Bruce Roberts

@Erts Wealth Advisors, Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$529.952M

Total holdings85

Assets growth rate-0.78%

Assets growth rate (2-Q avg)3.3%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Erts Wealth Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 85 positions.

Assets under management

The assets under management (AUM) of Erts Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 529.952M in assets, with a quarterly growth rate of -0.78% and a 2-quarter average growth rate of 3.3%. The portfolio is managed by Bruce Roberts, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IBTFIshares Tr Recent Activity New Position	0.11%	$531,906 22,809 shares@ $23.33 avg price	New Position
BLKBlackrock Inc Recent Activity New Position	0.08%	$398,768 389 shares@ $1025.12 avg price	New Position
TSLATesla Inc Recent Activity New Position	0.05%	$262,496 650 shares@ $403.84 avg price	New Position
CMFIshares Tr Recent Activity New Position	0.05%	$261,770 4,570 shares@ $57.29 avg price	New Position