Ehrlich Financial Group Purchases in Q4 2025

Ehrlich Financial Group

  • $176 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
OEF
Ishares S&P 100 ETF

ETFs
9.21K
+ 69.01%
N/A
22.6K $7.74B
Global X Fds
45K
+ 1314.62%
N/A
48.5K $3.14B
IVE
Ishares S&P 500 Value ETF

ETFs
8.88K
+ 20.57%
$202.52 - $212.07 $1.8M - $1.88M
52K $11B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
37.7K
+ 34.74%
$45.45 - $48.31 $1.72M - $1.82M
146K $6.85B
VIG
Vanguard Dividend Appreciation

ETFs
6.4K
+ 58.53%
N/A
17.3K $3.81B
IAU
Ishares Gold Trust

ETFs
10.6K
+ 23.56%
$72.65 - $82.5 $768K - $873K
55.5K $4.5B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
4.67K
+ 54.11%
$245.79 - $258.02 $1.15M - $1.21M
13.3K $3.33B
IVW
Ishares S&P 500 Growth ETF

ETFs
6.13K
+ 6.21%
$118.29 - $126.28 $725K - $774K
105K $12.9B
VO
Vanguard Mid Cap ETF

ETFs
3.26K
+ 223.99%
$286.27 - $296.23 $933K - $965K
4.71K $1.37B
LQD
Ishares Iboxx $ Investment Gra

ETFs
7.7K
New
$110.25 - $112.92 $849K - $869K
7.7K $848M
Pimco ETF Tr
27.3K
+ 42.44%
N/A
91.8K $2.45B
FIBR
Ishares U.S. Fixed Income Bala

ETFs
7.99K
New
N/A
7.99K $717M
UUP
Invesco Db Us Dollar Index Bullish Fund

ETFs
22.5K
New
$27.49 - $28.33 $619K - $638K
22.5K $608M
AVUS
American Centy ETF Tr Avantis

ETFs
3.24K
+ 5.17%
$105.96 - $111.17 $343K - $360K
65.8K $7.36B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.09K
+ 2.01%
$57.9 - $61.26 $179K - $189K
157K $9.53B
Blackrock ETF Trust
9.16K
+ 9.66%
N/A
104K $4.01B
Blackrock ETF Trust Ii
7.83K
+ 52.91%
N/A
22.6K $1.1B
IEMG
Ishares Inc

ETFs
5.37K
+ 95.44%
N/A
11K $740M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
6.44K
+ 21.7%
$50.37 - $50.58 $324K - $326K
36.1K $1.82B
EMLC
Vaneck ETF Tr J.P. Morgan Em L

ETFs
11.2K
New
$25.25 - $25.65 $283K - $288K
11.2K $290M
QLTA
Ishares Trust Aaa A Rated Corp

ETFs
5.63K
New
$48.11 - $49.01 $271K - $276K
5.63K $271M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.79K
+ 14.22%
$102.37 - $105.36 $286K - $294K
22.4K $2.28B
LLY
Eli Lilly & CO

Healthcare
239
New
$799.57 - $1025.28 $191K - $245K
239 $257M
Blackrock ETF Trust
7.31K
New
N/A
7.31K $232M
JNJ
Johnson & Johnson

Healthcare
1.04K
New
$185.98 - $199.58 $194K - $208K
1.04K $216M
LCTU
Blackrock ETF Tr Us Carbon Tra

ETFs
2.84K
New
$71.13 - $74.96 $202K - $213K
2.84K $210M
Pgim Rock ETF Tr
7.02K
New
N/A
7.02K $205M
PULS
Pgim ETF Tr

ETFs
4.1K
New
$49.64 - $49.83 $204K - $204K
4.1K $203M
FNDF
Schwab Fundamental Intl Large

ETFs
4.1K
+ 68.11%
$42.35 - $45.18 $174K - $185K
10.1K $458M
Blackrock ETF Trust Ii
3.19K
+ 4.75%
N/A
70.4K $3.71B
J P Morgan Exchange Traded F
1.7K
+ 23.95%
N/A
8.82K $586M
AAPL
Apple Inc.

Technology
1
+ 0.02%
$245.27 - $275.25 $245 - $275
6.28K $1.71B
JPIE
J P Morgan Exchange Traded Fd
2.1K
+ 34.43%
$46.18 - $46.47 $97K - $97.6K
8.2K $380M
American Centy ETF Tr
1.69K
+ 14.53%
N/A
13.4K $668M
IETC
Ishares U S ETF Tr

ETFs
861
+ 21.92%
$100.06 - $107.97 $86.2K - $93K
4.79K $487M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.68K
+ 9.35%
$23.02 - $24.23 $61.6K - $64.8K
31.3K $753M
IRBO
Ishares Robotics & Artificial

ETFs
1.17K
+ 12.26%
N/A
10.7K $514M
PFF
Ishares Trust Ishares Pfd And

ETFs
2.25K
+ 13.12%
$30.84 - $31.79 $69.4K - $71.5K
19.4K $601M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.26K
+ 24.72%
$49.98 - $50.22 $62.9K - $63.2K
6.35K $314M
Blackrock ETF Trust Ii
972
+ 16.38%
N/A
6.91K $349M
AXP
American Express CO

Financial Services
8
+ 0.71%
$316.26 - $372.77 $2.53K - $2.98K
1.14K $421M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
520
+ 4.48%
N/A
12.1K $818M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
1.84K
+ 1.46%
$22.39 - $22.71 $41.2K - $41.8K
128K $2.86B
BNDX
Vanguard Total International B

ETFs
1.67K
+ 3.17%
$49.3 - $49.91 $82.5K - $83.5K
54.4K $2.63B
DE
Deere & CO

Industrials
24
+ 3.94%
$439.11 - $480.78 $10.5K - $11.5K
633 $295M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
250
+ 3.03%
$25.75 - $26.12 $6.44K - $6.53K
8.5K $219M
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.09%
$201.42 - $211.15 $201 - $211
1.16K $246M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
21
+ 0.54%
$52.54 - $55.77 $1.1K - $1.17K
3.9K $210M
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
106
+ 0.46%
$12.45 - $12.99 $1.32K - $1.38K
23K $286M
Activity Summary
Buys All Purchases 52 New Holdings 11 Increased Positions 41 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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