Ergawealth Advisors, Inc. Top Holdings and 13F Report (2025) About Ergawealth Advisors, Inc.Investment ActivityErgawealth Advisors, Inc. has $201.81 million in total holdings as of March 31, 2025.Ergawealth Advisors, Inc. owns shares of 60 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 4.93% of the portfolio was purchased this quarter.About 2.71% of the portfolio was sold this quarter.This quarter, Ergawealth Advisors, Inc. has purchased 63 new stocks and bought additional shares in 24 stocks.Ergawealth Advisors, Inc. sold shares of 20 stocks and completely divested from 5 stocks this quarter.Largest Holdings Capital Group Growth ETF $20,847,768Capital Group Dividend Value ETF $19,408,859JPMorgan Equity Premium Income ETF $16,177,079First Trust Capital Strength ETF $15,389,200First Trust NASDAQ Rising Dividend Achievers $15,062,994 Largest New Holdings this Quarter 886364637 - FolioBeyond Rising Rate ETF $629,938 Holding16411R208 - CHENIERE ENERGY INC $200,161 Holding Largest Purchases this Quarter FT Vest Laddered Buffer ETF 86,440 shares (about $2.57M)Capital Group Dividend Value ETF 31,971 shares (about $1.14M)First Trust Morningstar Dividend Leaders Index 21,907 shares (about $951.63K)FT Vest Laddered Nasdaq Buffer ETF 31,419 shares (about $938.17K)FT Vest Rising Dividend Achievers Target Income ETF 32,903 shares (about $780.46K) Largest Sales this Quarter First Trust Capital Strength ETF 20,721 shares (about $1.86M)JPMorgan Equity Premium Income ETF 14,763 shares (about $843.56K)Invesco QQQ 511 shares (about $239.62K)Schwab U.S. Large-Cap Growth ETF 8,994 shares (about $225.21K)Capital Group Global Growth Equity ETF 7,213 shares (about $204.34K) 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$20,847,768$283,350 ▲1.4%608,69410.3%ETFCGDVCapital Group Dividend Value ETF$19,408,859$1,139,446 ▲6.2%544,5819.6%ETFJEPIJPMorgan Equity Premium Income ETF$16,177,079$843,558 ▼-5.0%283,1138.0%ETFFTCSFirst Trust Capital Strength ETF$15,389,200$1,857,429 ▼-10.8%171,6787.6%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$15,062,994$134,642 ▲0.9%257,3117.5%ManufacturingBUFRFT Vest Laddered Buffer ETF$12,632,917$2,566,404 ▲25.5%425,4946.3%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$10,998,335$300,897 ▲2.8%217,7035.4%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$9,965,414$143,213 ▼-1.4%297,4754.9%ETFPALCPacer Lunt Large Cap Multi-Factor Alternator ETF$9,958,088$11,412 ▼-0.1%207,6874.9%ETFALTLPacer Lunt Large Cap Alternator ETF$8,488,786$104,059 ▲1.2%243,8334.2%ETFBUFQFT Vest Laddered Nasdaq Buffer ETF$7,541,233$938,171 ▲14.2%252,5533.7%ETFAAPLApple$6,916,420$60,641 ▼-0.9%31,1373.4%Computer and TechnologyRDVIFT Vest Rising Dividend Achievers Target Income ETF$6,069,631$780,458 ▲14.8%255,8873.0%ETFJPSTJPMorgan Ultra-Short Income ETF$4,474,104$84,653 ▲1.9%88,3692.2%ETFJEPQJPMorgan Nasdaq Equity Premium Income ETF$4,391,999$630,321 ▲16.8%84,8202.2%ETFFIRST TR EXCHNG TRADED FD VI$3,678,267$185,627 ▲5.3%156,5221.8%FT VEST LADFIRST TR EXCH TRADED FD III$2,550,425$495,475 ▲24.1%127,7131.3%FT VEST SMIDBRK.BBerkshire Hathaway$2,114,329$80,419 ▲4.0%3,9701.0%FinanceUSMViShares MSCI USA Min Vol Factor ETF$1,688,219$44,488 ▼-2.6%18,0250.8%ETFBUFDFT Vest Laddered Deep Buffer ETF$1,592,010$87,400 ▲5.8%63,8080.8%ETFSHWSherwin-Williams$1,571,3550.0%4,5000.8%Basic MaterialsFDLFirst Trust Morningstar Dividend Leaders Index$1,469,300$951,631 ▲183.8%33,8240.7%ETFCOWZPacer US Cash Cows 100 ETF$1,175,069$59,413 ▲5.3%21,4590.6%ETFPSFFPacer Swan SOS Fund of Funds ETF$1,152,935$24,239 ▲2.1%40,3830.6%ETFQUALiShares MSCI USA Quality Factor ETF$1,030,393$8,715 ▼-0.8%6,0300.5%ETFABBVAbbVie$1,017,476$20,953 ▼-2.0%4,8560.5%MedicalFFord Motor$752,5810.0%75,0330.4%Auto/Tires/TrucksQARPXtrackers Russell 1000 US QARP ETF$722,497$7,864 ▲1.1%13,9640.4%ETFMTUMiShares MSCI USA Momentum Factor ETF$651,134$243,998 ▲59.9%3,2210.3%ETFRISRFolioBeyond Rising Rate ETF$629,938$629,938 ▲New Holding17,3390.3%ETFQQQInvesco QQQ$615,223$239,618 ▼-28.0%1,3120.3%FinanceCGGOCapital Group Global Growth Equity ETF$573,078$204,341 ▼-26.3%20,2290.3%ETFFTGSFirst Trust Growth Strength ETF$567,511$5,087 ▲0.9%19,0760.3%ETFABTAbbott Laboratories$554,241$13,266 ▼-2.3%4,1780.3%MedicalPAMCPacer Lunt MidCap Multi-Factor Alternator ETF$550,487$13,904 ▼-2.5%12,9860.3%ETFBACBank of America$534,1440.0%12,8000.3%FinanceVOOVanguard S&P 500 ETF$521,6190.0%1,0150.3%ETFIBMInternational Business Machines$497,3200.0%2,0000.2%Computer and TechnologyLLYEli Lilly and Company$497,198$14,866 ▼-2.9%6020.2%MedicalAMZNAmazon.com$491,8220.0%2,5850.2%Retail/WholesaleSMLFiShares U.S. Small Cap Equity Factor ETF$435,262$6,403 ▼-1.4%7,0020.2%ETFAMLPAlerian MLP ETF$425,240$9,245 ▲2.2%8,1870.2%ETFSCHGSchwab U.S. Large-Cap Growth ETF$408,027$225,210 ▼-35.6%16,2950.2%ETFPKWInvesco BuyBack Achievers ETF$404,693$1,803 ▲0.4%3,5920.2%ETFGLDSPDR Gold Shares$401,9550.0%1,3950.2%FinanceLRGFiShares U.S. Equity Factor ETF$380,563$5,267 ▼-1.4%6,5750.2%ETFTAT&T$346,4330.0%12,2500.2%Computer and TechnologyAVGOBroadcom$330,842$6,362 ▼-1.9%1,9760.2%Computer and TechnologyUCONFirst Trust TCW Unconstrained Plus Bond ETF$326,717$97,834 ▼-23.0%13,2010.2%ETFFIFiserv$304,3040.0%1,3780.2%Business ServicesXOMExxon Mobil$300,259$3,211 ▼-1.1%2,5250.1%EnergyJMSTJPMorgan Ultra-Short Municipal ETF$285,099$4,017 ▲1.4%5,6070.1%ETFMSFTMicrosoft$278,058$3,752 ▼-1.3%7410.1%Computer and TechnologyKHCKraft Heinz$273,8700.0%9,0000.1%Consumer StaplesDAPRFT Vest U.S. Equity Deep Buffer ETF - April$266,9400.0%7,1710.1%ETFVEAVanguard FTSE Developed Markets ETF$264,2140.0%5,1980.1%ETFSTRLSterling Infrastructure$246,4580.0%2,1770.1%ConstructionCDWCDW$209,531$641 ▲0.3%1,3070.1%Computer and TechnologyCCChemours$204,3030.0%15,1000.1%Basic MaterialsCHENIERE ENERGY INC$200,161$200,161 ▲New Holding8650.1%COM NEWNFTYFirst Trust India NIFTY 50 Equal Weight ETF$0$553,181 ▼-100.0%00.0%ManufacturingFSCOFS Credit Opportunities$0$463,139 ▼-100.0%00.0%Financial ServicesFVFirst Trust Dorsey Wright Focus 5 ETF$0$213,148 ▼-100.0%00.0%ManufacturingVVisa$0$207,638 ▼-100.0%00.0%Business ServicesFDNFirst Trust Dow Jones Internet Index Fund$0$202,641 ▼-100.0%00.0%ETFShowing 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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