Ergawealth Advisors, Inc. has filed its 13F form on April 29, 2024 for Q1 2024 where it was disclosed a total value porftolio of $182 Billion distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: J P Morgan Exchange Traded Fd with a value of $24.8B, Capital Group Growth ETF Shs C with a value of $19B, First Trust Capital Strength E with a value of $18.7B, Capital Group Divid Value ETF with a value of $16.1B, and First Trust Rising Dividend Ac with a value of $14.2B.

Examining the 13F form we can see an increase of $19.8B in the current position value, from $163B to 182B.

Ergawealth Advisors, Inc. is based out at Oak Brook, IL

Below you can find more details about Ergawealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $182 Billion
ETFs: $138 Billion
Technology: $7.02 Billion
Basic Materials: $2.48 Billion
Healthcare: $2.47 Billion
Financial Services: $1.97 Billion
Consumer Cyclical: $1.51 Billion
Energy: $457 Million
Consumer Defensive: $332 Million
Other: $471 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $182 Billion
  • Prior Value $163 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 29, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 11 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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