Erts Wealth Advisors, LLC Portfolio Holdings
Erts Wealth Advisors, LLC
- $514 Million
- Q1 2025
Erts Wealth Advisors, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $514 Million distributed in 81 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 $66.1M, Spdr Portfolio with a value of $58.1M, Spdr Portfolio S&P 500 Value E with a value of $51.8M, Ishares Tr Ishares Core Msci E with a value of $45.2M, and Spdr Portfolio Intermediate Te with a value of $45M.
Examining the 13F form we can see an decrease of $15.3M in the current position value, from $529M to 514M.
Below you can find more details about Erts Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$514 Million
ETFs: $495 Million
Technology: $6.25 Million
Financial Services: $3.56 Million
Consumer Defensive: $2.93 Million
Communication Services: $2.63 Million
Healthcare: $1.15 Million
Energy: $932,000
Consumer Cyclical: $741,000
Other: $1.26 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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