Ehrlich Financial Group Reduced Holdings in Q1 2025

Ehrlich Financial Group

  • $137 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EFG
Msci Eafe Growth ETF

ETFs
-30.2K
- 64.42%
$96.1 - $106.37 $2.9M - $3.21M
16.7K $1.67B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-24.5K
- 63.68%
$85.29 - $92.57 $2.09M - $2.27M
14K $1.27B
AVUS
American Centy ETF Tr Avantis

ETFs
-17.9K
- 19.05%
$90.7 - $101.57 $1.62M - $1.82M
76.1K $7.03B
EFV
Msci Eafe Value ETF

ETFs
-41.3K
- 51.44%
$51.88 - $60.73 $2.14M - $2.51M
39K $2.3B
IVW
Ishares S&P 500 Growth ETF

ETFs
-8.72K
- 6.86%
$92.45 - $106.69 $806K - $930K
118K $11B
IVV
Ishares Core S&P 500 ETF

ETFs
-1.37K
- 29.58%
$554.06 - $615.85 $757K - $842K
3.26K $1.83B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-12.5K
- 26.94%
$54.25 - $57.64 $679K - $721K
33.9K $1.87B
CMF
Ishares California Muni Bond E

ETFs
-7.86K
- 8.2%
$55.93 - $57.47 $439K - $452K
88K $4.95B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-882
- 57.31%
$507.05 - $563.67 $447K - $497K
657 $338M
SHV
Ishares Tr

ETFs
-3.64K
- 19.63%
$110.11 - $110.51 $401K - $403K
14.9K $1.65B
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-6.79K
- 46.36%
$40.03 - $46.81 $272K - $318K
7.86K $320M
PFF
Ishares Trust Ishares Pfd And

ETFs
-5.6K
- 32.28%
$30.85 - $32.26 $173K - $181K
11.7K $361M
AVGO
Broadcom Inc.

Technology
-180
- 7.92%
$167.43 - $244.7 $30.1K - $44K
2.09K $350M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-60
- 0.92%
$161.51 - $192.3 $9.69K - $11.5K
6.43K $1.04B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-478
- 6.44%
$168.16 - $186.21 $80.4K - $89K
6.94K $1.19B
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-2.65K
- 7.75%
$49.75 - $50.27 $132K - $133K
31.5K $1.58B
VIG
Vanguard Dividend Appreciation

ETFs
-265
- 1.46%
N/A
17.9K $3.48B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-618
- 16.62%
$126.11 - $135.06 $77.9K - $83.5K
3.1K $400M
FDIS
Fidelity Covington Tr Msci Con

ETFs
-36
- 0.89%
$82.77 - $101.84 $2.98K - $3.67K
4.01K $339M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-352
- 2.17%
$24.91 - $29.02 $8.77K - $10.2K
15.9K $398M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-423
- 0.74%
$56.17 - $59.71 $23.8K - $25.3K
57.1K $3.26B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-185
- 3.77%
$169.43 - $182.84 $31.3K - $33.8K
4.73K $819M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-2.1K
- 4.07%
$27.01 - $28.54 $56.6K - $59.8K
49.5K $1.38B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-180
- 4.95%
$57.21 - $65.8 $10.3K - $11.8K
3.46K $202M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-300
- 1.93%
$21.23 - $23.75 $6.37K - $7.13K
15.3K $329M
MUB
Ishares National Muni Bond ETF

ETFs
-117
- 1.32%
$104.71 - $107.69 $12.3K - $12.6K
8.73K $920M
DGRO
Ishares Core Dividend Growth E

ETFs
-224
- 1.22%
$60.46 - $64.42 $13.5K - $14.4K
18.1K $1.12B
PREF
Principal Spectrum Pfd Secs Ac

ETFs
-221
- 1.48%
$18.55 - $18.81 $4.1K - $4.16K
14.7K $275M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-586
- 0.81%
$28.92 - $29.22 $16.9K - $17.1K
71.4K $2.09B
JPM
Jpmorgan Chase & CO

Financial Services
-75
- 2.28%
$225.19 - $279.95 $16.9K - $21K
3.21K $788M
EXI
Ishares Global Industrials ETF

ETFs
-26
- 0.88%
$140.1 - $150.86 $3.64K - $3.92K
2.93K $425M
V
Visa Inc.

Financial Services
-63
- 6.62%
$306.92 - $362.71 $19.3K - $22.9K
889 $312M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-36
- 0.73%
$128.74 - $138.67 $4.63K - $4.99K
4.92K $667M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
-142
- 0.79%
$17.61 - $18.7 $2.5K - $2.66K
17.8K $333M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
-2.01K
- 1.66%
$21.23 - $22.14 $42.6K - $44.4K
118K $2.61B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-708
- 3.16%
$97.25 - $104.79 $68.9K - $74.2K
21.7K $2.25B
VTV
Vanguard Value ETF

ETFs
-74
- 0.73%
$167.73 - $179.21 $12.4K - $13.3K
10.1K $1.74B
IXJ
Ishares Global Healthcare ETF

ETFs
-42
- 0.79%
$86.01 - $94.19 $3.61K - $3.96K
5.26K $479M
DE
Deere & CO

Industrials
-6
- 0.96%
$408.57 - $509.27 $2.45K - $3.06K
620 $291M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-335
- 0.78%
$43.53 - $45.42 $14.6K - $15.2K
42.5K $1.92B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-36
- 4.52%
$442.66 - $534.52 $15.9K - $19.2K
761 $405M
BAR
Granite Shares Gold Trust

ETFs
-139
- 0.81%
$26.01 - $30.39 $3.62K - $4.22K
17.1K $527M
SLV
I Shares Silver Trust

ETFs
-221
- 0.67%
$26.93 - $31.32 $5.95K - $6.92K
32.6K $1.01B
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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