EW

ERTS Wealth Advisors, LLC

13F
ERTS Wealth Advisors, LLC
Last update 2025-04-22 81 Stocks (2 new)
Value $515.00 Mil Turnover 5 %
Countries:
Top Holdings: USHY(12.85%)SPYG(11.29%)SPYV(10.07%)IEUR(8.78%)SPIB(8.74%)
Summary Stock Picks Current Portfolio
ERTS Wealth Advisors, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
USHY
iShares Broad USD High Yield Corporate Bond ETF
iShares Broad USD High Yield Corporate Bond ETF
1,796,957
66,146.0
-0.87%
12.850
-0.11%
0.340
+3.80%
+5.24%
25,003.3
 
SPYG
SPDR Portfolio S&P 500 Growth ETF
723,250
58,127.6
+33.13%
11.290
+2.81%
0.190
+22.35%
+12.01%
39,184.6
 
SPYV
SPDR Portfolio S&P 500 Value ETF
1,015,268
51,849.7
+6.55%
10.070
+0.62%
0.200
+10.60%
+5.91%
27,344.1
 
IEUR
iShares Core MSCI Europe ETF
751,438
45,199.0
-30.60%
8.780
-3.38%
0.840
+11.02%
+26.97%
7,033.3
 
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
1,352,832
44,968.1
-1.03%
8.740
-0.09%
0.470
+2.24%
+4.48%
10,441.1
 
SPTL
SPDR Portfolio Long Term Treasury ETF
SPDR Portfolio Long Term Treasury ETF
1,197,752
32,650.7
+1.45%
6.340
+0.09%
0.280
-0.85%
+1.44%
11,192.4
 
VOE
Vanguard Mid-Cap Value ETF
176,248
28,294.9
+0.01%
5.500
0%
0.150
+9.88%
+6.19%
17,766.7
 
VOT
Vanguard Mid-Cap Growth ETF
107,045
26,187.5
-2.88%
5.090
-0.15%
0.160
+18.81%
+14.98%
16,295.4
 
GOVT
iShares U.S. Treasury Bond ETF
949,471
21,823.6
+1.10%
4.240
+0.05%
0.080
+0.45%
+0.80%
27,468.0
 
SLYV
SPDR S&P 600 Small Cap Value ETF
256,415
20,102.9
+0.63%
3.910
+0.02%
0.540
+14.09%
-3.48%
3,809.7
 

ERTS Wealth Advisors, LLC's Historical Top Holdings Breakdowns

ERTS Wealth Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
IEUR
iShares Core MSCI Europe ETF
2025-03-31
Reduce
Reduce
-3.38%
●
53.69 ($58.75) 62.68
$67.23
14.44%
Reduce -30.6%
751,438
-331,342
SPYG
SPDR Portfolio S&P 500 Growth ETF
2025-03-31
Add
Add
+2.81%
●
80.05 ($87.3) 92.39
$98.17
12.45%
Add 33.13%
723,250
179,971
IPAC
iShares Core MSCI Pacific ETF
2025-03-31
Reduce
Reduce
-1.22%
●
59.63 ($62.47) 64.37
$70.38
12.66%
Reduce -32.36%
221,265
-105,835
IUSG
ISHARES TRUST
2025-03-31
Add
Add
+0.80%
●
126.86 ($138.28) 146.45
$154.93
12.04%
Add 35.75%
123,329
32,481
SPYV
SPDR Portfolio S&P 500 Value ETF
2025-03-31
Add
Add
+0.62%
●
49.78 ($51.86) 53.19
$53.70
3.56%
Add 6.55%
1,015,268
62,398
IDV
iShares International Select Dividend ETF
iShares International Select Dividend ETF
2025-03-31
Reduce
Reduce
-0.40%
●
27 ($29.34) 31.7
$35.97
22.58%
Reduce -29.43%
185,646
-77,432
VOT
Vanguard Mid-Cap Growth ETF
2025-03-31
Reduce
Reduce
-0.15%
●
237.55 ($260.02) 276.98
$290.79
11.83%
Reduce -2.88%
107,045
-3,171
USHY
iShares Broad USD High Yield Corporate Bond ETF
iShares Broad USD High Yield Corporate Bond ETF
2025-03-31
Reduce
Reduce
-0.11%
●
36.63 ($37.08) 37.45
$37.42
0.93%
Reduce -0.87%
1,796,957
-15,813
VOO
Vanguard S&P 500 ETF
2025-03-31
Reduce
Reduce
-0.11%
●
507.05 ($540.58) 563.67
$584.42
8.11%
Reduce -49.06%
1,133
-1,091
SPIB
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDR Portfolio Intermediate Term Corporate Bond ETF
2025-03-31
Reduce
Reduce
-0.09%
●
32.5 ($32.96) 33.3
$33.47
1.53%
Reduce -1.03%
1,352,832
-14,136

ERTS Wealth Advisors, LLC Total Holding History ($B)

To

ERTS Wealth Advisors, LLC's Asset Allocation

To

ERTS Wealth Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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ERTS Wealth Advisors, LLC's Hypothetical Growth since 2025-03-31

ERTS Wealth Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

ERTS Wealth Advisors, LLC's Holdings Heat Map

Size field:

ERTS Wealth Advisors, LLC's Holdings Bubble Chart

ERTS Wealth Advisors, LLC News

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