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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 : 17     View All Holdings Currently Viewing:  Decreased 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
   (JEPI)1 Year Chart         JEPI Jpmorgan Equity Premium Inc... 1 - $0.00 $24,776,000 428,207 13.58% -2,262,000 -63,564 0.048    N/A
   (CGDV)1 Year Chart         CGDV Capital Group Dividend Valu... 4 - $0.00 $16,090,000 495,075 8.82% 1,129,000 -6,290 0.055    N/A
   (JPST)1 Year Chart         JPST Jp Morgan Ultra Short Incom... 12 - $0.00 $4,427,000 87,744 2.43% -284,000 -6,044 0.01    N/A
   (FDL)1 Year Chart         FDL First Trust Morningstar Div... 13 - $38.91 $2,033,000 52,841 1.11% -1,277,000 -39,411 0.059    Closed - End Fund - Debt
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... 14 - $0.00 $1,980,000 23,687 1.09% -227,000 -4,594 0    N/A
   (UCON)1 Year Chart         UCON First Trust Tcw Unconstrain... 17 - $0.00 $1,351,000 54,908 0.74% -49,000 -1,663 0.025    N/A
   (CGGO)1 Year Chart         CGGO Capital Group Global Growth... 20 - $0.00 $1,100,000 38,191 0.6% -100,000 -8,430 0.042    N/A
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... 21 - $0.00 $1,086,000 6,608 0.6% -87,000 -1,366 0    N/A
   (F)1 Year Chart         F Ford Motor Co 22 - $12.50 $996,000 75,000 0.55% 76,000 -500 0.002    Auto Manufacturers
   (CALF)1 Year Chart         CALF Pacer Us Small Cap Cash Cow... 29 - $0.00 $590,000 11,994 0.32% -109,000 -2,551 0.012    N/A
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 30 - $183.63 $518,000 2,869 0.28% 68,000 -94 0    Internet Software & S...
   (SMLF)1 Year Chart         SMLF Ishares Edge Msci Multifact... 32 - $63.07 $492,000 7,733 0.27% -40,000 -1,305 0.005    N/A
   (MTUM)1 Year Chart         MTUM Ishares Msci Usa Momentum F... 36 - $0.00 $445,000 2,373 0.24% -1,000 -472 0    N/A
   (QQEW)1 Year Chart         QQEW First Trust NASDAQ-100 Equa... 38 - $122.84 $418,000 3,377 0.23% -166,000 -1,597 0.022    Closed - End Fund - Debt
   (LRGF)1 Year Chart         LRGF Ishares Factorselect Msci U... 39 - $54.44 $398,000 7,405 0.22% -86,000 -2,617 0.003    N/A
   (FDN)1 Year Chart         FDN First Trust Dow Jones Inter... 50 - $205.49 $260,000 1,270 0.14% -47,000 -378 0.002    Closed - End Fund - E...
   (DJUN)1 Year Chart         DJUN Ft Cboe Vest Us Equity Deep... 55 - $0.00 $230,000 5,746 0.13% 2,000 -257 0.006    N/A
      17 Records Found
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