EWA, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | UNH | 1K | $422.66K |
 | BA | 1K | $255.33K |
 | AMAT | 1K | $233.54K |
 | SAP | 1K | $300.20K |
 | CTAS | 1K | $228.25K |
 | GRMN | 1K | $272.41K |
 | PGR | 1K | $270.08K |
 | HON | 1K | $227.06K |
 | MSI | 1K | $479.50K |
 | VRSK | 1K | $261.48K |
 | WM | 1K | $227.42K |
 | MSTR | 1K | $322.53K |
 | ADI | 982 | $241.20K |
 | CVNA | 972 | $366.68K |
 | WTS | 828 | $231.29K |
 | NVMI | 818 | $261.48K |
 | CAT | 811 | $386.94K |
 | RCL | 794 | $256.87K |
 | AMGN | 783 | $220.83K |
 | MCD | 768 | $233.25K |
UnitedHealth Group Incorporated
UNH
Shares Held
1K
Value
$422.66K
The Boeing Company
BA
Shares Held
1K
Value
$255.33K
Applied Materials, Inc.
AMAT
Shares Held
1K
Value
$233.54K
SAP SE
SAP
Shares Held
1K
Value
$300.20K
Cintas Corporation
CTAS
Shares Held
1K
Value
$228.25K
Garmin Ltd.
GRMN
Shares Held
1K
Value
$272.41K
The Progressive Corporation
PGR
Shares Held
1K
Value
$270.08K
Honeywell International Inc.
HON
Shares Held
1K
Value
$227.06K
Motorola Solutions, Inc.
MSI
Shares Held
1K
Value
$479.50K
Verisk Analytics, Inc.
VRSK
Shares Held
1K
Value
$261.48K
Waste Management, Inc.
WM
Shares Held
1K
Value
$227.42K
MicroStrategy Incorporated
MSTR
Shares Held
1K
Value
$322.53K
Analog Devices, Inc.
ADI
Shares Held
982
Value
$241.20K
Carvana Co.
CVNA
Shares Held
972
Value
$366.68K
Watts Water Technologies, Inc.
WTS
Shares Held
828
Value
$231.29K
Nova Ltd.
NVMI
Shares Held
818
Value
$261.48K
Caterpillar Inc.
CAT
Shares Held
811
Value
$386.94K
Royal Caribbean Cruises Ltd.
RCL
Shares Held
794
Value
$256.87K
Amgen Inc.
AMGN
Shares Held
783
Value
$220.83K
McDonald's Corporation
MCD
Shares Held
768
Value
$233.25K