HoldingsChannel.com
ERTS Wealth Advisors LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
ISHARES TR (IVV) 95,422 -12,352 $28,485
     IVV95,422-12,352$28,485
ISHARES TR (USHY) 578,137 +225,004 $23,675
     USHY578,137+225,004$23,675
ISHARES TR (IEUR) 377,832 +172,602 $17,282
     IEUR377,832+172,602$17,282
ISHARES TR (IUSV) 289,523 +93,370 $16,734
     IUSV289,523+93,370$16,734
ISHARES TR (LQD) 127,071 +6,789 $16,199
     LQD127,071+6,789$16,199
ISHARES TR (IJR) 192,114 -30,440 $14,954
     IJR192,114-30,440$14,954
ISHARES TR (IUSG) 215,914 +41,754 $13,575
     IUSG215,914+41,754$13,575
ISHARES TR (IEI) 97,183 +66,193 $12,323
     IEI97,183+66,193$12,323
ISHARES TR (IPAC) 128,948 +52,589 $7,247
     IPAC128,948+52,589$7,247
ISHARES TR (SHV) 36,750 +3,124 $4,065
     SHV36,750+3,124$4,065
ISHARES TR (MUB) 21,939 +6,569 $2,503
     MUB21,939+6,569$2,503
CLOROX CO DEL 15,557 -400 $2,363
     CLX15,557-400$2,363
APPLE INC 9,009 -148 $2,018
     AAPL9,009-148$2,018
ENBRIDGE INC 52,884 -1,020 $1,855
     ENB52,884-1,020$1,855
ISHARES TR (IDV) 50,830 +50,830 $1,563
     IDV50,830+50,830$1,563
MICROSOFT CORP 9,340 -1,036 $1,299
     MSFT9,340-1,036$1,299
ISHARES TR (IWF) 7,242 -62 $1,156
     IWF7,242-62$1,156
ISHARES TR (SUB) 10,103 +4,303 $1,076
     SUB10,103+4,303$1,076
BERKSHIRE HATHAWAY INC DEL      $1,048
     BRK.B5,040-308$1,048
MAGELLAN MIDSTREAM PRTNRS LP 14,681 UNCH $973
     MMP14,681UNCH$973
PROCTER & GAMBLE CO 7,814 -595 $972
     PG7,814-595$972
MASTERCARD INC 3,507 -470 $952
     MA3,507-470$952
ALPHABET INC 770 -40 $940
     GOOGL770-40$940
VERIZON COMMUNICATIONS INC 14,744 +800 $890
     VZ14,744+800$890
WELLS FARGO CO NEW 16,966 -338 $856
     WFC16,966-338$856
ISHARES TR (EEM) 20,625 -4,233 $843
     EEM20,625-4,233$843
ISHARES TR (DGRO) 21,403 -52,902 $838
     DGRO21,403-52,902$838
ISHARES TR (EFA) 12,574 -801 $820
     EFA12,574-801$820
BOOKING HLDGS INC 380 -58 $746
     BKNG380-58$746
PFIZER INC 20,485 +5,910 $736
     PFE20,485+5,910$736
DUKE ENERGY CORP NEW 7,166 +65 $687
     DUK7,166+65$687
GENERAL MLS INC 12,459 -350 $687
     GIS12,459-350$687
VISA INC 3,924 -225 $675
     V3,924-225$675
ISHARES INC (IEMG) 12,542 -114,661 $615
     IEMG12,542-114,661$615
DOMINION ENERGY INC 6,945 +150 $563
     D6,945+150$563
COCA COLA CO 10,210 -580 $556
     KO10,210-580$556
ISHARES TR (HDV) 5,739 -16,799 $540
     HDV5,739-16,799$540
PEPSICO INC 3,847 -181 $527
     PEP3,847-181$527
ISHARES TR (IEFA) 8,617 -76,716 $526
     IEFA8,617-76,716$526
ISHARES TR (AOM) 13,157 +191 $517
     AOM13,157+191$517
AMGEN INC 2,635 +544 $510
     AMGN2,635+544$510
SOUTHERN CO 8,252 -1,115 $510
     SO8,252-1,115$510
ENTERPRISE PRODS PARTNERS L 16,605 +2,485 $475
     EPD16,605+2,485$475
FACEBOOK INC 2,481 -515 $442
     FB2,481-515$442
LAMAR ADVERTISING CO NEW 4,986 +4,986 $409
     LAMR4,986+4,986$409
NOVARTIS A G 4,637 -1,841 $403
     NVS4,637-1,841$403
ISHARES TR (IJS) 2,667 -132 $401
     IJS2,667-132$401
VENTAS INC 5,485 -377 $401
     VTR5,485-377$401
UNILEVER PLC 6,625 -1,395 $398
     UL6,625-1,395$398
GLOBAL X FDS 17,377 +17,377 $393
     QYLD17,377+17,377$393

See Full List: All Stocks Held By ERTS Wealth Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By ERTS Wealth Advisors LLC

Size ($ in 1000's)
At 09/30/2019: $197,710
At 06/30/2019: $181,222

ERTS Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from ERTS Wealth Advisors LLC 13F filings. Link to 13F filings: SEC filings

ERTS Wealth Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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