Ergawealth Advisors, Inc. Portfolio Holdings

Ergawealth Advisors, Inc.

  • $202 Billion
  • Q3 2024

Ergawealth Advisors, Inc. has filed its 13F form on October 23, 2024 for Q3 2024 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 $20.7B, First Trust Capital Strength E with a value of $18.5B, J P Morgan Exchange Traded Fd with a value of $18.3B, Capital Group Divid Value ETF with a value of $17.7B, and First Trust Rising Dividend Ac with a value of $15.2B.

Examining the 13F form we can see an increase of $18B in the current position value, from $184B 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: $150 Billion
Technology: $9.26 Billion
Financial Services: $2.44 Billion
Basic Materials: $2.28 Billion
Healthcare: $2.02 Billion
Consumer Cyclical: $1.54 Billion
Industrials: $319 Million
Consumer Defensive: $316 Million
Other: $569 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.62T
$7.42 Billion 3.68% of portfolio
31,826
Q3 2024 Reduced 0.08%
-
$5.47 Billion 2.71% of portfolio
-
Q3 2024 Added 9.01%
$93B
$1.72 Billion 0.85% of portfolio
4,500
Q4 2022 New
$587B
$1.72 Billion 0.85% of portfolio
3,728
Q3 2024 Added 1.64%
$360B
$979 Million 0.49% of portfolio
4,956
Q3 2024 Reduced 0.72%
$40.6B
$792 Million 0.39% of portfolio
75,033
Q3 2024 Reduced 1.27%
-
$612 Million 0.3% of portfolio
-
Q3 2024 New
$788B
$557 Million 0.28% of portfolio
629
Q3 2024 Reduced 0.32%
-
$566 Million 0.28% of portfolio
-
Q3 2024 Added 1.9%
$1.9T
$538 Million 0.27% of portfolio
2,885
Q3 2024 Added 0.31%
$336B
$508 Million 0.25% of portfolio
12,800
Q4 2022 New
$199B
$488 Million 0.24% of portfolio
4,278
Q3 2024 Added 1.3%
$68.8B
$462 Million 0.23% of portfolio
2,680
Q3 2024 Added 900.0%
$185B
$442 Million 0.22% of portfolio
2,000
Q3 2024 Reduced 0.2%
$3.03T
$402 Million 0.2% of portfolio
934
Q3 2024 Added 3.32%
$4.65B
$319 Million 0.16% of portfolio
2,200
Q1 2024 New
$2.76B
$307 Million 0.15% of portfolio
15,100
Q4 2022 New
$25.5B
$294 Million 0.15% of portfolio
1,298
Q3 2024 Added 0.31%
$487B
$297 Million 0.15% of portfolio
2,534
Q3 2024 Reduced 1.29%
$161B
$272 Million 0.13% of portfolio
12,351
Q3 2024 Reduced 1.96%
$34.8B
$259 Million 0.13% of portfolio
4,733
Q3 2024 Reduced 3.07%
$79.5B
$248 Million 0.12% of portfolio
1,378
Q1 2024 New
$474B
$219 Million 0.11% of portfolio
798
Q3 2024 Added 4.59%
$403B
$206 Million 0.1% of portfolio
508
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $202 Billion
  • Prior Value $184 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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