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Home > Institutional Investor > Erts Wealth Advisors, Llc > 13F Holdings

Instuitional Investor - Erts Wealth Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Series Trust
 1,543,508 $71,973,796 15.52%
2.
Spdr Series Trust
 1,018,766 $66,280,924 14.29%
3.
Ishares Tr
 1,450,799 $52,736,549 11.37%
4.
Ishares Tr
 2,046,136 $47,142,962 10.17%
5.
Spdr Series Trust
 1,063,300 $34,908,148 7.53%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)