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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
LLYEli Lilly & Co
Recent Activity
0.05%
$245,496
318 shares@ $772.0 avg price
CMCSAComcast Corp New
Recent Activity
Decreased -13.18%
0.05%
$234,337
6,244 shares@ $37.53 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -1.34%
0.05%
$223,084
441 shares@ $505.86 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -20.63%
0.05%
$217,945
1,300 shares@ $167.65 avg price
CLFCleveland-cliffs Inc New
Recent Activity
Decreased -3.18%
0.02%
$94,418
10,044 shares@ $9.41 avg price