Erts Wealth Advisors, LLC Closed Holding Positions

Erts Wealth Advisors, LLC

  • $534 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
NUMV
Nuveen Esg Mid Cap Value ETF

ETFs
Q2 2022 Filed on Aug 08, 2022
5,992
$29.7 - $36.67 $178K - $220K
CNP
Centerpoint Energy Inc

Utilities
Q2 2022 Filed on Aug 08, 2022
7,428
$27.4 - $32.75 $204K - $243K
FE
Firstenergy Corp

Utilities
Q2 2022 Filed on Aug 08, 2022
5,769
$35.91 - $48.46 $207K - $280K
VUG
Vanguard Growth ETF

ETFs
Q1 2022 Filed on May 11, 2022
675
$254.37 - $323.09 $172K - $218K
UNP
Union Pacific Corp

Industrials
Q1 2022 Filed on May 11, 2022
4,124
$238.04 - $276.69 $982K - $1.14M
MO
Altria Group, Inc.

Consumer Defensive
Q1 2022 Filed on May 11, 2022
4,462
$47.97 - $53.62 $214K - $239K
IWD
Ishares Russell 1000 Val ETF

ETFs
Q1 2022 Filed on May 11, 2022
1,201
$157.15 - $170.51 $189K - $205K
HD
Home Depot, Inc.

Consumer Cyclical
Q1 2022 Filed on May 11, 2022
1,045
$299.33 - $412.84 $313K - $431K
LOW
Lowes Companies Inc

Consumer Cyclical
Q4 2021 Filed on Feb 15, 2022
1,260
$203.7 - $261.38 $257K - $329K
TXN
Texas Instruments Inc

Technology
Q3 2021 Filed on Oct 13, 2021
1,092
$183.8 - $200.65 $201K - $219K
Mackinac Finl Corp
Q3 2021 Filed on Oct 13, 2021
45,546
N/A
SPY
Spdr S&P 500 ETF Trust

ETFs
Q2 2021 Filed on Aug 11, 2021
508
$400.61 - $428.06 $204K - $217K
DIS
Walt Disney CO

Communication Services
Q1 2021 Filed on May 07, 2021
1,117
$163.03 - $201.91 $182K - $226K
NVS
Novartis Ag

Healthcare
Q4 2020 Filed on Feb 12, 2021
2,331
$78.07 - $94.43 $182K - $220K
UL
Unilever PLC

Consumer Defensive
Q4 2020 Filed on Feb 12, 2021
3,451
$56.83 - $63.44 $196K - $219K
SNY
Sanofi

Healthcare
Q3 2020 Filed on Nov 13, 2020
4,793
$49.47 - $53.77 $237K - $258K
General Electric CO
Q2 2020 Filed on Aug 14, 2020
12,500
N/A
HDV
Ishares Core High Dividend ETF

ETFs
Q2 2020 Filed on Aug 14, 2020
2,945
$68.83 - $90.91 $203K - $268K
T
At&T Inc.

Communication Services
Q2 2020 Filed on Aug 14, 2020
8,432
$20.74 - $25.1 $175K - $212K
CVX
Chevron Corp

Energy
Q1 2020 Filed on May 15, 2020
1,720
$54.22 - $121.43 $93.3K - $209K
VTR
Ventas, Inc.

Real Estate
Q1 2020 Filed on May 15, 2020
5,275
$16.97 - $63.05 $89.5K - $333K
WELL
Welltower Inc.

Real Estate
Q1 2020 Filed on May 15, 2020
3,560
$33.22 - $89.84 $118K - $320K
Etfis Ser Tr I
Q1 2020 Filed on May 15, 2020
13,069
N/A
SO
Southern CO

Utilities
Q1 2020 Filed on May 15, 2020
8,062
$43.23 - $70.85 $349K - $571K
DVY
Ishares Tr

ETFs
Q1 2020 Filed on May 15, 2020
2,819
$62.67 - $107.3 $177K - $302K
AOK
Ishares Tr Core Conservative A

ETFs
Q1 2020 Filed on May 15, 2020
7,939
$31.52 - $36.94 $250K - $293K
IEFA
Ishares Tr

ETFs
Q1 2020 Filed on May 15, 2020
6,550
$43.31 - $66.12 $284K - $433K
EEM
Ishares Msci Emerging Markets

ETFs
Q1 2020 Filed on May 15, 2020
12,745
$30.61 - $46.3 $390K - $590K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
Q1 2020 Filed on May 15, 2020
3,890
$54.87 - $75.75 $213K - $295K
EFA
Ishares Tr Msci Eafe ETF

ETFs
Q1 2020 Filed on May 15, 2020
11,598
$46.5 - $70.38 $539K - $816K
AOM
Ishares Tr Core Moderate Alloc

ETFs
Q1 2020 Filed on May 15, 2020
12,973
$34.02 - $40.94 $441K - $531K
EW
Edwards Lifesciences Corp

Healthcare
Q1 2020 Filed on May 15, 2020
949
$52.41 - $81.0 $49.7K - $76.9K
XLF
Financial Sector Spdr

ETFs
Q1 2020 Filed on May 15, 2020
6,866
$17.66 - $31.17 $121K - $214K
IEMG
Ishares Inc

ETFs
Q1 2020 Filed on May 15, 2020
5,671
$36.22 - $55.44 $205K - $314K
FLDR
Fidelity Merrimack Str Tr Low

ETFs
Q3 2019 Filed on Nov 05, 2019
10,002
$50.54 - $50.84 $506K - $509K
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