Ergawealth Advisors, Inc. Portfolio Holdings by Sector
Ergawealth Advisors, Inc.
- $182 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
JEPI CGGR FTCS CGDV RDVY KNG SDVY JPST 30 stocks |
$138 Million
89.2% of portfolio
|
  15  
|
  15  
|
  4  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$5.35 Million
3.46% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
SHW CC OLN 3 stocks |
$2.19 Million
1.42% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV LLY 2 stocks |
$1.76 Million
1.14% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$1.27 Million
0.82% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
F 1 stocks |
$996,000
0.64% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM CDW FISV 3 stocks |
$941,828
0.61% of portfolio
|
  3  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ABT 1 stocks |
$712,511
0.46% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$517,510
0.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
BAC 1 stocks |
$485,376
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$379,086
0.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
AVGO 1 stocks |
$355,210
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
KHC 1 stocks |
$332,100
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Chemicals | Basic Materials
DOW 1 stocks |
$282,872
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$249,684
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Engineering & Construction | Industrials
STRL 1 stocks |
$242,682
0.16% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Telecom Services | Communication Services
T 1 stocks |
$227,822
0.15% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V 1 stocks |
$212,938
0.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
VLO 1 stocks |
$206,876
0.13% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|