Lora Rommel

@Ehrlich Financial Group

Latest period2024 - Q4

Reported5d ago

Managed Assets$140.695M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
HYLBDbx Etf Tr Recent Activity Exited	0%	$222,879 6,037 shares@ $36.92 avg price	Exited
USHYIshares Tr Recent Activity Exited	0%	$222,868 5,919 shares@ $37.66 avg price	Exited
HYGIshares Tr Recent Activity Exited	0%	$222,538 2,771 shares@ $80.31 avg price	Exited
EMBIshares Tr Recent Activity Exited	0%	$221,901 2,371 shares@ $93.59 avg price	Exited
LLYEli Lilly & Co Recent Activity Exited	0%	$217,055 245 shares@ $885.94 avg price	Exited
JNJJohnson & Johnson Recent Activity Exited	0%	$208,571 1,287 shares@ $162.06 avg price	Exited
PTRBPgim Etf Tr Recent Activity Exited	0%	$202,556 4,726 shares@ $42.86 avg price	Exited