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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
SHMSpdr Ser Tr
Recent Activity
0.06%
$285,288
6,020 shares@ $47.4 avg price
APDAir Prods & Chems Inc
Recent Activity
Decreased -11.54%
0.06%
$282,209
973 shares@ $290.05 avg price
KOCoca Cola Co
Recent Activity
Decreased -19.63%
0.06%
$280,730
4,509 shares@ $62.26 avg price
EIXEdison Intl
Recent Activity
Decreased -10.8%
0.06%
$272,973
3,419 shares@ $79.85 avg price
MUBIshares Tr
Recent Activity
Decreased -5.43%
0.06%
$270,424
2,538 shares@ $106.56 avg price
AMGNAmgen Inc
Recent Activity
Decreased -23.53%
0.06%
$265,071
1,017 shares@ $260.65 avg price
TSLATesla Inc
Recent Activity
New Position
0.05%
$262,496
650 shares@ $403.84 avg price
CMFIshares Tr
Recent Activity
New Position
0.05%
$261,770
4,570 shares@ $57.29 avg price
UPSUnited Parcel Service Inc
Recent Activity
Decreased -21.78%
0.05%
$254,848
2,021 shares@ $126.1 avg price
NUMGNushares Etf Tr
Recent Activity
Decreased -1.79%
0.05%
$250,838
5,294 shares@ $47.39 avg price