E Rn Financial, LLC Incresed Positions in Q1 2025

E Rn Financial, LLC

  • $620 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
38.5K
+ 8.72%
$47.4 - $52.99 $1.82M - $2.04M
480K $24.4M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
28.7K
+ 4.22%
$33.84 - $37.77 $972K - $1.09M
710K $25.8M
PNW
Pinnacle West Capital Corp

Utilities
16.2K
+ 100.79%
$81.76 - $95.25 $1.32M - $1.54M
32.3K $3.07M
JCPB
J P Morgan Exchange Traded Fd

ETFs
29.7K
+ 16.45%
$45.56 - $47.23 $1.35M - $1.4M
210K $9.88M
IEFA
Ishares Tr

ETFs
8.48K
+ 5.38%
$69.57 - $78.65 $590K - $667K
166K $12.6M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
21.3K
+ 52.25%
$65.27 - $71.18 $1.39M - $1.51M
62K $4.11M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
15.6K
+ 2.89%
$49.78 - $53.19 $779K - $832K
557K $28.5M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
13K
+ 5.85%
$40.79 - $42.32 $532K - $552K
236K $9.92M
JHML
John Hancock Multifactor Large

ETFs
11.3K
+ 17.79%
$66.07 - $73.03 $749K - $828K
75.1K $5.06M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
6.71K
+ 20.85%
$96.88 - $111.25 $650K - $746K
38.9K $3.88M
USTB
Victory Portfolios Ii Victorys

ETFs
5.92K
+ 1.96%
$50.08 - $50.71 $296K - $300K
308K $15.6M
PVAL
Putnam ETF Tr Putnam Focused L
7.05K
+ 4.15%
$36.8 - $39.59 $259K - $279K
177K $6.74M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
10.6K
+ 4.64%
$24.73 - $25.62 $262K - $272K
239K $6.12M
SPIP
Spdr Ser Tr Spdr Portfolio Tip

ETFs
4.36K
+ 1.89%
$25.21 - $26.38 $110K - $115K
235K $6.2M
RFDI
First Trust ETF Iii Riverfront

ETFs
3.56K
+ 24.54%
$61.15 - $68.44 $218K - $244K
18.1K $1.2M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
6.09K
+ 26.77%
$44.41 - $45.98 $270K - $280K
28.8K $1.32M
CGXU
Capital Group Intl Focus Equit

ETFs
11.6K
+ 38.33%
$24.48 - $26.59 $285K - $310K
42K $1.03M
TAXF
American Centy ETF Tr Diversif

ETFs
5.84K
+ 42.77%
$49.19 - $50.86 $287K - $297K
19.5K $963K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
5.63K
+ 17.12%
$49.69 - $50.76 $280K - $286K
38.5K $1.93M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
4.4K
+ 6.76%
$50.72 - $50.92 $223K - $224K
69.5K $3.53M
EEMA
Ishares Msci Emerging Markets

ETFs
1.61K
+ 4.86%
$69.51 - $77.24 $112K - $125K
34.8K $2.58M
SPY
Spdr S&P 500 ETF Trust

ETFs
304
+ 15.4%
$551.42 - $612.93 $168K - $186K
2.28K $1.27M
DFIS
Dimensional ETF Tr Dimensional

ETFs
1.69K
+ 3.58%
$23.92 - $26.89 $40.5K - $45.5K
49K $1.27M
META
Meta Platforms, Inc.

Communication Services
225
+ 9.27%
$576.36 - $736.67 $130K - $166K
2.65K $1.53M
QQQ
Invesco Qqq Trust, Series 1

ETFs
277
+ 29.63%
$468.34 - $539.52 $130K - $149K
1.21K $568K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
363
+ 3.57%
$75.32 - $84.77 $27.3K - $30.8K
10.5K $860K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
1.19K
+ 5.41%
$39.65 - $43.35 $47K - $51.4K
23.1K $971K
TXN
Texas Instruments Inc

Technology
239
+ 7.91%
N/A
3.26K $634K
BA
Boeing CO

Industrials
294
+ 25.37%
$148.15 - $186.25 $43.6K - $54.8K
1.45K $247K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
1.52K
+ 18.21%
$51.45 - $58.51 $78.2K - $88.9K
9.87K $510K
XLU
Utilities Sector Spdr

ETFs
66
+ 0.65%
$74.7 - $80.27 $4.93K - $5.3K
10.3K $810K
VZ
Verizon Communications Inc

Communication Services
48
+ 0.88%
$37.81 - $46.49 $1.81K - $2.23K
5.51K $249K
JEPI
J P Morgan Exchange Traded Fd

ETFs
633
+ 2.95%
$56.17 - $59.71 $35.6K - $37.8K
22.1K $1.26M
EFG
Msci Eafe Growth ETF

ETFs
95
+ 3.78%
$96.1 - $106.37 $9.13K - $10.1K
2.61K $261K
Pimco ETF Tr
4.04K
+ 0.96%
N/A
423K $0
Arista Networks Inc
130
+ 2.95%
N/A
4.53K $0
T Rowe Price ETF Inc
231
+ 1.45%
N/A
16.2K $0
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
77
+ 0.43%
$54.25 - $57.64 $4.18K - $4.44K
18.2K $1M
MGEE
Mge Energy Inc

Utilities
7
+ 0.25%
$85.7 - $94.18 $600 - $659
2.76K $256K
CWB
Spdr Bloomberg Convertible Sec

ETFs
3
+ 0.05%
$75.99 - $81.58 $228 - $245
5.59K $428K
HMOP
Hartford Fds Exchange Traded T

ETFs
789
+ 0.38%
$38.25 - $39.12 $30.2K - $30.9K
208K $7.99M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
34
+ 0.47%
$32.49 - $37.99 $1.1K - $1.29K
7.25K $242K
VBR
Vanguard Small Cap Value ETF

ETFs
19
+ 0.69%
$183.02 - $207.75 $3.48K - $3.95K
2.79K $519K
SPMD
Spdr Portfolio

ETFs
262
+ 2.09%
$50.21 - $57.73 $13.2K - $15.1K
12.8K $654K
SHOP
Shopify Inc.

Technology
10
+ 0.3%
$90.59 - $129.31 $906 - $1.29K
3.29K $314K
Z
Zillow Group Inc Cl C Cap Stk

Communication Services
359
+ 3.19%
$68.37 - $87.97 $24.5K - $31.6K
11.6K $795K
CRM
Salesforce, Inc.

Technology
13
+ 1.66%
$268.36 - $359.95 $3.49K - $4.68K
798 $214K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.91K
+ 2.92%
$64.88 - $72.1 $124K - $137K
67.1K $4.41M
VBK
Vanguard Small Cap Growth ETF

ETFs
31
+ 0.91%
$247.97 - $296.33 $7.69K - $9.19K
3.43K $864K
Activity Summary
Buys All Purchases 59 New Holdings 5 Increased Positions 54 Sells All Sells 110 Reductions 110 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track E Rn Financial, LLC Portfolio

Follow E Rn Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of E Rn Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on E Rn Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email