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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
LQDIshares Tr
Recent Activity
New Position
0.17%
$227,035
2,125 shares@ $106.84 avg price
GOOGLAlphabet Inc
Recent Activity
New Position
0.16%
$222,428
1,175 shares@ $189.31 avg price
AGGIshares Tr
Recent Activity
New Position
0.16%
$215,231
2,221 shares@ $96.91 avg price
PGXInvesco Exch Traded Fd Tr Ii
Recent Activity
New Position
0.14%
$188,942
16,387 shares@ $11.53 avg price
FPEFirst Tr Exch Traded Fd Iii
Recent Activity
New Position
0.13%
$181,478
10,253 shares@ $17.7 avg price