Ehrlich Financial Group Reduced Holdings in Q4 2025

Ehrlich Financial Group

  • $176 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-66.1K
- 55.59%
$61.42 - $63.67 $4.06M - $4.21M
52.8K $3.34B
EFG
Msci Eafe Growth ETF

ETFs
-9.98K
- 64.21%
$112.91 - $117.61 $1.13M - $1.17M
5.57K $634M
EFV
Msci Eafe Value ETF

ETFs
-17.9K
- 25.39%
$66.73 - $70.99 $1.2M - $1.27M
52.6K $3.76B
CMF
Ishares California Muni Bond E

ETFs
-17.9K
- 20.62%
$56.96 - $57.62 $1.02M - $1.03M
68.9K $3.96B
XTEN
Bondbloxx ETF Tr Bloomberg 10
-20.2K
- 24.41%
N/A
62.6K $2.9B
SLV
I Shares Silver Trust

ETFs
-23.5K
- 75.43%
$42.4 - $49.17 $997K - $1.16M
7.66K $493M
SHV
Ishares Tr

ETFs
-7.28K
- 32.53%
$110.15 - $110.49 $802K - $805K
15.1K $1.66B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-7.89K
- 65.08%
$88.67 - $92.06 $700K - $726K
4.23K $369M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-7.01K
- 18.47%
$50.55 - $50.74 $354K - $356K
31K $1.57B
Blackrock ETF Trust
-15.3K
- 15.94%
N/A
80.7K $2.33B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.54K
- 13.38%
$102.72 - $103.6 $158K - $159K
9.96K $1.02B
EW
Edwards Lifesciences Corp

Healthcare
-2.96K
- 26.29%
$72.65 - $86.3 $215K - $255K
8.3K $707M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-6.3K
- 11.95%
$26.44 - $27.53 $167K - $173K
46.4K $1.27B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2.56K
- 4.36%
$56.0 - $57.6 $143K - $147K
56.1K $3.21B
MUB
Ishares National Muni Bond ETF

ETFs
-1.08K
- 13.71%
$106.36 - $107.61 $115K - $116K
6.8K $728M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-630
- 9.67%
$191.01 - $199.18 $120K - $125K
5.88K $1.17B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-1.71K
- 12.06%
$56.33 - $59.22 $96.2K - $101K
12.5K $724M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-2.16K
- 12.89%
$67.07 - $73.01 $145K - $158K
14.6K $1.06B
IGV
Ishares Expanded Tech Software

ETFs
-83
- 1.46%
$106.84 - $117.08 $8.87K - $9.72K
5.61K $593M
JMBS
Janus Detroit Str Tr Henderson

ETFs
-1.31K
- 2.48%
$45.54 - $46.2 $59.7K - $60.6K
51.6K $2.36B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-105
- 18.49%
$600.51 - $631.95 $63.1K - $66.4K
463 $290M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-358
- 12.32%
$137.47 - $143.13 $49.2K - $51.2K
2.55K $366M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-1.3K
- 2.48%
$28.79 - $29.13 $37.3K - $37.8K
50.9K $1.47B
VZ
Verizon Communications Inc

Communication Services
-311
- 5.81%
$38.4 - $43.83 $11.9K - $13.6K
5.04K $205M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-940
- 2.22%
$29.23 - $29.39 $27.5K - $27.6K
41.4K $1.21B
JNK
Spdr Bloomberg High Yield Bond

ETFs
-157
- 1.48%
$96.34 - $98.02 $15.1K - $15.4K
10.5K $1.02B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-153
- 3.2%
$185.12 - $192.11 $28.3K - $29.4K
4.62K $885M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-110
- 2.34%
$136.06 - $140.64 $15K - $15.5K
4.59K $639M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-147
- 2.41%
$219.27 - $238.71 $32.2K - $35.1K
5.94K $1.34B
XLC
Select Sector Spdr Tr Communic

ETFs
-76
- 2.01%
$111.33 - $117.16 $8.46K - $8.9K
3.71K $437M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-540
- 3.09%
$23.12 - $23.41 $12.5K - $12.6K
17K $393M
XLP
Consumer Staples Sector Spdr

ETFs
-84
- 2.52%
N/A
3.25K $252M
FDIS
Fidelity Covington Tr Msci Con

ETFs
-53
- 2.43%
$97.86 - $103.65 $5.19K - $5.49K
2.13K $218M
ILF
Ishares Latin America 40 ETF

ETFs
-1.92K
- 5.78%
$27.22 - $31.12 $52.3K - $59.8K
31.3K $953M
NVDA
Nvidia Corp

Technology
-30
- 0.91%
$179.83 - $207.04 $5.39K - $6.21K
3.28K $611M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-65
- 2.49%
$589.5 - $635.77 $38.3K - $41.3K
2.55K $1.56B
AVGO
Broadcom Inc.

Technology
-78
- 4.74%
$324.63 - $385.98 $25.3K - $30.1K
1.57K $542M
VTV
Vanguard Value ETF

ETFs
-219
- 2.23%
$182.87 - $189.72 $40K - $41.5K
9.6K $1.83B
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-3
- 0.2%
$161.21 - $171.97 $484 - $516
1.49K $250M
JPM
Jpmorgan Chase & CO

Financial Services
-35
- 1.12%
$294.11 - $320.41 $10.3K - $11.2K
3.1K $1B
SCHG
Schwab Strategic Tr Us Large C

ETFs
-13
- 0.08%
$31.41 - $33.69 $408 - $438
16.4K $533M
IVV
Ishares Core S&P 500 ETF

ETFs
-49
- 1.68%
$656.2 - $690.71 $32.2K - $33.8K
2.87K $1.96B
AMZN
Amazon Com Inc

Consumer Cyclical
-48
- 2.19%
$213.04 - $254.0 $10.2K - $12.2K
2.14K $494M
DGRO
Ishares Core Dividend Growth E

ETFs
-25
- 0.14%
$66.93 - $69.17 $1.67K - $1.73K
18K $1.25B
IXJ
Ishares Global Healthcare ETF

ETFs
-149
- 2.5%
$90.76 - $96.31 $13.5K - $14.4K
5.81K $565M
BAR
Granite Shares Gold Trust

ETFs
-343
- 2.47%
$38.0 - $43.17 $13K - $14.8K
13.6K $576M
GOOGL
Alphabet Inc.

Communication Services
-59
- 5.11%
$236.57 - $291.31 $14K - $17.2K
1.1K $343M
SOXX
Ishares Semiconductor ETF

ETFs
-171
- 3.63%
$271.99 - $309.6 $46.5K - $52.9K
4.54K $1.37B
Activity Summary
Buys All Purchases 52 New Holdings 11 Increased Positions 41 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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