SGI Enhanced Market Leaders (LDRX) ETF Holdings & Analysis

What LDRX does

LDRX aims to deliver comprehensive returns primarily from large-capitalization stocks, supplemented by a short-duration options strategy. Its investment focus is on established market-leading firms or those demonstrating enhanced business health and sound financials, specifically looking for stable earnings, appealing valuations, and prudent debt levels. To boost income, the fund sells deeply out-of-the-money call and put options, generally expiring within one to seven days, on major market benchmarks such as the S&P 500. This approach seeks to collect premiums from options contracts anticipated to expire unexercised, though it simultaneously curtails potential upward gains and exposes the portfolio to increased downside during turbulent periods. The portfolio may additionally include exchange-traded funds (ETFs) and short-term U.S. Treasury bonds as collateral, alongside generating extra revenue through securities lending. For defensive purposes, the entire asset base can be converted into cash. Prior to May 5, 2025, LDRX operated as the Chestnut Street Exchange Fund, a mutual fund, before its conversion into an ETF with an initial asset base of $166.93 million.

Fund profile

Top holdings

Geographic allocation

PortView Portfolio Insights

PortView analyzes how LDRX fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

Related securities

Related stocks

Frequently asked questions

What does LDRX track?

LDRX is the SGI Enhanced Market Leaders ETF, a Other ETF.

What is the expense ratio of LDRX?

Expense ratio data for LDRX is shown on the page when available from our data provider.

What are the largest holdings in LDRX?

Top holdings include NVDA, AAPL, MSFT, GOOGL, AMZN.

How can PortView analyze LDRX overlap with other ETFs?

PortView computes the holdings overlap between LDRX and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.