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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
IUSVIshares Tr
Recent Activity
Increased 1.72%
2.09%
$11.049M
119,327 shares@ $92.6 avg price
SCHOSchwab Strategic Tr
Recent Activity
Increased 102.53%
0.88%
$4.659M
193,660 shares@ $24.06 avg price
IWSIshares Tr
Recent Activity
Increased 6.46%
0.28%
$1.448M
11,197 shares@ $129.35 avg price
VOOVanguard Index Fds
Recent Activity
Increased 116.98%
0.23%
$1.198M
2,224 shares@ $538.81 avg price
IJSIshares Tr
Recent Activity
Increased 6.33%
0.22%
$1.142M
10,512 shares@ $108.61 avg price
IJTIshares Tr
Recent Activity
Increased 6.03%
0.21%
$1.111M
8,206 shares@ $135.37 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 63.81%
0.12%
$600,806
3,068 shares@ $195.83 avg price
NUHYNushares Etf Tr
Recent Activity
Increased 1.89%
0.11%
$532,266
25,190 shares@ $21.14 avg price
SUSCIshares Tr
Recent Activity
Increased 2.07%
0.06%
$314,746
13,853 shares@ $22.73 avg price
PNRPentair Plc
Recent Activity
Increased 0.23%
0.06%
$307,870
3,059 shares@ $100.65 avg price