Ehrlich Financial Group Portfolio Holdings by Sector

Ehrlich Financial Group

$154 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVW IVE DYNF JQUA AVUS XLK CMF EFV 79 stocks	$130 Million 92.85% of portfolio	43	33	14	-	0 Calls 0 Puts
Medical Devices \| Healthcare GKOS EW 2 stocks	$1.91 Million 1.36% of portfolio	2	-	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.32 Million 0.94% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA 2 stocks	$1.09 Million 0.78% of portfolio	1	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$960,846 0.69% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services AXP V 2 stocks	$678,000 0.48% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$602,396 0.43% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs IXJ 1 stocks	$530,471 0.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$469,933 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL 2 stocks	$455,109 0.33% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$423,591 0.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services NKX RMT 2 stocks	$323,784 0.23% of portfolio	2	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$313,238 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs ILF 1 stocks	$260,081 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ 1 stocks	$231,489 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical WSM 1 stocks	$228,065 0.16% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$212,897 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts

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