Ellsworth Advisors, LLC

data from 30/09/2025

Capitalization

$ 468.724 M 14.08 %

Average holding period

7 ans

Performance

$ 127.905 M 54.86 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Ellsworth Advisors, LLC

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 GLD SPDR GOLD TR 3.76% 17.616 M $ 45474 2020/06/30 2.249 M $ 16.61 %
2025/09/30 CLS CELESTICA INC 3.34% 15.660 M $ 58008 2025/06/30 5.996 M $ 57.82 %
2025/09/30 NVDA NVIDIA CORPORATION 3.23% 15.136 M $ 84171 2020/06/30 2.466 M $ 18.10 %
2025/09/30 FTSM FIRST TR EXCHANGE-TRADED FD 2.75% 12.867 M $ 214337 2020/06/30 7.783 K $ 0.07 %
2025/09/30 AAPL APPLE INC 2.55% 11.935 M $ 47867 2020/06/30 1.796 M $ 24.11 %
2025/09/30 HGER HARBOR ETF TRUST 2.39% 11.182 M $ 429093 2024/03/31 599.074 K $ 6.22 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 2.06% 9.653 M $ 40458 2025/06/30 853.658 K $ 14.02 %
2025/09/30 JNJ JOHNSON & JOHNSON 1.94% 9.095 M $ 47573 2020/06/30 1.506 M $ 21.39 %
2025/09/30 MSFT MICROSOFT CORP 1.84% 8.617 M $ 16784 2023/12/31 333.939 K $ 4.13 %
2025/09/30 GOOG ALPHABET INC 1.79% 8.406 M $ 33396 2024/06/30 2.076 M $ 37.30 %
2025/09/30 META META PLATFORMS INC 1.77% 8.292 M $ 11555 2020/06/30 -42.509 K $ -0.50 %
2025/09/30 AMGN AMGEN INC 1.65% 7.713 M $ 25941 2025/03/31 72.573 K $ 1.07 %
2025/09/30 EPD ENTERPRISE PRODS PARTNERS L 1.49% 6.996 M $ 229373 2022/12/31 57.639 K $ 0.84 %
2025/09/30 MO ALTRIA GROUP INC 1.49% 6.966 M $ 107380 2023/12/31 753.966 K $ 12.67 %
2025/09/30 CSCO CISCO SYS INC 1.43% 6.716 M $ 96599 2020/06/30 -93.953 K $ -1.38 %
2025/09/30 VRT VERTIV HOLDINGS CO 1.40% 6.582 M $ 36464 2025/09/30 0.000 $ 0.00 %
2025/09/30 PKG PACKAGING CORP AMER 1.40% 6.570 M $ 31339 2022/12/31 971.955 K $ 15.64 %
2025/09/30 AEP AMERICAN ELEC PWR CO INC 1.35% 6.333 M $ 53430 2024/12/31 477.291 K $ 8.42 %
2025/09/30 CVX CHEVRON CORP NEW 1.35% 6.306 M $ 41458 2024/09/30 509.034 K $ 8.45 %
2025/09/30 AMZN AMAZON COM INC 1.34% 6.259 M $ 29035 2024/03/31 5.065 K $ 0.08 %
2025/09/30 DUK DUKE ENERGY CORP NEW 1.33% 6.221 M $ 48350 2024/12/31 285.763 K $ 4.87 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 1.31% 6.151 M $ 12391 2020/06/30 210.529 K $ 3.49 %
2025/09/30 AU ANGLOGOLD ASHANTI PLC 1.29% 6.054 M $ 80481 2025/09/30 0.000 $ 0.00 %
2025/09/30 ORI OLD REP INTL CORP 1.28% 6.000 M $ 140183 2025/09/30 0.000 $ 0.00 %
2025/09/30 DELL DELL TECHNOLOGIES INC 1.28% 5.978 M $ 38891 2024/12/31 760.550 K $ 15.64 %
2025/09/30 GPC GENUINE PARTS CO 1.26% 5.910 M $ 44250 2023/12/31 789.288 K $ 14.25 %
2025/09/30 MRVL MARVELL TECHNOLOGY INC 1.25% 5.864 M $ 65966 2025/09/30 0.000 $ 0.00 %
2025/09/30 DRI DARDEN RESTAURANTS INC 1.25% 5.849 M $ 31052 2024/12/31 -862.425 K $ -12.67 %
2025/09/30 PSA PUBLIC STORAGE OPER CO 1.24% 5.794 M $ 19249 2022/09/30 -86.866 K $ -1.56 %
2025/09/30 TMUS T-MOBILE US INC 1.24% 5.791 M $ 25550 2025/06/30 27.865 K $ 0.47 %
2025/09/30 USB US BANCORP DEL 1.23% 5.751 M $ 123811 2023/03/31 388.132 K $ 6.81 %
2025/09/30 T AT&T INC 1.20% 5.611 M $ 215227 2025/03/31 -155.274 K $ -2.42 %
2025/09/30 MDT MEDTRONIC PLC 1.19% 5.592 M $ 58658 2025/03/31 500.670 K $ 9.26 %
2025/09/30 PNC PNC FINL SVCS GROUP INC 1.19% 5.554 M $ 30462 2025/03/31 464.363 K $ 7.78 %
2025/09/30 WES WESTERN MIDSTREAM PARTNERS L 1.15% 5.392 M $ 142952 2025/06/30 79.398 K $ 1.52 %
2025/09/30 APTV APTIV PLC 1.15% 5.380 M $ 64318 2025/09/30 0.000 $ 0.00 %
2025/09/30 HLIT HARMONIC INC 1.09% 5.104 M $ 498398 2025/09/30 0.000 $ 0.00 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 1.07% 5.030 M $ 6550 2025/06/30 601.239 K $ 12.52 %
2025/09/30 JPST J P MORGAN EXCHANGE TRADED F 1.02% 4.782 M $ 94336 2024/06/30 376.000 $ 0.10 %
2025/09/30 BMY BRISTOL-MYERS SQUIBB CO 0.99% 4.622 M $ 105977 2025/06/30 -120.775 K $ -2.57 %
2025/09/30 EXPE EXPEDIA GROUP INC 0.92% 4.332 M $ 19833 2025/09/30 0.000 $ 0.00 %
2025/09/30 ZD ZIFF DAVIS INC 0.90% 4.207 M $ 113910 2025/09/30 0.000 $ 0.00 %
2025/09/30 FTI TECHNIPFMC PLC 0.85% 4.007 M $ 112655 2025/09/30 0.000 $ 0.00 %
2025/09/30 OVV OVINTIV INC 0.82% 3.866 M $ 103685 2025/09/30 0.000 $ 0.00 %
2025/09/30 REIT ALPS ETF TR 0.79% 3.702 M $ 138735 2024/03/31 64.027 K $ 1.86 %
2025/09/30 AVGO BROADCOM INC 0.78% 3.651 M $ 10393 2024/12/31 539.995 K $ 19.68 %
2025/09/30 LLY ELI LILLY & CO 0.76% 3.555 M $ 4301 2023/09/30 -42.680 K $ -2.12 %
2025/09/30 LRCX LAM RESEARCH CORP 0.74% 3.487 M $ 24087 2024/12/31 897.182 K $ 37.56 %
2025/09/30 EOG EOG RES INC 0.74% 3.487 M $ 32100 2022/06/30 -224.827 K $ -6.26 %
2025/09/30 BUFG FIRST TR EXCHNG TRADED FD VI 0.73% 3.437 M $ 128002 2022/03/31 173.129 K $ 5.48 %
2025/09/30 MELI MERCADOLIBRE INC 0.72% 3.394 M $ 1657 2025/03/31 -439.383 K $ -10.59 %
2025/09/30 APH AMPHENOL CORP NEW 0.70% 3.271 M $ 26039 2025/03/31 623.800 K $ 25.32 %
2025/09/30 XOM EXXON MOBIL CORP 0.65% 3.040 M $ 27238 2021/09/30 123.383 K $ 4.59 %
2025/09/30 V VISA INC 0.63% 2.959 M $ 8561 2020/06/30 -111.014 K $ -3.85 %
2025/09/30 RTX RTX CORPORATION 0.62% 2.913 M $ 18551 2023/03/31 390.590 K $ 14.59 %
2025/09/30 JPM JPMORGAN CHASE & CO. 0.61% 2.837 M $ 9282 2021/03/31 209.901 K $ 8.80 %
2025/09/30 SONY SONY GROUP CORP 0.59% 2.767 M $ 95773 2024/06/30 261.460 K $ 10.60 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.59% 2.744 M $ 2873 2025/09/30 0.000 $ 0.00 %
2025/09/30 ETN EATON CORP PLC 0.56% 2.630 M $ 6891 2020/06/30 10.425 K $ 4.83 %
2025/09/30 PEP PEPSICO INC 0.52% 2.435 M $ 16111 2020/06/30 127.453 K $ 6.36 %
2025/09/30 MCHP MICROCHIP TECHNOLOGY INC. 0.51% 2.386 M $ 36594 2020/06/30 -215.637 K $ -8.74 %
2025/09/30 DIS DISNEY WALT CO 0.51% 2.377 M $ 21283 2020/06/30 -190.856 K $ -7.67 %
2025/09/30 CVS CVS HEALTH CORP 0.51% 2.376 M $ 29456 2025/06/30 162.672 K $ 9.29 %
2025/09/30 HRI HERC HLDGS INC 0.49% 2.291 M $ 18097 2025/09/30 0.000 $ 0.00 %
2025/09/30 NEM NEWMONT CORP 0.49% 2.281 M $ 24373 2023/09/30 605.063 K $ 44.71 %
2025/09/30 DLR DIGITAL RLTY TR INC 0.48% 2.230 M $ 12729 2020/06/30 -17.550 K $ -0.83 %
2025/09/30 KMI KINDER MORGAN INC DEL 0.47% 2.221 M $ 80452 2024/03/31 -76.657 K $ -3.71 %
2025/09/30 LEN LENNAR CORP 0.47% 2.203 M $ 17989 2020/09/30 270.565 K $ 13.95 %
2025/09/30 HON HONEYWELL INTL INC 0.47% 2.200 M $ 10862 2020/06/30 -234.989 K $ -9.61 %
2025/09/30 NUE NUCOR CORP 0.46% 2.173 M $ 15891 2021/06/30 279.156 K $ 4.55 %
2025/09/30 TM TOYOTA MOTOR CORP 0.45% 2.118 M $ 10897 2023/09/30 194.438 K $ 10.93 %
2025/09/30 ET ENERGY TRANSFER L P 0.45% 2.108 M $ 124760 2023/06/30 -104.703 K $ -5.35 %
2025/09/30 PRI PRIMERICA INC 0.44% 2.064 M $ 7707 2025/09/30 0.000 $ 0.00 %
2025/09/30 IDR IDAHO STRATEGIC RESOURCES 0.44% 2.041 M $ 43483 2025/06/30 967.260 K $ 158.33 %
2025/09/30 FSLR FIRST SOLAR INC 0.40% 1.888 M $ 7726 2025/03/31 404.396 K $ 33.22 %
2025/09/30 FCX FREEPORT-MCMORAN INC 0.40% 1.864 M $ 44680 2025/09/30 0.000 $ 0.00 %
2025/09/30 ZTS ZOETIS INC 0.38% 1.793 M $ 12618 2024/12/31 -110.311 K $ -6.18 %
2025/09/30 MCO MOODYS CORP 0.38% 1.777 M $ 3713 2025/06/30 -86.102 K $ -5.01 %
2025/09/30 NKE NIKE INC 0.38% 1.768 M $ 25827 2020/06/30 -50.276 K $ -1.84 %
2025/09/30 RDVY FIRST TR EXCHANGE TRADED FD 0.35% 1.630 M $ 24488 2022/09/30 105.112 K $ 7.20 %
2025/09/30 NFLX NETFLIX INC 0.31% 1.438 M $ 1195 2022/06/30 -159.699 K $ -10.47 %
2025/09/30 RGLD ROYAL GOLD INC 0.29% 1.355 M $ 6702 2025/03/31 139.259 K $ 12.79 %
2025/09/30 MRK MERCK & CO INC 0.29% 1.345 M $ 15994 2020/06/30 68.191 K $ 6.03 %
2025/09/30 LGND LIGAND PHARMACEUTICALS INC 0.28% 1.290 M $ 7039 2025/03/31 464.971 K $ 55.82 %
2025/09/30 SHW SHERWIN WILLIAMS CO 0.27% 1.283 M $ 3856 2020/06/30 11.362 K $ 0.84 %
2025/09/30 RIO RIO TINTO PLC 0.26% 1.242 M $ 18033 2022/03/31 121.820 K $ 13.17 %
2025/09/30 MCD MCDONALDS CORP 0.26% 1.235 M $ 4044 2025/09/30 0.000 $ 0.00 %
2025/09/30 ES EVERSOURCE ENERGY 0.26% 1.233 M $ 17075 2025/03/31 115.913 K $ 11.82 %
2025/09/30 TRN TRINITY INDS INC 0.25% 1.172 M $ 41597 2025/09/30 0.000 $ 0.00 %
2025/09/30 QQQ INVESCO QQQ TR 0.25% 1.166 M $ 1936 2025/09/30 0.000 $ 0.00 %
2025/09/30 TATT TAT TECHNOLOGIES LTD 0.24% 1.141 M $ 27042 2025/06/30 376.006 K $ 44.17 %
2025/09/30 NBN NORTHEAST BK PORTLAND ME 0.22% 1.037 M $ 11070 2021/12/31 126.880 K $ 12.55 %
2025/09/30 PH PARKER-HANNIFIN CORP 0.21% 993.339 K $ 1346 2024/03/31 83.551 K $ 8.54 %
2025/09/30 BTSG BRIGHTSPRING HEALTH SVCS INC 0.21% 983.034 K $ 31979 2025/09/30 0.000 $ 0.00 %
2025/09/30 SDVY FIRST TR EXCHANGE-TRADED FD 0.21% 979.810 K $ 26128 2024/06/30 58.246 K $ 7.77 %
2025/09/30 PAGP PLAINS GP HLDGS L P 0.21% 971.496 K $ 56647 2024/12/31 -59.369 K $ -6.12 %
2025/09/30 IIIV I3 VERTICALS INC 0.21% 966.262 K $ 30111 2025/06/30 153.154 K $ 18.12 %
2025/09/30 RDVT RED VIOLET INC 0.21% 961.133 K $ 18138 2024/12/31 56.306 K $ 6.20 %
2025/09/30 IBEX IBEX LTD 0.20% 945.508 K $ 25830 2025/06/30 294.407 K $ 39.24 %
2025/09/30 BFC BANK FIRST CORP 0.20% 918.457 K $ 7025 2025/06/30 26.187 K $ 3.11 %