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Entity | Shares/Amount Change | Position Value Change |
BUFR |
+28,532 | +$798 | BUFQ |
+25,173 | +$713 | BUFZ |
+28,566 | +$636 | QARP |
+12,298 | +$600 | SCHG |
+5,202 | +$482 | SDVD |
+14,406 | +$317 | XOM |
+2,148 | +$250 | STRL |
+2,200 | +$243 | FI |
+1,378 | +$220 | V |
+763 | +$213 |
Entity | Shares/Amount Change | Position Value Change |
XT |
-4,510 | -$270 | FBT |
-1,417 | -$224 |
Entity | Shares/Amount Change | Position Value Change |
RDVI |
+169,988 | +$4,383 | KNG |
+47,500 | +$2,962 | RDVY |
+32,845 | +$2,831 | SDVY |
+15,542 | +$1,114 | ALTL |
+14,958 | +$825 | CGGR |
+9,141 | +$2,492 | PSFF |
+7,226 | +$245 | AAPL |
+4,782 | +$264 | PALC |
+2,833 | +$1,352 | ABT |
+2,191 | +$264 |
Entity | Shares/Amount Change | Position Value Change |
JEPI |
-63,564 | -$2,262 | FDL |
-39,411 | -$1,277 | CGGO |
-8,430 | -$100 | CGDV |
-6,290 | +$1,129 | JPST |
-6,044 | -$284 | FTCS |
-5,310 | +$798 | USMV |
-4,594 | -$227 | LRGF |
-2,617 | -$86 | CALF |
-2,551 | -$109 |
Size ($ in 1000's)
At 03/31/2024: $182,416 At 12/31/2023: $162,580
Ergawealth Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ergawealth Advisors Inc. 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by Ergawealth Advisors Inc. to be as follows, presented in the
table below with each row detailing each Ergawealth Advisors Inc. position, ordered by largest to smallest position size.
The all-stocks-held-by-Ergawealth Advisors Inc. table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Ergawealth Advisors Inc. as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
J P MORGAN EXCHANGE TRADED F (JEPI) |
428,207 |
-63,564 |
$24,776 | JEPI | 428,207 | -63,564 | $24,776 | CAPITAL GROUP GROWTH ETF (CGGR) |
594,095 |
+9,141 |
$19,005 | CGGR | 594,095 | +9,141 | $19,005 | FIRST TR EXCHANGE TRADED FD (FTCS) |
218,101 |
-5,310 |
$18,680 | FTCS | 218,101 | -5,310 | $18,680 | CAPITAL GROUP DIVIDEND VALUE |
495,075 |
-6,290 |
$16,090 | CGDV | 495,075 | -6,290 | $16,090 | FIRST TR EXCHANGE TRADED FD (RDVY) |
251,949 |
+32,845 |
$14,152 | RDVY | 251,949 | +32,845 | $14,152 | FIRST TR EXCHANGE TRADED FD (KNG) |
249,858 |
+47,500 |
$13,420 | KNG | 249,858 | +47,500 | $13,420 | FIRST TR EXCHANGE TRADED FD (SDVY) |
294,939 |
+15,542 |
$10,270 | SDVY | 294,939 | +15,542 | $10,270 | PACER FDS TR |
219,037 |
+2,833 |
$10,214 | PALC | 219,037 | +2,833 | $10,214 | FIRST TR EXCHANGE TRADED FD (RDVI) |
328,273 |
+169,988 |
$8,036 | RDVI | 328,273 | +169,988 | $8,036 | PACER FDS TR |
228,580 |
+14,958 |
$8,009 | ALTL | 228,580 | +14,958 | $8,009 | APPLE INC |
31,183 |
+4,782 |
$5,347 | AAPL | 31,183 | +4,782 | $5,347 | J P MORGAN EXCHANGE TRADED F (JPST) |
87,744 |
-6,044 |
$4,427 | JPST | 87,744 | -6,044 | $4,427 | FIRST TR MORNINGSTAR DIVID L (FDL) |
52,841 |
-39,411 |
$2,033 | FDL | 52,841 | -39,411 | $2,033 | ISHARES TR (USMV) |
23,687 |
-4,594 |
$1,980 | USMV | 23,687 | -4,594 | $1,980 | SHERWIN WILLIAMS CO |
4,500 |
UNCH |
$1,563 | SHW | 4,500 | UNCH | $1,563 | PACER FDS TR |
50,829 |
+7,226 |
$1,373 | PSFF | 50,829 | +7,226 | $1,373 | FIRST TR EXCHNG TRADED FD VI (UCON) |
54,908 |
-1,663 |
$1,351 | UCON | 54,908 | -1,663 | $1,351 | BERKSHIRE HATHAWAY INC DEL |
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$1,271 | BRK.B | 3,022 | +24 | $1,271 | ABBVIE INC |
6,946 |
+2,091 |
$1,265 | ABBV | 6,946 | +2,091 | $1,265 | CAPITAL GROUP GBL GROWTH EQT |
38,191 |
-8,430 |
$1,100 | CGGO | 38,191 | -8,430 | $1,100 | ISHARES TR (QUAL) |
6,608 |
-1,366 |
$1,086 | QUAL | 6,608 | -1,366 | $1,086 | FORD MTR CO DEL |
75,000 |
-500 |
$996 | F | 75,000 | -500 | $996 | PACER FDS TR |
14,552 |
+238 |
$846 | COWZ | 14,552 | +238 | $846 | FIRST TR EXCHNG TRADED FD VI (BUFR) |
28,532 |
+28,532 |
$798 | BUFR | 28,532 | +28,532 | $798 | ABBOTT LABS |
6,269 |
+2,191 |
$713 | ABT | 6,269 | +2,191 | $713 | FIRST TR EXCHNG TRADED FD VI (BUFQ) |
25,173 |
+25,173 |
$713 | BUFQ | 25,173 | +25,173 | $713 | INVESCO QQQ TR |
1,565 |
+75 |
$695 | QQQ | 1,565 | +75 | $695 | FIRST TR EXCHNG TRADED FD VI (BUFZ) |
28,566 |
+28,566 |
$636 | BUFZ | 28,566 | +28,566 | $636 | DBX ETF TR (QARP) |
12,298 |
+12,298 |
$600 | QARP | 12,298 | +12,298 | $600 | PACER FDS TR |
11,994 |
-2,551 |
$590 | CALF | 11,994 | -2,551 | $590 | AMAZON COM INC |
2,869 |
-94 |
$518 | AMZN | 2,869 | -94 | $518 | ELI LILLY & CO |
635 |
+10 |
$494 | LLY | 635 | +10 | $494 | ISHARES TR (SMLF) |
7,733 |
-1,305 |
$492 | SMLF | 7,733 | -1,305 | $492 | SIREN ETF TR (LEAD) |
7,434 |
+605 |
$491 | LEAD | 7,434 | +605 | $491 | BANK AMERICA CORP |
12,800 |
UNCH |
$485 | BAC | 12,800 | UNCH | $485 | SCHWAB STRATEGIC TR |
5,202 |
+5,202 |
$482 | SCHG | 5,202 | +5,202 | $482 | ISHARES TR (MTUM) |
2,373 |
-472 |
$445 | MTUM | 2,373 | -472 | $445 | FRANKLIN TEMPLETON ETF TR (FLMX) |
12,723 |
+136 |
$433 | FLMX | 12,723 | +136 | $433 | FIRST TR NAS100 EQ WEIGHTED (QQEW) |
3,377 |
-1,597 |
$418 | QQEW | 3,377 | -1,597 | $418 | ISHARES TR (LRGF) |
7,405 |
-2,617 |
$398 | LRGF | 7,405 | -2,617 | $398 | CHEMOURS CO |
15,100 |
UNCH |
$397 | CC | 15,100 | UNCH | $397 | INTERNATIONAL BUSINESS MACHS |
2,050 |
+50 |
$391 | IBM | 2,050 | +50 | $391 | MICROSOFT CORP |
901 |
+13 |
$379 | MSFT | 901 | +13 | $379 | BROADCOM INC |
268 |
UNCH |
$355 | AVGO | 268 | UNCH | $355 | KRAFT HEINZ CO |
9,000 |
UNCH |
$332 | KHC | 9,000 | UNCH | $332 | CDW CORP |
1,291 |
+4 |
$330 | CDW | 1,291 | +4 | $330 | FIRST TR EXCH TRADED FD III (SDVD) |
14,406 |
+14,406 |
$317 | SDVD | 14,406 | +14,406 | $317 | INVESCO EXCHANGE TRADED FD T (PKW) |
2,895 |
+40 |
$313 | PKW | 2,895 | +40 | $313 | J P MORGAN EXCHANGE TRADED F (JMST) |
6,094 |
+66 |
$309 | JMST | 6,094 | +66 | $309 | DOW INC |
4,883 |
+150 |
$283 | DOW | 4,883 | +150 | $283 | FIRST TR EXCHANGE TRADED FD (FDN) |
1,270 |
-378 |
$260 | FDN | 1,270 | -378 | $260 | EXXON MOBIL CORP |
2,148 |
+2,148 |
$250 | XOM | 2,148 | +2,148 | $250 | STERLING INFRASTRUCTURE INC |
2,200 |
+2,200 |
$243 | STRL | 2,200 | +2,200 | $243 | OLIN CORP |
4,000 |
UNCH |
$235 | OLN | 4,000 | UNCH | $235 | FIRST TR EXCHNG TRADED FD VI (DAPR) |
7,001 |
UNCH |
$233 | DAPR | 7,001 | UNCH | $233 | FIRST TR EXCHNG TRADED FD VI (DJUN) |
5,746 |
-257 |
$230 | DJUN | 5,746 | -257 | $230 | AT&T INC |
12,944 |
+1,828 |
$228 | T | 12,944 | +1,828 | $228 | FISERV INC |
1,378 |
+1,378 |
$220 | FI | 1,378 | +1,378 | $220 | VISA INC |
763 |
+763 |
$213 | V | 763 | +763 | $213 | VALERO ENERGY CORP |
1,212 |
+1,212 |
$207 | VLO | 1,212 | +1,212 | $207 | FIRST TR EXCHANGE TRADED FD |
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$0 (exited) | FBT | 0 | -1,417 | $0 | ISHARES TR |
0 |
-4,510 |
$0 (exited) | XT | 0 | -4,510 | $0 |
See Summary: Ergawealth Advisors Inc. Top Holdings
See Details: Top 10 Stocks Held By Ergawealth Advisors Inc.
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