The Analysis of Ergawealth Advisors, Inc.'s Holdings
Currently, Ergawealth Advisors, Inc. holds 54 types of securities in its portfolio with a total value $217.3M. In the most recent quarter, they have increased their positions in FTHI (+976.9K shares, valued at $23.1M), CGMM (+416.3K shares, valued at $12.0M), CGUS (+229.2K shares, valued at $9.2M); decreased their positions in RDVY (-108.8K shares, valued at $7.6M), FTCS (-81.4K shares, valued at $7.5M), JEPI (-108.2K shares, valued at $6.2M); initiated new positions in LLY (+201 shares, valued at $216.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
FTHI FIRST TR EXCHANGE TRADED FD2.1M shares87.20%2025-12-312026-01-21
CGGR CAPITAL GROUP GROWTH ETF718.7K shares7.57%2025-12-312026-01-21 CGDV CAPITAL GROUP DIVIDEND VALUE602.8K shares4.14%2025-12-312026-01-21 CGMM CAPITAL GROUP EQUITY ETF TR749.1K shares125.12%2025-12-312026-01-21 CGUS CAPITAL GROUP CORE EQUITY ET394.7K shares138.43%2025-12-312026-01-21 CGGO CAPITAL GROUP GBL GROWTH EQT457.9K shares117.83%2025-12-312026-01-21 BUFR FIRST TR EXCHNG TRADED FD VI167.5K shares-48.43%2025-12-312026-01-21 CGNG CAPITAL GROUP NEW GEOGRAPHY165.1K shares130.41%2025-12-312026-01-21 RDVY FIRST TR EXCHANGE TRADED FD65.0K shares-62.61%2025-12-312026-01-21 JEPI J P MORGAN EXCHANGE TRADED F74.9K shares-59.09%2025-12-312026-01-21 FTCS FIRST TR EXCHANGE-TRADED FD40.1K shares-66.97%2025-12-312026-01-21 BUFQ FIRST TR EXCHNG TRADED FD VI94.8K shares-57.73%2025-12-312026-01-21 SDVY FIRST TR EXCHANGE-TRADED FD61.6K shares-67.27%2025-12-312026-01-21 JPST J P MORGAN EXCHANGE TRADED F44.1K shares-4.80%2025-12-312026-01-21 PALC PACER FDS TR39.2K shares-71.98%2025-12-312026-01-21 AAPL APPLE INC7.2K shares-4.15%2025-12-312026-01-21 BUFZ FIRST TR EXCHNG TRADED FD VI64.6K shares-50.06%2025-12-312026-01-21 SHW SHERWIN WILLIAMS CO4.5K shares0.00%2025-12-312026-01-21 USMV ISHARES TR12.2K shares-16.63%2025-12-312026-01-21 ABBV ABBVIE INC5.0K shares0.00%2025-12-312026-01-21 BUFD FIRST TR EXCHNG TRADED FD VI35.1K shares-35.45%2025-12-312026-01-21 QUAL ISHARES TR5.0K shares-13.20%2025-12-312026-01-21 F FORD MTR CO75.0K shares0.00%2025-12-312026-01-21 BUXX EA SERIES TRUST39.6K shares3.89%2025-12-312026-01-21 KNG FIRST TR EXCHANGE-TRADED FD15.5K shares-84.46%2025-12-312026-01-21 BAC BANK AMERICA CORP12.8K shares0.00%2025-12-312026-01-21 MSFT MICROSOFT CORP1.4K shares190.08%2025-12-312026-01-21 IBM INTERNATIONAL BUSINESS MACHS2.0K shares0.00%2025-12-312026-01-21 ALTL PACER FDS TR13.4K shares-89.79%2025-12-312026-01-21 JEPQ J P MORGAN EXCHANGE TRADED F9.8K shares-70.57%2025-12-312026-01-21 RDVI FIRST TR EXCHANGE-TRADED FD20.9K shares-83.07%2025-12-312026-01-21 ABT ABBOTT LABS4.3K shares0.02%2025-12-312026-01-21 AMZN AMAZON COM INC2.3K shares-4.12%2025-12-312026-01-21 ALPS ETF TR ALPS ETF TR8.7K shares1.28%2025-12-312026-01-21 IVV ISHARES TR592 shares0.00%2025-12-312026-01-21 SMLF ISHARES TR5.3K shares-15.54%2025-12-312026-01-21 SPYI NEOS ETF TRUST7.0K shares2.14%2025-12-312026-01-21 GJUL FIRST TR EXCHNG TRADED FD VI7.4K shares0.00%2025-12-312026-01-21 JULM FIRST TR EXCHNG TRADED FD VI8.9K shares0.00%2025-12-312026-01-21 T AT&T INC12.0K shares-9.59%2025-12-312026-01-21 AGG ISHARES TR2.9K shares0.00%2025-12-312026-01-21 XOM EXXON MOBIL CORP2.4K shares0.76%2025-12-312026-01-21 LRGF ISHARES TR4.1K shares-19.35%2025-12-312026-01-21 MTUM ISHARES TR1.1K shares-24.28%2025-12-312026-01-21 GE AEROSPACE GE AEROSPACE875 shares0.00%2025-12-312026-01-21 TFLO ISHARES TR4.8K shares0.00%2025-12-312026-01-21 CC CHEMOURS CO20.1K shares0.00%2025-12-312026-01-21 JMST J P MORGAN EXCHANGE TRADED F4.6K shares0.00%2025-12-312026-01-21 STIP ISHARES TR2.2K shares0.00%2025-12-312026-01-21 KHC KRAFT HEINZ CO9.0K shares0.00%2025-12-312026-01-21 SHY ISHARES TR2.6K shares0.00%2025-12-312026-01-21 LLY ELI LILLY & CO201 sharesnew addition2025-12-312026-01-21 KR KROGER CO3.3K shares0.00%2025-12-312026-01-21 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available