Ehrlich Financial Group Sells in Q3 2025

Ehrlich Financial Group

  • $168 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-22.9K
- 37.67%
$50.53 - $50.82 $1.16M - $1.17M
38K $1.93B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-6.05K
- 26.55%
$62.54 - $68.42 $379K - $414K
16.7K $1.13B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-2.85K
- 12.66%
$98.52 - $103.93 $280K - $296K
19.6K $2.02B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-2.71K
- 20.46%
$108.46 - $120.63 $294K - $327K
10.5K $1.25B
MBB
Ishares Tr

ETFs
-1.43K
- 34.66%
$92.46 - $95.73 $132K - $137K
2.7K $257M
Blackrock ETF Trust
-5.44K
- 5.37%
N/A
96K $2.69B
CORP
Pimco Investment Grade Corp Bd

ETFs
-836
- 16.74%
$95.87 - $99.18 $80.1K - $82.9K
4.16K $410M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.32K
- 2.2%
$55.61 - $57.37 $73.3K - $75.6K
58.7K $3.35B
MUB
Ishares National Muni Bond ETF

ETFs
-597
- 7.04%
$103.24 - $106.68 $61.6K - $63.7K
7.88K $839M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-1.02K
- 3.33%
$50.09 - $50.73 $51.1K - $51.8K
29.7K $1.5B
EFG
Msci Eafe Growth ETF

ETFs
-529
- 3.29%
$106.99 - $114.46 $56.6K - $60.5K
15.5K $1.77B
XLP
Consumer Staples Sector Spdr

ETFs
-241
- 6.75%
N/A
3.33K $261M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
-1.45K
- 8.75%
$18.86 - $19.16 $27.4K - $27.8K
15.1K $290M
V
Visa Inc.

Financial Services
-19
- 2.09%
$332.09 - $358.86 $6.31K - $6.82K
888 $303M
TECB
Ishares Tr Us Tech Breakthroug

ETFs
-480
- 12.27%
$56.62 - $61.48 $27.2K - $29.5K
3.43K $207M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-784
- 1.48%
$28.38 - $29.05 $22.2K - $22.8K
52.2K $1.51B
AVGO
Broadcom Inc.

Technology
-374
- 18.52%
$264.74 - $369.57 $99K - $138K
1.65K $543M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-245
- 7.78%
$132.9 - $142.03 $32.6K - $34.8K
2.91K $409M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-307
- 0.72%
$29.12 - $29.34 $8.94K - $9.01K
42.4K $1.24B
IXJ
Ishares Global Healthcare ETF

ETFs
-208
- 3.38%
$82.73 - $89.14 $17.2K - $18.5K
5.95K $528M
HEFA
Ishares Currency Hedged Msci E

ETFs
-361
- 4.39%
$37.2 - $39.61 $13.4K - $14.3K
7.86K $311M
IQLT
Ishares Msci Intl Quality Fact

ETFs
-860
- 1.97%
$41.43 - $44.2 $35.6K - $38K
42.8K $1.89B
BAR
Granite Shares Gold Trust

ETFs
-2.16K
- 13.46%
$32.23 - $38.06 $69.7K - $82.3K
13.9K $529M
VO
Vanguard Mid Cap ETF

ETFs
-48
- 3.19%
$279.83 - $293.74 $13.4K - $14.1K
1.46K $427M
XLF
Financial Sector Spdr

ETFs
-63
- 0.68%
$51.37 - $54.25 $3.24K - $3.42K
9.23K $497M
PFF
Ishares Trust Ishares Pfd And

ETFs
-161
- 0.93%
$30.67 - $32.13 $4.94K - $5.17K
17.1K $542M
EXI
Ishares Global Industrials ETF

ETFs
-16
- 0.82%
$164.53 - $172.75 $2.63K - $2.76K
1.93K $333M
XCEM
Columbia ETF Tr Ii

ETFs
-151
- 1.85%
$33.85 - $36.86 $5.11K - $5.57K
8K $291M
DGRO
Ishares Core Dividend Growth E

ETFs
-941
- 4.97%
$64.12 - $68.08 $60.3K - $64.1K
18K $1.23B
JMBS
Janus Detroit Str Tr Henderson

ETFs
-408
- 0.76%
$44.34 - $45.94 $18.1K - $18.7K
53K $2.42B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-35
- 0.74%
$136.48 - $142.97 $4.78K - $5K
4.7K $658M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-30
- 1.97%
$148.97 - $165.88 $4.47K - $4.98K
1.49K $246M
FDIS
Fidelity Covington Tr Msci Con

ETFs
-17
- 0.77%
$93.41 - $104.11 $1.59K - $1.77K
2.18K $225M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-1.13K
- 8.73%
$98.99 - $112.2 $112K - $126K
11.8K $1.3B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-881
- 1.64%
$26.38 - $27.95 $23.2K - $24.6K
52.7K $1.44B
JPM
Jpmorgan Chase & CO

Financial Services
-177
- 5.34%
$282.78 - $316.06 $50.1K - $55.9K
3.14K $990M
XLC
Select Sector Spdr Tr Communic

ETFs
-24
- 0.63%
$105.99 - $119.41 $2.54K - $2.87K
3.79K $449M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-18
- 0.38%
$181.56 - $190.33 $3.27K - $3.43K
4.77K $906M
IVV
Ishares Core S&P 500 ETF

ETFs
-163
- 5.3%
$620.67 - $670.08 $101K - $109K
2.92K $1.95B
VTV
Vanguard Value ETF

ETFs
-205
- 2.04%
$175.51 - $186.57 $36K - $38.2K
9.82K $1.83B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-54
- 0.82%
$182.33 - $194.5 $9.85K - $10.5K
6.51K $1.27B
VIG
Vanguard Dividend Appreciation

ETFs
-265
- 2.37%
N/A
10.9K $2.36B
GOOGL
Alphabet Inc.

Communication Services
-21
- 1.79%
$174.36 - $254.72 $3.66K - $5.35K
1.16K $281M
NVDA
Nvidia Corp

Technology
-49
- 1.46%
$153.3 - $186.58 $7.51K - $9.14K
3.31K $617M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-44
- 0.72%
$195.29 - $223.85 $8.59K - $9.85K
6.09K $1.35B
SLV
I Shares Silver Trust

ETFs
-1.83K
- 5.55%
$32.73 - $42.5 $59.9K - $77.8K
31.2K $1.32B
AAPL
Apple Inc.

Technology
-145
- 2.26%
$202.38 - $256.87 $29.3K - $37.2K
6.27K $1.6B
Activity Summary
Buys All Purchases 53 New Holdings 9 Increased Positions 44 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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