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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
QQQInvesco Qqq Tr
Recent Activity
Decreased -40.42%
0.65%
$900,451
1,761 shares@ $511.33 avg price
SLVIshares Silver Tr
Recent Activity
Decreased -1.2%
0.62%
$863,203
32,784 shares@ $26.34 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Decreased -2.71%
0.62%
$860,650
4,912 shares@ $175.22 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -15.9%
0.59%
$829,436
1,539 shares@ $538.95 avg price
EPPIshares Inc
Recent Activity
Decreased -2.2%
0.57%
$799,655
18,253 shares@ $43.81 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -1.29%
0.56%
$787,771
3,286 shares@ $239.74 avg price
EWEdwards Lifesciences Corp
Recent Activity
Decreased -1.33%
0.55%
$767,220
10,364 shares@ $74.03 avg price
IQLTIshares Tr
Recent Activity
Decreased -2.51%
0.42%
$580,530
15,639 shares@ $37.13 avg price
VOVanguard Index Fds
Recent Activity
Decreased -2.72%
0.39%
$546,241
2,068 shares@ $264.14 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -2.98%
0.38%
$526,947
2,273 shares@ $231.83 avg price