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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 : 7     View All Holdings Currently Viewing:  Unchanged 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
   (SHW)1 Year Chart         SHW Sherwin Williams Co 15 - $309.96 $1,563,000 4,500 0.86% 159,000 0 0.002    General Building Mate...
   (BAC)1 Year Chart         BAC Bank of America Corp 34 - $39.65 $485,000 12,800 0.27% 54,000 0 0    Domestic Money Center...
   (CC)1 Year Chart         CC Chemours Co 40 - $27.79 $397,000 15,100 0.22% -79,000 0 0.009    N/A
   (AVGO)1 Year Chart         AVGO Broadcom Limited 43 - $1,399.20 $355,000 268 0.19% 56,000 0 0    Semiconductor- Broad...
   (KHC)1 Year Chart         KHC Kraft Heinz Co 44 - $35.92 $332,000 9,000 0.18% -1,000 0 0.001    N/A
   (OLN)1 Year Chart         OLN Olin Corp 53 - $55.83 $235,000 4,000 0.13% 19,000 0 0.003    Synthetics
   (DAPR)1 Year Chart         DAPR Ft Cboe Vest Us Equity Deep... 54 - $0.00 $233,000 7,001 0.13% 6,000 0 0.078    N/A

      7 Records Found
  1    
Page 1 of 1
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