EHRLICH FINANCIAL GROUP

13F Filings History

Latest 13F report: Q3 2024 - Oct 7, 2024
Value $: $140M
Signature - Title: Lora Rommel - Chief Compliance Officer
Location: Laguna Niguel, CA
Summary: This page shows a list of all the recent 13F filings made by EHRLICH FINANCIAL GROUP. Form 13F is required to be filed within 45 days of the end of a calendar quarter. EHRLICH FINANCIAL GROUP reported 108 stock holdings with total value $140M as of Q3 2024. Top holdings included IVW, AVUS, IVE, QUAL, and DYNF.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	108	$140M	+$30.5M	-$22M	+$8.47M	IVW, AVUS, IVE, QUAL, DYNF	13F-HR	10/7/2024, 09:44 AM
Q2 2024	100	$127M	+$26.2M	-$19.6M	+$6.6M	IVW, IVE, AVUS, QUAL, DYNF	13F-HR	7/12/2024, 01:54 PM
Q1 2024	99	$119M	+$39.4M	-$24.1M	+$15.2M	IVW, AVUS, IVE, QUAL, DYNF	13F-HR	4/15/2024, 11:58 AM
Q4 2023	94	$99.7M	$0	$0		AVUS, IVW, IVE, IVV, TLH	13F-HR	2/13/2024, 10:58 AM