Ehrlich Financial Group Portfolio Holdings by Sector

Ehrlich Financial Group

$141 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVW AVUS DYNF IVE JQUA CMF EFG EFV 82 stocks	$127 Million 93.32% of portfolio	60	20	11	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1.56 Million 1.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA 2 stocks	$959,900 0.7% of portfolio	-	2	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs IXJ IYR 2 stocks	$813,222 0.6% of portfolio	1	1	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$787,771 0.58% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare EW 1 stocks	$767,220 0.56% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs ILF 1 stocks	$751,650 0.55% of portfolio	1	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services AXP V 2 stocks	$632,010 0.46% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$493,749 0.36% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG GOOGL 2 stocks	$463,859 0.34% of portfolio	1	1	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$449,750 0.33% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$361,264 0.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services NKX RMT 2 stocks	$343,770 0.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials DE 1 stocks	$265,243 0.19% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical WSM 1 stocks	$258,511 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$216,872 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts

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