Ergawealth Advisors, Inc. Portfolio Holdings

Ergawealth Advisors, Inc.

  • $184 Billion
  • Q2 2024

Ergawealth Advisors, Inc. has filed its 13F form on July 19, 2024 for Q2 2024 where it was disclosed a total value porftolio of $184 Billion distributed in 62 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 $19.5B, Capital Group Growth ETF Shs C with a value of $18.9B, First Trust Capital Strength E with a value of $17B, Capital Group Divid Value ETF with a value of $15.5B, and First Trust Rising Dividend Ac with a value of $14.2B.

Examining the 13F form we can see an increase of $1.3B in the current position value, from $182B to 184B.

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 $184 Billion
ETFs: $138 Billion
Technology: $8.38 Billion
Financial Services: $2.2 Billion
Basic Materials: $1.94 Billion
Healthcare: $1.87 Billion
Consumer Cyclical: $1.51 Billion
Energy: $500 Million
Consumer Defensive: $290 Million
Other: $501 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $184 Billion
  • Prior Value $182 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 19, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 5 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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