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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
IVWIshares Tr
Recent Activity
Decreased -0.78%
0.13%
$638,725
6,291 shares@ $101.53 avg price
MAMastercard Incorporated
Recent Activity
Decreased -2.13%
0.12%
$628,198
1,193 shares@ $526.57 avg price
DGROIshares Tr
Recent Activity
Decreased -5.62%
0.12%
$617,019
10,059 shares@ $61.34 avg price
VIGVanguard Specialized Funds
Recent Activity
Increased 63.81%
0.12%
$600,806
3,068 shares@ $195.83 avg price
IJJIshares Tr
Recent Activity
Decreased -4.07%
0.12%
$593,435
4,749 shares@ $124.96 avg price
BKNGBooking Holdings Inc
Recent Activity
Decreased -0.86%
0.11%
$566,400
114 shares@ $4968.43 avg price
HYDVaneck Etf Trust
Recent Activity
Decreased -5.94%
0.11%
$546,872
10,535 shares@ $51.92 avg price
HYMBSpdr Ser Tr
Recent Activity
0.11%
$535,722
20,943 shares@ $25.59 avg price
NUHYNushares Etf Tr
Recent Activity
Increased 1.89%
0.11%
$532,266
25,190 shares@ $21.14 avg price
IBTFIshares Tr
Recent Activity
New Position
0.11%
$531,906
22,809 shares@ $23.33 avg price