test

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
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
METAMeta Platforms Inc
Recent Activity
Decreased -1.6%
0.19%
$1.004M
1,715 shares@ $585.52 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -8.27%
0.19%
$972,731
4,058 shares@ $239.71 avg price
IJHIshares Tr
Recent Activity
Decreased -26.24%
0.18%
$912,031
14,637 shares@ $62.31 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -1%
0.17%
$891,602
1,967 shares@ $453.29 avg price
ENBEnbridge Inc
Recent Activity
Decreased -7.8%
0.16%
$809,804
19,086 shares@ $42.43 avg price
HYGIshares Tr
Recent Activity
0.15%
$753,533
9,581 shares@ $78.65 avg price
IJRIshares Tr
Recent Activity
Decreased -23.67%
0.13%
$676,905
5,875 shares@ $115.22 avg price
SHVIshares Tr
Recent Activity
Decreased -3.08%
0.13%
$671,289
6,097 shares@ $110.11 avg price