Ergawealth Advisors, Inc.

13F Filings History

Latest 13F report
Q3 2024 - Oct 23, 2024
Value $
$202M
Signature - Title
Ian Laterreur - Chief Compliance Officer
Location
Oak Brook, IL
Summary
This page shows a list of all the recent 13F filings made by Ergawealth Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Ergawealth Advisors, Inc. reported 60 stock holdings with total value $202M as of Q3 2024. Top holdings included CGGR, FTCS, JEPI, CGDV, and RDVY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 60 $202M +$11.8M -$5.48M +$6.36M CGGR, FTCS, JEPI, CGDV, RDVY 13F-HR 10/23/2024, 08:33 AM
Q2 2024 62 $184M +$17.8M -$15.6M +$2.12M JEPI, CGGR, FTCS, CGDV, RDVY 13F-HR 7/19/2024, 07:48 PM
Q1 2024 60 $182M +$16.5M -$8.29M +$8.25M JEPI, CGGR, FTCS, CGDV, RDVY 13F-HR 4/29/2024, 12:43 PM
Q4 2023 51 $163M +$17.4M -$11.9M +$5.51M JEPI, FTCS, CGGR, CGDV, RDVY 13F-HR 1/30/2024, 11:06 AM
Q3 2023 50 $145M +$9.05M -$5.08M +$3.97M JEPI, FTCS, CGGR, CGDV, RDVY 13F-HR 10/30/2023, 09:37 AM
Q2 2023 48 $146M +$20.2M -$3.37M +$16.8M JEPI, FTCS, CGDV, CGGR, PALC 13F-HR 7/17/2023, 09:32 AM
Q1 2023 45 $123M +$17.4M -$7.56M +$9.83M JEPI, FTCS, CGDV, CGGR, PALC 13F-HR 5/2/2023, 10:38 AM
Q4 2022 52 $110M $0 $0 JEPI, FTCS, CGDV, CGGR, RDVY 13F-HR 4/14/2023, 09:40 AM