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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
IVEIshares Tr
Recent Activity
Decreased -1.71%
0.44%
$2.288M
11,987 shares@ $190.89 avg price
AGGIshares Tr
Recent Activity
Decreased -10.32%
0.41%
$2.12M
21,879 shares@ $96.9 avg price
CLXClorox Co Del
Recent Activity
Decreased -0.17%
0.35%
$1.822M
11,217 shares@ $162.42 avg price
QYLDGlobal X Fds
Recent Activity
Decreased -12.41%
0.32%
$1.668M
91,554 shares@ $18.23 avg price
IJKIshares Tr
Recent Activity
Decreased -1.45%
0.3%
$1.57M
17,261 shares@ $90.94 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -1.19%
0.29%
$1.528M
8,073 shares@ $189.31 avg price
IWSIshares Tr
Recent Activity
Increased 6.46%
0.28%
$1.448M
11,197 shares@ $129.35 avg price
IWPIshares Tr
Recent Activity
Decreased -2.65%
0.26%
$1.363M
10,756 shares@ $126.75 avg price
VOOVanguard Index Fds
Recent Activity
Increased 116.98%
0.23%
$1.198M
2,224 shares@ $538.81 avg price
IWFIshares Tr
Recent Activity
Decreased -7%
0.23%
$1.189M
2,960 shares@ $401.6 avg price