Ellevest
Latest statistics and disclosures from Ellevest's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTI, FRDM, VEA, BND, ESGD, and represent 29.76% of Ellevest's stock portfolio.
- Added to shares of these 10 stocks: NFLX (+$8.2M), BSCR, BND, VTI, BSCZ, MCK, SUB, BSCU, BSCQ, UL.
- Started 39 new stock positions in MLM, DINO, SCHX, MKC, WBD, ASLE, R, PEG, FIX, WDC.
- Reduced shares in these 10 stocks: BSCP, Unilever, AMZN, VEA, VNOM, UBER, USFR, DASH, AAPL, UNP.
- Sold out of its positions in AIT, AZO, BXP, CDNS, CPB, CARR, CL, CPAY, DXCM, DOV.
- Ellevest was a net buyer of stock by $17M.
- Ellevest has $723M in assets under management (AUM), dropping by 3.29%.
- Central Index Key (CIK): 0001644128
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Portfolio Holdings for Ellevest
Ellevest holds 424 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Total Com Market Etf Etf (VTI) | 10.5 | $76M | +2% | 226k | 335.27 |
|
| Freedom 100 Emerging Markets Etf Etf (FRDM) | 8.4 | $60M | 1.2M | 51.27 |
|
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| Vanguard Ftse Developed Markets Etf Etf (VEA) | 5.3 | $38M | 608k | 62.47 |
|
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| Vanguard Total Bond Market Etf Etf (BND) | 3.0 | $22M | +9% | 290k | 74.07 |
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| Ishares Esg Aware Msci Eafe Etf Etf (ESGD) | 2.7 | $20M | +2% | 207k | 95.09 |
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| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 2.6 | $19M | +2% | 355k | 53.76 |
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| Apple (AAPL) | 2.5 | $18M | -2% | 67k | 271.86 |
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| Ishares Esg Msci Usa Leaders Etf Etf (SUSL) | 2.5 | $18M | +3% | 149k | 121.27 |
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| Ishares Short-term National Muni Bond Etf Etf (SUB) | 2.3 | $17M | +7% | 159k | 106.70 |
|
| Microsoft Corporation (MSFT) | 1.8 | $13M | 28k | 483.61 |
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| NVIDIA Corporation (NVDA) | 1.6 | $12M | +6% | 64k | 186.50 |
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| Ishares National Muni Bond Etf Etf (MUB) | 1.6 | $12M | +2% | 111k | 107.11 |
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| Vanguard Value Etf Etf (VTV) | 1.6 | $12M | +2% | 60k | 190.99 |
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| Vanguard Small-cap Etf Etf (VB) | 1.4 | $10M | +3% | 39k | 257.95 |
|
| Alphabet Inc Class A cs (GOOGL) | 1.3 | $9.4M | 30k | 313.00 |
|
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| Netflix (NFLX) | 1.3 | $9.2M | +842% | 98k | 93.76 |
|
| Facebook Inc cl a (META) | 1.2 | $8.7M | 13k | 660.09 |
|
|
| Vanguard Mid-cap Etf Etf (VO) | 1.1 | $7.9M | +3% | 27k | 290.22 |
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| Ishares Jp Morgan Usd Emerging Markets Bond Etf Etf (EMB) | 1.1 | $7.8M | +6% | 81k | 96.28 |
|
| Amazon (AMZN) | 1.0 | $7.6M | -8% | 33k | 230.82 |
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| Jpmorgan Sustainable Municipal Income Etf Etf (JMSI) | 1.0 | $7.0M | +10% | 139k | 50.38 |
|
| Schwab U.s. Broad Market Etf Etf (SCHB) | 0.9 | $6.8M | +2% | 260k | 26.23 |
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| Vanguard Short-term Bond Etf Etf (BSV) | 0.9 | $6.8M | +3% | 86k | 78.81 |
|
| Invesco Rafi Us 1000 Etf Etf (PRF) | 0.9 | $6.5M | 139k | 46.92 |
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|
| Alphabet Inc Class C cs (GOOG) | 0.9 | $6.2M | -2% | 20k | 313.79 |
|
| Ishares Core Msci Eafe Etf Etf (IEFA) | 0.7 | $5.3M | 60k | 89.46 |
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| Wisdomtree Floating Rate Treasury Fund Etf (USFR) | 0.7 | $5.0M | -9% | 100k | 50.32 |
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| Ishares Broad Usd High Yield Corporate Bond Etf Etf (USHY) | 0.7 | $4.9M | +9% | 130k | 37.40 |
|
| Invesco Bulletshares 2027 Corporate Bond Etf Etf (BSCR) | 0.6 | $4.6M | +93% | 231k | 19.74 |
|
| Invesco Bulletshares 2026 Corporate Bond Etf Etf (BSCQ) | 0.6 | $4.6M | +21% | 233k | 19.57 |
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| Vaneck High Yield Muni Etf Etf (HYD) | 0.6 | $4.4M | +5% | 86k | 51.12 |
|
| Spotify Technology Sa (SPOT) | 0.6 | $4.4M | -2% | 7.6k | 580.71 |
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| Eli Lilly & Co. (LLY) | 0.5 | $3.5M | 3.2k | 1074.69 |
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| State Str Spdr S&p 500 Etf Tr Tr Unit Etf (SPY) | 0.5 | $3.3M | 4.8k | 681.86 |
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| Vanguard Mid-cap Value Etf Etf (VOE) | 0.4 | $3.1M | +3% | 17k | 177.37 |
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| Ishares Core S&p Mid-cap Etf Etf (IJH) | 0.4 | $2.8M | 42k | 66.00 |
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| Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT) | 0.4 | $2.6M | +7% | 137k | 18.84 |
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| Invesco Bulletshares 2030 Corporate Bond Etf Etf (BSCU) | 0.4 | $2.6M | +45% | 151k | 16.92 |
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| Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS) | 0.4 | $2.6M | +8% | 124k | 20.60 |
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| Ishares Core Msci Emerging Markets Etf Etf (IEMG) | 0.3 | $2.5M | +8% | 37k | 67.22 |
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| Merck & Co (MRK) | 0.3 | $2.5M | 24k | 105.26 |
|
|
| Ishares Core S&p 500 Etf Etf (IVV) | 0.3 | $2.2M | +4% | 3.3k | 685.02 |
|
| Ecolab (ECL) | 0.3 | $2.2M | +2% | 8.3k | 262.52 |
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| Goldman Sachs (GS) | 0.3 | $2.2M | -5% | 2.5k | 878.87 |
|
| International Business Machines (IBM) | 0.3 | $2.1M | +3% | 7.1k | 296.21 |
|
| Invesco Bulletshares 2033 Corporate Bond Etf Etf (BSCX) | 0.3 | $2.0M | +11% | 91k | 21.46 |
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| Invesco Bulletshares 2034 Corporate Bond Etf Etf (BSCY) | 0.3 | $1.9M | +13% | 93k | 21.02 |
|
| Invesco Bulletshares 2032 Corporate Bond Etf Etf (BSCW) | 0.3 | $1.9M | +11% | 93k | 20.88 |
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| Asml Hldg Nv N Y Registry Adr (ASML) | 0.3 | $1.9M | -3% | 1.8k | 1069.86 |
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| Invesco Bulletshares 2031 Corporate Bond Etf Etf (BSCV) | 0.3 | $1.9M | +10% | 116k | 16.70 |
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| Visa (V) | 0.3 | $1.9M | -5% | 5.5k | 350.70 |
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| Banco Bilbao Vizcaya Argentari Adr (BBVA) | 0.3 | $1.9M | -4% | 82k | 23.31 |
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| Sap Se Adr (SAP) | 0.3 | $1.9M | -7% | 7.8k | 242.91 |
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| Ishares Esg Optimized Msci Usa Etf Etf (SUSA) | 0.3 | $1.9M | 13k | 139.35 |
|
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| Invesco Bulletshares 2035 Corporate Bond Etf Etf (BSCZ) | 0.3 | $1.9M | NEW | 89k | 20.81 |
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| Tesla Motors (TSLA) | 0.3 | $1.8M | +4% | 4.0k | 449.72 |
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| Broadcom (AVGO) | 0.2 | $1.8M | +15% | 5.2k | 346.10 |
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| Ishares Core S&p Small Cap Etf Etf (IJR) | 0.2 | $1.7M | -2% | 14k | 120.18 |
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| Northern Trust Corporation (NTRS) | 0.2 | $1.7M | 13k | 136.59 |
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| Applied Materials (AMAT) | 0.2 | $1.7M | 6.6k | 256.99 |
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| MasterCard Incorporated (MA) | 0.2 | $1.7M | 3.0k | 570.88 |
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| salesforce (CRM) | 0.2 | $1.7M | 6.3k | 264.91 |
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| Chubb (CB) | 0.2 | $1.7M | -2% | 5.3k | 312.12 |
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| Blackstone Group Inc Com Cl A (BX) | 0.2 | $1.6M | 11k | 154.14 |
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| Vanguard S&p 500 Etf Etf (VOO) | 0.2 | $1.6M | 2.5k | 627.13 |
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| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.2 | $1.5M | 3.2k | 473.24 |
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| Sony Group Corp Adr (SONY) | 0.2 | $1.5M | -5% | 58k | 25.60 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.4M | -12% | 6.9k | 206.94 |
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| HSBC HLDGS Adr (HSBC) | 0.2 | $1.4M | 18k | 78.67 |
|
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| JPMorgan Chase & Co. (JPM) | 0.2 | $1.4M | +2% | 4.4k | 322.22 |
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| Booking Holdings (BKNG) | 0.2 | $1.4M | +9% | 260.00 | 5355.33 |
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| American Express Company (AXP) | 0.2 | $1.4M | -3% | 3.7k | 369.95 |
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| Novartis Adr (NVS) | 0.2 | $1.4M | 9.9k | 137.87 |
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| Ishares Russell 1000 Etf Etf (IWB) | 0.2 | $1.3M | 3.6k | 373.44 |
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| TJX Companies (TJX) | 0.2 | $1.3M | +3% | 8.7k | 153.61 |
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| Automatic Data Processing (ADP) | 0.2 | $1.3M | +7% | 5.1k | 257.21 |
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| State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV) | 0.2 | $1.3M | +2% | 23k | 56.81 |
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| S&p Global (SPGI) | 0.2 | $1.3M | -4% | 2.5k | 522.63 |
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| Bank of New York Mellon Corporation (BK) | 0.2 | $1.3M | -2% | 11k | 116.09 |
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| Vaneck J. P. Morgan Em Local Currency Bond Etf Etf (EMLC) | 0.2 | $1.3M | +9% | 49k | 25.82 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $1.2M | -4% | 2.2k | 579.47 |
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| Corteva (CTVA) | 0.2 | $1.2M | -4% | 18k | 67.03 |
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| Ge Vernova (GEV) | 0.2 | $1.2M | -2% | 1.9k | 653.57 |
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| Oracle Corporation (ORCL) | 0.2 | $1.2M | 6.2k | 194.91 |
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| McKesson Corporation (MCK) | 0.2 | $1.2M | NEW | 1.5k | 820.29 |
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| Welltower Inc Com reit (WELL) | 0.2 | $1.1M | -3% | 6.0k | 185.61 |
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| Monolithic Power Systems (MPWR) | 0.2 | $1.1M | -6% | 1.2k | 906.36 |
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| Ishares Russell 1000 Value Etf Etf (IWD) | 0.2 | $1.1M | 5.2k | 210.32 |
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| UnitedHealth (UNH) | 0.1 | $1.1M | -8% | 3.2k | 330.11 |
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| Corning Incorporated (GLW) | 0.1 | $1.1M | -6% | 12k | 87.56 |
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| Rocket Lab Corp (RKLB) | 0.1 | $1.0M | -4% | 15k | 69.76 |
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| Lloyds Banking Group Adr (LYG) | 0.1 | $1.0M | 195k | 5.30 |
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| Boston Scientific Corporation (BSX) | 0.1 | $1.0M | -4% | 11k | 95.35 |
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| Vertiv Holdings Llc vertiv holdings (VRT) | 0.1 | $1.0M | +5% | 6.3k | 162.01 |
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| Morgan Stanley (MS) | 0.1 | $1.0M | +19% | 5.6k | 177.53 |
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| Abbott Laboratories (ABT) | 0.1 | $999k | -7% | 8.0k | 125.29 |
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| Royal Gold (RGLD) | 0.1 | $998k | +337% | 4.5k | 222.29 |
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| Pfizer (PFE) | 0.1 | $997k | -9% | 40k | 24.90 |
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| Intuitive Surgical (ISRG) | 0.1 | $995k | -5% | 1.8k | 566.36 |
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| Adasina Social Justice All Cap Global Etf Etf (JSTC) | 0.1 | $989k | 49k | 20.29 |
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| Network Associates Inc cl a (NET) | 0.1 | $972k | -8% | 4.9k | 197.15 |
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| Home Depot (HD) | 0.1 | $968k | -23% | 2.8k | 344.10 |
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| Reliance Steel & Aluminum (RS) | 0.1 | $966k | -4% | 3.3k | 288.87 |
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| Expedia (EXPE) | 0.1 | $964k | +5% | 3.4k | 283.31 |
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| Uber Technologies (UBER) | 0.1 | $964k | -35% | 12k | 81.71 |
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| Pepsi (PEP) | 0.1 | $956k | -4% | 6.7k | 143.52 |
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| Accenture (ACN) | 0.1 | $953k | +15% | 3.6k | 268.30 |
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| Caterpillar (CAT) | 0.1 | $952k | +20% | 1.7k | 572.87 |
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| Servicenow (NOW) | 0.1 | $939k | +371% | 6.1k | 153.19 |
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| International Flavors & Fragrances (IFF) | 0.1 | $928k | +13% | 14k | 67.39 |
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| Intuit (INTU) | 0.1 | $919k | -5% | 1.4k | 662.42 |
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| Relx Adr (RELX) | 0.1 | $918k | -20% | 23k | 40.42 |
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| Metropcs Communications (TMUS) | 0.1 | $913k | -10% | 4.5k | 203.06 |
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| Cisco Systems (CSCO) | 0.1 | $911k | +7% | 12k | 77.03 |
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| Biogen Idec (BIIB) | 0.1 | $909k | +5% | 5.2k | 175.99 |
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| Sumitomo Mitsui Finl Group Adr (SMFG) | 0.1 | $904k | 47k | 19.33 |
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| GSK Adr (GSK) | 0.1 | $891k | -6% | 18k | 49.04 |
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| Simon Property (SPG) | 0.1 | $889k | -5% | 4.8k | 185.13 |
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| IDEXX Laboratories (IDXX) | 0.1 | $888k | -6% | 1.3k | 676.53 |
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| Cbre Group Inc Cl A (CBRE) | 0.1 | $886k | -6% | 5.5k | 160.79 |
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| Fastenal Company (FAST) | 0.1 | $867k | -2% | 22k | 40.13 |
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| Crowdstrike Hldgs Inc cl a (CRWD) | 0.1 | $867k | +3% | 1.8k | 468.76 |
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| Hubbell (HUBB) | 0.1 | $860k | -6% | 1.9k | 444.11 |
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| Advanced Micro Devices (AMD) | 0.1 | $849k | +5% | 4.0k | 214.16 |
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| Newmont Mining Corporation (NEM) | 0.1 | $845k | 8.5k | 99.85 |
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| At&t (T) | 0.1 | $840k | -4% | 34k | 24.84 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $829k | -6% | 2.4k | 349.99 |
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| MKS Instruments (MKSI) | 0.1 | $828k | +8% | 5.2k | 159.80 |
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| Capital One Financial (COF) | 0.1 | $819k | 3.4k | 242.36 |
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| Astrazeneca Adr | 0.1 | $818k | 8.9k | 91.93 |
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| Walt Disney Company (DIS) | 0.1 | $816k | -2% | 7.2k | 113.77 |
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| Vaneck Semiconductor Etf Etf (SMH) | 0.1 | $800k | 2.2k | 360.13 |
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| Prologis (PLD) | 0.1 | $782k | +3% | 6.1k | 127.66 |
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| Vanguard Information Technology Etf Etf (VGT) | 0.1 | $782k | +18% | 1.0k | 753.78 |
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| Applovin Corp Class A (APP) | 0.1 | $779k | +15% | 1.2k | 673.82 |
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| Unilever Adr (UL) | 0.1 | $778k | NEW | 12k | 65.40 |
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| Stryker Corporation (SYK) | 0.1 | $774k | 2.2k | 351.47 |
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| Robinhood Mkts (HOOD) | 0.1 | $771k | 6.8k | 113.10 |
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| Lumentum Hldgs (LITE) | 0.1 | $766k | -15% | 2.1k | 368.59 |
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| State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG) | 0.1 | $762k | 7.1k | 106.70 |
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| ESCO Technologies (ESE) | 0.1 | $755k | -17% | 3.9k | 195.39 |
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| Progressive Corporation (PGR) | 0.1 | $748k | +4% | 3.3k | 227.73 |
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| Nomura Hldgs Adr (NMR) | 0.1 | $747k | +4% | 89k | 8.39 |
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| State Street Technology Select Sector Spdr Etf Etf (XLK) | 0.1 | $735k | +100% | 5.1k | 143.97 |
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| American Tower Reit (AMT) | 0.1 | $731k | -10% | 4.2k | 175.57 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $726k | -10% | 4.2k | 173.49 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $724k | +3% | 7.2k | 99.91 |
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| Gilead Sciences (GILD) | 0.1 | $715k | -9% | 5.8k | 122.75 |
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| Costco Wholesale Corporation (COST) | 0.1 | $712k | 826.00 | 862.30 |
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| Lam Research (LRCX) | 0.1 | $711k | -3% | 4.2k | 171.18 |
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| Consolidated Edison (ED) | 0.1 | $706k | +17% | 7.1k | 99.32 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $702k | -18% | 909.00 | 771.87 |
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| Danaher Corporation (DHR) | 0.1 | $695k | +12% | 3.0k | 228.92 |
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| American Water Works (AWK) | 0.1 | $692k | -4% | 5.3k | 130.50 |
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| Sempra Energy (SRE) | 0.1 | $690k | +4% | 7.8k | 88.29 |
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| Palantir Technologies (PLTR) | 0.1 | $665k | -4% | 3.7k | 177.75 |
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| Qualcomm (QCOM) | 0.1 | $660k | +9% | 3.9k | 171.05 |
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| Verizon Communications (VZ) | 0.1 | $654k | 16k | 40.73 |
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| Cintas Corporation (CTAS) | 0.1 | $644k | -14% | 3.4k | 188.07 |
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| Natwest Group Plc Spons Adr (NWG) | 0.1 | $644k | -10% | 37k | 17.50 |
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| Verisk Analytics (VRSK) | 0.1 | $638k | +11% | 2.9k | 223.66 |
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| D.R. Horton (DHI) | 0.1 | $638k | +9% | 4.4k | 144.02 |
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| Fortinet (FTNT) | 0.1 | $637k | -2% | 8.0k | 79.41 |
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| Iqvia Holdings (IQV) | 0.1 | $637k | -8% | 2.8k | 225.41 |
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| Amgen (AMGN) | 0.1 | $630k | +10% | 1.9k | 327.31 |
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| Take-Two Interactive Software (TTWO) | 0.1 | $621k | 2.4k | 256.03 |
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| Fair Isaac Corporation (FICO) | 0.1 | $617k | +15% | 365.00 | 1690.62 |
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| Vanguard Growth Etf Etf (VUG) | 0.1 | $616k | -7% | 1.3k | 487.98 |
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| Jabil Circuit (JBL) | 0.1 | $614k | -2% | 2.7k | 228.02 |
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| Paccar (PCAR) | 0.1 | $611k | +8% | 5.6k | 109.51 |
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| eBay (EBAY) | 0.1 | $610k | -7% | 7.0k | 87.10 |
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| Ishares Esg Msci Kld 400 Etf Etf (DSI) | 0.1 | $607k | 4.7k | 128.83 |
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| Moody's Corporation (MCO) | 0.1 | $606k | 1.2k | 510.91 |
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| Spdr Portfolio Developed World Ex-us Etf Etf (SPDW) | 0.1 | $601k | +93% | 14k | 44.41 |
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| Affirm Hldgs (AFRM) | 0.1 | $599k | -2% | 8.1k | 74.43 |
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| Copa Holdings Sa-class A (CPA) | 0.1 | $598k | -13% | 5.0k | 120.61 |
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| Vanguard Esg U.s. Com Etf Etf (ESGV) | 0.1 | $591k | 4.9k | 120.96 |
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| Anheuser Busch Inbev Sa Adr (BUD) | 0.1 | $590k | -6% | 9.2k | 64.04 |
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| Anthem (ELV) | 0.1 | $590k | -2% | 1.7k | 350.55 |
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| Vanguard Global Ex-u.s. Real Estate Etf Etf (VNQI) | 0.1 | $589k | +3% | 13k | 45.84 |
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| Intel Corporation (INTC) | 0.1 | $584k | +15% | 16k | 36.90 |
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| Illinois Tool Works (ITW) | 0.1 | $584k | -7% | 2.4k | 246.25 |
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| Eversource Energy (ES) | 0.1 | $584k | -7% | 8.7k | 67.33 |
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| Schwab U.s. Small-cap Etf Etf (SCHA) | 0.1 | $580k | +2% | 20k | 28.48 |
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| Warner Bros. Discovery (WBD) | 0.1 | $580k | NEW | 20k | 28.82 |
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| PNC Financial Services (PNC) | 0.1 | $579k | -4% | 2.8k | 208.73 |
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| Msci (MSCI) | 0.1 | $577k | +14% | 1.0k | 573.73 |
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| Sanofi Sa Adr (SNY) | 0.1 | $576k | -10% | 12k | 48.46 |
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| Doordash (DASH) | 0.1 | $574k | -45% | 2.5k | 226.48 |
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| Lowe's Companies (LOW) | 0.1 | $574k | +14% | 2.4k | 241.16 |
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| Apollo Global Mgmt (APO) | 0.1 | $570k | -10% | 3.9k | 144.76 |
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| Spx Corp (SPXC) | 0.1 | $569k | -7% | 2.8k | 200.06 |
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| General Mills (GIS) | 0.1 | $564k | -3% | 12k | 46.50 |
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| Edwards Lifesciences (EW) | 0.1 | $563k | -3% | 6.6k | 85.25 |
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| Abbvie (ABBV) | 0.1 | $558k | 2.4k | 228.48 |
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| Riley Exploration Permian In (REPX) | 0.1 | $553k | +29% | 21k | 26.40 |
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| Ventas (VTR) | 0.1 | $552k | +38% | 7.1k | 77.38 |
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| Paychex (PAYX) | 0.1 | $551k | +21% | 4.9k | 112.18 |
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| Astera Labs (ALAB) | 0.1 | $549k | -29% | 3.3k | 166.36 |
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| Technipfmc (FTI) | 0.1 | $549k | +9% | 12k | 44.56 |
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| Datadog Inc Cl A (DDOG) | 0.1 | $549k | -5% | 4.0k | 135.99 |
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| Vanguard Real Estate Etf Etf (VNQ) | 0.1 | $548k | 6.2k | 88.49 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $548k | +23% | 2.1k | 258.79 |
|
| Ing Groep Adr (ING) | 0.1 | $547k | -6% | 20k | 28.00 |
|
| Berkshire Hathaway (BRK.B) | 0.1 | $538k | -3% | 1.1k | 502.65 |
|
| Pulte (PHM) | 0.1 | $535k | 4.6k | 117.26 |
|
|
| KLA-Tencor Corporation (KLAC) | 0.1 | $532k | -5% | 438.00 | 1215.08 |
|
| State Street Corporation (STT) | 0.1 | $529k | +27% | 4.1k | 129.01 |
|
| Cigna Corp (CI) | 0.1 | $529k | +39% | 1.9k | 275.23 |
|
| Cme (CME) | 0.1 | $529k | +3% | 1.9k | 273.08 |
|
| Takeda Pharmaceutical Adr (TAK) | 0.1 | $526k | -30% | 34k | 15.59 |
|
| AFLAC Incorporated (AFL) | 0.1 | $525k | -9% | 4.8k | 110.27 |
|
| Argenx Se Adr (ARGX) | 0.1 | $524k | +115% | 623.00 | 840.95 |
|
| Micron Technology (MU) | 0.1 | $519k | +32% | 1.8k | 285.41 |
|
| WESCO International (WCC) | 0.1 | $518k | -15% | 2.1k | 244.64 |
|
| Amphenol Corporation (APH) | 0.1 | $516k | 3.8k | 135.14 |
|
|
| Chipotle Mexican Grill (CMG) | 0.1 | $515k | +29% | 14k | 37.00 |
|
| Tr Activebeta Us Large Cap Equity Etf Etf (GSLC) | 0.1 | $508k | 3.8k | 132.37 |
|
|
| Barclays Adr (BCS) | 0.1 | $507k | +11% | 20k | 25.45 |
|
| Nvent Electric Plc Voting equities (NVT) | 0.1 | $506k | -5% | 5.0k | 101.97 |
|
| Edison International (EIX) | 0.1 | $505k | +17% | 8.4k | 60.02 |
|
| Travel Leisure Ord (TNL) | 0.1 | $503k | +22% | 7.1k | 70.53 |
|
| Exelon Corporation (EXC) | 0.1 | $502k | 12k | 43.59 |
|
|
| U.S. Bancorp (USB) | 0.1 | $502k | +32% | 9.4k | 53.36 |
|
| Crown Castle Intl (CCI) | 0.1 | $501k | +4% | 5.6k | 88.87 |
|
| Marsh & McLennan Companies | 0.1 | $498k | +16% | 2.7k | 185.52 |
|
| Gartner (IT) | 0.1 | $498k | 2.0k | 252.28 |
|
|
| Host Hotels & Resorts (HST) | 0.1 | $497k | -5% | 28k | 17.73 |
|
| Prudential Financial (PRU) | 0.1 | $495k | -19% | 4.4k | 112.88 |
|
| Veeva Sys Inc cl a (VEEV) | 0.1 | $494k | -8% | 2.2k | 223.23 |
|
| Broadridge Financial Solutions (BR) | 0.1 | $491k | -10% | 2.2k | 223.17 |
|
| Vitesse Energy (VTS) | 0.1 | $490k | +17% | 25k | 19.26 |
|
| Ameriprise Financial (AMP) | 0.1 | $489k | +10% | 997.00 | 490.34 |
|
| Loews Corporation (L) | 0.1 | $487k | 4.6k | 105.31 |
|
|
| Bristol Myers Squibb (BMY) | 0.1 | $485k | 9.0k | 53.94 |
|
|
| Deere & Company (DE) | 0.1 | $483k | +32% | 1.0k | 465.57 |
|
| Ross Stores (ROST) | 0.1 | $482k | +43% | 2.7k | 180.14 |
|
| Coupang (CPNG) | 0.1 | $481k | +52% | 20k | 23.59 |
|
| Emerson Electric (EMR) | 0.1 | $476k | -24% | 3.6k | 132.72 |
|
| Ishares Msci Eafe Etf Etf (EFA) | 0.1 | $475k | 5.0k | 96.03 |
|
|
| Darden Restaurants (DRI) | 0.1 | $473k | +9% | 2.6k | 184.02 |
|
| Centene Corporation (CNC) | 0.1 | $472k | -6% | 12k | 41.15 |
|
| Us Foods Hldg Corp call (USFD) | 0.1 | $470k | +11% | 6.2k | 75.32 |
|
| Fiserv (FI) | 0.1 | $469k | +56% | 7.0k | 67.17 |
|
| Howmet Aerospace (HWM) | 0.1 | $466k | +14% | 2.3k | 205.02 |
|
| Coinbase Global (COIN) | 0.1 | $457k | -6% | 2.0k | 226.14 |
|
| Aercap Holdings Nv Ord Cmn (AER) | 0.1 | $455k | 3.2k | 143.76 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $451k | -8% | 3.1k | 143.32 |
|
| Live Nation Entertainment (LYV) | 0.1 | $450k | -3% | 3.2k | 142.50 |
|
| Ishares S&p 500 Growth Etf Etf (IVW) | 0.1 | $445k | 3.6k | 123.25 |
|
|
| Hubspot (HUBS) | 0.1 | $444k | -20% | 1.1k | 401.30 |
|
| Nasdaq Omx (NDAQ) | 0.1 | $443k | +5% | 4.6k | 97.13 |
|
| Roblox Corp (RBLX) | 0.1 | $441k | -34% | 5.4k | 81.03 |
|
| Citizens Financial (CFG) | 0.1 | $438k | +29% | 7.5k | 58.41 |
|
| Medtronic (MDT) | 0.1 | $433k | -11% | 4.5k | 96.06 |
|
| Truist Financial Corp equities (TFC) | 0.1 | $430k | -7% | 8.7k | 49.21 |
|
| Nucor Corporation (NUE) | 0.1 | $428k | -15% | 2.6k | 163.11 |
|
| Dollar Tree (DLTR) | 0.1 | $419k | -16% | 3.4k | 123.01 |
|
| Ishares Core S&p U.s. Growth Etf Etf (IUSG) | 0.1 | $418k | -2% | 2.5k | 167.94 |
|
| ConAgra Foods (CAG) | 0.1 | $414k | +41% | 24k | 17.31 |
|
| Intercontinental Exchange (ICE) | 0.1 | $413k | -3% | 2.6k | 161.96 |
|
| W.W. Grainger (GWW) | 0.1 | $411k | -14% | 407.00 | 1009.05 |
|
| Fifth Third Ban (FITB) | 0.1 | $410k | +3% | 8.7k | 46.81 |
|
| Eaton (ETN) | 0.1 | $408k | +2% | 1.3k | 318.51 |
|
| Blackrock (BLK) | 0.1 | $406k | +4% | 379.00 | 1070.34 |
|
| AECOM Technology Corporation (ACM) | 0.1 | $403k | +3% | 4.2k | 95.33 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $399k | -2% | 881.00 | 453.36 |
|
| Donaldson Company (DCI) | 0.1 | $398k | -3% | 4.5k | 88.66 |
|
| Palo Alto Networks (PANW) | 0.1 | $395k | -10% | 2.1k | 184.20 |
|
| Emcor (EME) | 0.1 | $394k | +3% | 644.00 | 612.20 |
|
| Schwab Fundamental International Equity Etf Etf (FNDF) | 0.1 | $392k | 8.7k | 45.21 |
|
|
| Quanta Services (PWR) | 0.1 | $391k | +12% | 926.00 | 422.06 |
|
| Schlumberger (SLB) | 0.1 | $389k | -11% | 10k | 38.38 |
|
| Snowflake Inc Cl A (SNOW) | 0.1 | $389k | -9% | 1.8k | 219.36 |
|
| M&T Bank Corporation (MTB) | 0.1 | $381k | -15% | 1.9k | 201.48 |
|
| Trade Desk (TTD) | 0.1 | $380k | -18% | 10k | 37.96 |
|
| Public Service Enterprise (PEG) | 0.1 | $380k | NEW | 4.7k | 80.30 |
|
| Rockwell Automation (ROK) | 0.1 | $377k | -8% | 970.00 | 389.07 |
|
| Tractor Supply Company (TSCO) | 0.1 | $377k | -16% | 7.5k | 50.01 |
|
| Hf Sinclair Corp (DINO) | 0.1 | $376k | NEW | 8.2k | 46.08 |
|
| Extra Space Storage (EXR) | 0.1 | $374k | -9% | 2.9k | 130.22 |
|
| Nordic American Tanker Shippin (NAT) | 0.1 | $374k | +12% | 109k | 3.44 |
|
| Ishares Russell 2000 Etf Etf (IWM) | 0.1 | $372k | -10% | 1.5k | 246.16 |
|
| Api Group Corp (APG) | 0.1 | $371k | +4% | 9.7k | 38.26 |
|
| ResMed (RMD) | 0.1 | $371k | -6% | 1.5k | 240.87 |
|
| Synchrony Financial (SYF) | 0.1 | $367k | +31% | 4.4k | 83.43 |
|
| Exxon Mobil Corporation (XOM) | 0.1 | $366k | +17% | 3.0k | 120.36 |
|
| Park Aerospace Corp. Cmn Pke (PKE) | 0.1 | $365k | 17k | 21.34 |
|
|
| Ingersoll Rand (IR) | 0.0 | $362k | NEW | 4.6k | 79.22 |
|
| Reddit (RDDT) | 0.0 | $353k | +2% | 1.5k | 229.87 |
|
| Iron Mountain (IRM) | 0.0 | $353k | -27% | 4.3k | 82.95 |
|
| Teekay Tankers Ltd Cl A (TNK) | 0.0 | $353k | -28% | 6.6k | 53.42 |
|
| Comcast Corporation (CMCSA) | 0.0 | $350k | +27% | 12k | 29.89 |
|
| Airbnb (ABNB) | 0.0 | $348k | +34% | 2.6k | 135.72 |
|
| Square Inc cl a (XYZ) | 0.0 | $344k | +4% | 5.3k | 65.09 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $343k | +11% | 863.00 | 397.65 |
|
| Phillips Edison & Co (PECO) | 0.0 | $343k | +2% | 9.6k | 35.57 |
|
| Martin Marietta Materials (MLM) | 0.0 | $342k | NEW | 549.00 | 622.66 |
|
| Constellation Brands (STZ) | 0.0 | $340k | +20% | 2.5k | 137.96 |
|
| Delek Us Holdings (DK) | 0.0 | $338k | -3% | 11k | 29.66 |
|
| Bank of America Corporation (BAC) | 0.0 | $338k | +16% | 6.1k | 55.00 |
|
| Curtiss-Wright (CW) | 0.0 | $336k | 610.00 | 551.27 |
|
|
| Arista Networks (ANET) | 0.0 | $336k | +3% | 2.6k | 131.03 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $329k | +12% | 374.00 | 878.96 |
|
| Vectrus (VVX) | 0.0 | $328k | -5% | 6.0k | 54.55 |
|
| Advanced Energy Industries (AEIS) | 0.0 | $327k | -5% | 1.6k | 209.37 |
|
| VSE Corporation (VSEC) | 0.0 | $323k | NEW | 1.9k | 172.77 |
|
| Dimensional U.s. Equity Market Etf Etf (DFUS) | 0.0 | $321k | 4.3k | 74.16 |
|
|
| Ciena Corporation (CIEN) | 0.0 | $320k | NEW | 1.4k | 233.87 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.0 | $320k | +49% | 7.0k | 45.89 |
|
| Grab Holdings Limited Class A Ord (GRAB) | 0.0 | $320k | -4% | 64k | 4.99 |
|
| Digital Realty Trust (DLR) | 0.0 | $317k | -13% | 2.1k | 154.71 |
|
| Synopsys (SNPS) | 0.0 | $317k | +19% | 675.00 | 469.72 |
|
| Electronic Arts (EA) | 0.0 | $315k | NEW | 1.5k | 204.33 |
|
| Wabtec Corporation (WAB) | 0.0 | $313k | -2% | 1.5k | 213.45 |
|
| Keurig Dr Pepper (KDP) | 0.0 | $313k | NEW | 11k | 28.01 |
|
| Johnson Controls International Plc equity (JCI) | 0.0 | $308k | -3% | 2.6k | 119.75 |
|
| Dupont De Nemours (DD) | 0.0 | $308k | -27% | 7.6k | 40.20 |
|
| Marvell Technology (MRVL) | 0.0 | $307k | 3.6k | 84.98 |
|
|
| Omni (OMC) | 0.0 | $306k | +45% | 3.8k | 80.75 |
|
| Carvana Co cl a (CVNA) | 0.0 | $305k | -57% | 723.00 | 422.02 |
|
| American International (AIG) | 0.0 | $305k | -3% | 3.6k | 85.55 |
|
| Dht Holdings (DHT) | 0.0 | $304k | -9% | 25k | 12.21 |
|
| Ferguson (FERG) | 0.0 | $301k | +14% | 1.4k | 222.63 |
|
| Flowserve Corporation (FLS) | 0.0 | $300k | NEW | 4.3k | 69.38 |
|
| Xylem (XYL) | 0.0 | $299k | -16% | 2.2k | 136.18 |
|
| Sitime Corp (SITM) | 0.0 | $298k | -7% | 845.00 | 353.19 |
|
| Mondelez Int (MDLZ) | 0.0 | $297k | -42% | 5.5k | 53.83 |
|
| Autodesk (ADSK) | 0.0 | $296k | +5% | 1.0k | 296.01 |
|
| Godaddy Inc cl a (GDDY) | 0.0 | $296k | +27% | 2.4k | 124.08 |
|
| Otis Worldwide Corp (OTIS) | 0.0 | $295k | -25% | 3.4k | 87.35 |
|
| Constellation Energy (CEG) | 0.0 | $292k | -12% | 827.00 | 353.27 |
|
| AvalonBay Communities (AVB) | 0.0 | $290k | -4% | 1.6k | 181.31 |
|
| Snap-on Incorporated (SNA) | 0.0 | $290k | -31% | 840.00 | 344.60 |
|
| Ptc (PTC) | 0.0 | $289k | -8% | 1.7k | 174.21 |
|
| Wells Fargo & Company (WFC) | 0.0 | $288k | 3.1k | 93.20 |
|
|
| Medpace Hldgs (MEDP) | 0.0 | $286k | -13% | 510.00 | 561.65 |
|
| Kenvue (KVUE) | 0.0 | $285k | +62% | 17k | 17.25 |
|
| British Amern Tob Adr (BTI) | 0.0 | $284k | 5.0k | 56.62 |
|
|
| Rollins (ROL) | 0.0 | $283k | NEW | 4.7k | 60.02 |
|
| Kimco Realty Corporation (KIM) | 0.0 | $279k | 14k | 20.27 |
|
|
| Hormel Foods Corporation (HRL) | 0.0 | $277k | NEW | 12k | 23.70 |
|
| Aegon Ltd Amer Reg 1 Cert Adr (AEG) | 0.0 | $277k | 36k | 7.71 |
|
|
| Aon (AON) | 0.0 | $275k | -7% | 780.00 | 352.88 |
|
| Chesapeake Utilities Corporation (CPK) | 0.0 | $273k | -22% | 2.2k | 124.76 |
|
| Vanguard Russell 1000 Growth Etf Etf (VONG) | 0.0 | $272k | -4% | 2.2k | 121.75 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $269k | -9% | 829.00 | 324.03 |
|
| Tempur-Pedic International (SGI) | 0.0 | $268k | +8% | 3.0k | 89.28 |
|
| Weyerhaeuser Company (WY) | 0.0 | $268k | -37% | 11k | 23.69 |
|
| Vanguard Financials Etf Etf (VFH) | 0.0 | $263k | 2.0k | 133.49 |
|
|
| Wal-Mart Stores (WMT) | 0.0 | $261k | +7% | 2.3k | 111.39 |
|
| McCormick & Company, Incorporated (MKC) | 0.0 | $261k | NEW | 3.8k | 68.11 |
|
| Ishares S&p 500 Value Etf Etf (IVE) | 0.0 | $260k | 1.2k | 212.06 |
|
|
| Vanguard Esg International Com Etf Etf (VSGX) | 0.0 | $260k | -5% | 3.6k | 71.61 |
|
| Hilton Grand Vacations (HGV) | 0.0 | $259k | NEW | 5.8k | 44.75 |
|
| J.M. Smucker Company (SJM) | 0.0 | $256k | -16% | 2.6k | 97.81 |
|
| Dell Technologies (DELL) | 0.0 | $256k | -6% | 2.0k | 125.88 |
|
| Air Lease Corp (AL) | 0.0 | $256k | -13% | 4.0k | 64.23 |
|
| Twilio Inc cl a (TWLO) | 0.0 | $254k | NEW | 1.8k | 142.24 |
|
| Lamar Advertising Co-a (LAMR) | 0.0 | $254k | -29% | 2.0k | 126.58 |
|
| MetLife (MET) | 0.0 | $252k | -16% | 3.2k | 78.94 |
|
| Axon Enterprise (AXON) | 0.0 | $248k | +5% | 437.00 | 567.93 |
|
| Hca Holdings (HCA) | 0.0 | $248k | +11% | 531.00 | 466.86 |
|
| Travelers Companies (TRV) | 0.0 | $247k | -10% | 851.00 | 290.06 |
|
| Caledonia Mng Corp (CMCL) | 0.0 | $247k | -6% | 9.4k | 26.17 |
|
| Schwab U.s. Large-cap Etf Etf (SCHX) | 0.0 | $246k | NEW | 9.2k | 26.91 |
|
| Lennar Corporation (LEN.B) | 0.0 | $246k | 2.6k | 95.12 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $245k | -3% | 10k | 24.02 |
|
| Ishares Gold Trust Etf (IAU) | 0.0 | $245k | 3.0k | 81.17 |
|
|
| Qnity Electronics (Q) | 0.0 | $244k | NEW | 3.0k | 81.65 |
|
| Jpmorgan U.s. Quality Factor Etf Etf (JQUA) | 0.0 | $241k | 3.8k | 63.18 |
|
|
| Banco Santander Sa Adr (SAN) | 0.0 | $240k | -30% | 20k | 11.73 |
|
| Acuity Brands (AYI) | 0.0 | $239k | NEW | 663.00 | 360.04 |
|
| Agnc Invt Corp Com reit (AGNC) | 0.0 | $237k | NEW | 22k | 10.72 |
|
| Microchip Technology (MCHP) | 0.0 | $237k | -16% | 3.7k | 63.72 |
|
| Trane Technologies (TT) | 0.0 | $237k | +2% | 609.00 | 389.20 |
|
| SYNNEX Corporation (SNX) | 0.0 | $234k | -7% | 1.6k | 150.23 |
|
| Vanguard Total International Com Etf Etf (VXUS) | 0.0 | $234k | NEW | 3.1k | 75.44 |
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $230k | -26% | 4.5k | 50.88 |
|
| TransDigm Group Incorporated (TDG) | 0.0 | $230k | NEW | 173.00 | 1329.85 |
|
| Regions Financial Corporation (RF) | 0.0 | $229k | -26% | 8.5k | 27.10 |
|
| State Street Financial Select Sector Spdr Etf Etf (XLF) | 0.0 | $229k | 4.2k | 54.77 |
|
|
| Zscaler Incorporated (ZS) | 0.0 | $228k | -2% | 1.0k | 224.92 |
|
| Xtrackers S&p 500 Scored & Screened Etf Etf (SNPE) | 0.0 | $228k | 3.6k | 62.45 |
|
|
| Trimas Corporation (TRS) | 0.0 | $228k | +11% | 6.4k | 35.45 |
|
| Watsco, Incorporated (WSO) | 0.0 | $227k | -25% | 675.00 | 336.95 |
|
| Vanguard Ftse All-world Ex-us Index Fund Etf (VEU) | 0.0 | $227k | 3.1k | 73.56 |
|
|
| SJW (HTO) | 0.0 | $225k | NEW | 4.6k | 48.99 |
|
| Citigroup (C) | 0.0 | $225k | NEW | 1.9k | 116.69 |
|
| Ryder System (R) | 0.0 | $224k | NEW | 1.2k | 191.39 |
|
| Expeditors International of Washington (EXPD) | 0.0 | $223k | -11% | 1.5k | 149.01 |
|
| Ishares Morningstar Mid-cap Etf Etf (IMCB) | 0.0 | $220k | 2.7k | 82.73 |
|
|
| Molson Coors Brewing Company (TAP) | 0.0 | $219k | NEW | 4.7k | 46.68 |
|
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.0 | $216k | -8% | 1.2k | 185.56 |
|
| Diageo Adr (DEO) | 0.0 | $216k | -41% | 2.5k | 86.27 |
|
| H.B. Fuller Company (FUL) | 0.0 | $216k | +7% | 3.6k | 59.46 |
|
| Becton, Dickinson and (BDX) | 0.0 | $215k | -30% | 1.1k | 194.12 |
|
| Hartford Financial Services (HIG) | 0.0 | $213k | -23% | 1.5k | 137.80 |
|
| Comfort Systems USA (FIX) | 0.0 | $212k | NEW | 227.00 | 933.29 |
|
| Futu Hldgs Ltd Spon Ads Cl A Adr (FUTU) | 0.0 | $212k | -5% | 1.3k | 164.21 |
|
| Cytokinetics (CYTK) | 0.0 | $211k | NEW | 3.3k | 63.54 |
|
| Cardinal Health (CAH) | 0.0 | $209k | NEW | 1.0k | 205.50 |
|
| Ishares S&p Mid-cap 400 Value Etf Etf (IJJ) | 0.0 | $209k | -22% | 1.6k | 131.60 |
|
| Western Digital (WDC) | 0.0 | $208k | NEW | 1.2k | 172.27 |
|
| Equitable Holdings (EQH) | 0.0 | $208k | -47% | 4.4k | 47.65 |
|
| Amplify Energy Corp (AMPY) | 0.0 | $206k | 45k | 4.57 |
|
|
| Schwab International Equity Etf Etf (SCHF) | 0.0 | $205k | NEW | 8.5k | 24.04 |
|
| Transunion (TRU) | 0.0 | $205k | -6% | 2.4k | 85.75 |
|
| New Jersey Resources Corporation (NJR) | 0.0 | $202k | -20% | 4.4k | 46.12 |
|
| Pure Storage Inc - Class A (PSTG) | 0.0 | $201k | NEW | 3.0k | 67.01 |
|
| Huntington Bancshares Incorporated (HBAN) | 0.0 | $201k | -22% | 12k | 17.35 |
|
| Allstate Corporation (ALL) | 0.0 | $200k | -4% | 963.00 | 208.15 |
|
| Pearson Adr (PSO) | 0.0 | $199k | -10% | 14k | 14.04 |
|
| Mizuho Financial Group Adr (MFG) | 0.0 | $186k | +14% | 25k | 7.32 |
|
| Evolution Petroleum Corporation (EPM) | 0.0 | $173k | +59% | 49k | 3.54 |
|
| Telefonica S A Adr | 0.0 | $169k | -9% | 42k | 4.05 |
|
| Kosmos Energy (KOS) | 0.0 | $159k | +196% | 175k | 0.91 |
|
| Advent Claymore Convertible Sec & Inc (AVK) | 0.0 | $139k | +2% | 11k | 12.54 |
|
| Nokia Corp Adr (NOK) | 0.0 | $135k | NEW | 21k | 6.47 |
|
| Telefonaktiebolaget Lm Ericss Adr B Sek 10 Adr (ERIC) | 0.0 | $102k | NEW | 11k | 9.65 |
|
| Aersale Corp (ASLE) | 0.0 | $98k | NEW | 14k | 7.11 |
|
| Dakota Gold Corp (DC) | 0.0 | $87k | -6% | 15k | 5.68 |
|
| Archer Aviation Inc-a (ACHR) | 0.0 | $83k | NEW | 11k | 7.52 |
|
| Lifezone Metals (LZM) | 0.0 | $59k | NEW | 14k | 4.27 |
|
Past Filings by Ellevest
SEC 13F filings are viewable for Ellevest going back to 2018
- Ellevest 2025 Q4 filed Feb. 10, 2026
- Ellevest 2025 Q3 filed Nov. 14, 2025
- Ellevest 2025 Q2 filed Aug. 5, 2025
- Ellevest 2025 Q1 filed May 14, 2025
- Ellevest 2024 Q4 filed Feb. 14, 2025
- Ellevest 2024 Q3 filed Nov. 13, 2024
- Ellevest 2024 Q2 filed Aug. 14, 2024
- Ellevest 2024 Q1 filed May 13, 2024
- Ellevest 2023 Q4 filed Feb. 6, 2024
- Ellevest 2023 Q3 filed Nov. 9, 2023
- Ellevest 2023 Q2 filed Aug. 9, 2023
- Ellevest 2023 Q1 filed May 4, 2023
- Ellevest 2022 Q4 filed Feb. 3, 2023
- Ellevest 2022 Q3 filed Nov. 2, 2022
- Ellevest 2022 Q2 filed July 18, 2022
- Ellevest 2022 Q1 filed April 19, 2022