Ergawealth Advisors, Inc. Portfolio Holdings by Sector
Ergawealth Advisors, Inc.
- $202 Billion
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
CGGR CGDV JEPI FTCS RDVY BUFR KNG SDVY 32 stocks |
$152 Million
89.6% of portfolio
|
  18  
|
  11  
|
  1  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$6.92 Million
4.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$2.11 Million
1.25% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
SHW CC 2 stocks |
$1.78 Million
1.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV LLY 2 stocks |
$1.51 Million
0.89% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM FISV CDW 3 stocks |
$1.01 Million
0.6% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
F 1 stocks |
$752,581
0.44% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
ABT 1 stocks |
$554,241
0.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
BAC 1 stocks |
$534,144
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$491,822
0.29% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
T 1 stocks |
$346,433
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Semiconductors | Technology
AVGO 1 stocks |
$330,842
0.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$300,259
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$278,058
0.16% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Packaged Foods | Consumer Defensive
KHC 1 stocks |
$273,870
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Engineering & Construction | Industrials
STRL 1 stocks |
$246,458
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
LNG 1 stocks |
$200,161
0.12% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|