HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 J P MORGAN EXCHANGE TRADED F (JEPI) |
491,771 | -109,640 | $27,038 |
| JEPI | 491,771 | -109,640 | $27,038 |
| FIRST TR EXCHANGE TRADED FD (FTCS) |
223,411 | -14,903 | $17,882 |
| FTCS | 223,411 | -14,903 | $17,882 |
| CAPITAL GROUP GROWTH ETF (CGGR) |
584,954 | -2,335 | $16,513 |
| CGGR | 584,954 | -2,335 | $16,513 |
| CAPITAL GROUP DIVIDEND VALUE |
501,365 | -24,956 | $14,961 |
| CGDV | 501,365 | -24,956 | $14,961 |
| FIRST TR EXCHANGE TRADED FD (RDVY) |
219,104 | +33,833 | $11,321 |
| RDVY | 219,104 | +33,833 | $11,321 |
| FIRST TR EXCHANGE TRADED FD (KNG) |
202,358 | +143,957 | $10,458 |
| KNG | 202,358 | +143,957 | $10,458 |
| FIRST TR EXCHANGE TRADED FD (SDVY) |
279,397 | +19,628 | $9,156 |
| SDVY | 279,397 | +19,628 | $9,156 |
| PACER FDS TR |
216,204 | -3,089 | $8,862 |
| PALC | 216,204 | -3,089 | $8,862 |
| PACER FDS TR |
213,622 | +11,244 | $7,184 |
| ALTL | 213,622 | +11,244 | $7,184 |
| APPLE INC |
26,401 | +2,817 | $5,083 |
| AAPL | 26,401 | +2,817 | $5,083 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
93,788 | -2,237 | $4,711 |
| JPST | 93,788 | -2,237 | $4,711 |
| FIRST TR EXCHANGE TRADED FD (RDVI) |
158,285 | +147,845 | $3,653 |
| RDVI | 158,285 | +147,845 | $3,653 |
| FIRST TR MORNINGSTAR DIVID L (FDL) |
92,252 | -43,675 | $3,310 |
| FDL | 92,252 | -43,675 | $3,310 |
| ISHARES TR (USMV) |
28,281 | +696 | $2,207 |
| USMV | 28,281 | +696 | $2,207 |
| SHERWIN WILLIAMS CO |
4,500 | UNCH | $1,404 |
| SHW | 4,500 | UNCH | $1,404 |
| FIRST TR EXCHNG TRADED FD VI (UCON) |
56,571 | +34,282 | $1,400 |
| UCON | 56,571 | +34,282 | $1,400 |
| CAPITAL GROUP GBL GROWTH EQT |
46,621 | -18,309 | $1,200 |
| CGGO | 46,621 | -18,309 | $1,200 |
| ISHARES TR (QUAL) |
7,974 | -306 | $1,173 |
| QUAL | 7,974 | -306 | $1,173 |
| PACER FDS TR |
43,603 | +14,644 | $1,128 |
| PSFF | 43,603 | +14,644 | $1,128 |
 BERKSHIRE HATHAWAY INC DEL |
$1,069 | ||
| BRK.B | 2,998 | +97 | $1,069 |
| FORD MTR CO DEL |
75,500 | +500 | $920 |
| F | 75,500 | +500 | $920 |
| ABBVIE INC |
4,855 | UNCH | $752 |
| ABBV | 4,855 | UNCH | $752 |
| PACER FDS TR |
14,314 | +601 | $744 |
| COWZ | 14,314 | +601 | $744 |
| PACER FDS TR |
14,545 | +14,545 | $699 |
| CALF | 14,545 | +14,545 | $699 |
| INVESCO QQQ TR |
1,490 | +57 | $610 |
| QQQ | 1,490 | +57 | $610 |
| FIRST TR NAS100 EQ WEIGHTED (QQEW) |
4,974 | +116 | $584 |
| QQEW | 4,974 | +116 | $584 |
| ISHARES TR (SMLF) |
9,038 | -190 | $532 |
| SMLF | 9,038 | -190 | $532 |
| ISHARES TR (LRGF) |
10,022 | -9 | $484 |
| LRGF | 10,022 | -9 | $484 |
| CHEMOURS CO |
15,100 | UNCH | $476 |
| CC | 15,100 | UNCH | $476 |
| AMAZON COM INC |
2,963 | +230 | $450 |
| AMZN | 2,963 | +230 | $450 |
| ABBOTT LABS |
4,078 | UNCH | $449 |
| ABT | 4,078 | UNCH | $449 |
| ISHARES TR (MTUM) |
2,845 | -123 | $446 |
| MTUM | 2,845 | -123 | $446 |
| BANK AMERICA CORP |
12,800 | UNCH | $431 |
| BAC | 12,800 | UNCH | $431 |
| FRANKLIN TEMPLETON ETF TR (FLMX) |
12,587 | +838 | $417 |
| FLMX | 12,587 | +838 | $417 |
| SIREN ETF TR (LEAD) |
6,829 | +307 | $415 |
| LEAD | 6,829 | +307 | $415 |
| ELI LILLY & CO |
625 | -2 | $364 |
| LLY | 625 | -2 | $364 |
| MICROSOFT CORP |
888 | UNCH | $334 |
| MSFT | 888 | UNCH | $334 |
| KRAFT HEINZ CO |
9,000 | UNCH | $333 |
| KHC | 9,000 | UNCH | $333 |
| INTERNATIONAL BUSINESS MACHS |
2,000 | UNCH | $327 |
| IBM | 2,000 | UNCH | $327 |
| FIRST TR EXCHANGE TRADED FD (FDN) |
1,648 | -92 | $307 |
| FDN | 1,648 | -92 | $307 |
| J P MORGAN EXCHANGE TRADED F (JMST) |
6,028 | -950 | $306 |
| JMST | 6,028 | -950 | $306 |
| BROADCOM INC |
268 | +268 | $299 |
| AVGO | 268 | +268 | $299 |
| CDW CORP |
1,287 | +3 | $293 |
| CDW | 1,287 | +3 | $293 |
| INVESCO EXCHANGE TRADED FD T (PKW) |
2,855 | +2,855 | $283 |
| PKW | 2,855 | +2,855 | $283 |
| ISHARES TR (XT) |
4,510 | -41 | $270 |
| XT | 4,510 | -41 | $270 |
| DOW INC |
4,733 | UNCH | $260 |
| DOW | 4,733 | UNCH | $260 |
| FIRST TR EXCHNG TRADED FD VI (DJUN) |
6,003 | UNCH | $228 |
| DJUN | 6,003 | UNCH | $228 |
| FIRST TR EXCHNG TRADED FD VI (DAPR) |
7,001 | +7,001 | $227 |
| DAPR | 7,001 | +7,001 | $227 |
| FIRST TR EXCHANGE TRADED FD (FBT) |
1,417 | -111 | $224 |
| FBT | 1,417 | -111 | $224 |
| OLIN CORP |
4,000 | +4,000 | $216 |
| OLN | 4,000 | +4,000 | $216 |
See Full List: All Stocks Held By Ergawealth Advisors Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Ergawealth Advisors Inc.
|
Size ($ in 1000's)
At 12/31/2023: $162,580 At 09/30/2023: $144,911 Ergawealth Advisors Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Ergawealth Advisors Inc. 13F filings. Link to 13F filings: SEC filings |
