| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | 4 | Q3 2023 | 23.3% |
| FIRST TR EXCHANGE-TRADED FD | 4 | Q3 2023 | 13.3% |
| CAPITAL GROUP DIVIDEND VALUE | 4 | Q3 2023 | 10.2% |
| CAPITAL GROUP GROWTH ETF | 4 | Q3 2023 | 10.0% |
| PACER FDS TR | 4 | Q3 2023 | 5.8% |
| FIRST TR EXCHANGE-TRADED FD | 4 | Q3 2023 | 6.5% |
| PACER FDS TR | 4 | Q3 2023 | 5.4% |
| FIRST TR EXCHANGE-TRADED FD | 4 | Q3 2023 | 5.1% |
| FIRST TR MORNINGSTAR DIVID L | 4 | Q3 2023 | 5.0% |
| APPLE INC | 4 | Q3 2023 | 3.1% |
View Ergawealth Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-30 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-04-14 |
View Ergawealth Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.