Erts Wealth Advisors, LLC Sells in Q4 2024

Erts Wealth Advisors, LLC

  • $529 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IDV
Ishares Tr

ETFs
-8.41K
- 3.1%
$27.03 - $29.92 $227K - $252K
263K $7.2M
SPYG
Spdr Portfolio

ETFs
-37.9K
- 6.52%
$81.74 - $91.38 $3.1M - $3.46M
543K $47.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-2.52K
- 10.32%
$96.64 - $101.23 $243K - $255K
21.9K $2.12M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-18
- 0.06%
$87.1 - $98.49 $1.57K - $1.77K
30.4K $2.65M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-5.21K
- 26.24%
$61.68 - $67.87 $321K - $353K
14.6K $912K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-684
- 1.76%
$106.56 - $113.11 $72.9K - $77.4K
38.3K $4.09M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.82K
- 23.67%
$113.92 - $127.38 $208K - $232K
5.88K $676K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-13K
- 12.42%
$17.93 - $18.8 $233K - $244K
91.6K $1.67M
AMGN
Amgen Inc

Healthcare
-313
- 23.53%
$258.78 - $328.31 $81K - $103K
1.02K $265K
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-983
- 22.14%
$115.08 - $119.55 $113K - $118K
3.46K $399K
IVE
Ishares S&P 500 Value ETF

ETFs
-209
- 1.71%
$189.5 - $206.17 $39.6K - $43.1K
12K $2.29M
UPS
United Parcel Service Inc

Industrials
-563
- 21.79%
$122.65 - $138.35 $69.1K - $77.9K
2.02K $254K
LAMR
Lamar Advertising CO

Real Estate
-291
- 10.48%
$121.37 - $138.11 $35.3K - $40.2K
2.49K $302K
MSFT
Microsoft Corp

Technology
-43
- 0.74%
$406.35 - $454.46 $17.5K - $19.5K
5.73K $2.42M
CMCSA
Comcast Corp

Communication Services
-948
- 13.18%
$37.39 - $45.14 $35.4K - $42.8K
6.24K $234K
PG
Procter & Gamble CO

Consumer Defensive
-338
- 20.63%
$161.05 - $179.7 $54.4K - $60.7K
1.3K $217K
XOM
Exxon Mobil Corp

Energy
-283
- 8.39%
$105.51 - $125.37 $29.9K - $35.5K
3.09K $332K
EIX
Edison International

Utilities
-414
- 10.8%
$77.93 - $88.36 $32.3K - $36.6K
3.42K $272K
DUK
Duke Energy Corp

Utilities
-197
- 5.08%
$105.76 - $120.76 $20.8K - $23.8K
3.68K $396K
DGRO
Ishares Core Dividend Growth E

ETFs
-599
- 5.62%
$60.73 - $64.94 $36.4K - $38.9K
10.1K $617K
PEP
Pepsico Inc

Consumer Defensive
-45
- 1.92%
$151.29 - $176.1 $6.81K - $7.92K
2.3K $350K
HYD
Vaneck High Yield Muni ETF

ETFs
-666
- 5.95%
$51.09 - $53.06 $34K - $35.3K
10.5K $546K
PM
Philip Morris International Inc.

Consumer Defensive
-355
- 12.7%
$118.38 - $133.06 $42K - $47.2K
2.44K $293K
APD
Air Products & Chemicals, Inc.

Basic Materials
-127
- 11.55%
$285.5 - $335.62 $36.3K - $42.6K
973 $282K
IJK
Ishares S&P Midcap 400 Growth

ETFs
-254
- 1.45%
$90.66 - $99.46 $23K - $25.3K
17.3K $1.57M
UNH
Unitedhealth Group Inc

Healthcare
-6
- 1.34%
$485.52 - $625.25 $2.91K - $3.75K
441 $223K
CLF
Cleveland Cliffs Inc.

Basic Materials
-330
- 3.18%
$9.24 - $13.94 $3.05K - $4.6K
10K $94K
ENB
Enbridge Inc

Energy
-1.62K
- 7.81%
$40.4 - $43.92 $65.3K - $71K
19.1K $809K
VIOG
Vanguard S&P Small Cap 600 Gro

ETFs
-153
- 4.01%
$115.64 - $129.74 $17.7K - $19.9K
3.66K $426K
SHV
Ishares Tr

ETFs
-194
- 3.08%
$109.92 - $110.57 $21.3K - $21.5K
6.1K $671K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-20
- 1.01%
$442.29 - $483.08 $8.85K - $9.66K
1.97K $891K
MUB
Ishares National Muni Bond ETF

ETFs
-146
- 5.44%
$105.78 - $108.7 $15.4K - $15.9K
2.54K $270K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-202
- 4.08%
$121.89 - $135.52 $24.6K - $27.4K
4.75K $593K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-200
- 2.65%
$49.79 - $51.14 $9.96K - $10.2K
7.34K $367K
SUB
Ishares Short Term National Mu

ETFs
-126
- 3.23%
$104.94 - $106.2 $13.2K - $13.4K
3.77K $397K
CLX
Clorox CO

Consumer Defensive
-20
- 0.18%
$156.51 - $169.74 $3.13K - $3.39K
11.2K $1.82M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-223
- 7.01%
$370.24 - $418.94 $82.6K - $93.4K
2.96K $1.19M
ABC
Amerisourcebergen Corp

Healthcare
-12
- 0.91%
N/A
1.3K $241K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-75
- 0.76%
$41.09 - $45.94 $3.08K - $3.45K
9.76K $410K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
-97
- 1.8%
$44.28 - $51.47 $4.3K - $4.99K
5.29K $250K
META
Meta Platforms, Inc.

Communication Services
-28
- 1.61%
$554.08 - $632.68 $15.5K - $17.7K
1.72K $1.01M
MA
Mastercard Inc

Financial Services
-26
- 2.13%
$491.3 - $536.15 $12.8K - $13.9K
1.19K $628K
IVW
Ishares S&P 500 Growth ETF

ETFs
-50
- 0.79%
$94.43 - $105.47 $4.72K - $5.27K
6.29K $638K
AMZN
Amazon Com Inc

Consumer Cyclical
-56
- 3.51%
$180.88 - $232.93 $10.1K - $13K
1.54K $337K
JPM
Jpmorgan Chase & CO

Financial Services
-366
- 8.27%
$205.18 - $250.29 $75.1K - $91.6K
4.06K $972K
V
Visa Inc.

Financial Services
-50
- 3.59%
$273.87 - $320.91 $13.7K - $16K
1.34K $424K
WFC
Wells Fargo & Company

Financial Services
-658
- 10.12%
$54.98 - $77.35 $36.2K - $50.9K
5.85K $410K
IWP
Ishares Russell Mid Cap Growth

ETFs
-293
- 2.65%
$116.4 - $138.52 $34.1K - $40.6K
10.8K $1.36M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 0.87%
$4100.99 - $5300.34 $4.1K - $5.3K
114 $566K
Activity Summary
Buys All Purchases 24 New Holdings 4 Increased Positions 20 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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