Ergawealth Advisors, Inc. Portfolio Holdings

Ergawealth Advisors, Inc.

  • $202 Billion
  • Q4 2024

Ergawealth Advisors, Inc. has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $202 Billion distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Capital Group Growth ETF Shs C with a value of $22.3B, Capital Group Divid Value ETF with a value of $18.1B, J P Morgan Exchange Traded Fd with a value of $17.1B, First Trust Capital Strength E with a value of $16.9B, and First Trust Rising Dividend Ac with a value of $15.1B.

Examining the 13F form we can see an increase of $679M in the current position value, from $202B to 202B.

Ergawealth Advisors, Inc. is based out at Oak Brook, IL

Below you can find more details about Ergawealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $202 Billion
ETFs: $151 Billion
Technology: $9.6 Billion
Financial Services: $2.5 Billion
Healthcare: $1.84 Billion
Basic Materials: $1.78 Billion
Consumer Cyclical: $1.31 Billion
Industrials: $367 Million
Communication Services: $279 Million
Other: $551 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.66T
$7.87 Billion 3.89% of portfolio
31,410
Q4 2024 Reduced 1.31%
-
$5.41 Billion 2.67% of portfolio
-
Q4 2024 Added 0.43%
$614B
$1.73 Billion 0.86% of portfolio
3,819
Q4 2024 Added 2.44%
$93.4B
$1.53 Billion 0.76% of portfolio
4,500
Q4 2022 New
$337B
$881 Million 0.44% of portfolio
4,956
Q3 2024 Reduced 0.72%
$36.5B
$743 Million 0.37% of portfolio
75,033
Q3 2024 Reduced 1.27%
-
$594 Million 0.29% of portfolio
-
Q4 2024 Added 4.33%
$2.33T
$567 Million 0.28% of portfolio
2,585
Q4 2024 Reduced 10.4%
$380B
$563 Million 0.28% of portfolio
12,800
Q4 2022 New
-
$553 Million 0.27% of portfolio
-
Q4 2024 Added 4.69%
$226B
$484 Million 0.24% of portfolio
4,278
Q3 2024 Added 1.3%
$835B
$479 Million 0.24% of portfolio
620
Q4 2024 Reduced 1.43%
-
$463 Million 0.23% of portfolio
-
Q4 2024 New
$91.1B
$467 Million 0.23% of portfolio
2,014
Q4 2024 Reduced 24.85%
$226B
$440 Million 0.22% of portfolio
2,000
Q3 2024 Reduced 0.2%
$4.54B
$367 Million 0.18% of portfolio
2,177
Q4 2024 Reduced 1.05%
$35.9B
$276 Million 0.14% of portfolio
9,000
Q4 2022 New
$79.5B
$283 Million 0.14% of portfolio
1,378
Q1 2024 New
$175B
$279 Million 0.14% of portfolio
12,250
Q4 2024 Reduced 0.82%
$454B
$274 Million 0.14% of portfolio
2,552
Q4 2024 Added 0.71%
$2.76B
$255 Million 0.13% of portfolio
15,100
Q4 2022 New
$26B
$227 Million 0.11% of portfolio
1,303
Q4 2024 Added 0.39%
$569B
$208 Million 0.1% of portfolio
657
Q4 2024 Reduced 17.67%

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $202 Billion
  • Prior Value $202 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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