Ehrlich Financial Group Purchases and Sells in Q3 2025

Ehrlich Financial Group

$168 Billion
Q3 2025

Top Buys

Incresed Positions

44 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IVW	1.14K + 1.17%	$108.97 - $121.65 $124K - $139K	98.7K $11.9B
DYNF	7.09K + 4.83%	$54.35 - $59.32 $385K - $420K	154K $9.1B
XLK	1.6K + 7.72%	$250.97 - $282.66 $401K - $451K	22.3K $6.28B
SHV	9.41K + 72.55%	$110.06 - $110.49 $1.04M - $1.04M	22.4K $2.47B
SPEM	12.5K + 12.95%	$42.67 - $46.91 $531K - $584K	109K $5.08B
IAU	5.94K + 15.26%	$61.62 - $72.77 $366K - $432K	44.9K $3.27B

New Holdings

9 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PIMCO ETF TR	64.4K New	N/A	64.4K $1.73B
SOXX	4.71K New	$236.93 - $271.12 $1.12M - $1.28M	4.71K $1.28B
PZA	17.5K New	$21.89 - $23.17 $383K - $405K	17.5K $404M
FNDF	6.02K New	$39.84 - $43.15 $240K - $260K	6.02K $259M
VTIP	5.09K New	$49.78 - $50.75 $254K - $258K	5.09K $258M
GLOBAL X FDS	3.43K New	N/A	3.43K $241M

Top Sells

Reduced Positions

48 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JAAA	-22.9K - 37.67%	$50.53 - $50.82 $1.16M - $1.17M	38K $1.93B
EMXC	-6.05K - 26.55%	$62.54 - $68.42 $379K - $414K	16.7K $1.13B
TLH	-2.85K - 12.66%	$98.52 - $103.93 $280K - $296K	19.6K $2.02B
IJR	-2.71K - 20.46%	$108.46 - $120.63 $294K - $327K	10.5K $1.25B
MBB	-1.43K - 34.66%	$92.46 - $95.73 $132K - $137K	2.7K $257M
BLACKROCK ETF TRUST	-5.44K - 5.37%	N/A	96K $2.69B

Activity Summary All Purchases 53 New Holdings 9 Increased Positions 44 All Sells 48 Reductions 48 Sold out 0 Calls 0 Puts 0

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