Ehrlich Financial Group Portfolio Holdings
Ehrlich Financial Group
- $140 Billion
- Q3 2024
Ehrlich Financial Group has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $140 Billion distributed in 108 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $11.3B, American Centy ETF Tr Avantis with a value of $8.81B, Ishares S&P 500 Value ETF with a value of $7.38B, Ishares Msci Usa Quality Facto with a value of $6.93B, and Blackrock ETF Tr U S Equity Fa with a value of $6.91B.
Examining the 13F form we can see an increase of $13.5B in the current position value, from $127B to 140B.
Ehrlich Financial Group is based out at Laguna Niguel, CA
Below you can find more details about Ehrlich Financial Group portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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