Ergawealth Advisors

Ergawealth Advisors as of Dec. 31, 2025

Portfolio Holdings for Ergawealth Advisors

Ergawealth Advisors holds 54 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
First Tr Exchange Traded Buywrit Incm Etf (FTHI) 22.8 $50M 2.1M 23.62
Capital Group Growth Etf Shs Creation Uni (CGGR) 14.7 $32M 719k 44.47
Capital Group Dividend Value Shs Creation Uni (CGDV) 12.1 $26M 603k 43.64
Capital Group Equity Etf Tr Us Small And Mid (CGMM) 9.9 $22M 749k 28.84
Capital Group Core Equity Et Shs Creation Uni (CGUS) 7.3 $16M 395k 40.23
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 7.3 $16M 458k 34.65
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 2.6 $5.7M 168k 34.26
Capital Group New Geography SHS (CGNG) 2.4 $5.3M 165k 31.93
First Tr Exchange Traded Risng Divd Achiv (RDVY) 2.1 $4.5M 65k 69.47
J P Morgan Exchange Traded F Equity Premium (JEPI) 2.0 $4.3M 75k 57.24
First Tr Exchange-traded Cap Strength Etf (FTCS) 1.7 $3.7M 40k 92.51
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ) 1.6 $3.4M 95k 35.84
First Tr Exchange-traded Smid Risng Etf (SDVY) 1.1 $2.4M 62k 38.32
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.0 $2.2M 44k 50.59
Pacer Fds Tr Lunt Lrgcp Multi (PALC) 0.9 $2.0M 39k 52.24
Apple (AAPL) 0.9 $1.9M 7.2k 271.86
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) 0.8 $1.7M 65k 26.53
Sherwin-Williams Company (SHW) 0.7 $1.5M 4.5k 324.03
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $1.1M 12k 94.16
Abbvie (ABBV) 0.5 $1.1M 5.0k 228.48
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.5 $993k 35k 28.24
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $986k 5.0k 198.62
Ford Motor Company (F) 0.5 $984k 75k 13.12
Ea Series Trust Strive Enhanced (BUXX) 0.4 $801k 40k 20.24
First Tr Exchange-traded Ft Vest S&p 500 (KNG) 0.4 $764k 16k 49.15
Bank of America Corporation (BAC) 0.3 $704k 13k 55.00
Microsoft Corporation (MSFT) 0.3 $665k 1.4k 483.51
International Business Machines (IBM) 0.3 $592k 2.0k 296.21
Pacer Fds Tr Lunt Lrg Cp Altr (ALTL) 0.3 $575k 13k 42.92
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.3 $572k 9.8k 58.12
First Tr Exchange-traded Ft Vest Ris (RDVI) 0.3 $548k 21k 26.24
Abbott Laboratories (ABT) 0.2 $543k 4.3k 125.28
Amazon (AMZN) 0.2 $537k 2.3k 230.82
Alps Etf Tr Alerian Mlp (AMLP) 0.2 $410k 8.7k 47.02
Ishares Tr Core S&p500 Etf (IVV) 0.2 $406k 592.00 684.92
Ishares Tr Us Sml Cap Eqt (SMLF) 0.2 $393k 5.3k 74.88
Neos Etf Trust Neos S&p 500 Hi (SPYI) 0.2 $370k 7.0k 52.53
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GJUL) 0.1 $305k 7.4k 41.33
First Tr Exchng Traded Fd Vi Vest Us Max Buff (JULM) 0.1 $298k 8.9k 33.60
At&t (T) 0.1 $297k 12k 24.84
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $294k 2.9k 99.88
Exxon Mobil Corporation (XOM) 0.1 $289k 2.4k 120.34
Ishares Tr U S Equity Factr (LRGF) 0.1 $285k 4.1k 69.44
Ishares Tr Msci Usa Mmentm (MTUM) 0.1 $275k 1.1k 250.28
Ge Aerospace Com New (GE) 0.1 $270k 875.00 308.03
Ishares Gold Tr Ishares New (IAU) 0.1 $261k 3.2k 81.17
Ishares Tr TRS FLT RT BD (TFLO) 0.1 $240k 4.8k 50.46
Chemours (CC) 0.1 $237k 20k 11.79
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.1 $232k 4.6k 50.95
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $222k 2.2k 102.39
Kraft Heinz (KHC) 0.1 $218k 9.0k 24.25
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.1 $216k 2.6k 82.82
Eli Lilly & Co. (LLY) 0.1 $216k 201.00 1074.68
Kroger (KR) 0.1 $204k 3.3k 62.48