Erts Wealth Advisors, LLC Purchases in Q4 2024

Erts Wealth Advisors, LLC

  • $529 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.2K
+ 116.98%
$521.84 - $558.82 $626K - $670K
2.22K $1.2M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
58.7K
+ 3.35%
$36.54 - $37.53 $2.14M - $2.2M
1.81M $66.7M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
22.8K
New
$23.25 - $23.37 $530K - $533K
22.8K $531K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
38.3K
+ 4.19%
$51.09 - $55.27 $1.96M - $2.12M
953K $48.7M
TSLA
Tesla, Inc.

Consumer Cyclical
650
New
$213.65 - $479.86 $139K - $312K
650 $262K
CMF
Ishares California Muni Bond E

ETFs
4.57K
New
$56.66 - $58.1 $259K - $266K
4.57K $261K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
28.4K
+ 3.11%
$22.39 - $23.45 $635K - $665K
939K $21.6M
VIG
Vanguard Dividend Appreciation

ETFs
1.2K
+ 63.8%
N/A
3.07K $558K
IPAC
Ishares Tr Ishares Core Msci P

ETFs
30K
+ 10.08%
$60.27 - $66.27 $1.81M - $1.99M
327K $20M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
327
+ 0.13%
$84.34 - $95.14 $27.6K - $31.1K
255K $22.2M
IWS
Ishares Russell Midcap Value E

ETFs
679
+ 6.46%
$128.08 - $140.32 $87K - $95.3K
11.2K $1.45M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
466
+ 6.02%
$134.53 - $150.65 $62.7K - $70.2K
8.21K $1.11M
PNR
Pentair PLC

Industrials
7
+ 0.23%
$95.0 - $109.21 $665 - $764
3.06K $307K
Blackrock Inc
389
New
N/A
389 $0
NUHY
Nuveen Esg High Yield Corp Bon

ETFs
466
+ 1.88%
$21.02 - $21.57 $9.8K - $10.1K
25.2K $532K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
280
+ 2.06%
$22.65 - $23.8 $6.34K - $6.66K
13.9K $314K
SCHO
Schwab Short Term Us Treasury

ETFs
98K
+ 102.52%
$24.06 - $48.88 $2.36M - $4.79M
194K $4.66M
SPIB
Spdr Portfolio Intermediate Te

ETFs
36.9K
+ 2.77%
$32.65 - $33.68 $1.2M - $1.24M
1.37M $44.8M
VOE
Vanguard Mid Cap Value Index F

ETFs
5.82K
+ 3.42%
$160.89 - $176.18 $937K - $1.03M
176K $28.5M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.01K
+ 1.72%
$91.94 - $100.02 $185K - $201K
119K $11.1M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
1.79K
+ 0.79%
$89.9 - $100.66 $161K - $180K
229K $20.6M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
112K
+ 11.58%
$53.86 - $60.27 $6.05M - $6.77M
1.08M $58.4M
SPTL
Spdr Portfolio Long Term Treas

ETFs
54.3K
+ 4.82%
$26.05 - $29.17 $1.42M - $1.58M
1.18M $30.9M
Activity Summary
Buys All Purchases 24 New Holdings 4 Increased Positions 20 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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