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

Currently, Ergawealth Advisors, Inc. holds 55 types of securities in its portfolio with a total value $226.2M. In the most recent quarter, they have increased their positions in FTHI (+270.1K shares, valued at $6.2M), CGGR (+47.5K shares, valued at $1.9M), JMBS (+35.5K shares, valued at $1.6M); decreased their positions in JEPI (-12.9K shares, valued at $730.9K), KNG (-4.2K shares, valued at $202.4K), JEPQ (-2.9K shares, valued at $159.5K); initiated new positions in JMBS (+35.5K shares, valued at $1.6M), PYLD (+58.9K shares, valued at $1.5M), HECA (+11.5K shares, valued at $330.8K).

1M P&L

+6.4M+2.66%

3M P&L

+6.8M+2.85%

HY P&L

+18.0M+7.90%

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/A216.2M

96.0%

2Specialty Chemicals1.9M

0.8%

3Consumer Electronics1.8M

0.8%

Top Industries by Stock Count

1N/A39 stocks

75.0%

2Specialty Chemicals2 stocks

3.8%

3Medical Devices1 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FTHI FIRST TR EXCHANGE TRADED FD2.4M shares12.88%2026-03-312026-04-27

CGGR CAPITAL GROUP GROWTH ETF766.3K shares6.62%2026-03-312026-04-27

CGDV CAPITAL GROUP DIVIDEND VALUE634.0K shares5.19%2026-03-312026-04-27

CGMM CAPITAL GROUP EQUITY ETF TR794.1K shares6.01%2026-03-312026-04-27

CGGO CAPITAL GROUP GBL GROWTH EQT487.6K shares6.49%2026-03-312026-04-27

CGUS CAPITAL GROUP CORE EQUITY ET422.9K shares7.14%2026-03-312026-04-27

BUFR FIRST TR EXCHNG TRADED FD VI166.0K shares-0.88%2026-03-312026-04-27

CGNG CAPITAL GROUP NEW GEOGRAPHY174.0K shares5.41%2026-03-312026-04-27

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD64.2K shares-1.24%2026-03-312026-04-27

FTCS FIRST TR EXCHANGE-TRADED FD39.8K shares-0.82%2026-03-312026-04-27

JEPI J P MORGAN EXCHANGE TRADED F62.0K shares-17.21%2026-03-312026-04-27

BUFQ FIRST TR EXCHNG TRADED FD VI91.6K shares-3.38%2026-03-312026-04-27

JPST J P MORGAN EXCHANGE TRADED F52.5K shares19.12%2026-03-312026-04-27

SDVY FIRST TR EXCHANGE TRADED FD61.5K shares-0.29%2026-03-312026-04-27

PALC PACER FDS TR38.5K shares-1.60%2026-03-312026-04-27

AAPL APPLE INC7.2K shares0.87%2026-03-312026-04-27

Sponsored

BUXX EA SERIES TRUST83.1K shares110.02%2026-03-312026-04-27

JMBS JANUS DETROIT STR TR35.5K sharesnew addition2026-03-312026-04-27

BUFZ FIRST TR EXCHNG TRADED FD VI59.8K shares-7.46%2026-03-312026-04-27

PYLD PIMCO ETF TR58.9K sharesnew addition2026-03-312026-04-27

SHW SHERWIN WILLIAMS CO4.5K shares0.00%2026-03-312026-04-27

USMV ISHARES TR12.2K shares0.35%2026-03-312026-04-27

ABBV ABBVIE INC5.1K shares2.03%2026-03-312026-04-27

QUAL ISHARES TR5.0K shares0.18%2026-03-312026-04-27

Sponsored

BUFD FIRST TR EXCHNG TRADED FD VI34.0K shares-3.30%2026-03-312026-04-27

F FORD MTR CO75.0K shares0.00%2026-03-312026-04-27

BAC BANK AMERICA CORP12.9K shares0.43%2026-03-312026-04-27

KNG FIRST TR EXCHANGE-TRADED FD11.4K shares-26.73%2026-03-312026-04-27

IBM INTERNATIONAL BUSINESS MACHS2.2K shares7.75%2026-03-312026-04-27

ALTL PACER FDS TR11.7K shares-12.91%2026-03-312026-04-27

ALPS ETF TR ALPS ETF TR9.0K shares2.79%2026-03-312026-04-27

AMZN AMAZON COM INC2.2K shares-4.30%2026-03-312026-04-27

Sponsored

ABT ABBOTT LABORATORIES4.4K shares1.71%2026-03-312026-04-27

CC CHEMOURS CO20.1K shares0.00%2026-03-312026-04-27

IVV ISHARES TR664 shares12.16%2026-03-312026-04-27

MSFT MICROSOFT CORP1.1K shares-19.93%2026-03-312026-04-27

SPYI NEOS ETF TRUST8.2K shares16.42%2026-03-312026-04-27

RDVI FIRST TR EXCHANGE-TRADED FD15.8K shares-24.43%2026-03-312026-04-27

SMLF ISHARES TR5.3K shares-0.04%2026-03-312026-04-27

JEPQ J P MORGAN EXCHANGE TRADED F7.0K shares-29.18%2026-03-312026-04-27

Sponsored

T AT&T INC11.7K shares-2.50%2026-03-312026-04-27

HECA ETF OPPORTUNITIES TRUST11.5K sharesnew addition2026-03-312026-04-27

GJUL FIRST TR EXCHNG TRADED FD VI7.4K shares0.00%2026-03-312026-04-27

JULM FIRST TR EXCHNG TRADED FD VI8.9K shares0.00%2026-03-312026-04-27

XOM EXXON MOBIL CORP1.7K shares-28.31%2026-03-312026-04-27

AGG ISHARES TR2.9K shares0.00%2026-03-312026-04-27

XLU SELECT SECTOR SPDR TR5.9K sharesnew addition2026-03-312026-04-27

LRGF ISHARES TR4.1K shares-0.17%2026-03-312026-04-27

Sponsored

MTUM ISHARES TR1.1K shares0.09%2026-03-312026-04-27

GE AEROSPACE GE AEROSPACE893 shares2.06%2026-03-312026-04-27

KR KROGER CO3.3K shares0.00%2026-03-312026-04-27

ZROZ PIMCO ETF TR3.7K sharesnew addition2026-03-312026-04-27

ISHARES GOLD TR ISHARES GOLD TR2.5K shares-21.48%2026-03-312026-04-27

STIP ISHARES TR2.1K shares-0.92%2026-03-312026-04-27

SHY ISHARES TR2.7K shares2.30%2026-03-312026-04-27

FTHI

FIRST TR EXCHANGE TRADED FD

12.88%

Shares2.4M

Event2026-03-31

Filed2026-04-27

CGGR

CAPITAL GROUP GROWTH ETF

6.62%

Shares766.3K

Event2026-03-31

Filed2026-04-27

CGDV

CAPITAL GROUP DIVIDEND VALUE

5.19%

Shares634.0K

Event2026-03-31

Filed2026-04-27

CGMM

CAPITAL GROUP EQUITY ETF TR

6.01%

Shares794.1K

Event2026-03-31

Filed2026-04-27

CGGO

CAPITAL GROUP GBL GROWTH EQT

6.49%

Shares487.6K

Event2026-03-31

Filed2026-04-27

CGUS

CAPITAL GROUP CORE EQUITY ET

7.14%

Shares422.9K

Event2026-03-31

Filed2026-04-27

BUFR

FIRST TR EXCHNG TRADED FD VI

-0.88%

Shares166.0K

Event2026-03-31

Filed2026-04-27

CGNG

CAPITAL GROUP NEW GEOGRAPHY

5.41%

Shares174.0K

Event2026-03-31

Filed2026-04-27

RDVY

FIRST TR EXCHANGE TRADED FD

-1.24%

Shares64.2K

Event2026-03-31

Filed2026-04-27

FTCS

FIRST TR EXCHANGE-TRADED FD

-0.82%

Shares39.8K

Event2026-03-31

Filed2026-04-27

JEPI

J P MORGAN EXCHANGE TRADED F

-17.21%

Shares62.0K

Event2026-03-31

Filed2026-04-27

BUFQ

FIRST TR EXCHNG TRADED FD VI

-3.38%

Shares91.6K

Event2026-03-31

Filed2026-04-27

JPST

J P MORGAN EXCHANGE TRADED F

19.12%

Shares52.5K

Event2026-03-31

Filed2026-04-27

SDVY

FIRST TR EXCHANGE TRADED FD

-0.29%

Shares61.5K

Event2026-03-31

Filed2026-04-27

PALC

PACER FDS TR

-1.60%

Shares38.5K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

0.87%

Shares7.2K

Event2026-03-31

Filed2026-04-27

BUXX

EA SERIES TRUST

110.02%

Shares83.1K

Event2026-03-31

Filed2026-04-27

JMBS

JANUS DETROIT STR TR

New

Shares35.5K

Event2026-03-31

Filed2026-04-27

BUFZ

FIRST TR EXCHNG TRADED FD VI

-7.46%

Shares59.8K

Event2026-03-31

Filed2026-04-27

PYLD

PIMCO ETF TR

New

Shares58.9K

Event2026-03-31

Filed2026-04-27

SHW

SHERWIN WILLIAMS CO

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-27

USMV

ISHARES TR

0.35%

Shares12.2K

Event2026-03-31

Filed2026-04-27

ABBV

ABBVIE INC

2.03%

Shares5.1K

Event2026-03-31

Filed2026-04-27

QUAL

ISHARES TR

0.18%

Shares5.0K

Event2026-03-31

Filed2026-04-27

BUFD

FIRST TR EXCHNG TRADED FD VI

-3.30%

Shares34.0K

Event2026-03-31

Filed2026-04-27

FORD MTR CO

0.00%

Shares75.0K

Event2026-03-31

Filed2026-04-27

BAC

BANK AMERICA CORP

0.43%

Shares12.9K

Event2026-03-31

Filed2026-04-27

KNG

FIRST TR EXCHANGE-TRADED FD

-26.73%

Shares11.4K

Event2026-03-31

Filed2026-04-27

IBM

INTERNATIONAL BUSINESS MACHS

7.75%

Shares2.2K

Event2026-03-31

Filed2026-04-27

ALTL

PACER FDS TR

-12.91%

Shares11.7K

Event2026-03-31

Filed2026-04-27

ALPS ETF TR

2.79%

Shares9.0K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

-4.30%

Shares2.2K

Event2026-03-31

Filed2026-04-27

ABT

ABBOTT LABORATORIES

1.71%

Shares4.4K

Event2026-03-31

Filed2026-04-27

CHEMOURS CO

0.00%

Shares20.1K

Event2026-03-31

Filed2026-04-27

IVV

ISHARES TR

12.16%

Shares664

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

-19.93%

Shares1.1K

Event2026-03-31

Filed2026-04-27

SPYI

NEOS ETF TRUST

16.42%

Shares8.2K

Event2026-03-31

Filed2026-04-27

RDVI

FIRST TR EXCHANGE-TRADED FD

-24.43%

Shares15.8K

Event2026-03-31

Filed2026-04-27

SMLF

ISHARES TR

-0.04%

Shares5.3K

Event2026-03-31

Filed2026-04-27

JEPQ

J P MORGAN EXCHANGE TRADED F

-29.18%

Shares7.0K

Event2026-03-31

Filed2026-04-27

AT&T INC

-2.50%

Shares11.7K

Event2026-03-31

Filed2026-04-27

HECA

ETF OPPORTUNITIES TRUST

New

Shares11.5K

Event2026-03-31

Filed2026-04-27

GJUL

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares7.4K

Event2026-03-31

Filed2026-04-27

JULM

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares8.9K

Event2026-03-31

Filed2026-04-27

XOM

EXXON MOBIL CORP

-28.31%

Shares1.7K

Event2026-03-31

Filed2026-04-27

AGG

ISHARES TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-27

XLU

SELECT SECTOR SPDR TR

New

Shares5.9K

Event2026-03-31

Filed2026-04-27

LRGF

ISHARES TR

-0.17%

Shares4.1K

Event2026-03-31

Filed2026-04-27

MTUM

ISHARES TR

0.09%

Shares1.1K

Event2026-03-31

Filed2026-04-27

GE AEROSPACE

2.06%

Shares893

Event2026-03-31

Filed2026-04-27

KROGER CO

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-27

ZROZ

PIMCO ETF TR

New

Shares3.7K

Event2026-03-31

Filed2026-04-27

ISHARES GOLD TR

-21.48%

Shares2.5K

Event2026-03-31

Filed2026-04-27

STIP

ISHARES TR

-0.92%

Shares2.1K

Event2026-03-31

Filed2026-04-27

SHY

ISHARES TR

2.30%

Shares2.7K

Event2026-03-31

Filed2026-04-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available