Erickson Financial Group, LLC Portfolio Holdings by Sector
Erickson Financial Group, LLC
- $148 Million
- Q2 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
CGDV MGK ESGU QQQ IWO VCIT AGG QQQJ 22 stocks |
$146,296
98.85% of portfolio
|
  9  
|
  11  
|
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$542
0.37% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$510
0.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA 1 stocks |
$332
0.22% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$318
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|