Erts Wealth Advisors, LLC Portfolio Holdings

Erts Wealth Advisors, LLC

  • $534 Million
  • Q3 2024

Erts Wealth Advisors, LLC has filed its 13F form on October 17, 2024 for Q3 2024 where it was disclosed a total value porftolio of $534 Million distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Broad Usd High Yiel with a value of $66M, Ishares Tr Ishares Core Msci E with a value of $59.1M, Spdr Portfolio S&P 500 Value E with a value of $48.3M, Spdr Portfolio with a value of $48.2M, and Spdr Portfolio Intermediate Te with a value of $44.8M.

Examining the 13F form we can see an increase of $36.7M in the current position value, from $497M to 534M.

Below you can find more details about Erts Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $534 Million
ETFs: $510 Million
Technology: $7.32 Million
Financial Services: $3.96 Million
Consumer Defensive: $3.48 Million
Communication Services: $3.29 Million
Healthcare: $1.54 Million
Energy: $1.24 Million
Consumer Cyclical: $1.16 Million
Other: $2.26 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $534 Million
  • Prior Value $497 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 17, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 50 stocks
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