Ehrlich Financial Group Portfolio Holdings

Ehrlich Financial Group

  • $140 Billion
  • Q3 2024

Ehrlich Financial Group has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $140 Billion distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $11.3B, American Centy ETF Tr Avantis with a value of $8.81B, Ishares S&P 500 Value ETF with a value of $7.38B, Ishares Msci Usa Quality Facto with a value of $6.93B, and Blackrock ETF Tr U S Equity Fa with a value of $6.91B.

Examining the 13F form we can see an increase of $13.5B in the current position value, from $127B to 140B.

Ehrlich Financial Group is based out at Laguna Niguel, CA

Below you can find more details about Ehrlich Financial Group portfolio as well as his latest detailed transactions.

Portfolio value $140 Billion
ETFs: $128 Billion
Technology: $2.8 Billion
Financial Services: $2 Billion
Healthcare: $1.12 Billion
Consumer Cyclical: $844 Million
Communication Services: $449 Million
Utilities: $228 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$40.7B
$693 Million 0.49% of portfolio
10,504
Q3 2024 Added 2.14%
$72.7B
$404 Million 0.29% of portfolio
2,343
Q3 2024 Added 945.98%
$173B
$224 Million 0.16% of portfolio
4,978
Q3 2024 New
$146B
$228 Million 0.16% of portfolio
2,693
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $140 Billion
  • Prior Value $127 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 28 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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