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The Analysis of Ergawealth Advisors, Inc.'s Holdings & P&L

Currently, Ergawealth Advisors, Inc. holds 54 types of securities in its portfolio with a total value $257.5M. In the most recent quarter, they have increased their positions in FTHI (+281.8K shares, valued at $6.7M), CGGR (+30.7K shares, valued at $1.4M), CGMM (+21.5K shares, valued at $709.1K); decreased their positions in JEPI (-17.8K shares, valued at $1.0M), BUFR (-22.6K shares, valued at $826.7K), BUFQ (-15.0K shares, valued at $588.3K); initiated new positions in CIEN (+1.0K shares, valued at $510.7K), LLY (+214 shares, valued at $256.7K), FITB (+4.1K shares, valued at $228.9K).

1M P&L

+6.8M+2.72%

3M P&L

+4.0M+1.58%

HY P&L

+15.7M+6.53%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A246.0M

96.8%

2Specialty Chemicals2.0M

0.8%

3Consumer Electronics1.9M

0.8%

Top Industries by Stock Count

1N/A35 stocks

74.5%

2Specialty Chemicals2 stocks

4.3%

3Medical Devices1 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FTHI FIRST TR EXCHANGE TRADED FD2.6M shares11.90%2026-06-302026-08-07

CGGR CAPITAL GROUP GROWTH ETF796.9K shares4.00%2026-06-302026-08-07

CGDV CAPITAL GROUP DIVIDEND VALUE640.6K shares1.04%2026-06-302026-08-07

CGMM CAPITAL GROUP EQUITY ETF TR815.6K shares2.71%2026-06-302026-08-07

CGGO CAPITAL GROUP GBL GROWTH EQT495.2K shares1.56%2026-06-302026-08-07

CGUS CAPITAL GROUP CORE EQUITY ET431.5K shares2.02%2026-06-302026-08-07

CGNG CAPITAL GROUP NEW GEOGRAPHY176.3K shares1.31%2026-06-302026-08-07

BUFR FIRST TR EXCHNG TRADED FD VI143.4K shares-13.63%2026-06-302026-08-07

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD62.5K shares-2.66%2026-06-302026-08-07

FTCS FIRST TR EXCHANGE-TRADED FD39.3K shares-1.40%2026-06-302026-08-07

BUFQ FIRST TR EXCHNG TRADED FD VI76.6K shares-16.35%2026-06-302026-08-07

SDVY FIRST TR EXCHANGE TRADED FD61.4K shares-0.13%2026-06-302026-08-07

JEPI J P MORGAN EXCHANGE TRADED F44.3K shares-28.64%2026-06-302026-08-07

JPST J P MORGAN EXCHANGE TRADED F45.4K shares-13.53%2026-06-302026-08-07

PALC PACER FDS TR36.7K shares-4.79%2026-06-302026-08-07

AAPL APPLE INC6.7K shares-6.77%2026-06-302026-08-07

Sponsored

JMBS JANUS DETROIT STR TR35.4K shares-0.41%2026-06-302026-08-07

PYLD PIMCO ETF TR58.8K shares-0.26%2026-06-302026-08-07

BUXX EA SERIES TRUST76.8K shares-7.62%2026-06-302026-08-07

SHW SHERWIN WILLIAMS CO4.5K shares0.00%2026-06-302026-08-07

BUFZ FIRST TR EXCHNG TRADED FD VI52.3K shares-12.49%2026-06-302026-08-07

ABBVIE INC ABBVIE INC5.1K shares0.00%2026-06-302026-08-07

USMV ISHARES TR12.3K shares0.23%2026-06-302026-08-07

QUAL ISHARES TR5.0K shares0.14%2026-06-302026-08-07

Sponsored

BUFD FIRST TR EXCHNG TRADED FD VI29.2K shares-14.17%2026-06-302026-08-07

BAC BANK OF AMER CORP12.9K shares0.00%2026-06-302026-08-07

F FORD MTR CO50.0K shares-33.32%2026-06-302026-08-07

IBM INTERNATIONAL BUSINESS MACHS2.2K shares0.00%2026-06-302026-08-07

CIEN CIENA CORP1.0K sharesnew addition2026-06-302026-08-07

ISHARES TR ISHARES TR664 shares0.00%2026-06-302026-08-07

SMLF ISHARES TR5.3K shares0.17%2026-06-302026-08-07

AMZN AMAZON COM INC1.9K shares-13.48%2026-06-302026-08-07

Sponsored

ALPS ETF TR ALPS ETF TR8.6K shares-4.19%2026-06-302026-08-07

SPYI NEOS ETF TRUST8.4K shares1.80%2026-06-302026-08-07

CC CHEMOURS CO20.1K shares0.00%2026-06-302026-08-07

MSFT MICROSOFT CORP1.1K shares-1.36%2026-06-302026-08-07

ABT ABBOTT LABORATORIES4.4K shares-0.79%2026-06-302026-08-07

MTUM ISHARES TR1.1K shares0.00%2026-06-302026-08-07

HECA ETF OPPORTUNITIES TRUST12.2K shares6.11%2026-06-302026-08-07

GJUL FIRST TR EXCHNG TRADED FD VI7.4K shares0.00%2026-06-302026-08-07

Sponsored

LRGF ISHARES TR4.1K shares0.05%2026-06-302026-08-07

JULM FIRST TR EXCHNG TRADED FD VI8.9K shares0.00%2026-06-302026-08-07

ISHARES TR ISHARES TR2.9K shares-1.19%2026-06-302026-08-07

RDVI FIRST TR EXCHANGE-TRADED FD9.7K shares-38.22%2026-06-302026-08-07

ALTL PACER FDS TR5.6K shares-52.23%2026-06-302026-08-07

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR5.9K shares-0.05%2026-06-302026-08-07

KNG FIRST TR EXCHANGE-TRADED FD5.2K shares-54.68%2026-06-302026-08-07

LLY ELI LILLY & CO214 sharesnew addition2026-06-302026-08-07

Sponsored

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F4.0K shares-42.02%2026-06-302026-08-07

EXXON MOBIL CORP EXXON MOBIL CORP1.8K shares3.95%2026-06-302026-08-07

ZROZ PIMCO ETF TR3.7K shares0.00%2026-06-302026-08-07

FITB FIFTH THIRD BANCORP4.1K sharesnew addition2026-06-302026-08-07

SHY ISHARES TR2.7K shares0.00%2026-06-302026-08-07

STIP ISHARES TR2.1K shares0.00%2026-06-302026-08-07

FTHI

FIRST TR EXCHANGE TRADED FD

11.90%

Shares2.6M

Event2026-06-30

Filed2026-08-07

CGGR

CAPITAL GROUP GROWTH ETF

4.00%

Shares796.9K

Event2026-06-30

Filed2026-08-07

CGDV

CAPITAL GROUP DIVIDEND VALUE

1.04%

Shares640.6K

Event2026-06-30

Filed2026-08-07

CGMM

CAPITAL GROUP EQUITY ETF TR

2.71%

Shares815.6K

Event2026-06-30

Filed2026-08-07

CGGO

CAPITAL GROUP GBL GROWTH EQT

1.56%

Shares495.2K

Event2026-06-30

Filed2026-08-07

CGUS

CAPITAL GROUP CORE EQUITY ET

2.02%

Shares431.5K

Event2026-06-30

Filed2026-08-07

CGNG

CAPITAL GROUP NEW GEOGRAPHY

1.31%

Shares176.3K

Event2026-06-30

Filed2026-08-07

BUFR

FIRST TR EXCHNG TRADED FD VI

-13.63%

Shares143.4K

Event2026-06-30

Filed2026-08-07

RDVY

FIRST TR EXCHANGE TRADED FD

-2.66%

Shares62.5K

Event2026-06-30

Filed2026-08-07

FTCS

FIRST TR EXCHANGE-TRADED FD

-1.40%

Shares39.3K

Event2026-06-30

Filed2026-08-07

BUFQ

FIRST TR EXCHNG TRADED FD VI

-16.35%

Shares76.6K

Event2026-06-30

Filed2026-08-07

SDVY

FIRST TR EXCHANGE TRADED FD

-0.13%

Shares61.4K

Event2026-06-30

Filed2026-08-07

JEPI

J P MORGAN EXCHANGE TRADED F

-28.64%

Shares44.3K

Event2026-06-30

Filed2026-08-07

JPST

J P MORGAN EXCHANGE TRADED F

-13.53%

Shares45.4K

Event2026-06-30

Filed2026-08-07

PALC

PACER FDS TR

-4.79%

Shares36.7K

Event2026-06-30

Filed2026-08-07

AAPL

APPLE INC

-6.77%

Shares6.7K

Event2026-06-30

Filed2026-08-07

JMBS

JANUS DETROIT STR TR

-0.41%

Shares35.4K

Event2026-06-30

Filed2026-08-07

PYLD

PIMCO ETF TR

-0.26%

Shares58.8K

Event2026-06-30

Filed2026-08-07

BUXX

EA SERIES TRUST

-7.62%

Shares76.8K

Event2026-06-30

Filed2026-08-07

SHW

SHERWIN WILLIAMS CO

0.00%

Shares4.5K

Event2026-06-30

Filed2026-08-07

BUFZ

FIRST TR EXCHNG TRADED FD VI

-12.49%

Shares52.3K

Event2026-06-30

Filed2026-08-07

ABBVIE INC

0.00%

Shares5.1K

Event2026-06-30

Filed2026-08-07

USMV

ISHARES TR

0.23%

Shares12.3K

Event2026-06-30

Filed2026-08-07

QUAL

ISHARES TR

0.14%

Shares5.0K

Event2026-06-30

Filed2026-08-07

BUFD

FIRST TR EXCHNG TRADED FD VI

-14.17%

Shares29.2K

Event2026-06-30

Filed2026-08-07

BAC

BANK OF AMER CORP

0.00%

Shares12.9K

Event2026-06-30

Filed2026-08-07

FORD MTR CO

-33.32%

Shares50.0K

Event2026-06-30

Filed2026-08-07

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-07

CIEN

CIENA CORP

New

Shares1.0K

Event2026-06-30

Filed2026-08-07

ISHARES TR

0.00%

Shares664

Event2026-06-30

Filed2026-08-07

SMLF

ISHARES TR

0.17%

Shares5.3K

Event2026-06-30

Filed2026-08-07

AMZN

AMAZON COM INC

-13.48%

Shares1.9K

Event2026-06-30

Filed2026-08-07

ALPS ETF TR

-4.19%

Shares8.6K

Event2026-06-30

Filed2026-08-07

SPYI

NEOS ETF TRUST

1.80%

Shares8.4K

Event2026-06-30

Filed2026-08-07

CHEMOURS CO

0.00%

Shares20.1K

Event2026-06-30

Filed2026-08-07

MSFT

MICROSOFT CORP

-1.36%

Shares1.1K

Event2026-06-30

Filed2026-08-07

ABT

ABBOTT LABORATORIES

-0.79%

Shares4.4K

Event2026-06-30

Filed2026-08-07

MTUM

ISHARES TR

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-07

HECA

ETF OPPORTUNITIES TRUST

6.11%

Shares12.2K

Event2026-06-30

Filed2026-08-07

GJUL

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares7.4K

Event2026-06-30

Filed2026-08-07

LRGF

ISHARES TR

0.05%

Shares4.1K

Event2026-06-30

Filed2026-08-07

JULM

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares8.9K

Event2026-06-30

Filed2026-08-07

ISHARES TR

-1.19%

Shares2.9K

Event2026-06-30

Filed2026-08-07

RDVI

FIRST TR EXCHANGE-TRADED FD

-38.22%

Shares9.7K

Event2026-06-30

Filed2026-08-07

ALTL

PACER FDS TR

-52.23%

Shares5.6K

Event2026-06-30

Filed2026-08-07

SELECT SECTOR SPDR TR

-0.05%

Shares5.9K

Event2026-06-30

Filed2026-08-07

KNG

FIRST TR EXCHANGE-TRADED FD

-54.68%

Shares5.2K

Event2026-06-30

Filed2026-08-07

LLY

ELI LILLY & CO

New

Shares214

Event2026-06-30

Filed2026-08-07

J P MORGAN EXCHANGE TRADED F

-42.02%

Shares4.0K

Event2026-06-30

Filed2026-08-07

EXXON MOBIL CORP

3.95%

Shares1.8K

Event2026-06-30

Filed2026-08-07

ZROZ

PIMCO ETF TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-08-07

FITB

FIFTH THIRD BANCORP

New

Shares4.1K

Event2026-06-30

Filed2026-08-07

SHY

ISHARES TR

0.00%

Shares2.7K

Event2026-06-30

Filed2026-08-07

STIP

ISHARES TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-08-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available