Erickson Financial Group, LLC Portfolio Holdings

Erickson Financial Group, LLC

  • $140 Million
  • Q4 2024

Erickson Financial Group, LLC has filed its 13F form on January 30, 2025 for Q4 2024 where it was disclosed a total value porftolio of $140 Million distributed in 26 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Divid Value ETF with a value of $29.3M, Vanguard Mega Cap Growth ETF with a value of $29M, Ishares Trust Ishares Esg Awar with a value of $16.7M, Invesco Qqq Trust, Series 1 with a value of $14.4M, and Ishares Russell 2000 Gwt ETF with a value of $10.1M.

Examining the 13F form we can see an increase of $914K in the current position value, from $140M to 140M.

Erickson Financial Group, LLC is based out at Allentown, PA

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

Portfolio value $140 Million
ETFs: $139 Million
Technology: $923,000
Healthcare: $513,000
Consumer Defensive: $335,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 26
  • Current Value $140 Million
  • Prior Value $140 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 30, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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