Ehrlich Financial Group Incresed Positions in Q1 2025

Ehrlich Financial Group

  • $137 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
35.7K
+ 180.55%
$50.48 - $51.04 $1.8M - $1.82M
55.5K $2.82B
OEF
Ishares S&P 100 ETF

ETFs
5.51K
+ 203.17%
N/A
8.23K $2.23B
IAU
Ishares Gold Trust

ETFs
18.1K
+ 92.15%
$49.74 - $58.96 $901K - $1.07M
37.8K $2.23B
HEFA
Ishares Currency Hedged Msci E

ETFs
29.3K
+ 477.03%
$34.83 - $37.52 $1.02M - $1.1M
35.4K $1.28B
IVE
Ishares S&P 500 Value ETF

ETFs
5.6K
+ 15.29%
$185.78 - $198.58 $1.04M - $1.11M
42.2K $8.05B
XLF
Financial Sector Spdr

ETFs
18.7K
+ 284.73%
$47.32 - $52.19 $886K - $977K
25.3K $1.26B
IQLT
Ishares Msci Intl Quality Fact

ETFs
17.5K
+ 111.89%
$36.91 - $41.03 $646K - $718K
33.1K $1.32B
XCEM
Columbia ETF Tr Ii

ETFs
14.2K
+ 16.0%
$29.18 - $30.72 $414K - $436K
103K $3.04B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.01K
+ 57.13%
$468.34 - $539.52 $471K - $543K
2.77K $1.3B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
7.62K
+ 7.26%
$55.41 - $60.74 $422K - $463K
113K $6.36B
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
8.22K
+ 45.83%
$23.32 - $23.84 $192K - $196K
26.1K $612M
ILF
Ishares Latin America 40 ETF

ETFs
179
+ 0.5%
$20.87 - $24.43 $3.74K - $4.37K
36.1K $851M
Blackrock ETF Trust Ii
1.27K
+ 2.12%
N/A
61.3K $3.21B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
155
+ 0.61%
$18.36 - $20.51 $2.85K - $3.18K
25.7K $509M
American Centy ETF Tr
701
+ 6.63%
N/A
11.3K $557M
JBBB
Janus Detroit Str Tr Henderson

ETFs
680
+ 8.69%
$48.34 - $49.66 $32.9K - $33.8K
8.5K $414M
EW
Edwards Lifesciences Corp

Healthcare
586
+ 5.65%
$67.95 - $76.19 $39.8K - $44.6K
11K $794M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
48
+ 0.54%
N/A
8.94K $574M
CORP
Pimco Investment Grade Corp Bd

ETFs
34
+ 0.85%
$93.89 - $97.32 $3.19K - $3.31K
4.03K $389M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
64
+ 0.78%
$24.73 - $25.62 $1.58K - $1.64K
8.25K $211M
JPIE
J P Morgan Exchange Traded Fd
66
+ 1.09%
$45.46 - $46.18 $3K - $3.05K
6.1K $281M
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
38
+ 0.2%
$12.53 - $13.05 $476 - $496
19.2K $241M
ICVT
Ishares Tr Convertible Bond Et

ETFs
15
+ 0.43%
$83.18 - $89.27 $1.25K - $1.34K
3.54K $296M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
109
+ 1.36%
$196.12 - $229.48 $21.4K - $25K
8.15K $1.65B
AXP
American Express CO

Financial Services
3
+ 0.27%
$255.39 - $325.87 $766 - $978
1.12K $301M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
139
+ 1.61%
$51.45 - $58.51 $7.15K - $8.13K
8.79K $455M
MSFT
Microsoft Corp

Technology
53
+ 4.53%
$375.39 - $447.2 $19.9K - $23.7K
1.22K $459M
IJS
Ishares S&P Smallcap 600 Value

ETFs
830
+ 7.46%
$96.3 - $112.23 $79.9K - $93.2K
12K $1.17B
AMZN
Amazon Com Inc

Consumer Cyclical
50
+ 2.44%
$190.26 - $242.06 $9.51K - $12.1K
2.1K $400M
NVDA
Nvidia Corp

Technology
50
+ 1.55%
$106.98 - $149.43 $5.35K - $7.47K
3.27K $355M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.88K
+ 2.81%
$48.06 - $53.73 $186K - $208K
142K $6.91B
AAPL
Apple Inc.

Technology
7
+ 0.11%
$209.68 - $247.1 $1.47K - $1.73K
6.23K $1.38B
XLK
Technology Sector Spdr

ETFs
15
+ 0.1%
$206.38 - $242.18 $3.1K - $3.63K
15.2K $3.14B
Activity Summary
Buys All Purchases 50 New Holdings 16 Increased Positions 34 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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