Erts Wealth Advisors, LLC Portfolio Holdings by Sector
Erts Wealth Advisors, LLC
- $290 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
USHY SPYG IEUR SPIB SPYV IUSG VOT VOE 25 stocks |
$288,635
99.54% of portfolio
|
  4  
|
  21  
|
  2  
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
WEC 1 stocks |
$318
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$288
0.1% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$247
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO 1 stocks |
$243
0.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
HBAN 1 stocks |
$228
0.08% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|