Ehrlich Financial Group Incresed Positions in Q2 2025

Ehrlich Financial Group

  • $154 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Blackrock ETF Trust
69.8K
+ 696.1%
N/A
79.8K $2.84B
XTEN
Bondbloxx ETF Tr Bloomberg 10
52.7K
+ 213.78%
N/A
77.3K $3.57B
XLK
Technology Sector Spdr

ETFs
5.46K
+ 35.85%
$179.73 - $253.23 $981K - $1.38M
20.7K $5.24B
EFV
Msci Eafe Value ETF

ETFs
27.2K
+ 69.76%
$52.4 - $64.65 $1.43M - $1.76M
66.2K $4.2B
OEF
Ishares S&P 100 ETF

ETFs
4.34K
+ 52.71%
N/A
12.6K $3.82B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
4.93K
+ 3.48%
$43.53 - $54.46 $214K - $268K
147K $7.99B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
3.96K
+ 3.52%
$50.39 - $60.05 $199K - $238K
117K $7B
IQLT
Ishares Msci Intl Quality Fact

ETFs
10.5K
+ 31.6%
$35.9 - $43.76 $376K - $458K
43.6K $1.88B
JMBS
Janus Detroit Str Tr Henderson

ETFs
10.8K
+ 25.41%
$43.89 - $45.45 $475K - $491K
53.4K $2.4B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1
+ 0.01%
$180.84 - $240.32 $181 - $240
8.15K $1.96B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
4.59K
+ 52.21%
$45.88 - $54.4 $210K - $250K
13.4K $727M
IAU
Ishares Gold Trust

ETFs
1.16K
+ 3.07%
$56.1 - $64.74 $65.1K - $75.1K
38.9K $2.43B
NVDA
Nvidia Corp

Technology
80
+ 2.44%
$94.31 - $157.99 $7.54K - $12.6K
3.35K $530M
JPM
Jpmorgan Chase & CO

Financial Services
103
+ 3.21%
$210.28 - $289.91 $21.7K - $29.9K
3.31K $961M
PFF
Ishares Trust Ishares Pfd And

ETFs
5.56K
+ 47.37%
$29.0 - $30.68 $161K - $171K
17.3K $531M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
952
+ 7.74%
$90.56 - $109.49 $86.2K - $104K
13.2K $1.45B
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.88K
+ 5.05%
$51.14 - $57.0 $147K - $164K
60K $3.41B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.72K
+ 10.56%
$17.76 - $22.1 $48.2K - $60K
28.4K $628M
IJS
Ishares S&P Smallcap 600 Value

ETFs
948
+ 7.93%
$83.54 - $100.04 $79.2K - $94.8K
12.9K $1.28B
CORP
Pimco Investment Grade Corp Bd

ETFs
970
+ 24.1%
$94.14 - $97.31 $91.3K - $94.4K
5K $486M
Blackrock ETF Trust Ii
1.26K
+ 2.06%
N/A
62.6K $3.31B
DGRO
Ishares Core Dividend Growth E

ETFs
850
+ 4.7%
$55.22 - $63.94 $46.9K - $54.3K
18.9K $1.21B
EW
Edwards Lifesciences Corp

Healthcare
248
+ 2.26%
$67.07 - $78.22 $16.6K - $19.4K
11.2K $876M
SCHG
Schwab Strategic Tr Us Large C

ETFs
367
+ 2.31%
$22.27 - $29.21 $8.17K - $10.7K
16.3K $475M
J P Morgan Exchange Traded F
1.01K
+ 26.97%
N/A
4.76K $298M
SLV
I Shares Silver Trust

ETFs
438
+ 1.35%
$27.08 - $33.74 $11.9K - $14.8K
33K $1.08B
AMZN
Amazon Com Inc

Consumer Cyclical
42
+ 2.0%
$167.32 - $223.3 $7.03K - $9.38K
2.14K $470M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
2.4K
+ 2.03%
$21.55 - $22.2 $51.8K - $53.4K
121K $2.67B
RSP
Invesco S&P 500 Equal Weight E

ETFs
65
+ 1.38%
$152.93 - $181.74 $9.94K - $11.8K
4.79K $871M
IXJ
Ishares Global Healthcare ETF

ETFs
906
+ 17.24%
$82.3 - $90.02 $74.6K - $81.6K
6.16K $530M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
1.88K
+ 12.76%
$18.21 - $18.97 $34.2K - $35.6K
16.6K $315M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.14K
+ 8.38%
$24.32 - $27.87 $101K - $115K
53.6K $1.42B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
825
+ 3.81%
$97.29 - $105.63 $80.3K - $87.1K
22.5K $2.28B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
50
+ 1.61%
$114.78 - $133.31 $5.74K - $6.67K
3.15K $420M
VBR
Vanguard Small Cap Value ETF

ETFs
50
+ 4.49%
$162.76 - $195.77 $8.14K - $9.79K
1.16K $227M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
111
+ 14.59%
$483.48 - $539.8 $53.7K - $59.9K
872 $424M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
31
+ 0.35%
N/A
8.98K $587M
V
Visa Inc.

Financial Services
18
+ 2.02%
$308.27 - $373.31 $5.55K - $6.72K
907 $322M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
78
+ 0.74%
$7.35 - $9.25 $573 - $722
10.6K $97.6M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
67
+ 3.02%
$96.84 - $99.46 $6.49K - $6.66K
2.29K $227M
American Centy ETF Tr
4
+ 0.04%
N/A
11.3K $548M
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
61
+ 0.32%
$11.46 - $12.75 $699 - $778
19.2K $226M
AAPL
Apple Inc.

Technology
194
+ 3.12%
$172.42 - $223.89 $33.4K - $43.4K
6.42K $1.32B
Activity Summary
Buys All Purchases 63 New Holdings 19 Increased Positions 44 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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