Ergawealth Advisors, Inc. Portfolio Holdings

Ergawealth Advisors, Inc.

  • $202 Billion
  • Q1 2025

Ergawealth Advisors, Inc. has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $202 Billion distributed in 60 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Growth ETF Shs C with a value of $20.8B, Capital Group Divid Value ETF with a value of $19.4B, J P Morgan Exchange Traded Fd with a value of $16.2B, First Trust Capital Strength E with a value of $15.4B, and First Trust Rising Dividend Ac with a value of $15.1B.

Examining the 13F form we can see an decrease of $539M in the current position value, from $202B to 202B.

Ergawealth Advisors, Inc. is based out at Oak Brook, IL

Below you can find more details about Ergawealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $202 Billion
ETFs: $152 Billion
Technology: $8.54 Billion
Financial Services: $2.65 Billion
Healthcare: $2.07 Billion
Basic Materials: $1.78 Billion
Consumer Cyclical: $1.24 Billion
Energy: $500 Million
Communication Services: $346 Million
Other: $520 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.8 Billion 10.33% of portfolio
608,694
Q1 2025 Added 1.38%
$0
$19.4 Billion 9.62% of portfolio
544,581
Q1 2025 Added 6.24%
$0
$16.2 Billion 8.02% of portfolio
283,113
Q1 2025 Reduced 4.96%
$0
$15.4 Billion 7.63% of portfolio
171,678
Q1 2025 Reduced 10.77%
$0
$15.1 Billion 7.46% of portfolio
257,311
Q1 2025 Added 0.9%
$0
$12.6 Billion 6.26% of portfolio
425,494
Q1 2025 Added 25.49%
$0
$11 Billion 5.45% of portfolio
217,703
Q1 2025 Added 2.81%
$0
$9.97 Billion 4.94% of portfolio
297,475
Q1 2025 Reduced 1.42%
$0
$9.96 Billion 4.93% of portfolio
207,687
Q1 2025 Reduced 0.11%
$0
$8.49 Billion 4.21% of portfolio
243,833
Q1 2025 Added 1.24%
$0
$7.54 Billion 3.74% of portfolio
252,553
Q1 2025 Added 14.21%
$3.21T
$6.92 Billion 3.43% of portfolio
31,137
Q1 2025 Reduced 0.87%
-
$6.07 Billion 3.01% of portfolio
-
Q1 2025 Added 14.76%
$0
$4.47 Billion 2.22% of portfolio
88,369
Q1 2025 Added 1.93%
$0
$4.39 Billion 2.18% of portfolio
84,820
Q1 2025 Added 16.76%
First Tr Exchng Traded Fd Vi
-
$3.68 Billion 1.82% of portfolio
-
Q1 2025 Added 5.31%
$674B
$2.11 Billion 1.05% of portfolio
3,970
Q1 2025 Added 3.95%
$0
$1.69 Billion 0.84% of portfolio
18,025
Q1 2025 Reduced 2.57%
$0
$1.59 Billion 0.79% of portfolio
63,808
Q1 2025 Added 5.81%
$83.5B
$1.57 Billion 0.78% of portfolio
4,500
Q4 2022 New
$0
$1.47 Billion 0.73% of portfolio
33,824
Q1 2025 Added 183.83%
$0
$1.18 Billion 0.58% of portfolio
21,459
Q1 2025 Added 5.33%
$0
$1.15 Billion 0.57% of portfolio
40,383
Q1 2025 Added 2.15%
$0
$1.03 Billion 0.51% of portfolio
6,030
Q1 2025 Reduced 0.84%
$307B
$1.02 Billion 0.5% of portfolio
4,856
Q1 2025 Reduced 2.02%
$37.4B
$753 Million 0.37% of portfolio
75,033
Q3 2024 Reduced 1.27%
$0
$722 Million 0.36% of portfolio
13,964
Q1 2025 Added 1.1%
$0
$651 Million 0.32% of portfolio
3,221
Q1 2025 Added 59.93%
$0
$630 Million 0.31% of portfolio
17,339
Q1 2025 New
$0
$615 Million 0.3% of portfolio
1,312
Q1 2025 Reduced 28.03%
$0
$573 Million 0.28% of portfolio
20,229
Q1 2025 Reduced 26.28%
-
$568 Million 0.28% of portfolio
-
Q1 2025 Added 0.9%
$0
$550 Million 0.27% of portfolio
12,986
Q1 2025 Reduced 2.46%
$231B
$554 Million 0.27% of portfolio
4,178
Q1 2025 Reduced 2.34%
$307B
$534 Million 0.26% of portfolio
12,800
Q4 2022 New
$0
$522 Million 0.26% of portfolio
1,015
Q4 2024 New
$786B
$497 Million 0.25% of portfolio
602
Q1 2025 Reduced 2.9%
$212B
$497 Million 0.25% of portfolio
2,000
Q3 2024 Reduced 0.2%
$1.7T
$492 Million 0.24% of portfolio
2,585
Q4 2024 Reduced 10.4%
$0
$435 Million 0.22% of portfolio
7,002
Q1 2025 Reduced 1.45%
$0
$425 Million 0.21% of portfolio
8,187
Q1 2025 Added 2.22%
$0
$405 Million 0.2% of portfolio
3,592
Q1 2025 Added 0.45%
$109B
$402 Million 0.2% of portfolio
1,395
Q4 2024 New
$0
$408 Million 0.2% of portfolio
16,295
Q1 2025 Reduced 35.56%
$0
$381 Million 0.19% of portfolio
6,575
Q1 2025 Reduced 1.37%
$188B
$346 Million 0.17% of portfolio
12,250
Q4 2024 Reduced 0.82%
$68.7B
$331 Million 0.16% of portfolio
1,976
Q1 2025 Reduced 1.89%
$0
$327 Million 0.16% of portfolio
13,201
Q1 2025 Reduced 23.04%
$79.5B
$304 Million 0.15% of portfolio
1,378
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $202 Billion
  • Prior Value $202 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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