Skip to main content

Etfidea, LLC

SEC CIK
0001957148
Latest filing
Nov 8, 2024

Holdings in Q1 2024

Holdings as of Mar 31, 2024, filed May 3, 2024. Long positions only; changes compare share counts with Q4 2023.

Institution overview
Positions
112
+4 vs. Q4 2023
Portfolio value
$293.4M
+$27.4M (+10.3%) vs. Q4 2023
Filed
May 3, 2024
SEC
Holdings of Etfidea, LLC in Q1 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
iShares Core Dividend Growth ETF46434V621ETF569,125$33.0M11.3%+9,539+1.7%Added–
Vanguard Morningstar Growth ETF922908736ETF52,267$18.0M6.1%−40−0.1%Reduced–
iShares Russell 1000 Growth ETF464287614ETF46,071$15.5M5.3%+75+0.2%Added–
Vanguard Morningstar Small-Cap Growth ETF922908595ETF53,900$14.1M4.8%+1,343+2.6%Added–
iShares S&P Small-Cap 600 Value ETF464287879ETF119,831$12.3M4.2%+1,804+1.5%Added–
SPDR Series Trust78464A821ST STR SP400GRW127,181$11.1M3.8%+301+0.2%Added–
iShares Russell Mid-Cap Value ETF464287473ETF87,679$11.0M3.7%+3,609+4.3%Added–
iShares S&P Mid-Cap 400 Growth ETF464287606ETF117,087$10.7M3.6%+253+0.2%Added–
iShares Tr464287788U.S. FINLS ETF89,473$8.56M2.9%−168−0.2%Reduced–
Vanguard Morningstar Small-Cap Value ETF922908611ETF44,290$8.50M2.9%+481+1.1%Added–
iShares Tr464288307MRGSTR MD CP GRW119,039$8.41M2.9%−4,418−3.6%Reduced–
Invesco QQQ Trust Series I46090E103ETF18,896$8.39M2.9%+2,546+15.6%Added–
iShares S&P Small-Cap 600 Growth ETF464287887ETF59,705$7.81M2.7%+520+0.9%Added–
State Street Technology Select Sector SPDR ETF81369Y803ETF35,331$7.36M2.5%−1,825−4.9%Reduced–
Vanguard Morningstar Value ETF922908744ETF43,175$7.03M2.4%−4,621−9.7%Reduced–
Vanguard High Dividend Yield Index ETF921946406ETF54,761$6.63M2.3%00.0%Unchanged–
iShares S&P Mid-Cap 400 Value ETF464287705ETF54,954$6.50M2.2%−125−0.2%Reduced–
iShares Tr464287762US HLTHCARE ETF96,430$5.97M2.0%00.0%UnchangedConverted for a 5-for-1 split–
SPDR Series Trust78464A763ST STR SP DIV32,033$4.20M1.4%+2,315+7.8%Added–
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW47,689$4.13M1.4%−2,465−4.9%Reduced–
First Tr Exchange-Traded FD33734X168MATERIALS ALPH50,407$3.60M1.2%+1,173+2.4%Added–
iShares Tr464287556ISHARES BIOTECH24,745$3.40M1.2%+339+1.4%Added–
Vanguard Information Technology ETF92204A702ETF5,808$3.05M1.0%+918+18.8%Added–
iShares Core S&P Mid-Cap ETF464287507ETF47,908$2.91M1.0%−317−0.7%ReducedConverted for a 5-for-1 split–
Schwab Fundamental U.S. Large Company ETF808524771ETF42,208$2.84M1.0%+20,239+92.1%Added–
AAPLApple Inc.Stock15,853$2.72M0.9%+78+0.5%AddedHistory
iShares Russell Mid-Cap Growth ETF464287481ETF23,241$2.65M0.9%+6,916+42.4%Added–
SPYSPDR S&P 500 ETF TrustETF4,695$2.46M0.8%+2,214+89.2%AddedHistory
First Trust Dow Jones Internet Index Fund33733E302ETF11,384$2.33M0.8%−6−0.1%Reduced–
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM40,154$2.32M0.8%−3,524−8.1%Reduced–
Vanguard World FD921910816MEGA GRWTH IND7,686$2.20M0.8%+1,336+21.0%Added–
Vanguard Morningstar Mid-Cap Value ETF922908512ETF12,926$2.02M0.7%+1,772+15.9%Added–
First Tr Exchange-Traded Alp33735K108COM SHS14,720$1.81M0.6%−699−4.5%Reduced–
iShares Core S&P Small Cap ETF464287804ETF16,356$1.81M0.6%−751−4.4%Reduced–
iShares S&P 500 Growth ETF464287309ETF21,230$1.79M0.6%00.0%Unchanged–
Vanguard Morningstar Mid-Cap Growth ETF922908538ETF7,272$1.71M0.6%+224+3.2%Added–
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF17,710$1.47M0.5%−63−0.4%Reduced–
BRK.BBerkshire Hathaway IncStock3,233$1.36M0.5%00.0%UnchangedHistory
iShares Core S&P 500 ETF464287200ETF2,365$1.24M0.4%+210+9.7%Added–
Vanguard Intl Equity Index F922042866FTSE PACIFIC ETF16,336$1.24M0.4%−247−1.5%Reduced–
JPMorgan Nasdaq Equity Premium Income ETF46654Q203ETF22,842$1.24M0.4%+4,709+26.0%Added–
LOWLowes Companies IncStock4,717$1.20M0.4%−14−0.3%ReducedHistory
iShares Russell 1000 Value ETF464287598ETF6,300$1.13M0.4%−100−1.6%Reduced–
iShares Tr464287721U.S. TECH ETF8,202$1.11M0.4%−10−0.1%Reduced–
JPMorgan Ultra-Short Income ETF46641Q837ETF21,161$1.07M0.4%−18,328−46.4%Reduced–
PGProcter & Gamble CoStock6,579$1.07M0.4%00.0%UnchangedHistory
iShares Core MSCI Eafe ETF46432F842ETF14,261$1.06M0.4%−80−0.6%Reduced–
iShares Tr464288760US AER DEF ETF7,856$1.04M0.4%+1,759+28.9%Added–
Legg Mason ETF Invt52468L505FRANKLIN INTL LW34,713$1.03M0.4%−214−0.6%Reduced–
iShares Tr464287291GLOBAL TECH ETF13,509$1.01M0.3%+2,542+23.2%Added–
AMZNAmazon Com IncStock5,526$996.7K0.3%00.0%UnchangedHistory
First Tr Exchange-Traded Alp33735J101COM SHS12,096$923.9K0.3%−475−3.8%Reduced–
Vanguard Morningstar Small-Cap ETF922908751ETF3,985$910.9K0.3%+432+12.2%Added–
Vanguard Admiral FDS Inc921932869MIDCP 400 GRTH7,760$880.4K0.3%00.0%Unchanged–
MSFTMicrosoft CorpStock2,066$869.2K0.3%+60+3.0%AddedHistory
iShares MSCI USA Min Vol Factor ETF46429B697ETF9,796$818.8K0.3%+5,113+109.2%Added–
State Street Financial Select Sector SPDR ETF81369Y605ETF18,980$799.4K0.3%00.0%Unchanged–
iShares Tr464288323NEW YORK MUN ETF14,658$788.7K0.3%−400−2.7%Reduced–
iShares Tr464287739U.S. REAL ES ETF8,485$762.8K0.3%−75−0.9%Reduced–
Vanguard Morningstar Large-Cap ETF922908637ETF3,122$748.5K0.3%00.0%Unchanged–
GSGiShares S&P GSCI Commodity-Indexed TrustUNIT BEN INT32,828$724.2K0.2%−2,237−6.4%ReducedHistory
VanEck Morningstar Wide Moat ETF92189F643ETF7,284$654.8K0.2%00.0%Unchanged–
iShares Russell 2000 Growth ETF464287648ETF2,247$608.5K0.2%00.0%Unchanged–
SYYSysco CorpStock7,371$598.4K0.2%00.0%UnchangedHistory
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 11,489$592.3K0.2%−124−7.7%ReducedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF9,674$567.4K0.2%+353+3.8%Added–
iShares Tr46434V803HDG MSCI EAFE16,146$563.2K0.2%00.0%Unchanged–
HONHoneywell International IncCOM2,510$515.2K0.2%+50+2.0%AddedHistory
iShares S&P 500 Value ETF464287408ETF2,745$512.8K0.2%−295−9.7%Reduced–
Investment Managers Ser Tr I46144X107AXS CHANGE FINAN13,807$506.5K0.2%−548−3.8%Reduced–
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF7,417$499.4K0.2%−205−2.7%Reduced–
NVDANVIDIA CorpStock545$492.5K0.2%+545NewHistory
GISGeneral Mills IncStock7,002$489.9K0.2%00.0%UnchangedHistory
State Street Health Care Select Sector SPDR ETF81369Y209ETF3,117$460.5K0.2%00.0%Unchanged–
Vanguard Wellington FD921935805US VALUE FACTR3,833$457.4K0.2%−1,322−25.6%Reduced–
Vanguard Dividend Appreciation ETF921908844ETF2,418$441.6K0.2%+24+1.0%Added–
iShares Select Dividend ETF464287168ETF3,576$440.5K0.2%−677−15.9%Reduced–
SPDR Series Trust78464A607ST STR DOW REIT4,637$437.0K0.1%−376−7.5%Reduced–
WMTWalmart Inc.Stock7,174$431.7K0.1%−10,046−58.3%ReducedConverted for a 3-for-1 splitHistory
WisdomTree Tr97717W505US MIDCAP DIVID8,831$430.7K0.1%−3,920−30.7%Reduced–
FSKFS KKR Capital CorpCOM20,707$394.9K0.1%+2,164+11.7%AddedHistory
iShares Tr464287234MSCI EMG MKT ETF9,510$390.7K0.1%−612−6.0%Reduced–
JPMJPMorgan Chase & CoStock1,937$388.0K0.1%00.0%UnchangedHistory
BBTBeacon Financial CorpCOM16,300$373.6K0.1%00.0%UnchangedHistory
LMTLockheed Martin CorpStock785$357.3K0.1%−64−7.5%ReducedHistory
IBMInternational Business Machines CorpStock1,850$353.3K0.1%00.0%UnchangedHistory
First Tr Exchange-Traded Alp33733C108SHS ISSUED FRST4,215$348.3K0.1%00.0%Unchanged–
UPSUnited Parcel Service IncStock2,335$347.1K0.1%00.0%UnchangedHistory
CVXChevron CorpStock2,167$341.8K0.1%−47−2.1%ReducedHistory
COSTCostco Wholesale CorpStock459$336.3K0.1%00.0%UnchangedHistory
iShares Tr464287630RUS 2000 VAL ETF2,096$332.9K0.1%−220−9.5%Reduced–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF4,585$325.0K0.1%00.0%Unchanged–
MDYSPDR S&P Midcap 400 ETF TrustETF575$319.9K0.1%+14+2.5%AddedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT1,876$317.7K0.1%−173−8.4%Reduced–
XOMExxonMobil Holdings CorpCOM2,584$300.3K0.1%+7+0.3%AddedHistory
Vanguard Health Care ETF92204A504ETF1,059$286.5K0.1%+204+23.9%Added–
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF3,730$284.8K0.1%−210−5.3%Reduced–
iShares Inc464286665MSCI PAC JP ETF6,486$277.6K0.1%−425−6.1%Reduced–
iShares U.S. Regional Banks ETF464288778ETF6,270$272.0K0.1%+1,344+27.3%Added–
iShares Core U.S. Aggregate Bond ETF464287226ETF2,775$271.8K0.1%+2,775New–

Sold out since Q4 2023 (2)

Positions held at the end of Q4 2023 that are gone from this filing.

Positions of Etfidea, LLC sold out since Q4 2023
SecurityClassShares in Q4 2023Value in Q4 2023% of portfolio in Q4 2023History
Manager Directed Portfolios56170L695VERT GLB SUST RE11,772$117.2K<0.1%–
OMGAOmega Therapeutics, Inc.COMMON STOCK13,050$39.3K<0.1%History