Erickson Financial Group, LLC Portfolio Holdings by Sector
Erickson Financial Group, LLC
- $140 Million
- Q3 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
CGDV MGK ESGU QQQ IWO QQQJ VCIT AGG 22 stocks |
$137,786
98.73% of portfolio
|
  10  
|
  10  
|
  3  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$597
0.43% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ 1 stocks |
$575
0.41% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$346
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$254
0.18% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|