Ehrlich Financial Group New Holdings in Q3 2024

Ehrlich Financial Group

  • $140 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XCEM
Columbia ETF Tr Ii

ETFs
84.2K
New
$30.17 - $33.79 $2.54M - $2.84M
84.2K $2.75B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2.22K
New
$523.84 - $572.02 $1.16M - $1.27M
2.22K $1.26B
IJS
Ishares S&P Smallcap 600 Value

ETFs
11.3K
New
$95.81 - $109.03 $1.08M - $1.23M
11.3K $1.21B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
6.47K
New
$152.9 - $180.39 $989K - $1.17M
6.47K $1.13B
IJK
Ishares S&P Midcap 400 Growth

ETFs
11.8K
New
$84.81 - $93.54 $1M - $1.11M
11.8K $1.09B
JNK
Spdr Bloomberg High Yield Bond

ETFs
8.57K
New
$93.65 - $97.81 $802K - $838K
8.57K $838M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.03K
New
$517.38 - $573.86 $532K - $591K
1.03K $590M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
9.11K
New
$51.29 - $56.57 $467K - $515K
9.11K $515M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
8.5K
New
$49.7 - $56.11 $422K - $477K
8.5K $467M
EXI
Ishares Global Industrials ETF

ETFs
2.94K
New
$131.6 - $149.88 $387K - $441K
2.94K $438M
TECB
Ishares Tr Us Tech Breakthroug

ETFs
5.96K
New
$45.31 - $51.64 $270K - $308K
5.96K $305M
Blackrock ETF Trust Ii
5.94K
New
N/A
5.94K $300M
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
4.11K
New
$64.0 - $72.54 $263K - $298K
4.11K $297M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
5.3K
New
$46.96 - $52.8 $249K - $280K
5.3K $277M
GNR
Spdr S&P Global Natural Resour

ETFs
4.72K
New
$53.02 - $57.84 $250K - $273K
4.72K $272M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
13.6K
New
$18.19 - $18.81 $248K - $257K
13.6K $257M
NEE
Nextera Energy Inc

Utilities
2.69K
New
$69.9 - $84.97 $188K - $229K
2.69K $228M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
4.78K
New
$44.9 - $47.55 $215K - $227K
4.78K $226M
VZ
Verizon Communications Inc

Communication Services
4.98K
New
$38.89 - $45.0 $194K - $224K
4.98K $224M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
8.16K
New
$26.01 - $27.41 $212K - $224K
8.16K $223M
HYLB
Xtrackers Usd High Yield Corp

ETFs
6.04K
New
$35.26 - $36.92 $213K - $223K
6.04K $223M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
5.92K
New
$36.06 - $37.66 $213K - $223K
5.92K $223M
HYG
Ishares Tr

ETFs
2.77K
New
$76.72 - $80.36 $213K - $223K
2.77K $223M
EMB
Ishares Tr

ETFs
2.37K
New
$87.75 - $93.74 $208K - $222K
2.37K $222M
WSM
Williams Sonoma Inc

Consumer Cyclical
1.4K
New
$128.47 - $280.94 $179K - $392K
1.4K $216M
JNJ
Johnson & Johnson

Healthcare
1.29K
New
$145.48 - $167.38 $187K - $215K
1.29K $209M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
7.79K
New
$24.86 - $26.33 $194K - $205K
7.79K $204M
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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