Erickson Financial Group, LLC Portfolio Holdings by Sector
Erickson Financial Group, LLC
- $140 Million
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
ETFs | ETFs
CGDV MGK ESGU QQQ IWO QQQJ VCIT AGG 22 stocks |
$138,701
98.74% of portfolio
|
10
|
11
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$642
0.46% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$513
0.37% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$335
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$281
0.2% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|