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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
MDYSpdr S&p Midcap 400 Etf Tr
Recent Activity
Exited
0%
$1.262M
2,216 shares@ $569.67 avg price
IJKIshares Tr
Recent Activity
Exited
0%
$1.087M
11,821 shares@ $91.94 avg price
JNKSpdr Ser Tr
Recent Activity
Exited
0%
$837,902
8,568 shares@ $97.8 avg price
GIGBGoldman Sachs Etf Tr
Recent Activity
Exited
0%
$644,039
13,610 shares@ $47.33 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Exited
0%
$590,399
1,029 shares@ $573.76 avg price
GNRSpdr Index Shs Fds
Recent Activity
Exited
0%
$272,032
4,717 shares@ $57.68 avg price
VOOGVanguard Admiral Fds Inc
Recent Activity
Exited
0%
$261,385
757 shares@ $345.3 avg price
NEENextera Energy Inc
Recent Activity
Exited
0%
$227,605
2,693 shares@ $84.52 avg price
VZVerizon Communications Inc
Recent Activity
Exited
0%
$223,557
4,978 shares@ $44.91 avg price
FALNIshares Tr
Recent Activity
Exited
0%
$223,095
8,160 shares@ $27.35 avg price