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Bruce Roberts

@Erts Wealth Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$529.952MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
USHYIshares Tr
Recent Activity
Increased 3.35%
12.59%
$66.692M
1.813M shares@ $36.8 avg price
IEURIshares Tr
Recent Activity
Increased 11.58%
11.03%
$58.448M
1.083M shares@ $53.98 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 4.2%
9.2%
$48.73M
952,870 shares@ $51.14 avg price
SPIBSpdr Ser Tr
Recent Activity
Increased 2.78%
8.46%
$44.782M
1.367M shares@ $32.76 avg price
SPTLSpdr Ser Tr
Recent Activity
Increased 4.83%
5.84%
$30.922M
1.181M shares@ $26.19 avg price
VOEVanguard Index Fds
Recent Activity
Increased 3.42%
5.38%
$28.509M
176,229 shares@ $161.77 avg price
SLYVSpdr Ser Tr
Recent Activity
Increased 0.13%
4.2%
$22.232M
254,809 shares@ $87.26 avg price
GOVTIshares Tr
Recent Activity
Increased 3.12%
4.08%
$21.582M
939,176 shares@ $22.99 avg price
SLYGSpdr Ser Tr
Recent Activity
Increased 0.79%
3.9%
$20.647M
228,517 shares@ $90.36 avg price
IPACIshares Tr
Recent Activity
Increased 10.09%
3.78%
$19.986M
327,100 shares@ $61.1 avg price