Ehrlich Financial Group Purchases and Sells in Q1 2025

Ehrlich Financial Group

$137 Billion
Q1 2025

Top Buys

Incresed Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JAAA	35.7K + 180.55%	$50.48 - $51.04 $1.8M - $1.82M	55.5K $2.82B
OEF	5.51K + 203.17%	N/A	8.23K $2.23B
IAU	18.1K + 92.15%	$49.74 - $58.96 $901K - $1.07M	37.8K $2.23B
HEFA	29.3K + 477.03%	$34.83 - $37.52 $1.02M - $1.1M	35.4K $1.28B
IVE	5.6K + 15.29%	$185.78 - $198.58 $1.04M - $1.11M	42.2K $8.05B
XLF	18.7K + 284.73%	$47.32 - $52.19 $886K - $977K	25.3K $1.26B

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BLACKROCK ETF TRUST	102K New	N/A	102K $2.65B
SPIP	49.7K New	$25.21 - $26.29 $1.25M - $1.31M	49.7K $1.31B
XTEN	24.7K New	N/A	24.7K $1.15B
JNK	9.68K New	$94.86 - $97.12 $918K - $940K	9.68K $923M
XLY	2.78K New	$192.6 - $233.2 $536K - $649K	2.78K $549M
SOXX	2.79K New	$188.68 - $235.81 $526K - $658K	2.79K $525M

Top Sells

Reduced Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
EFG	-30.2K - 64.42%	$96.1 - $106.37 $2.9M - $3.21M	16.7K $1.67B
TLT	-24.5K - 63.68%	$85.29 - $92.57 $2.09M - $2.27M	14K $1.27B
AVUS	-17.9K - 19.05%	$90.7 - $101.57 $1.62M - $1.82M	76.1K $7.03B
EFV	-41.3K - 51.44%	$51.88 - $60.73 $2.14M - $2.51M	39K $2.3B
IVW	-8.72K - 6.86%	$92.45 - $106.69 $806K - $930K	118K $11B
IVV	-1.37K - 29.58%	$554.06 - $615.85 $757K - $842K	3.26K $1.83B

Activity Summary All Purchases 50 New Holdings 16 Increased Positions 34 All Sells 44 Reductions 44 Sold out 0 Calls 0 Puts 0

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