Erickson Financial Group, LLC Portfolio Holdings by Sector
Erickson Financial Group, LLC
- $159 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
CGDV MGK ESGU QQQ IWO QQQJ VCIT AGG 22 stocks |
$157,209
98.74% of portfolio
|
  9  
|
  9  
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$673
0.42% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$611
0.38% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$421
0.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
$307
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|