Erickson Financial Group, LLC Portfolio Holdings by Sector
Erickson Financial Group, LLC
- $134 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
CGDV MGK ESGU QQQ IWO QQQJ VCIT AGG 22 stocks |
$131,994
98.71% of portfolio
|
  10  
|
  9  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$589
0.44% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$569
0.43% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$340
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$227
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|