Fund HoldingsErgawealth Advisors, Inc.

Total Portfolio Value
$144.91M
Total Bought
$9.12M
Total Sold
$8.28M
Net Transaction
+$845.1K
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
FIRST TR EXCHANGE-TRADED FD
FT VEST S&P 500
058,401+58,40102,8831.99%+2,883
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
141,253185,271+44,0186,6538,5135.87%+1,860
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
76,89296,025+19,1333,8554,8193.33%+963
PACER FDS TR
SWAN SOS FD OF
028,959+28,95907000.48%+700
FIRST TR EXCHNG TRADED FD VI
SMIT UNCO BD ETF
022,289+22,28905330.37%+533
SIREN ETF TR06,522+6,52203570.25%+357
FIRST TR EXCHANGE-TRADED FD01,740+1,74002780.19%+278
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
010,440+10,44002200.15%+220
INVESCO QQQ TR8521,433+5813155130.35%+199
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
254,200259,769+5,5697,1967,3335.06%+137
PACER FDS TR
US CASH COWS 100
12,36413,713+1,3495926780.47%+86
ABBVIE INC(ABBV)4,8554,85506547240.50%+70
BERKSHIRE HATHAWAY INC DEL2,8122,901+899591,0160.70%+57
ISHARES TR
U S EQUITY FACTR
8,52210,031+1,5093804350.30%+55
ELI LILLY & CO(LLY)650627-233053370.23%+32
CDW CORP(CDW)1,2841,28402362590.18%+23
ISHARES TR
MSCI USA MMENTM
2,7582,968+2103984150.29%+17
FIRST TR NAS100 EQ WEIGHTED4,5884,858+2704905050.35%+15
FIRST TR EXCHANGE-TRADED FD
DORSEY WRT 5 ETF
12,03113,066+1,0355645790.40%+14
INTERNATIONAL BUSINESS MACHS(IBM)2,0002,00002682810.19%+13
ISHARES TR
US SML CAP EQT
8,7409,228+4884694770.33%+9
ISHARES TR
MSCI USA QLT FCT
8,0278,280+2531,0831,0910.75%+9
FRANKLIN TEMPLETON ETF TR
FTSE MEXICO
11,00911,749+7403383390.23%+1
AMAZON COM INC(AMZN)2,6932,733+403513470.24%-4
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
6,0036,00302162120.15%-4
DOW INC(DOW)4,7334,73302522440.17%-8
AT&T INC(T)10,36910,36901651560.11%-10
FIRST TR VALUE LINE DIVID IN
SHS
5,9886,096+1082402280.16%-12
KRAFT HEINZ CO(KHC)9,0009,00003203030.21%-17
BANK AMERICA CORP12,80012,80003673500.24%-17
FIRST TR EXCHANGE-TRADED FD1,5811,528-532422240.15%-19
ISHARES TR
FUTU EXPO TE ETF
4,6524,551-1012592380.16%-21
MICROSOFT CORP(MSFT)88888803022800.19%-22
PFIZER INC(PFE)6,3666,36602342110.15%-22
SHERWIN WILLIAMS CO(SHW)4,5004,50001,1951,1480.79%-47
ABBOTT LABS4,0774,078+14453950.27%-50
INVESCO DB MULTI-SECTOR COMM(DBP)8,6217,783-8384253700.26%-56
ISHARES TR
MSCI USA MIN ETF
27,91427,585-3292,0751,9971.38%-78
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
575,288587,289+12,00114,51514,3899.93%-126
CHEMOURS CO(CC)15,10015,10005574240.29%-133
FIRST TR EXCHANGE-TRADED FD7,6770-7,6772020-202
FORD MTR CO DEL(F)75,00075,00001,1359320.64%-203
OLIN CORP(OLN)4,0000-4,0002060-206
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
1,8090-1,8092950-295
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
13,6826,978-6,7046933520.24%-341
PACER FDS TR
LUNT LRGCP MULTI
221,758219,293-2,4658,4658,0925.58%-373
FIRST TR EXCHANGE-TRADED FD240,345238,314-2,03118,04517,54712.11%-498
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
81,79064,930-16,8601,9871,4881.03%-498
PACER FDS TR
LUNT LRG CP ALTR
200,125202,378+2,2537,5136,9724.81%-541
APPLE INC(AAPL)23,61023,584-264,5804,0382.79%-542
ISHARES TR7,9870-7,9875790-579
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
549,283526,321-22,96214,85313,9329.61%-921
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
614,273601,411-12,86233,98832,21222.23%-1,776
FIRST TR MORNINGSTAR DIVID L187,868135,927-51,9416,3894,5453.14%-1,844
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