Erts Wealth Advisors, LLC Portfolio Holdings
Erts Wealth Advisors, LLC
- $497 Million
- Q2 2024
Erts Wealth Advisors, LLC has filed its 13F form on July 18, 2024 for Q2 2024 where it was disclosed a total value porftolio of $497 Million distributed in 88 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $74.6M, Ishares Tr Broad Usd High Yiel with a value of $62.2M, Spdr Portfolio S&P 500 Value E with a value of $45.7M, Spdr Portfolio Intermediate Te with a value of $41.8M, and Ishares Tr Ishares Core Msci E with a value of $36.8M.
Examining the 13F form we can see an increase of $7.61M in the current position value, from $490M to 497M.
Below you can find more details about Erts Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$497 Million
ETFs: $473 Million
Technology: $7.21 Million
Financial Services: $3.75 Million
Communication Services: $3.64 Million
Consumer Defensive: $3.28 Million
Healthcare: $1.94 Million
Consumer Cyclical: $1.21 Million
Energy: $1.16 Million
Other: $2.19 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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