,761$5.81M2.4%00.0%Unchanged–
Invesco QQQ Trust Series I46090E103ETF15,502$5.73M2.3%+2,511+19.3%Added–
iShares Tr464287762US HLTHCARE ETF20,188$5.66M2.3%+343+1.7%Added–
iShares S&P Mid-Cap 400 Value ETF464287705ETF51,167$5.48M2.2%−479−0.9%Reduced–
Vanguard Morningstar Value ETF922908744ETF38,087$5.41M2.2%+4,109+12.1%Added–
SPDR Series Trust78464A763ST STR SP DIV39,169$4.80M2.0%−1,394−3.4%Reduced–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW50,154$3.55M1.5%−96−0.2%Reduced–
iShares Tr464287556ISHARES BIOTECH24,987$3.17M1.3%+126+0.5%Added–
AAPLApple Inc.Stock16,324$3.17M1.3%+152+0.9%AddedHistory
First Tr Exchange-Traded FD33734X168MATERIALS ALPH47,310$3.04M1.2%+1,298+2.8%Added–
iShares Core S&P Mid-Cap ETF464287507ETF9,432$2.47M1.0%+504+5.6%Added–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM43,589$2.41M1.0%+996+2.3%Added–
JPMorgan Ultra-Short Income ETF46641Q837ETF41,593$2.09M0.9%−9,863−19.2%Reduced–
iShares Tr464288323NEW YORK MUN ETF33,776$1.80M0.7%−3,539−9.5%Reduced–
First Trust Dow Jones Internet Index Fund33733E302ETF10,985$1.79M0.7%−75−0.7%Reduced–
Vanguard Information Technology ETF92204A702ETF4,028$1.78M0.7%+111+2.8%Added–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF12,335$1.71M0.7%+612+5.2%Added–
iShares Core S&P Small Cap ETF464287804ETF16,075$1.60M0.7%+437+2.8%Added–
First Tr Exchange-Traded Alp33735K108COM SHS15,344$1.55M0.6%00.0%Unchanged–
iShares S&P 500 Growth ETF464287309ETF21,005$1.48M0.6%+720+3.5%Added–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF6,581$1.35M0.6%+32+0.5%Added–
iShares Russell Mid-Cap Growth ETF464287481ETF13,025$1.26M0.5%+2,512+23.9%Added–
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF16,848$1.17M0.5%00.0%Unchanged–
iShares Select Dividend ETF464287168ETF9,901$1.12M0.5%−1,644−14.2%Reduced–
BRK.BBerkshire Hathaway IncStock3,233$1.10M0.5%+5+0.2%AddedHistory
SPYSPDR S&P 500 ETF TrustETF2,409$1.07M0.4%+140+6.2%AddedHistory
LOWLowes Companies IncStock4,731$1.07M0.4%00.0%UnchangedHistory
iShares Russell 1000 Value ETF464287598ETF6,505$1.03M0.4%+370+6.0%Added–
Vanguard World FD921910816MEGA GRWTH IND4,360$1.03M0.4%−25−0.6%Reduced–
PGProcter & Gamble CoStock6,548$993.6K0.4%−212−3.1%ReducedHistory
iShares Core MSCI Eafe ETF46432F842ETF14,316$966.3K0.4%+2,628+22.5%Added–
Vanguard Malvern FDS922020805STRM INFPROIDX20,000$948.4K0.4%00.0%Unchanged–
Legg Mason ETF Invt52468L505FRANKLIN INTL LW34,688$943.2K0.4%−344−1.0%Reduced–
WMTWalmart Inc.Stock5,599$880.1K0.4%00.0%UnchangedHistory
iShares Tr464287721U.S. TECH ETF7,941$864.6K0.4%−5−0.1%Reduced–
First Tr Exchange-Traded Alp33735J101COM SHS12,571$838.2K0.3%00.0%Unchanged–
SPDR Series Trust78464A607ST STR DOW REIT8,927$807.4K0.3%−112−1.2%Reduced–
Vanguard Wellington FD921935805US VALUE FACTR8,090$806.2K0.3%−2,299−22.1%Reduced–
MSFTMicrosoft CorpStock2,356$802.3K0.3%+196+9.1%AddedHistory
iShares Core S&P 500 ETF464287200ETF1,700$757.9K0.3%+588+52.9%Added–
Vanguard Admiral FDS Inc921932869MIDCP 400 GRTH7,760$725.5K0.3%−196−2.5%Reduced–
AMZNAmazon Com IncStock5,476$713.8K0.3%+1,016+22.8%AddedHistory
State Street Financial Select Sector SPDR ETF81369Y605ETF20,341$685.7K0.3%−3,541−14.8%Reduced–
GSGiShares S&P GSCI Commodity-Indexed TrustUNIT BEN INT33,969$662.1K0.3%+409+1.2%AddedHistory
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,839$632.3K0.3%+10+0.5%AddedHistory
Vanguard Morningstar Large-Cap ETF922908637ETF3,112$630.9K0.3%00.0%Unchanged–
VanEck Morningstar Wide Moat ETF92189F643ETF7,284$581.2K0.2%00.0%Unchanged–
Vanguard Morningstar Small-Cap ETF922908751ETF2,868$570.5K0.2%+68+2.4%Added–
SYYSysco CorpStock7,371$546.9K0.2%00.0%UnchangedHistory
WisdomTree Tr97717W505US MIDCAP DIVID12,987$546.1K0.2%+20.0%Added–
iShares Russell 2000 Growth ETF464287648ETF2,247$545.3K0.2%+215+10.6%Added–
GISGeneral Mills IncStock7,002$537.1K0.2%00.0%UnchangedHistory
iShares Tr46434VAX8IBONDS DEC23 ETF20,577$520.4K0.2%00.0%Unchanged–
iShares Tr46434V803HDG MSCI EAFE16,146$500.5K0.2%00.0%Unchanged–
iShares S&P 500 Value ETF464287408ETF3,101$499.9K0.2%+640+26.0%Added–
HONHoneywell International IncCOM2,408$499.7K0.2%+5+0.2%AddedHistory
Vanguard Financials ETF92204A405ETF6,052$491.7K0.2%−86−1.4%Reduced–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF9,003$489.9K0.2%+10.0%Added–
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF10,050$486.1K0.2%+10,050New–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF7,692$474.6K0.2%−124−1.6%Reduced–
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF5,984$461.9K0.2%−37−0.6%Reduced–
iShares Tr464287234MSCI EMG MKT ETF11,046$437.0K0.2%−847−7.1%Reduced–
Investment Managers Ser Tr I46144X107AXS CHANGE FINAN13,586$424.8K0.2%−615−4.3%Reduced–
UPSUnited Parcel Service IncStock2,284$409.4K0.2%00.0%UnchangedHistory
BBTBeacon Financial CorpCOM18,178$376.8K0.2%00.0%UnchangedHistory
LMTLockheed Martin CorpStock799$367.8K0.2%00.0%UnchangedHistory
iShares Tr464287291GLOBAL TECH ETF5,805$361.0K0.1%+5,805New–
FSKFS KKR Capital CorpCOM18,543$355.7K0.1%00.0%UnchangedHistory
iShares Tr464287739U.S. REAL ES ETF4,096$354.5K0.1%−226−5.2%Reduced–
Vanguard Dividend Appreciation ETF921908844ETF2,117$343.9K0.1%−60−2.8%Reduced–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT2,275$340.4K0.1%+37+1.7%Added–
CVXChevron CorpStock2,123$334.0K0.1%+128+6.4%AddedHistory
iShares Tr464287630RUS 2000 VAL ETF2,316$326.1K0.1%+340+17.2%Added–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF4,325$320.8K0.1%−98−2.2%Reduced–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF4,585$309.5K0.1%00.0%Unchanged–
iShares Inc464286665MSCI PAC JP ETF7,189$303.7K0.1%−675−8.6%Reduced–
First Tr Exchange-Traded Alp33733C108SHS ISSUED FRST4,215$298.9K0.1%−200−4.5%Reduced–
iShares Tr46429B7470-5 YR TIPS ETF3,007$293.5K0.1%00.0%Unchanged–
Vanguard Ftse Emerging Markets ETF922042858ETF6,929$281.9K0.1%00.0%Unchanged–
MDYSPDR S&P Midcap 400 ETF TrustETF561$268.7K0.1%+50+9.8%AddedHistory
JPMJPMorgan Chase & CoStock1,837$267.2K0.1%+144+8.5%AddedHistory
XOMExxonMobil Holdings CorpCOM2,438$261.4K0.1%+2,438NewHistory
VanEck ETF Trust92189F171GREEN BOND ETF10,956$255.2K0.1%+71+0.7%Added–
Invesco Exch Traded FD Tr II46138G102S&P SMLCP LOW6,391$254.6K0.1%−7,008−52.3%Reduced–
BABoeing CoStock1,139$240.5K0.1%00.0%UnchangedHistory
iShares Inc464286806MSCI GERMANY ETF8,353$238.6K0.1%00.0%Unchanged–
HSYHershey CoCOM955$238.5K0.1%00.0%UnchangedHistory

Sold out since Q1 2023 (3)

Positions held at the end of Q1 2023 that are gone from this filing.

Positions of Etfidea, LLC sold out since Q1 2023
SecurityClassShares in Q1 2023Value in Q1 2023% of portfolio in Q1 2023History
State Street SPDR S&P Regional Banking ETF78464A698ETF5,283$231.7K0.1%–
iShares MSCI USA Min Vol Factor ETF46429B697ETF3,151$229.2K0.1%–
PFEPfizer IncStock5,001$204.0K0.1%History