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Lora Rommel

@Ehrlich Financial Group

Latest period2024 - Q4ReportedManaged Assets$140.695MTotal holdings106
Assets growth rate0.34%Assets growth rate (2-Q avg)5.52%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Ehrlich Financial Group's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 106 positions.

Assets under management

The assets under management (AUM) of Ehrlich Financial Group over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 140.695M in assets, with a quarterly growth rate of 0.34% and a 2-quarter average growth rate of 5.52%. The portfolio is managed by Lora Rommel, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DYNFBlackrock Etf Trust
Recent Activity
Decreased -1.29%
5.03%
$7.063M
137,823 shares@ $51.25 avg price
IVEIshares Tr
Recent Activity
Decreased -2.16%
4.98%
$6.994M
36,642 shares@ $190.89 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -9.03%
2.52%
$3.538M
15,214 shares@ $232.52 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Decreased -3.58%
2.36%
$3.309M
57,513 shares@ $57.54 avg price
SHVIshares Tr
Recent Activity
Decreased -6.31%
1.46%
$2.044M
18,566 shares@ $110.11 avg price
AAPLApple Inc
Recent Activity
Decreased -0.59%
1.11%
$1.557M
6,218 shares@ $250.41 avg price
AVIGAmerican Centy Etf Tr
Recent Activity
Decreased -61.83%
1.04%
$1.451M
35,759 shares@ $40.57 avg price
QUALIshares Tr
Recent Activity
Decreased -80.82%
0.94%
$1.321M
7,417 shares@ $178.07 avg price
IJSIshares Tr
Recent Activity
Decreased -1.18%
0.86%
$1.209M
11,130 shares@ $108.61 avg price
DGROIshares Tr
Recent Activity
Decreased -0.28%
0.8%
$1.124M
18,321 shares@ $61.35 avg price