Erts Wealth Advisors, LLC Portfolio Holdings by Sector
Erts Wealth Advisors, LLC
- $310 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
USHY IEUR SPYG SPIB SPYV GOVT IUSG VOT 25 stocks |
$308,068
99.5% of portfolio
|
  14  
|
  10  
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$358
0.12% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$355
0.11% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
WEC 1 stocks |
$350
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$242
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
HBAN 1 stocks |
$237
0.08% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|