Erts Wealth Advisors, LLC Sells in Q3 2024

Erts Wealth Advisors, LLC

  • $534 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPYG
Spdr Portfolio

ETFs
-349K
- 37.54%
$73.38 - $84.1 $25.6M - $29.4M
581K $48.2M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-61.4K
- 39.4%
$116.79 - $133.54 $7.17M - $8.19M
94.4K $12.4M
IVE
Ishares S&P 500 Value ETF

ETFs
-2.23K
- 15.45%
$181.06 - $197.17 $403K - $439K
12.2K $2.4M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-14.2K
- 11.97%
$16.42 - $18.12 $233K - $257K
105K $1.89M
AMZN
Amazon Com Inc

Consumer Cyclical
-802
- 33.47%
$161.02 - $200.0 $129K - $160K
1.59K $297K
GOOGL
Alphabet Inc.

Communication Services
-151
- 1.81%
$148.65 - $191.18 $22.4K - $28.9K
8.17K $1.36M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.72K
- 15.8%
$57.32 - $62.65 $213K - $233K
19.8K $1.24M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.7K
- 18.08%
$105.53 - $118.34 $179K - $201K
7.7K $900K
MSFT
Microsoft Corp

Technology
-12
- 0.21%
$395.15 - $467.56 $4.74K - $5.61K
5.77K $2.48M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-891
- 16.72%
$114.73 - $120.23 $102K - $107K
4.44K $530K
KO
Coca Cola CO

Consumer Defensive
-1.58K
- 22.02%
$62.69 - $73.01 $99.3K - $116K
5.61K $403K
UPS
United Parcel Service Inc

Industrials
-316
- 10.9%
$123.32 - $147.38 $39K - $46.6K
2.58K $352K
PG
Procter & Gamble CO

Consumer Defensive
-336
- 17.02%
$160.76 - $177.82 $54K - $59.7K
1.64K $283K
CLF
Cleveland Cliffs Inc.

Basic Materials
-197
- 1.86%
$10.91 - $16.21 $2.15K - $3.19K
10.4K $132K
WFC
Wells Fargo & Company

Financial Services
-156
- 2.34%
$51.58 - $60.97 $8.05K - $9.51K
6.5K $367K
SHV
Ishares Tr

ETFs
-198
- 3.05%
$110.05 - $110.63 $21.8K - $21.9K
6.29K $695K
AMGN
Amgen Inc

Healthcare
-96
- 6.73%
$309.38 - $337.38 $29.7K - $32.4K
1.33K $428K
GPC
Genuine Parts CO

Consumer Cyclical
-87
- 3.9%
$131.04 - $147.11 $11.4K - $12.8K
2.14K $299K
MUB
Ishares National Muni Bond ETF

ETFs
-111
- 3.97%
$106.13 - $108.7 $11.8K - $12.1K
2.68K $291K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-200
- 2.58%
$49.93 - $51.15 $9.99K - $10.2K
7.54K $385K
GIS
General Mills Inc

Consumer Defensive
-500
- 14.27%
$62.5 - $75.15 $31.3K - $37.6K
3.01K $221K
JPM
Jpmorgan Chase & CO

Financial Services
-177
- 3.85%
$194.9 - $224.8 $34.5K - $39.8K
4.42K $932K
DUK
Duke Energy Corp

Utilities
-527
- 11.96%
$99.35 - $117.71 $52.4K - $62K
3.88K $447K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-76
- 2.33%
$332.02 - $382.76 $25.2K - $29.1K
3.18K $1.19M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.99K
- 6.15%
$89.91 - $101.33 $179K - $202K
30.4K $2.98M
PEP
Pepsico Inc

Consumer Defensive
-5
- 0.21%
$161.9 - $179.3 $810 - $897
2.35K $399K
HYD
Vaneck High Yield Muni ETF

ETFs
-96
- 0.85%
$51.46 - $53.07 $4.94K - $5.09K
11.2K $594K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-49
- 0.9%
$39.43 - $44.82 $1.93K - $2.2K
5.39K $241K
PM
Philip Morris International Inc.

Consumer Defensive
-407
- 12.71%
$101.25 - $127.45 $41.2K - $51.9K
2.8K $339K
LAMR
Lamar Advertising CO

Real Estate
-206
- 6.91%
$110.9 - $135.58 $22.8K - $27.9K
2.78K $371K
APD
Air Products & Chemicals, Inc.

Basic Materials
-107
- 8.86%
$247.34 - $300.11 $26.5K - $32.1K
1.1K $327K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.91K
- 4.67%
$106.11 - $113.72 $202K - $217K
39K $4.4M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-173
- 1.73%
$38.03 - $42.06 $6.58K - $7.28K
9.84K $411K
OMC
Omnicom Group Inc.

Communication Services
-179
- 5.27%
$87.69 - $103.9 $15.7K - $18.6K
3.22K $332K
EIX
Edison International

Utilities
-259
- 6.33%
$71.19 - $87.72 $18.4K - $22.7K
3.83K $333K
BLK
Black Rock Inc.

Financial Services
-35
- 7.43%
$782.27 - $949.51 $27.4K - $33.2K
436 $413K
ENB
Enbridge Inc

Energy
-1.57K
- 7.03%
$35.27 - $41.18 $55.2K - $64.4K
20.7K $840K
DGRO
Ishares Core Dividend Growth E

ETFs
-75
- 0.7%
$57.47 - $62.76 $4.31K - $4.71K
10.7K $668K
MA
Mastercard Inc

Financial Services
-5
- 0.41%
$429.6 - $500.99 $2.15K - $2.5K
1.22K $601K
IWP
Ishares Russell Mid Cap Growth

ETFs
-27
- 0.24%
$103.87 - $117.59 $2.8K - $3.17K
11K $1.3M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-84
- 1.07%
$127.29 - $141.5 $10.7K - $11.9K
7.74K $1.08M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-75
- 0.75%
$95.81 - $109.03 $7.19K - $8.18K
9.89K $1.06M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-11
- 0.55%
$405.19 - $478.57 $4.46K - $5.26K
1.99K $914K
IWS
Ishares Russell Midcap Value E

ETFs
-110
- 1.04%
$119.52 - $132.25 $13.1K - $14.5K
10.5K $1.39M
CLX
Clorox CO

Consumer Defensive
-228
- 1.99%
$131.73 - $166.97 $30K - $38.1K
11.2K $1.83M
AAPL
Apple Inc.

Technology
-150
- 0.72%
$207.23 - $234.82 $31.1K - $35.2K
20.8K $4.83M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-3.35K
- 2.78%
$87.56 - $95.49 $294K - $320K
117K $11.2M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-320
- 0.13%
$77.23 - $87.97 $24.7K - $28.2K
254K $22.1M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-22.1K
- 2.36%
$48.51 - $52.86 $1.07M - $1.17M
915K $48.3M
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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