Erts Wealth Advisors, LLC Purchases and Sells in Q1 2024

Erts Wealth Advisors, LLC

$490 Million
Q1 2024

Top Buys

Incresed Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
USHY	174K + 12.0%	$36.0 - $36.66 $6.27M - $6.38M	1.62M $59.5M
SPIB	143K + 13.48%	$32.38 - $32.91 $4.64M - $4.72M	1.21M $39.4M
SCHO	85.8K + 1516.19%	$48.05 - $48.63 $4.12M - $4.17M	91.5K $4.41M
VOE	2.17K + 1.31%	$141.07 - $155.91 $305K - $338K	168K $26.1M
VOT	25 + 0.02%	$212.21 - $235.79 $5.31K - $5.89K	107K $25.3M
SLYG	1.25K + 0.58%	$80.09 - $87.23 $100K - $109K	219K $19.1M

New Holdings

5 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPTL	1.02M New	$27.25 - $28.98 $27.9M - $29.6M	1.02M $28.6M
TLT	30.9K New	$92.18 - $98.72 $2.85M - $3.05M	30.9K $2.92M
VOO	1.03K New	$429.43 - $481.35 $440K - $493K	1.03K $492K
LLY	318 New	$592.2 - $792.28 $188K - $252K	318 $247K
VOOG	665 New	$262.92 - $306.83 $175K - $204K	665 $202K

Top Sells

Reduced Positions

50 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GOVT	-1.2M - 58.84%	$22.51 - $23.08 $27.1M - $27.8M	842K $19.2M
AGG	-92.5K - 78.53%	$96.75 - $99.37 $8.95M - $9.19M	25.3K $2.48M
IEI	-10.8K - 65.61%	$114.97 - $117.54 $1.24M - $1.27M	5.66K $655K
AAPL	-1.54K - 6.65%	$169.0 - $195.18 $260K - $301K	21.6K $3.7M
HYG	-4.78K - 30.36%	$76.57 - $77.9 $366K - $373K	11K $852K
HYMB	-8.42K - 24.74%	$24.95 - $25.69 $210K - $216K	25.6K $657K

Activity Summary All Purchases 29 New Holdings 5 Increased Positions 24 All Sells 50 Reductions 50 Sold out 0 Calls 0 Puts 0

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