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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.
Ishares Tr
 1,812,770 $66,691,814 12.58%
2.
Ishares Tr
 1,082,780 $58,448,433 11.02%
3.
Spdr Series Trust
 952,870 $48,729,751 9.19%
4.
Spdr Series Trust
 543,279 $47,754,228 9.01%
5.
Spdr Series Trust
 1,366,968 $44,781,868 8.45%
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)