Erts Wealth Advisors, LLC Incresed Positions in Q3 2024

Erts Wealth Advisors, LLC

  • $534 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IEUR
Ishares Tr Ishares Core Msci E

ETFs
324K
+ 50.06%
$55.51 - $61.51 $18M - $19.9M
970K $59.1M
IDV
Ishares Tr

ETFs
129K
+ 90.68%
$27.62 - $30.64 $3.57M - $3.96M
271K $8.21M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
38.7K
+ 2.25%
$36.06 - $37.66 $1.39M - $1.46M
1.75M $66M
VOE
Vanguard Mid Cap Value Index F

ETFs
912
+ 0.54%
$149.02 - $167.67 $136K - $153K
170K $28.6M
SPIB
Spdr Portfolio Intermediate Te

ETFs
45.8K
+ 3.57%
$32.36 - $33.78 $1.48M - $1.55M
1.33M $44.8M
SPTL
Spdr Portfolio Long Term Treas

ETFs
18.4K
+ 1.66%
$26.69 - $29.87 $492K - $551K
1.13M $32.7M
VOT
Vanguard Mid Cap Growth Index

ETFs
3.58K
+ 3.29%
$218.05 - $243.47 $781K - $872K
112K $27.3M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
3.32K
+ 1.48%
$85.03 - $94.56 $282K - $313K
227K $21.1M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
19.4K
+ 2.18%
$22.38 - $23.66 $434K - $459K
911K $21.4M
SCHO
Schwab Short Term Us Treasury

ETFs
4.49K
+ 4.93%
$47.93 - $49.06 $215K - $220K
95.6K $4.68M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
14
+ 0.06%
$96.25 - $101.98 $1.35K - $1.43K
24.4K $2.47M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
1.22K
+ 9.9%
$22.51 - $23.92 $27.5K - $29.3K
13.6K $322K
BKNG
Booking Holdings Inc.

Consumer Cyclical
3
+ 2.68%
$3305.62 - $4268.05 $9.92K - $12.8K
115 $484K
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
1K
+ 4.22%
$20.81 - $21.7 $20.8K - $21.7K
24.7K $536K
UNH
Unitedhealth Group Inc

Healthcare
2
+ 0.45%
$488.01 - $604.18 $976 - $1.21K
447 $261K
XOM
Exxon Mobil Corp

Energy
203
+ 6.4%
$109.72 - $119.0 $22.3K - $24.2K
3.37K $395K
V
Visa Inc.

Financial Services
25
+ 1.83%
$253.74 - $291.56 $6.34K - $7.29K
1.39K $383K
SUB
Ishares Short Term National Mu

ETFs
64
+ 1.67%
$104.3 - $106.3 $6.68K - $6.8K
3.9K $413K
ABC
Amerisourcebergen Corp

Healthcare
6
+ 0.46%
N/A
1.31K $243K
Activity Summary
Buys All Purchases 23 New Holdings 3 Increased Positions 20 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
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