Ehrlich Financial Group Portfolio Holdings
Ehrlich Financial Group
- $141 Billion
- Q4 2024
Ehrlich Financial Group has filed its 13F form on January 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $141 Billion distributed in 106 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 $12.9B, American Centy ETF Tr Avantis with a value of $9.11B, Blackrock ETF Tr U S Equity Fa with a value of $7.06B, Ishares S&P 500 Value ETF with a value of $6.99B, and J P Morgan ETF Tr U S Quality with a value of $6.01B.
Examining the 13F form we can see an increase of $463M in the current position value, from $140B to 141B.
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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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