EA
| |
Ergawealth Advisors, Inc.13F | |
| Ergawealth Advisors, Inc. | |
| Last update 2025-04-22 | 60 Stocks (2 new) |
| Value $202.00 Mil | Turnover 5 % |
Ergawealth Advisors, Inc. Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CGGR | Capital Group Growth ETF | 608,694 | 20,847.8 | +1.38% | 10.330 | +0.14% | 0.180 | +23.88% | +10.45% | 13,464.4 | ||
CGDV | Capital Group Dividend Value ETF | 544,581 | 19,408.9 | +6.24% | 9.620 | +0.56% | 0.120 | +19.14% | +15.97% | 18,971.7 | ||
JEPI | JPMorgan Equity Premium Income ETF | 283,113 | 16,177.1 | -4.96% | 8.020 | -0.42% | 0.040 | +6.59% | +3.16% | 40,918.9 | ||
FTCS | First Trust Capital Strength ETF | 171,678 | 15,389.2 | -10.77% | 7.630 | -0.90% | 0.180 | +4.07% | +4.14% | 8,413.1 | ||
RDVY |
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
| 257,311 | 15,063.0 | +0.90% | 7.460 | +0.07% | 0.110 | +14.54% | +7.87% | 15,187.1 | ||
BUFR | FT Vest Laddered Buffer ETF | 425,494 | 12,632.9 | +25.49% | 6.260 | +1.27% | 0.200 | +10.77% | +5.17% | 6,953.8 | ||
KNG |
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
| 217,703 | 10,998.3 | +2.81% | 5.450 | +0.15% | 0.290 | +5.27% | +3.80% | 3,827.4 | ||
SDVY |
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
| 297,475 | 9,965.4 | -1.42% | 4.940 | -0.08% | 0.130 | +15.18% | +1.68% | 8,349.3 | ||
PALC |
Pacer Lunt Large Cap Multi-Factor Alternator ETF
Pacer Lunt Large Cap Multi-Factor Alternator ETF
| 207,687 | 9,958.1 | -0.11% | 4.930 | -0.01% | 3.300 | +8.06% | +0.96% | 294.9 | ||
ALTL | Pacer Lunt Large Cap Alternator ETF | 243,833 | 8,488.8 | +1.24% | 4.210 | +0.05% | 6.420 | +15.89% | +5.30% | 123.0 |
Ergawealth Advisors, Inc.'s Historical Top Holdings Breakdowns
Ergawealth Advisors, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BUFR | FT Vest Laddered Buffer ETF | 2025-03-31 | Add Add | +1.27% | 29.34 ($30.56) 31.31 | $32.05 | 4.86% | Add 25.49% | 425,494 | 86,440 | |
FTCS | First Trust Capital Strength ETF | 2025-03-31 | Reduce Reduce | -0.90% | 86.39 ($89.33) 91.35 | $91.00 | 1.87% | Reduce -10.77% | 171,678 | -20,721 | |
CGDV | Capital Group Dividend Value ETF | 2025-03-31 | Add Add | +0.56% | 34.95 ($36.32) 37.36 | $40.63 | 11.88% | Add 6.24% | 544,581 | 31,971 | |
BUFQ | FT Vest Laddered Nasdaq Buffer ETF | 2025-03-31 | Add Add | +0.47% | 29.68 ($31.38) 32.59 | $33.37 | 6.34% | Add 14.21% | 252,553 | 31,419 | |
FDL |
First Trust Morningstar Dividend Leaders Index Fund
First Trust Morningstar Dividend Leaders Index Fund
| 2025-03-31 | Add Add | +0.47% | 39.71 ($42.26) 43.88 | $43.09 | 1.98% | Add 183.83% | 33,824 | 21,907 | |
JEPI | JPMorgan Equity Premium Income ETF | 2025-03-31 | Reduce Reduce | -0.42% | 56.17 ($58.26) 59.71 | $56.80 | -2.50% | Reduce -4.96% | 283,113 | -14,763 | |
RDVI |
FT Vest Rising Dividend Achievers Target Income ETF
FT Vest Rising Dividend Achievers Target Income ETF
| 2025-03-31 | Add Add | +0.39% | 23.2 ($24.7) 25.73 | $24.91 | 0.85% | Add 14.76% | 255,887 | 32,903 | |
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 2025-03-31 | Add Add | +0.31% | 51.45 ($55.7) 58.51 | $54.42 | -2.30% | Add 16.76% | 84,820 | 12,173 | |
RISR |
FolioBeyond Alternative Income and Interest Rate Hedge ETF
FolioBeyond Alternative Income and Interest Rate Hedge ETF
| 2025-03-31 | New Buy New Buy | +0.31% | 36.19 ($36.69) 37.18 | $36.94 | 0.68% | New holding | 17,339 | 17,339 | |
NFTY | FIRST TR EXCH ALPH | 2025-03-31 | Sold Out Sold Out | -0.27% | 51.68 ($54.44) 57.15 | $59.23 | 8.80% | Sold Out | 0 | -9,880 |
Ergawealth Advisors, Inc. Total Holding History ($B)
Ergawealth Advisors, Inc.'s Asset Allocation
Ergawealth Advisors, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Ergawealth Advisors, Inc.'s Hypothetical Growth since 2025-03-31
Ergawealth Advisors, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Ergawealth Advisors, Inc.'s Holdings Heat Map
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Ergawealth Advisors, Inc.'s Holdings Bubble Chart
Ergawealth Advisors, Inc. News
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