Ergawealth Advisors, Inc. has filed its 13F form on October 23, 2024 for Q3 2024 where it was disclosed a total value porftolio of $202 Billion distributed in 60 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 $20.7B, First Trust Capital Strength E with a value of $18.5B, J P Morgan Exchange Traded Fd with a value of $18.3B, Capital Group Divid Value ETF with a value of $17.7B, and First Trust Rising Dividend Ac with a value of $15.2B.

Examining the 13F form we can see an increase of $18B in the current position value, from $184B 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: $150 Billion
Technology: $9.26 Billion
Financial Services: $2.44 Billion
Basic Materials: $2.28 Billion
Healthcare: $2.02 Billion
Consumer Cyclical: $1.54 Billion
Industrials: $319 Million
Consumer Defensive: $316 Million
Other: $569 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 60
  • Current Value $202 Billion
  • Prior Value $184 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 23, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 3 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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