Ehrlich Financial Group Incresed Positions in Q4 2024

Ehrlich Financial Group

  • $141 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JQUA
J P Morgan ETF Tr U S Quality

ETFs
95.8K
+ 1052.22%
$55.86 - $60.21 $5.35M - $5.77M
105K $6.01B
IVW
Ishares S&P 500 Growth ETF

ETFs
8.7K
+ 7.35%
$94.43 - $105.47 $822K - $918K
127K $12.9B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
6.36K
+ 266.43%
$113.92 - $127.38 $724K - $810K
8.74K $1.01B
TLT
Ishares Barclays 20+ Year Trea

ETFs
11K
+ 40.03%
$87.1 - $98.49 $960K - $1.09M
38.5K $3.37B
EFG
Msci Eafe Growth ETF

ETFs
10.8K
+ 30.01%
$96.83 - $106.88 $1.05M - $1.16M
46.8K $4.53B
IVV
Ishares Core S&P 500 ETF

ETFs
568
+ 14.01%
$570.51 - $610.59 $324K - $347K
4.62K $2.72B
AVUS
American Centy ETF Tr Avantis

ETFs
1.4K
+ 1.51%
$94.36 - $102.06 $132K - $143K
94K $9.11B
VTV
Vanguard Value ETF

ETFs
1.66K
+ 19.42%
$168.32 - $181.87 $279K - $301K
10.2K $1.72B
PFF
Ishares Trust Ishares Pfd And

ETFs
5.76K
+ 49.77%
$31.23 - $33.51 $180K - $193K
17.3K $545M
TECB
Ishares Tr Us Tech Breakthroug

ETFs
2.52K
+ 42.25%
$50.52 - $56.61 $127K - $143K
8.48K $451M
SCHG
Schwab Strategic Tr Us Large C

ETFs
13.2K
+ 433.94%
$25.93 - $105.3 $343K - $1.39M
16.3K $453M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
36.4K
+ 239.59%
$26.93 - $84.95 $980K - $3.09M
51.6K $1.41B
CMF
Ishares California Muni Bond E

ETFs
3.3K
+ 3.57%
$56.66 - $58.1 $187K - $192K
95.8K $5.49B
FTEC
Fidelity Covington Tr Msci Inf

ETFs
17
+ 0.26%
$170.03 - $192.78 $2.89K - $3.28K
6.49K $1.2B
SPTS
Spdr Portfolio Short Term Trea

ETFs
3.34K
+ 4.87%
$28.88 - $29.33 $96.6K - $98.1K
72K $2.09B
XLF
Financial Sector Spdr

ETFs
1.02K
+ 18.28%
$44.89 - $51.34 $45.6K - $52.2K
6.57K $318M
XLE
Energy Sector Spdr

ETFs
834
+ 29.58%
$83.32 - $97.27 $69.5K - $81.1K
3.65K $313M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
11.2K
+ 257.27%
$22.01 - $66.82 $247K - $749K
15.6K $353M
ICVT
Ishares Tr Convertible Bond Et

ETFs
636
+ 22.05%
$83.09 - $89.28 $52.8K - $56.8K
3.52K $299M
USFR
Wisdomtree Floating Rate Treas

ETFs
936
+ 7.31%
$50.23 - $50.46 $47K - $47.2K
13.7K $691M
OEF
Ishares S&P 100 ETF

ETFs
34
+ 1.27%
N/A
2.71K $784M
FDIS
Fidelity Covington Tr Msci Con

ETFs
11
+ 0.27%
$85.33 - $104.24 $939 - $1.15K
4.04K $394M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
875
+ 6.35%
$44.33 - $49.55 $38.8K - $43.4K
14.7K $658M
AXP
American Express CO

Financial Services
8
+ 0.72%
$267.35 - $305.57 $2.14K - $2.44K
1.12K $331M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
997
+ 3.01%
$49.74 - $50.43 $49.6K - $50.3K
34.1K $1.7B
IFRA
Ishares Tr

ETFs
702
+ 9.19%
$45.94 - $51.71 $32.2K - $36.3K
8.34K $386M
CORP
Pimco Investment Grade Corp Bd

ETFs
425
+ 11.92%
$95.1 - $99.41 $40.4K - $42.2K
3.99K $380M
PREF
Principal Spectrum Pfd Secs Ac

ETFs
1.3K
+ 9.5%
$18.59 - $18.8 $24.1K - $24.4K
14.9K $278M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
151
+ 1.78%
$53.94 - $58.15 $8.14K - $8.78K
8.65K $487M
Blackrock ETF Trust Ii
2.02K
+ 3.48%
N/A
60.1K $3.12B
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
346
+ 8.42%
$70.12 - $75.48 $24.3K - $26.1K
4.46K $315M
MUB
Ishares National Muni Bond ETF

ETFs
315
+ 3.69%
$105.78 - $108.7 $33.3K - $34.2K
8.85K $943M
JBBB
Janus Detroit Str Tr Henderson

ETFs
214
+ 2.81%
$48.59 - $49.45 $10.4K - $10.6K
7.82K $385M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
408
+ 8.97%
$131.66 - $144.0 $53.7K - $58.8K
4.96K $655M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
71
+ 1.95%
$126.68 - $134.74 $8.99K - $9.57K
3.72K $474M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
400
+ 5.14%
$24.94 - $26.14 $9.98K - $10.5K
8.19K $205M
BAR
Granite Shares Gold Trust

ETFs
50
+ 0.29%
$25.3 - $27.51 $1.27K - $1.38K
17.2K $446M
FNDA
Schwab Fundamental U S Small C

ETFs
4.49K
+ 100.0%
$29.26 - $59.11 $131K - $265K
8.98K $267M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
59
+ 1.23%
$45.17 - $47.23 $2.67K - $2.79K
4.84K $220M
NKX
Nuveen California Amt Free Quality Municipal Income Fund

Financial Services
537
+ 2.89%
$12.3 - $13.88 $6.61K - $7.45K
19.1K $242M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
157
+ 1.8%
N/A
8.9K $562M
EXI
Ishares Global Industrials ETF

ETFs
7
+ 0.24%
$141.14 - $152.06 $988 - $1.06K
2.95K $417M
IVOL
Kraneshares Tr Quadratic Int R

ETFs
63
+ 0.35%
$17.44 - $19.38 $1.1K - $1.22K
17.9K $318M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
15
+ 0.28%
$46.96 - $51.46 $704 - $772
5.32K $251M
VIG
Vanguard Dividend Appreciation

ETFs
25
+ 0.14%
N/A
18.2K $3.56B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12.9K
+ 101.31%
$18.41 - $40.87 $237K - $526K
25.6K $473M
ILF
Ishares Latin America 40 ETF

ETFs
3.22K
+ 9.84%
$20.91 - $26.09 $67.4K - $84K
35.9K $752M
JMBS
Janus Detroit Str Tr Henderson

ETFs
155
+ 0.36%
$44.03 - $46.65 $6.82K - $7.23K
42.9K $1.89B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
884
+ 4.11%
$99.04 - $109.59 $87.6K - $96.9K
22.4K $2.23B
Activity Summary
Buys All Purchases 68 New Holdings 15 Increased Positions 53 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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