Erickson Financial Group, LLC Portfolio Holdings by Sector
Erickson Financial Group, LLC
- $131 Million
- Q2 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
MGK CGDV ESGU QQQ IWO QQQJ AGG VCIT 19 stocks |
$129,520
98.77% of portfolio
|
  7  
|
  11  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$540
0.41% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$519
0.4% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$329
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$221
0.17% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|