Erts Wealth Advisors, LLC Top Holdings and 13F Report (2025) About Erts Wealth Advisors, LLCInvestment ActivityErts Wealth Advisors, LLC has $514.72 million in total holdings as of March 31, 2025.Erts Wealth Advisors, LLC owns shares of 81 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 4.54% of the portfolio was purchased this quarter.About 7.08% of the portfolio was sold this quarter.This quarter, Erts Wealth Advisors, LLC has purchased 85 new stocks and bought additional shares in 20 stocks.Erts Wealth Advisors, LLC sold shares of 54 stocks and completely divested from 6 stocks this quarter.Largest Holdings iShares Broad USD High Yield Corporate Bond ETF $66,145,973SPDR Portfolio S&P 500 Growth ETF $58,127,574SPDR Portfolio S&P 500 Value ETF $51,849,740iShares Core MSCI Europe ETF $45,199,017SPDR Portfolio Intermediate Term Corporate Bond ETF $44,968,116 Largest New Holdings this Quarter 02209S103 - Altria Group $238,392 Holding67092P508 - Nuveen ESG Mid-Cap Value ETF $232,612 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 Growth ETF 179,971 shares (about $14.46M)iShares Core S&P U.S. Growth ETF 32,481 shares (about $4.13M)SPDR Portfolio S&P 500 Value ETF 62,398 shares (about $3.19M)SPDR Portfolio Long Term Treasury ETF 17,075 shares (about $465.46K)Altria Group 3,972 shares (about $238.39K) Largest Sales this Quarter iShares Core MSCI Europe ETF 331,342 shares (about $19.93M)iShares Core MSCI Pacific ETF 105,835 shares (about $6.59M)iShares International Select Dividend ETF 77,432 shares (about $2.40M)Vanguard Mid-Cap Growth ETF 3,171 shares (about $775.75K)iShares Broad USD High Yield Corporate Bond ETF 15,813 shares (about $582.08K) Sector Allocation Over TimeMap of 500 Largest Holdings ofErts Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUSHYiShares Broad USD High Yield Corporate Bond ETF$66,145,973$582,076 ▼-0.9%1,796,95712.9%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$58,127,574$14,464,262 ▲33.1%723,25011.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$51,849,740$3,186,666 ▲6.5%1,015,26810.1%ETFIEURiShares Core MSCI Europe ETF$45,199,017$19,930,231 ▼-30.6%751,4388.8%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$44,968,116$469,880 ▼-1.0%1,352,8328.7%ETFSPTLSPDR Portfolio Long Term Treasury ETF$32,650,705$465,464 ▲1.4%1,197,7526.3%ETFVOEVanguard Mid-Cap Value ETF$28,294,864$3,050 ▲0.0%176,2485.5%ETFVOTVanguard Mid-Cap Growth ETF$26,187,470$775,753 ▼-2.9%107,0455.1%ETFGOVTiShares U.S. Treasury Bond ETF$21,823,574$236,630 ▲1.1%949,4714.2%ETFSLYVSPDR S&P 600 Small Cap Value ETF$20,102,918$125,910 ▲0.6%256,4153.9%ETFSLYGSPDR S&P 600 Small Cap Growth ETF$19,048,914$82,004 ▲0.4%229,5053.7%ETFIUSGiShares Core S&P U.S. Growth ETF$15,672,672$4,127,691 ▲35.8%123,3293.0%ManufacturingIPACiShares Core MSCI Pacific ETF$13,771,519$6,587,163 ▼-32.4%221,2652.7%ETFIUSViShares Core S&P U.S. Value ETF$11,076,689$63,957 ▲0.6%120,0202.2%ManufacturingIDViShares International Select Dividend ETF$5,758,739$2,401,941 ▼-29.4%185,6461.1%ETFSCHOSchwab Short-Term U.S. Treasury ETF$4,742,488$28,818 ▲0.6%194,8440.9%ETFAAPLApple$4,180,690$371,844 ▼-8.2%18,8210.8%Computer and TechnologyLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$4,099,380$61,628 ▼-1.5%37,7160.8%FinanceTLTiShares 20+ Year Treasury Bond ETF$2,783,966$19,480 ▲0.7%30,5830.5%ETFMSFTMicrosoft$2,065,771$85,214 ▼-4.0%5,5030.4%Computer and TechnologyAGGiShares Core U.S. Aggregate Bond ETF$1,956,779$207,539 ▼-9.6%19,7810.4%FinanceIVEiShares S&P 500 Value ETF$1,848,817$435,666 ▼-19.1%9,7010.4%ETFCLXClorox$1,594,276$57,428 ▼-3.5%10,8270.3%Consumer StaplesQYLDGlobal X Nasdaq 100 Covered Call ETF$1,337,667$184,876 ▼-12.1%80,4370.3%ManufacturingIJKiShares S&P Mid-Cap 400 Growth ETF$1,328,483$109,014 ▼-7.6%15,9520.3%ETFIWSiShares Russell Mid-Cap Value ETF$1,231,672$178,742 ▼-12.7%9,7780.2%ETFGOOGLAlphabet$1,196,140$52,268 ▼-4.2%7,7350.2%Computer and TechnologyIWPiShares Russell Mid-Cap Growth ETF$1,080,647$183,045 ▼-14.5%9,1980.2%ETFBRK.BBerkshire Hathaway$1,036,933$10,652 ▼-1.0%1,9470.2%FinanceMETAMeta Platforms$976,354$12,104 ▼-1.2%1,6940.2%Computer and TechnologyJPMJPMorgan Chase & Co.$961,525$33,850 ▼-3.4%3,9200.2%FinanceIJSiShares S&P Small-Cap 600 Value ETF$929,204$95,533 ▼-9.3%9,5320.2%ETFIJTiShares S&P Small-Cap 600 Growth ETF$927,596$93,992 ▼-9.2%7,4510.2%ETFIJHiShares Core S&P Mid-Cap ETF$870,640$16,571 ▲1.9%14,9210.2%ETFIWFiShares Russell 1000 Growth ETF$850,412$218,471 ▼-20.4%2,3550.2%ETFHYGiShares iBoxx $ High Yield Corporate Bond ETF$755,8330.0%9,5810.1%ETFSHViShares Short Treasury Bond ETF$692,162$18,668 ▲2.8%6,2660.1%ETFIJRiShares Core S&P Small-Cap ETF$634,430$20,078 ▲3.3%6,0670.1%ETFDGROiShares Core Dividend Growth ETF$621,4450.0%10,0590.1%ETFMAMastercard$604,576$49,331 ▼-7.5%1,1030.1%Business ServicesVIGVanguard Dividend Appreciation ETF$595,1610.0%3,0680.1%ETFENBEnbridge$587,746$257,981 ▼-30.5%13,2640.1%EnergyVOOVanguard S&P 500 ETF$582,260$560,676 ▼-49.1%1,1330.1%ETFIVWiShares S&P 500 Growth ETF$564,963$19,030 ▼-3.3%6,0860.1%ETFIJJiShares S&P Mid-Cap 400 Value ETF$553,632$14,966 ▼-2.6%4,6240.1%ETFNUHYNuveen ESG High Yield Corporate Bond ETF$536,348$2,817 ▲0.5%25,3230.1%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$510,024$18,158 ▼-3.4%20,2230.1%ETFIBTFiShares iBonds Dec 2025 Term Treasury ETF$502,899$30,147 ▼-5.7%21,5190.1%ManufacturingBKNGBooking$474,512$50,676 ▼-9.6%1030.1%Retail/WholesaleVVisa$460,855$9,813 ▼-2.1%1,3150.1%Business ServicesDUKDuke Energy$435,311$13,783 ▼-3.1%3,5690.1%UtilitiesIEIiShares 3-7 Year Treasury Bond ETF$411,829$3,544 ▲0.9%3,4860.1%ETFWFCWells Fargo & Company$389,461$30,224 ▼-7.2%5,4250.1%FinanceBMYBristol-Myers Squibb$384,2370.0%6,3000.1%MedicalVIOGVanguard S&P Small-Cap 600 Growth ETF$382,951$8,550 ▼-2.2%3,5830.1%ETFESMLiShares ESG Aware MSCI USA Small-Cap ETF$377,485$2,497 ▲0.7%9,8280.1%ETFHYDVanEck High Yield Muni ETF$364,811$174,370 ▼-32.3%7,1280.1%ETFBLACKROCK INC$353,984$14,197 ▼-3.9%3740.1%COMVTEBVanguard Tax-Exempt Bond ETF$350,268$13,844 ▼-3.8%7,0590.1%ETFCORCencora$347,334$14,739 ▼-4.1%1,2490.1%MedicalXOMExxon Mobil$345,609$22,002 ▼-6.0%2,9060.1%EnergyPMPhilip Morris International$345,079$42,222 ▼-10.9%2,1740.1%Consumer StaplesSUBiShares Short-Term National Muni Bond ETF$336,653$61,670 ▼-15.5%3,1880.1%ETFSUSCiShares ESG Aware USD Corporate Bond ETF$322,151$2,698 ▲0.8%13,9700.1%ManufacturingPEPPepsiCo$318,622$26,839 ▼-7.8%2,1250.1%Consumer StaplesCMFiShares California Muni Bond ETF$301,379$44,180 ▲17.2%5,3550.1%ETFLAMRLamar Advertising$281,719$1,138 ▼-0.4%2,4760.1%FinanceAPDAir Products and Chemicals$276,930$10,027 ▼-3.5%9390.1%Basic MaterialsAMGNAmgen$275,410$41,436 ▼-13.1%8840.1%MedicalSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$268,226$18,326 ▼-6.4%5,6350.1%FinanceAMZNAmazon.com$267,506$25,114 ▼-8.6%1,4060.1%Retail/WholesalePNRPentair$266,999$612 ▼-0.2%3,0520.1%Business ServicesLLYEli Lilly and Company$262,6390.0%3180.1%MedicalGOOGAlphabet$253,093$31,246 ▼-11.0%1,6200.0%Computer and TechnologyMOAltria Group$238,392$238,392 ▲New Holding3,9720.0%Consumer StaplesNUMVNuveen ESG Mid-Cap Value ETF$232,612$232,612 ▲New Holding6,8000.0%ETFNUMGNuveen ESG Mid-Cap Growth ETF$227,913$687 ▲0.3%5,3100.0%ETFPGProcter & Gamble$221,376$170 ▼-0.1%1,2990.0%Consumer StaplesKOCoca-Cola$214,932$108,003 ▼-33.4%3,0010.0%Consumer StaplesCMCSAComcast$204,205$26,199 ▼-11.4%5,5340.0%Consumer DiscretionaryBBDCBarings BDC$106,962$233,863 ▼-68.6%11,2120.0%FinanceEIXEdison International$0$272,973 ▼-100.0%00.0%UtilitiesMUBiShares National Muni Bond ETF$0$270,424 ▼-100.0%00.0%ETFTSLATesla$0$262,496 ▼-100.0%00.0%Auto/Tires/TrucksUPSUnited Parcel Service$0$254,848 ▼-100.0%00.0%TransportationUNHUnitedHealth Group$0$223,084 ▼-100.0%00.0%MedicalCLFCleveland-Cliffs$0$94,418 ▼-100.0%00.0%Basic MaterialsShowing 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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