Ehrlich Financial Group Portfolio Holdings by Sector

Ehrlich Financial Group

$137 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVW IVE AVUS DYNF JQUA CMF VIG JEPI 74 stocks	$120 Million 93.33% of portfolio	31	38	8	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.38 Million 1.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs ILF 1 stocks	$850,766 0.66% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare EW 1 stocks	$793,629 0.62% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$787,709 0.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$705,220 0.55% of portfolio	1	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V AXP 2 stocks	$612,577 0.48% of portfolio	1	1	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs IXJ 1 stocks	$479,344 0.37% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$459,359 0.36% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$405,293 0.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY JNJ 2 stocks	$402,683 0.31% of portfolio	2	-	2	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$399,546 0.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services NKX RMT 2 stocks	$329,465 0.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$291,004 0.23% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ 1 stocks	$242,671 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical WSM 1 stocks	$220,708 0.17% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy CVX 1 stocks	$211,320 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts

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