Ergawealth Advisors, Inc.

13F Portfolio Filings

Latest portfolio report
Q1 2024 - Apr 29, 2024
Value $
$182M
Signature - Title
Ian Laterreur - Chief Compliance Officer
Location
1200 Harger Road, Suite 711, Oak Brook, Illinois
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2024 60 $182M +$16.5M -$8.29M +$8.25M JEPI, CGGR, FTCS, CGDV, RDVY, KNG 13F-HR 4/29/2024, 12:43 PM
Q4 2023 51 $163M +$17.4M -$11.9M +$5.51M JEPI, FTCS, CGGR, CGDV, RDVY, KNG 13F-HR 1/30/2024, 11:06 AM
Q3 2023 50 $145M +$9.05M -$5.08M +$3.97M JEPI, FTCS, CGGR, CGDV, RDVY, PALC 13F-HR 10/30/2023, 09:37 AM
Q2 2023 47 $146M +$20.2M -$3.37M +$16.8M JEPI, FTCS, CGDV, CGGR, PALC, ALTL 13F-HR 7/17/2023, 09:32 AM
Q1 2023 45 $123M +$17.4M -$4.47M +$12.9M JEPI, FTCS, CGDV, CGGR, PALC, ALTL 13F-HR 5/2/2023, 10:38 AM
Q4 2022 52 $110M JEPI, FTCS, CGDV, CGGR, RDVY, ALTL 13F-HR 4/14/2023, 09:40 AM