Ehrlich Financial Group Incresed Positions in Q3 2025

Ehrlich Financial Group

  • $168 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
1.14K
+ 1.17%
$108.97 - $121.65 $124K - $139K
98.7K $11.9B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.09K
+ 4.83%
$54.35 - $59.32 $385K - $420K
154K $9.1B
XLK
Technology Sector Spdr

ETFs
1.6K
+ 7.72%
$250.97 - $282.66 $401K - $451K
22.3K $6.28B
SHV
Ishares Tr

ETFs
9.41K
+ 72.55%
$110.06 - $110.49 $1.04M - $1.04M
22.4K $2.47B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
12.5K
+ 12.95%
$42.67 - $46.91 $531K - $584K
109K $5.08B
IAU
Ishares Gold Trust

ETFs
5.94K
+ 15.26%
$61.62 - $72.77 $366K - $432K
44.9K $3.27B
IVE
Ishares S&P 500 Value ETF

ETFs
1.6K
+ 3.85%
$194.44 - $206.51 $311K - $331K
43.1K $8.91B
Blackrock ETF Trust
15.1K
+ 18.95%
N/A
94.9K $3.59B
ILF
Ishares Latin America 40 ETF

ETFs
23.3K
+ 234.87%
$24.77 - $28.98 $577K - $675K
33.2K $960M
AVUS
American Centy ETF Tr Avantis

ETFs
1.44K
+ 2.35%
$101.2 - $109.16 $145K - $157K
62.6K $6.8B
OEF
Ishares S&P 100 ETF

ETFs
786
+ 6.26%
N/A
13.3K $4.44B
EFV
Msci Eafe Value ETF

ETFs
4.34K
+ 6.55%
$62.79 - $68.42 $272K - $297K
70.6K $4.79B
JQUA
J P Morgan ETF Tr U S Quality

ETFs
2.48K
+ 2.13%
$59.61 - $63.09 $148K - $156K
119K $7.49B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.05K
+ 54.41%
$102.4 - $103.88 $415K - $421K
11.5K $1.19B
XTEN
Bondbloxx ETF Tr Bloomberg 10
5.52K
+ 7.13%
N/A
82.9K $3.86B
Blackrock ETF Trust Ii
4.58K
+ 7.32%
N/A
67.2K $3.58B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
485
+ 5.95%
$236.25 - $257.69 $115K - $125K
8.63K $2.21B
Blackrock ETF Trust Ii
4.76K
+ 47.32%
N/A
14.8K $728M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
2.64K
+ 29.42%
N/A
11.6K $777M
IRBO
Ishares Robotics & Artificial

ETFs
3.01K
+ 46.31%
N/A
9.5K $435M
J P Morgan Exchange Traded F
2.35K
+ 49.29%
N/A
7.11K $462M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
4.93K
+ 4.08%
$21.77 - $22.57 $107K - $111K
126K $2.82B
IETC
Ishares U S ETF Tr

ETFs
1.14K
+ 40.79%
$92.7 - $103.65 $105K - $118K
3.93K $400M
IEMG
Ishares Inc

ETFs
1.73K
+ 44.16%
N/A
5.63K $371M
BNDX
Vanguard Total International B

ETFs
2.63K
+ 5.25%
$49.0 - $49.51 $129K - $130K
52.8K $2.61B
XLU
Utilities Sector Spdr

ETFs
1.23K
+ 50.26%
$81.14 - $87.32 $100K - $108K
3.69K $321M
CMF
Ishares California Muni Bond E

ETFs
121
+ 0.14%
$55.16 - $57.13 $6.67K - $6.91K
86.8K $4.95B
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.13K
+ 11.87%
$96.22 - $98.19 $108K - $111K
10.6K $1.04B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
787
+ 5.89%
$53.81 - $57.52 $42.3K - $45.3K
14.2K $814M
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
3.64K
+ 18.93%
$11.48 - $12.67 $41.8K - $46.1K
22.9K $290M
IGV
Ishares Expanded Tech Software

ETFs
237
+ 4.35%
$105.96 - $117.79 $25.1K - $27.9K
5.69K $655M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
51
+ 9.86%
$567.77 - $614.76 $29K - $31.4K
568 $348M
SCHG
Schwab Strategic Tr Us Large C

ETFs
98
+ 0.6%
$28.92 - $32.19 $2.83K - $3.15K
16.4K $522M
TLT
Ishares Barclays 20+ Year Trea

ETFs
342
+ 2.9%
$85.01 - $90.35 $29.1K - $30.9K
12.1K $1.08B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
199
+ 0.7%
$21.69 - $23.34 $4.32K - $4.64K
28.6K $666M
American Centy ETF Tr
381
+ 3.38%
N/A
11.7K $581M
MSFT
Microsoft Corp

Technology
12
+ 0.99%
$491.09 - $535.64 $5.89K - $6.43K
1.22K $633M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
13
+ 1.49%
$459.11 - $506.91 $5.97K - $6.59K
885 $445M
AXP
American Express CO

Financial Services
15
+ 1.34%
$294.27 - $342.31 $4.41K - $5.13K
1.13K $376M
RMT
Royce Micro Cap Trust, Inc.

Financial Services
66
+ 0.63%
$9.2 - $10.5 $607 - $693
10.6K $110M
AMZN
Amazon Com Inc

Consumer Cyclical
45
+ 2.1%
$211.65 - $238.24 $9.52K - $10.7K
2.19K $480M
VZ
Verizon Communications Inc

Communication Services
2
+ 0.04%
$40.84 - $45.06 $81.7 - $90.1
5.35K $235M
EW
Edwards Lifesciences Corp

Healthcare
57
+ 0.51%
$73.75 - $81.83 $4.2K - $4.66K
11.3K $875M
Activity Summary
Buys All Purchases 53 New Holdings 9 Increased Positions 44 Sells All Sells 48 Reductions 48 Sold out 0 Options Calls 0 Puts 0
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