Ergawealth Advisors, Inc. - Portfolio overview
Ergawealth Advisors, Inc. has 64 reported holdings in this dataset, with the latest filing dated 2026-04-27.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Technology and Basic Materials.
Largest reported holdings by portfolio allocation
- FTHI - FIRST TR EXCHANGE TRADED FD, 23.72%
- CGGR - CAPITAL GROUP GROWTH ETF, 13.44%
- CGDV - CAPITAL GROUP DIVIDEND VALUE, 11.77%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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