Ergawealth Advisors

Ergawealth Advisors as of March 31, 2025

Portfolio Holdings for Ergawealth Advisors

Ergawealth Advisors holds 60 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Capital Group Growth Etf Shs Creation Uni (CGGR) 10.3 $21M 609k 34.25
Capital Group Dividend Value Shs Creation Uni (CGDV) 9.6 $19M 545k 35.64
J P Morgan Exchange Traded F Equity Premium (JEPI) 8.0 $16M 283k 57.14
First Tr Exchange-traded Cap Strength Etf (FTCS) 7.6 $15M 172k 89.64
First Tr Exchange Traded Risng Divd Achiv (RDVY) 7.5 $15M 257k 58.54
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 6.3 $13M 426k 29.69
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 5.4 $11M 218k 50.52
First Tr Exchange-traded Smid Risng Etf (SDVY) 4.9 $10M 298k 33.50
Pacer Fds Tr Lunt Lrgcp Multi (PALC) 4.9 $10M 208k 47.95
Pacer Fds Tr Lunt Lrg Cp Altr (ALTL) 4.2 $8.5M 244k 34.81
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 3.7 $7.5M 253k 29.86
Apple (AAPL) 3.4 $6.9M 31k 222.13
First Tr Exchange-traded Ft Vest Ris (RDVI) 3.0 $6.1M 256k 23.72
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 2.2 $4.5M 88k 50.63
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 2.2 $4.4M 85k 51.78
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) 1.8 $3.7M 157k 23.50
First Tr Exch Traded Fd Iii Ft Vest Smid (SDVD) 1.3 $2.6M 128k 19.97
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.0 $2.1M 4.0k 532.58
Ishares Tr Msci Usa Min Vol (USMV) 0.8 $1.7M 18k 93.66
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.8 $1.6M 64k 24.95
Sherwin-Williams Company (SHW) 0.8 $1.6M 4.5k 349.19
First Tr Morningstar Divid L SHS (FDL) 0.7 $1.5M 34k 43.44
Pacer Fds Tr Us Cash Cows 100 (COWZ) 0.6 $1.2M 22k 54.76
Pacer Fds Tr Swan Sos Fd Of (PSFF) 0.6 $1.2M 40k 28.55
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $1.0M 6.0k 170.88
Abbvie (ABBV) 0.5 $1.0M 4.9k 209.53
Ford Motor Company (F) 0.4 $753k 75k 10.03
Dbx Etf Tr Xtrckr Rusl 1000 (QARP) 0.4 $723k 14k 51.74
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $651k 3.2k 202.15
Tidal Etf Tr Foliobeyond Alte (RISR) 0.3 $630k 17k 36.33
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $615k 1.3k 468.92
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.3 $573k 20k 28.33
First Tr Exchange-traded Growth Strength (FTGS) 0.3 $568k 19k 29.75
Abbott Laboratories (ABT) 0.3 $554k 4.2k 132.66
Pacer Fds Tr Lunt Mdcap Mlt (PAMC) 0.3 $551k 13k 42.39
Bank of America Corporation (BAC) 0.3 $534k 13k 41.73
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $522k 1.0k 513.91
International Business Machines (IBM) 0.2 $497k 2.0k 248.66
Eli Lilly & Co. (LLY) 0.2 $497k 602.00 825.91
Amazon (AMZN) 0.2 $492k 2.6k 190.26
Ishares Tr Us Sml Cap Eqt (SMLF) 0.2 $435k 7.0k 62.16
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $425k 8.2k 51.94
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $408k 16k 25.04
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.2 $405k 3.6k 112.67
Spdr Gold Tr Gold Shs (GLD) 0.2 $402k 1.4k 288.14
Ishares Tr U S Equity Factr (LRGF) 0.2 $381k 6.6k 57.88
At&t (T) 0.2 $346k 12k 28.28
Broadcom (AVGO) 0.2 $331k 2.0k 167.43
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.2 $327k 13k 24.75
Fiserv (FI) 0.2 $304k 1.4k 220.83
Exxon Mobil Corporation (XOM) 0.1 $300k 2.5k 118.91
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $285k 5.6k 50.85
Microsoft Corporation (MSFT) 0.1 $278k 741.00 375.25
Kraft Heinz (KHC) 0.1 $274k 9.0k 30.43
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR) 0.1 $267k 7.2k 37.22
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.1 $264k 5.2k 50.83
Sterling Construction Company (STRL) 0.1 $247k 2.2k 113.21
Cdw (CDW) 0.1 $210k 1.3k 160.31
Chemours (CC) 0.1 $204k 15k 13.53
Cheniere Energy Com New (LNG) 0.1 $200k 865.00 231.40