The Analysis of Ergawealth Advisors, Inc.'s Holdings
Currently, Ergawealth Advisors, Inc. holds 59 types of securities in its portfolio with a total value $214.7M. In the most recent quarter, they have increased their positions in FTHI (+750.9K shares, valued at $17.8M), CGMM (+236.0K shares, valued at $6.7M), CGGO (+152.9K shares, valued at $5.2M); decreased their positions in RDVY (-97.8K shares, valued at $6.6M), AAPL (-24.3K shares, valued at $6.2M), JEPI (-84.8K shares, valued at $4.8M); initiated new positions in BUXX (+38.1K shares, valued at $772.4K), SPYI (+6.9K shares, valued at $360.9K), GJUL (+7.4K shares, valued at $298.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CGGR CAPITAL GROUP GROWTH ETF668.2K shares5.10%2025-09-302025-10-20
FTHI FIRST TR EXCHANGE TRADED FD1.1M shares203.18%2025-09-302025-10-20 CGDV CAPITAL GROUP DIVIDEND VALUE578.8K shares1.88%2025-09-302025-10-20 RDVY FIRST TR EXCHANGE TRADED FD173.8K shares-36.00%2025-09-302025-10-20 FTCS FIRST TR EXCHANGE-TRADED FD121.5K shares-24.49%2025-09-302025-10-20 BUFR FIRST TR EXCHNG TRADED FD VI324.9K shares-20.21%2025-09-302025-10-20 JEPI J P MORGAN EXCHANGE TRADED F183.1K shares-31.66%2025-09-302025-10-20 CGMM CAPITAL GROUP EQUITY ETF TR332.8K shares244.01%2025-09-302025-10-20 BUFQ FIRST TR EXCHNG TRADED FD VI224.3K shares-5.64%2025-09-302025-10-20 PALC PACER FDS TR139.8K shares-30.69%2025-09-302025-10-20 CGGO CAPITAL GROUP GBL GROWTH EQT210.2K shares266.51%2025-09-302025-10-20 SDVY FIRST TR EXCHANGE-TRADED FD188.3K shares-30.69%2025-09-302025-10-20 CGUS CAPITAL GROUP CORE EQUITY ET165.6K shares384.90%2025-09-302025-10-20 ALTL PACER FDS TR131.2K shares-38.55%2025-09-302025-10-20 KNG FIRST TR EXCHANGE-TRADED FD100.0K shares-43.51%2025-09-302025-10-20 BUFZ FIRST TR EXCHNG TRADED FD VI129.4K shares-10.05%2025-09-302025-10-20 RDVI FIRST TR EXCHANGE-TRADED FD123.3K shares-35.73%2025-09-302025-10-20 JPST J P MORGAN EXCHANGE TRADED F46.3K shares-42.09%2025-09-302025-10-20 CGNG CAPITAL GROUP NEW GEOGRAPHY71.6K shares396.02%2025-09-302025-10-20 JEPQ J P MORGAN EXCHANGE TRADED F33.5K shares-63.45%2025-09-302025-10-20 AAPL APPLE INC7.5K shares-76.50%2025-09-302025-10-20 SHW SHERWIN WILLIAMS CO4.5K shares0.00%2025-09-302025-10-20 BUFD FIRST TR EXCHNG TRADED FD VI54.4K shares-2.82%2025-09-302025-10-20 USMV ISHARES TR14.6K shares-18.28%2025-09-302025-10-20 ABBV ABBVIE INC5.0K shares1.05%2025-09-302025-10-20 QUAL ISHARES TR5.7K shares0.18%2025-09-302025-10-20 SDVD FIRST TR EXCH TRADED FD III48.6K shares-43.34%2025-09-302025-10-20 F FORD MTR CO75.0K shares0.00%2025-09-302025-10-20 BUXX EA SERIES TRUST38.1K sharesnew addition2025-09-302025-10-20 BAC BANK AMERICA CORP12.8K shares0.00%2025-09-302025-10-20 ABT ABBOTT LABS4.3K shares1.10%2025-09-302025-10-20 IBM INTERNATIONAL BUSINESS MACHS2.0K shares0.00%2025-09-302025-10-20 AMZN AMAZON COM INC2.4K shares-7.05%2025-09-302025-10-20 SMLF ISHARES TR6.2K shares-2.99%2025-09-302025-10-20 AMLP ALPS ETF TR8.6K shares1.94%2025-09-302025-10-20 IVV ISHARES TR592 shares65.36%2025-09-302025-10-20 T AT&T INC13.2K shares0.90%2025-09-302025-10-20 MTUM ISHARES TR1.4K shares-66.75%2025-09-302025-10-20 SPYI NEOS ETF TRUST6.9K sharesnew addition2025-09-302025-10-20 LRGF ISHARES TR5.1K shares0.08%2025-09-302025-10-20 UCON FIRST TR EXCHNG TRADED FD VI12.8K shares0.62%2025-09-302025-10-20 CC CHEMOURS CO20.1K shares0.00%2025-09-302025-10-20 GJUL FIRST TR EXCHNG TRADED FD VI7.4K sharesnew addition2025-09-302025-10-20 AGG ISHARES TR2.9K sharesnew addition2025-09-302025-10-20 JULM FIRST TR EXCHNG TRADED FD VI8.9K sharesnew addition2025-09-302025-10-20 XOM EXXON MOBIL CORP2.4K shares-8.31%2025-09-302025-10-20 GE GE AEROSPACE875 shares-1.35%2025-09-302025-10-20 FDL FIRST TR EXCHANGE-TRADED FD5.8K shares-85.05%2025-09-302025-10-20 MSFT MICROSOFT CORP474 shares-40.23%2025-09-302025-10-20 TFLO ISHARES TR4.8K sharesnew addition2025-09-302025-10-20 KHC KRAFT HEINZ CO9.0K shares0.00%2025-09-302025-10-20 IAU ISHARES GOLD TR3.2K sharesnew addition2025-09-302025-10-20 JMST J P MORGAN EXCHANGE TRADED F4.6K shares0.68%2025-09-302025-10-20 FDN FIRST TR EXCHANGE-TRADED FD811 shares0.00%2025-09-302025-10-20 STIP ISHARES TR2.2K sharesnew addition2025-09-302025-10-20 KR KROGER CO3.3K shares0.00%2025-09-302025-10-20 CDW CDW CORP1.4K shares4.65%2025-09-302025-10-20 SHY ISHARES TR2.6K sharesnew addition2025-09-302025-10-20 FSCO FS CREDIT OPPORTUNITIES CORP17.2K shares-3.22%2025-09-302025-10-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available