Ehrlich Financial Group Reduced Holdings in Q3 2024

Ehrlich Financial Group

  • $140 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-35.7K
- 44.64%
$56.04 - $62.99 $2M - $2.25M
44.3K $2.71B
IVW
Ishares S&P 500 Growth ETF

ETFs
-24.6K
- 17.19%
$84.77 - $97.13 $2.08M - $2.39M
118K $11.3B
SHV
Ishares Tr

ETFs
-17.1K
- 46.38%
$110.05 - $110.63 $1.89M - $1.9M
19.8K $2.19B
HEFA
Ishares Currency Hedged Msci E

ETFs
-31.7K
- 83.62%
$32.34 - $35.85 $1.03M - $1.14M
6.21K $220M
USFR
Wisdomtree Floating Rate Treas

ETFs
-19.7K
- 60.6%
$50.2 - $50.48 $988K - $994K
12.8K $643M
IVE
Ishares S&P 500 Value ETF

ETFs
-6.17K
- 14.15%
$181.06 - $197.17 $1.12M - $1.22M
37.5K $7.38B
XLE
Energy Sector Spdr

ETFs
-5.5K
- 66.1%
$84.35 - $93.39 $464K - $513K
2.82K $247M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-5.43K
- 20.18%
$100.75 - $111.62 $547K - $606K
21.5K $2.35B
IXJ
Ishares Global Healthcare ETF

ETFs
-1.46K
- 21.49%
$91.63 - $101.25 $134K - $148K
5.34K $524M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-3.57K
- 18.2%
$37.37 - $41.82 $133K - $149K
16K $666M
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
-1.68K
- 26.23%
$40.83 - $43.12 $68.6K - $72.4K
4.73K $203M
DGRO
Ishares Core Dividend Growth E

ETFs
-2.57K
- 12.25%
$57.47 - $62.76 $147K - $161K
18.4K $1.15B
MSFT
Microsoft Corp

Technology
-20
- 1.65%
$395.15 - $467.56 $7.9K - $9.35K
1.19K $513M
NVDA
Nvidia Corp

Technology
-26
- 0.74%
$98.91 - $134.91 $2.57K - $3.51K
3.51K $426M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-472
- 9.06%
$57.32 - $62.65 $27.1K - $29.6K
4.74K $295M
VTV
Vanguard Value ETF

ETFs
-751
- 8.1%
$159.75 - $174.57 $120K - $131K
8.52K $1.49B
HD
Home Depot, Inc.

Consumer Cyclical
-99
- 14.89%
$333.64 - $405.2 $33K - $40.1K
566 $229M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-9
- 0.51%
$116.79 - $133.54 $1.05K - $1.2K
1.74K $230M
XLF
Financial Sector Spdr

ETFs
-404
- 6.78%
$40.84 - $45.74 $16.5K - $18.5K
5.56K $252M
V
Visa Inc.

Financial Services
-5
- 0.51%
$253.74 - $291.56 $1.27K - $1.46K
973 $267M
FVD
First Tr Value Line Divid Inde

ETFs
-800
- 7.97%
$40.45 - $45.49 $32.4K - $36.4K
9.23K $420M
PFF
Ishares Trust Ishares Pfd And

ETFs
-231
- 1.96%
$31.18 - $33.5 $7.2K - $7.74K
11.6K $385M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-107
- 4.29%
$105.53 - $118.34 $11.3K - $12.7K
2.39K $279M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-324
- 6.03%
$162.83 - $179.16 $52.8K - $58K
5.05K $905M
ILF
Ishares Latin America 40 ETF

ETFs
-630
- 1.89%
$23.4 - $26.7 $14.7K - $16.8K
32.7K $848M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-5
- 0.6%
$405.19 - $478.57 $2.03K - $2.39K
827 $381M
BAR
Granite Shares Gold Trust

ETFs
-6
- 0.03%
$23.01 - $26.37 $138 - $158
17.2K $446M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.8K
- 2.93%
$54.98 - $59.51 $99K - $107K
59.7K $3.55B
EPP
Ishares Inc

ETFs
-921
- 4.7%
$41.3 - $48.84 $38K - $45K
18.7K $912M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-1.05K
- 2.65%
$162.64 - $179.3 $171K - $188K
38.7K $6.93B
VIG
Vanguard Dividend Appreciation

ETFs
-417
- 2.24%
$182.15 - $182.15 $76K - $76K
18.2K $3.6B
Activity Summary
Buys All Purchases 69 New Holdings 28 Increased Positions 41 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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