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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 : 24     View All Holdings Currently Viewing:  Increased 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
   (CGGR)1 Year Chart         CGGR Capital Group Growth Etf 2 - $0.00 $19,005,000 594,095 10.42% 2,492,000 9,141 0.582    N/A
   (RDVY)1 Year Chart         RDVY First Trust Nasdaq Rising D... 5 - $54.48 $14,152,000 251,949 7.76% 2,831,000 32,845 0.023    N/A
   (KNG)1 Year Chart         KNG Ft Cboe S&p 500 Dividend Ta... 6 - $0.00 $13,420,000 249,858 7.36% 2,962,000 47,500 0.577    N/A
   (SDVY)1 Year Chart         SDVY First Trust Smid Cap Rising... 7 - $0.00 $10,270,000 294,939 5.63% 1,114,000 15,542 0.328    N/A
   (PALC)1 Year Chart         PALC Pacer Lunt Large Cap Multif... 8 - $47.26 $10,214,000 219,037 5.6% 1,352,000 2,833 2.434    N/A
   (RDVI)1 Year Chart         RDVI Ft Cboe Vest Rising Dividen... 9 - $0.00 $8,036,000 328,273 4.41% 4,383,000 169,988 0.365    N/A
   (ALTL)1 Year Chart         ALTL Pacer Lunt Large Cap Altern... 10 - $0.00 $8,009,000 228,580 4.39% 825,000 14,958 0.254    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc 11 - $196.89 $5,347,000 31,183 2.93% 264,000 4,782 0    Personal Computers
   (PSFF)1 Year Chart         PSFF Pacer Swan Sos Fund Of Fund... 16 - $0.00 $1,373,000 50,829 0.75% 245,000 7,226 0.503    N/A
   (BRK.B)1 Year Chart         BRK.B Berkshire Hathaway B 18 - $413.72 $1,271,000 3,022 0.7% 202,000 24 0    Property & Casualty I...
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 19 - $169.42 $1,265,000 6,946 0.69% 513,000 2,091 0    Drug Manufacturers - ...
   (COWZ)1 Year Chart         COWZ Pacer Us Cash Cows 100 Etf 23 - $0.00 $846,000 14,552 0.46% 102,000 238 0.002    N/A
   (ABT)1 Year Chart         ABT Abbott Laboratories 26 - $107.58 $713,000 6,269 0.39% 264,000 2,191 0    Drug Manufacturers - ...
   (QQQ)1 Year Chart         QQQ Invesco QQQ Trust Series I 27 - $462.96 $695,000 1,565 0.38% 85,000 75 0    Closed - End Fund - Debt
   (LLY)1 Year Chart         LLY Eli Lilly & Co 31 - $849.99 $494,000 635 0.27% 130,000 10 0    Drug Manufacturers - ...
   (LEAD)1 Year Chart         LEAD Siren Divcon Leaders Divide... 33 - $0.00 $491,000 7,434 0.27% 76,000 605 0.901    N/A
   (FLMX)1 Year Chart         FLMX Franklin Ftse Mexico Etf 37 - $0.00 $433,000 12,723 0.24% 16,000 136 0.848    N/A
   (IBM)1 Year Chart         IBM International Business Mach... 41 - $170.01 $391,000 2,050 0.21% 64,000 50 0    Diversified Computer ...
   (MSFT)1 Year Chart         MSFT Microsoft Corp 42 - $423.85 $379,000 901 0.21% 45,000 13 0    Application Software
   (CDW)1 Year Chart         CDW Cdw Corp 45 - $224.24 $330,000 1,291 0.18% 37,000 4 0.001    Catalog & Mail Order ...
   (PKW)1 Year Chart         PKW Invesco Buyback Achievers ETF 47 - $103.71 $313,000 2,895 0.17% 30,000 40 0.013    N/A
   (JMST)1 Year Chart         JMST Jpmorgan Ultra Short Munici... 48 - $0.00 $309,000 6,094 0.17% 3,000 66 0.002    N/A
   (DOW)1 Year Chart         DOW DOW Inc 49 - $55.73 $283,000 4,883 0.16% 23,000 150 0.001    Diversified Chemicals
   (T)1 Year Chart         T AT&T Corp 56 - $18.10 $228,000 12,944 0.12% 41,000 1,828 0    Long Distance Carriers

      24 Records Found
  1    
Page 1 of 1
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