Erts Wealth Advisors, LLC Portfolio Holdings
Erts Wealth Advisors, LLC
- $490 Million
- Q1 2024
Erts Wealth Advisors, LLC has filed its 13F form on April 23, 2024 for Q1 2024 where it was disclosed a total value porftolio of $490 Million distributed in 88 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 Value E with a value of $77.3M, Spdr Portfolio with a value of $71.9M, Ishares Tr Broad Usd High Yiel with a value of $59.5M, Spdr Portfolio Intermediate Te with a value of $39.4M, and Spdr Portfolio Long Term Treas with a value of $28.6M.
Examining the 13F form we can see an increase of $26.3M in the current position value, from $463M to 490M.
Below you can find more details about Erts Wealth Advisors, LLC portfolio as well as his latest detailed transactions.