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Etfidea, LLC

SEC CIK
0001957148
Latest filing
Nov 8, 2024

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Jan 23, 2024. Long positions only; changes compare share counts with Q3 2023.

Institution overview
Positions
108
+5 vs. Q3 2023
Portfolio value
$266.0M
+$30.5M (+13.0%) vs. Q3 2023
Filed
Jan 23, 2024
SEC
Holdings of Etfidea, LLC in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core Dividend Growth ETF46434V621ETF559,586$30.1M11.3%−3,939−0.7%Reduced–
Vanguard Morningstar Growth ETF922908736ETF52,307$16.3M6.1%+10.0%Added–
iShares Russell 1000 Growth ETF464287614ETF45,996$13.9M5.2%+1,407+3.2%Added–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF52,557$12.7M4.8%+2,432+4.9%Added–
iShares S&P Small-Cap 600 Value ETF464287879ETF118,027$12.2M4.6%−9,370−7.4%Reduced–
iShares Russell Mid-Cap Value ETF464287473ETF84,070$9.78M3.7%+2,192+2.7%Added–
SPDR Series Trust78464A821ST STR SP400GRW126,880$9.60M3.6%+4,300+3.5%Added–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF116,834$9.26M3.5%+2,893+2.5%Added–
iShares Tr464288307MRGSTR MD CP GRW123,457$7.96M3.0%00.0%Unchanged–
Vanguard Morningstar Small-Cap Value ETF922908611ETF43,809$7.88M3.0%+1,078+2.5%Added–
iShares Tr464287788U.S. FINLS ETF89,641$7.66M2.9%+5,389+6.4%Added–
iShares S&P Small-Cap 600 Growth ETF464287887ETF59,185$7.41M2.8%+1,189+2.1%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF37,156$7.15M2.7%+778+2.1%Added–
Vanguard Morningstar Value ETF922908744ETF47,796$7.15M2.7%+7,650+19.1%Added–
Invesco QQQ Trust Series I46090E103ETF16,350$6.70M2.5%+117+0.7%Added–
iShares S&P Mid-Cap 400 Value ETF464287705ETF55,079$6.28M2.4%+4,183+8.2%Added–
Vanguard High Dividend Yield Index ETF921946406ETF54,761$6.11M2.3%00.0%Unchanged–
iShares Tr464287762US HLTHCARE ETF19,204$5.50M2.1%−973−4.8%Reduced–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW50,154$3.91M1.5%00.0%Unchanged–
SPDR Series Trust78464A763ST STR SP DIV29,718$3.71M1.4%−4,892−14.1%Reduced–
First Tr Exchange-Traded FD33734X168MATERIALS ALPH49,234$3.40M1.3%+2,516+5.4%Added–
iShares Tr464287556ISHARES BIOTECH24,406$3.32M1.2%−274−1.1%Reduced–
AAPLApple Inc.Stock15,775$3.04M1.1%+44+0.3%AddedHistory
iShares Core S&P Mid-Cap ETF464287507ETF9,645$2.67M1.0%−286−2.9%Reduced–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM43,678$2.40M0.9%+90+0.2%Added–
Vanguard Information Technology ETF92204A702ETF4,890$2.37M0.9%+175+3.7%Added–
First Trust Dow Jones Internet Index Fund33733E302ETF11,390$2.12M0.8%+498+4.6%Added–
JPMorgan Ultra-Short Income ETF46641Q837ETF39,489$1.98M0.7%−834−2.1%Reduced–
iShares Core S&P Small Cap ETF464287804ETF17,107$1.85M0.7%+504+3.0%Added–
iShares Russell Mid-Cap Growth ETF464287481ETF16,325$1.71M0.6%+2,484+17.9%Added–
First Tr Exchange-Traded Alp33735K108COM SHS15,419$1.69M0.6%−675−4.2%Reduced–
Vanguard World FD921910816MEGA GRWTH IND6,350$1.65M0.6%+1,992+45.7%Added–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF11,154$1.62M0.6%−2,048−15.5%Reduced–
iShares S&P 500 Growth ETF464287309ETF21,230$1.59M0.6%+225+1.1%Added–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF7,048$1.55M0.6%+416+6.3%Added–
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF17,773$1.48M0.6%+10,779+154.1%Added–
Schwab Fundamental U.S. Large Company ETF808524771ETF21,969$1.36M0.5%+14,554+196.3%Added–
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF16,583$1.19M0.4%−100−0.6%Reduced–
SPYSPDR S&P 500 ETF TrustETF2,481$1.18M0.4%−79−3.1%ReducedHistory
BRK.BBerkshire Hathaway IncStock3,233$1.15M0.4%00.0%UnchangedHistory
iShares Russell 1000 Value ETF464287598ETF6,400$1.06M0.4%−105−1.6%Reduced–
LOWLowes Companies IncStock4,731$1.05M0.4%00.0%UnchangedHistory
iShares Core S&P 500 ETF464287200ETF2,155$1.03M0.4%+455+26.8%Added–
iShares Core MSCI Eafe ETF46432F842ETF14,341$1.01M0.4%+25+0.2%Added–
iShares Tr464287721U.S. TECH ETF8,212$1.01M0.4%+261+3.3%Added–
Legg Mason ETF Invt52468L505FRANKLIN INTL LW34,927$966.1K0.4%+257+0.7%Added–
PGProcter & Gamble CoStock6,579$964.1K0.4%00.0%UnchangedHistory
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF18,133$905.4K0.3%+4,043+28.7%Added–
WMTWalmart Inc.Stock5,740$904.9K0.3%+46+0.8%AddedHistory
First Tr Exchange-Traded Alp33735J101COM SHS12,571$890.5K0.3%00.0%Unchanged–
AMZNAmazon Com IncStock5,526$839.6K0.3%+50+0.9%AddedHistory
iShares Tr464288323NEW YORK MUN ETF15,058$814.5K0.3%−17,694−54.0%Reduced–
iShares Tr464287739U.S. REAL ES ETF8,560$782.5K0.3%+4,464+109.0%Added–
iShares Tr464288760US AER DEF ETF6,097$771.9K0.3%+6,097New–
Vanguard Admiral FDS Inc921932869MIDCP 400 GRTH7,760$762.3K0.3%00.0%Unchanged–
Vanguard Morningstar Small-Cap ETF922908751ETF3,553$758.0K0.3%+452+14.6%Added–
MSFTMicrosoft CorpStock2,006$754.3K0.3%+50+2.6%AddedHistory
iShares Tr464287291GLOBAL TECH ETF10,967$747.7K0.3%+1,203+12.3%Added–
State Street Financial Select Sector SPDR ETF81369Y605ETF18,980$713.6K0.3%−1,116−5.6%Reduced–
GSGiShares S&P GSCI Commodity-Indexed TrustUNIT BEN INT35,065$703.4K0.3%−735−2.1%ReducedHistory
Vanguard Morningstar Large-Cap ETF922908637ETF3,122$681.1K0.3%00.0%Unchanged–
VanEck Morningstar Wide Moat ETF92189F643ETF7,284$618.2K0.2%00.0%Unchanged–
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,613$607.9K0.2%−188−10.4%ReducedHistory
WisdomTree Tr97717W505US MIDCAP DIVID12,751$582.6K0.2%−171−1.3%Reduced–
Vanguard Wellington FD921935805US VALUE FACTR5,155$580.8K0.2%−2,715−34.5%Reduced–
iShares Russell 2000 Growth ETF464287648ETF2,247$566.7K0.2%00.0%Unchanged–
SYYSysco CorpStock7,371$539.1K0.2%00.0%UnchangedHistory
iShares S&P 500 Value ETF464287408ETF3,040$528.6K0.2%00.0%Unchanged–
Vanguard Ftse All-World Ex-US Index Fund922042775ETF9,321$523.3K0.2%+317+3.5%Added–
HONHoneywell International IncCOM2,460$515.9K0.2%+10+0.4%AddedHistory
iShares Tr46434V803HDG MSCI EAFE16,146$508.8K0.2%00.0%Unchanged–
iShares Select Dividend ETF464287168ETF4,253$498.5K0.2%−3,454−44.8%Reduced–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF7,622$491.4K0.2%00.0%Unchanged–
SPDR Series Trust78464A607ST STR DOW REIT5,013$477.9K0.2%−2,877−36.5%Reduced–
Investment Managers Ser Tr I46144X107AXS CHANGE FINAN14,355$476.8K0.2%+574+4.2%Added–
GISGeneral Mills IncStock7,002$456.1K0.2%00.0%UnchangedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF3,117$425.1K0.2%+3,117New–
Vanguard Dividend Appreciation ETF921908844ETF2,394$407.9K0.2%+277+13.1%Added–
iShares Tr464287234MSCI EMG MKT ETF10,122$407.0K0.2%−368−3.5%Reduced–
BBTBeacon Financial CorpCOM16,300$404.7K0.2%−1,878−10.3%ReducedHistory
LMTLockheed Martin CorpStock849$384.9K0.1%00.0%UnchangedHistory
FSKFS KKR Capital CorpCOM18,543$370.3K0.1%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock2,335$367.1K0.1%+10.0%AddedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF4,683$365.4K0.1%+4,683New–
iShares Tr464287630RUS 2000 VAL ETF2,316$359.7K0.1%00.0%Unchanged–
CVXChevron CorpStock2,214$330.2K0.1%+10.0%AddedHistory
JPMJPMorgan Chase & CoStock1,937$329.5K0.1%+100+5.4%AddedHistory
First Tr Exchange-Traded Alp33733C108SHS ISSUED FRST4,215$328.9K0.1%00.0%Unchanged–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT2,049$323.3K0.1%−226−9.9%Reduced–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF4,585$317.9K0.1%00.0%Unchanged–
COSTCostco Wholesale CorpStock459$303.0K0.1%+18+4.1%AddedHistory
IBMInternational Business Machines CorpStock1,850$302.6K0.1%+55+3.1%AddedHistory
iShares Inc464286665MSCI PAC JP ETF6,911$300.0K0.1%00.0%Unchanged–
BABoeing CoStock1,139$296.9K0.1%00.0%UnchangedHistory
MDYSPDR S&P Midcap 400 ETF TrustETF561$284.6K0.1%00.0%UnchangedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF3,940$283.8K0.1%−181−4.4%Reduced–
Vanguard Ftse Emerging Markets ETF922042858ETF6,564$269.8K0.1%−350−5.1%Reduced–
VanEck ETF Trust92189F171GREEN BOND ETF10,983$261.7K0.1%−138−1.2%Reduced–
XOMExxonMobil Holdings CorpCOM2,577$257.6K0.1%+8+0.3%AddedHistory
iShares Inc464286806MSCI GERMANY ETF8,228$244.3K0.1%−125−1.5%Reduced–

Sold out since Q3 2023 (5)

Positions held at the end of Q3 2023 that are gone from this filing.

Positions of Etfidea, LLC sold out since Q3 2023
SecurityClassShares in Q3 2023Value in Q3 2023% of portfolio in Q3 2023History
Vanguard Malvern FDS922020805STRM INFPROIDX20,009$946.0K0.4%–
iShares Tr46434VAX8IBONDS DEC23 ETF19,444$493.1K0.2%–
Vanguard Financials ETF92204A405ETF5,988$481.0K0.2%–
iShares Tr46429B7470-5 YR TIPS ETF3,008$291.5K0.1%–
PIMCO Active Bond Exchange-Traded Fund72201R775ETF2,326$204.5K0.1%–