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  Name: Ergawealth Advisors Inc.
  City: OAK BROOK
  State: IL
  Zip: 60523
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $182,416,000
  Total Value Change : $19,836,000
  Securities Held Change : 9
   
All Securities Held : 60
  New Positions : 11
  Closed Positions : 2
  Increased Positions : 24
  Unchanged Positions : 7
  Decreased Positions : 18

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Holdings Found : 11     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (BUFR)1 Year Chart         BUFR First Tr Exchng Traded Fd Vi 24 New $0.00 $798,000 28,532 0.44% 798,000 28,532 0.032    N/A
   (BUFQ)1 Year Chart         BUFQ Ft Cboe Vest Fund Of Nasdaq... 25 New $0.00 $713,000 25,173 0.39% 713,000 25,173 0.028    N/A
   (BUFZ)1 Year Chart         BUFZ FT Cboe Vest Laddered Moder... New $0.00 $636,000 28,566 0.35% 636,000 28,566 0.705    N/A
   (QARP)1 Year Chart         QARP Xtrackers Russell 1000 Us Q... 28 New $47.73 $600,000 12,298 0.33% 600,000 12,298 0.137    N/A
   (SCHG)1 Year Chart         SCHG Schwab Strategic Trust 35 New $97.11 $482,000 5,202 0.26% 482,000 5,202 0    Closed - End Fund - Debt
   (SDVD)1 Year Chart         SDVD FT Vest SMID Rising Dividen... 46 New $0.00 $317,000 14,406 0.17% 317,000 14,406 0.16    N/A
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 51 New $112.75 $250,000 2,148 0.14% 250,000 2,148 0    Integrated Oil & Gas
   (STRL)1 Year Chart         STRL Sterling Construction Co Inc 52 New $112.73 $243,000 2,200 0.13% 243,000 2,200 0.008    Residential Construct...
   (FISV)1 Year Chart         FISV Fiserv Inc 57 New $151.42 $220,000 1,378 0.12% 220,000 1,378 0    Business Software & S...
   (V)1 Year Chart         V Visa Inc 58 New $278.67 $213,000 763 0.12% 213,000 763 0    Business Services
   (VLO)1 Year Chart         VLO Valero Energy Corp 59 New $154.43 $207,000 1,212 0.11% 207,000 1,212 0    Oil & Gas Refining, P...

      11 Records Found
  1    
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