Ergawealth Advisors, Inc. Top Holdings and 13F Report (2024) About Ergawealth Advisors, Inc.Investment ActivityErgawealth Advisors, Inc. has $201.67 million in total holdings as of September 30, 2024.Ergawealth Advisors, Inc. owns shares of 60 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 5.87% of the portfolio was purchased this quarter.About 2.72% of the portfolio was sold this quarter.This quarter, Ergawealth Advisors, Inc. has purchased 62 new stocks and bought additional shares in 32 stocks.Ergawealth Advisors, Inc. sold shares of 17 stocks and completely divested from 5 stocks this quarter.Largest Holdings Capital Group Growth ETF $20,696,754First Trust Capital Strength ETF $18,530,468JPMorgan Equity Premium Income ETF $18,260,604Capital Group Dividend Value ETF $17,663,355First Trust NASDAQ Rising Dividend Achievers $15,177,711 Largest New Holdings this Quarter First Trust India NIFTY 50 Equal Weight ETF $611,895 HoldingFirst Trust Dorsey Wright Focus 5 ETF $210,296 HoldingHome Depot $205,677 Holding Largest Purchases this Quarter FT Vest Laddered Buffer ETF 74,691 shares (about $2.23M)FT Vest Laddered Nasdaq Buffer ETF 44,649 shares (about $1.36M)FT Vest Laddered Deep Buffer ETF 41,700 shares (about $1.04M)FIRST TR EXCHNG TRADED FD VI 43,511 shares (about $1.02M)JPMorgan Nasdaq Equity Premium Income ETF 14,413 shares (about $791.70K) Largest Sales this Quarter JPMorgan Equity Premium Income ETF 36,591 shares (about $2.18M)First Trust Morningstar Dividend Leaders Index 8,718 shares (about $365.73K)JPMorgan Ultra-Short Income ETF 6,879 shares (about $349.04K)First Trust NASDAQ Rising Dividend Achievers 3,747 shares (about $221.86K)FT Vest S&P 500 Dividend Aristocrats Target Income ETF 4,031 shares (about $219.61K) Sector Allocation Over TimeMap of 500 Largest Holdings ofErgawealth Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCGGRCapital Group Growth ETF$20,696,754$682,650 ▲3.4%594,90510.3%ETFFTCSFirst Trust Capital Strength ETF$18,530,468$198,852 ▲1.1%204,0809.2%ETFJEPIJPMorgan Equity Premium Income ETF$18,260,604$2,177,533 ▼-10.7%306,8499.1%ETFCGDVCapital Group Dividend Value ETF$17,663,355$580,890 ▲3.4%484,7248.8%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$15,177,711$221,860 ▼-1.4%256,3377.5%ManufacturingKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$12,310,849$219,609 ▼-1.8%225,9706.1%ETFSDVYFirst Trust SMID Cap Rising Dividend Archievers ETF$11,369,721$632,793 ▲5.9%312,5275.6%ETFPALCPacer Lunt Large Cap Multi-Factor Alternator ETF$10,409,878$35,619 ▲0.3%210,1315.2%ETFALTLPacer Lunt Large Cap Alternator ETF$9,032,165$391,140 ▲4.5%236,6924.5%ETFBUFRFT Vest Laddered Buffer ETF$7,969,959$2,232,514 ▲38.9%266,6434.0%ETFAAPLApple$7,415,382$6,058 ▼-0.1%31,8263.7%Computer and TechnologyBUFQFT Vest Laddered Nasdaq Buffer ETF$5,689,168$1,355,097 ▲31.3%187,4522.8%ETFRDVIFT Vest Rising Dividend Achievers Target Income ETF$5,471,068$452,144 ▲9.0%222,0402.7%ETFFIRST TR EXCHNG TRADED FD VI$4,224,135$1,024,249 ▲32.0%179,4452.1%FT VEST LADJPSTJPMorgan Ultra-Short Income ETF$4,211,564$349,040 ▼-7.7%83,0032.1%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$3,456,066$791,702 ▲29.7%62,9181.7%ETFUSMViShares MSCI USA Min Vol Factor ETF$2,029,026$1,644 ▲0.1%22,2211.0%ETFPSFFPacer Swan SOS Fund of Funds ETF$1,732,131$77,224 ▲4.7%60,2690.9%ETFSHWSherwin-Williams$1,717,5150.0%4,5000.9%Basic MaterialsBRK.BBerkshire Hathaway$1,715,838$27,615 ▲1.6%3,7280.9%FinanceFIRST TR EXCH TRADED FD III$1,667,349$745,213 ▲80.8%75,5820.8%FT VEST SMIDBUFDFT Vest Laddered Deep Buffer ETF$1,493,135$1,044,168 ▲232.6%59,6300.7%ETFQUALiShares MSCI USA Quality Factor ETF$1,182,963$1,255 ▲0.1%6,5980.6%ETFCOWZPacer US Cash Cows 100 ETF$1,128,178$37,126 ▲3.4%19,5090.6%ETFABBVAbbVie$978,664$7,109 ▼-0.7%4,9560.5%MedicalFDLFirst Trust Morningstar Dividend Leaders Index$901,019$365,727 ▼-28.9%21,4780.4%ETFCGGOCapital Group Global Growth Equity ETF$897,886$935 ▲0.1%29,7810.4%ETFQQQInvesco QQQ$859,491$6,345 ▲0.7%1,7610.4%FinanceFFord Motor$792,348$10,212 ▼-1.3%75,0330.4%Auto/Tires/TrucksQARPXtrackers Russell 1000 US QARP ETF$677,862$18,664 ▲2.8%12,9660.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$645,812$3,125 ▼-0.5%6,1990.3%ETFNFTYFirst Trust India NIFTY 50 Equal Weight ETF$611,895$611,895 ▲New Holding9,4370.3%ManufacturingPAMCPacer Lunt MidCap Multi-Factor Alternator ETF$604,332$7,026 ▲1.2%13,0750.3%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$593,401$210,918 ▼-26.2%23,6130.3%ETFFTGSFirst Trust Growth Strength ETF$565,706$10,521 ▲1.9%18,1200.3%ETFLLYEli Lilly and Company$557,256$1,772 ▼-0.3%6290.3%MedicalAMZNAmazon.com$537,562$1,677 ▲0.3%2,8850.3%Retail/WholesaleSMLFiShares U.S. Small Cap Equity Factor ETF$513,237$796 ▲0.2%7,7350.3%ETFBACBank of America$507,9040.0%12,8000.3%FinanceABTAbbott Laboratories$487,737$6,271 ▲1.3%4,2780.2%MedicalMTUMiShares MSCI USA Momentum Factor ETF$476,784$406 ▼-0.1%2,3510.2%ETFAVGOBroadcom$462,300$416,070 ▲900.0%2,6800.2%Computer and TechnologyIBMInternational Business Machines$442,160$884 ▼-0.2%2,0000.2%Computer and TechnologyLRGFiShares U.S. Equity Factor ETF$435,1380.0%7,4040.2%ETFMSFTMicrosoft$402,102$12,915 ▲3.3%9340.2%Computer and TechnologyPKWInvesco BuyBack Achievers ETF$383,413$6,986 ▲1.9%3,3480.2%ETFJMSTJPMorgan Ultra-Short Municipal ETF$323,699$4,635 ▲1.5%6,3550.2%ETFSTRLSterling Infrastructure$319,0440.0%2,2000.2%ConstructionKHCKraft Heinz$315,9900.0%9,0000.2%Consumer StaplesCCChemours$306,8320.0%15,1000.2%Basic MaterialsXOMExxon Mobil$297,036$3,868 ▼-1.3%2,5340.1%Oils/EnergyCDWCDW$293,739$905 ▲0.3%1,2980.1%Computer and TechnologyTAT&T$271,724$5,434 ▼-2.0%12,3510.1%Computer and TechnologyDAPRFT Vest U.S. Equity Deep Buffer ETF - April$261,5980.0%7,1710.1%ETFDOWDOW$258,564$8,195 ▼-3.1%4,7330.1%Basic MaterialsFDNFirst Trust Dow Jones Internet Index Fund$253,490$1,059 ▼-0.4%1,1970.1%ETFFIFiserv$247,5580.0%1,3780.1%Business ServicesVVisa$219,410$9,623 ▲4.6%7980.1%Business ServicesFVFirst Trust Dorsey Wright Focus 5 ETF$210,296$210,296 ▲New Holding3,6090.1%ManufacturingHDHome Depot$205,677$205,677 ▲New Holding5080.1%Retail/WholesaleCALFPacer US Small Cap Cash Cows 100 ETF$0$816,757 ▼-100.0%00.0%ETFFLMXFranklin FTSE Mexico ETF$0$411,654 ▼-100.0%00.0%ETFDJUNFT Vest U.S. Equity Deep Buffer ETF - June$0$239,779 ▼-100.0%00.0%ManufacturingSCHXSchwab US Large-Cap ETF$0$218,234 ▼-100.0%00.0%ETFVLOValero Energy$0$204,415 ▼-100.0%00.0%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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