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Home > Institutional Investor > Erts Wealth Advisors, Llc > 13F Holdings

Instuitional Investor - Erts Wealth Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr - CORE MSCI EURO
 822,766 $61,847,323 18.11%
2.
Spdr Series Trust
 KRE 1,180,578 $39,502,148 11.57%
3.
Ishares Tr
 997,955 $36,944,298 10.82%
4.
Spdr Series Trust
 KRE 552,950 $33,613,818 9.84%
5.
Spdr Series Trust
 KRE 272,765 $32,456,313 9.5%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.