Erickson Financial Group, LLC Portfolio Holdings
Erickson Financial Group, LLC
- $128 Million
- Q1 2024
Erickson Financial Group, LLC has filed its 13F form on April 29, 2024 for Q1 2024 where it was disclosed a total value porftolio of $128 Million distributed in 23 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Mega Cap Growth ETF with a value of $26.1M, Capital Group Divid Value ETF with a value of $20M, Ishares Trust Ishares Esg Awar with a value of $15.2M, Invesco Qqq Trust, Series 1 with a value of $12.6M, and Ishares Russell 2000 Gwt ETF with a value of $9.81M.
Examining the 13F form we can see an increase of $7.19M in the current position value, from $120M to 128M.
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.