EA

Ergawealth Advisors, Inc.

13F
Ergawealth Advisors, Inc.
Last update 2025-04-22 60 Stocks (2 new)
Value $202.00 Mil Turnover 5 %
Countries:
Top Holdings: CGGR(10.33%)CGDV(9.62%)JEPI(8.02%)FTCS(7.63%)RDVY(7.46%)
Summary Stock Picks Current Portfolio
Ergawealth Advisors, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
CGGR
Capital Group Growth ETF
608,694
20,847.8
+1.38%
10.330
+0.14%
0.180
+24.07%
+9.85%
13,390.6
 
CGDV
Capital Group Dividend Value ETF
544,581
19,408.9
+6.24%
9.620
+0.56%
0.120
+16.77%
+13.95%
18,759.3
 
JEPI
JPMorgan Equity Premium Income ETF
283,113
16,177.1
-4.96%
8.020
-0.42%
0.040
+5.84%
+3.44%
41,030.5
 
FTCS
First Trust Capital Strength ETF
171,678
15,389.2
-10.77%
7.630
-0.90%
0.180
+4.22%
+5.07%
8,530.4
 
RDVY
First Trust NASDAQ Rising Dividend Achievers ETF
First Trust NASDAQ Rising Dividend Achievers ETF
257,311
15,063.0
+0.90%
7.460
+0.07%
0.110
+14.43%
+8.61%
15,291.3
 
BUFR
FT Vest Laddered Buffer ETF
425,494
12,632.9
+25.49%
6.260
+1.27%
0.200
+10.79%
+5.12%
6,950.5
 
KNG
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
217,703
10,998.3
+2.81%
5.450
+0.15%
0.290
+1.07%
-0.46%
3,832.2
 
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
297,475
9,965.4
-1.42%
4.940
-0.08%
0.130
+15.23%
+2.49%
8,416.3
 
PALC
Pacer Lunt Large Cap Multi-Factor Alternator ETF
Pacer Lunt Large Cap Multi-Factor Alternator ETF
207,687
9,958.1
-0.11%
4.930
-0.01%
3.300
+4.95%
+0.69%
295.0
 
ALTL
Pacer Lunt Large Cap Alternator ETF
243,833
8,488.8
+1.24%
4.210
+0.05%
6.420
+12.09%
+4.22%
122.0
 

Ergawealth Advisors, Inc.'s Historical Top Holdings Breakdowns

Ergawealth Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BUFR
FT Vest Laddered Buffer ETF
2025-03-31
Add
Add
+1.27%
●
29.34 ($30.56) 31.31
$32.03
4.81%
Add 25.49%
425,494
86,440
FTCS
First Trust Capital Strength ETF
2025-03-31
Reduce
Reduce
-0.90%
●
86.39 ($89.33) 91.35
$92.27
3.29%
Reduce -10.77%
171,678
-20,721
CGDV
Capital Group Dividend Value ETF
2025-03-31
Add
Add
+0.56%
●
34.95 ($36.32) 37.36
$40.18
10.63%
Add 6.24%
544,581
31,971
BUFQ
FT Vest Laddered Nasdaq Buffer ETF
2025-03-31
Add
Add
+0.47%
●
29.68 ($31.38) 32.59
$33.34
6.25%
Add 14.21%
252,553
31,419
FDL
First Trust Morningstar Dividend Leaders Index Fund
First Trust Morningstar Dividend Leaders Index Fund
2025-03-31
Add
Add
+0.47%
●
39.71 ($42.26) 43.88
$43.20
2.22%
Add 183.83%
33,824
21,907
JEPI
JPMorgan Equity Premium Income ETF
2025-03-31
Reduce
Reduce
-0.42%
●
56.17 ($58.26) 59.71
$56.96
-2.23%
Reduce -4.96%
283,113
-14,763
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
FT Vest Rising Dividend Achievers Target Income ETF
2025-03-31
Add
Add
+0.39%
●
23.2 ($24.7) 25.73
$25.04
1.38%
Add 14.76%
255,887
32,903
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
2025-03-31
Add
Add
+0.31%
●
51.45 ($55.7) 58.51
$54.16
-2.76%
Add 16.76%
84,820
12,173
RISR
FolioBeyond Alternative Income and Interest Rate Hedge ETF
FolioBeyond Alternative Income and Interest Rate Hedge ETF
2025-03-31
New Buy
New Buy
+0.31%
●
36.19 ($36.69) 37.18
$36.72
0.09%
New holding
17,339
17,339
NFTY
FIRST TR EXCH ALPH
2025-03-31
Sold Out
Sold Out
-0.27%
●
51.68 ($54.44) 57.15
$60.14
10.47%
Sold Out
0
-9,880

Ergawealth Advisors, Inc. Total Holding History ($B)

To

Ergawealth Advisors, Inc.'s Asset Allocation

To

Ergawealth Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Ergawealth Advisors, Inc.'s Hypothetical Growth since 2025-03-31

Ergawealth Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Ergawealth Advisors, Inc.'s Holdings Heat Map

Size field:

Ergawealth Advisors, Inc.'s Holdings Bubble Chart

Ergawealth Advisors, Inc. News

  • 1

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