Erickson Financial Group, LLC Top Holdings and 13F Report (2024) → We’ve Made 1,000% … THREE Different Times in the Last Year (Here’s How) (From Paradigm Press) (Ad) About Erickson Financial Group, LLCInvestment ActivityErickson Financial Group, LLC has $127.52 million in total holdings as of March 31, 2024.Erickson Financial Group, LLC owns shares of 23 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 0.70% of the portfolio was purchased this quarter.About 1.32% of the portfolio was sold this quarter.This quarter, Erickson Financial Group, LLC has purchased 23 new stocks and bought additional shares in 12 stocks.Erickson Financial Group, LLC sold shares of 9 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Mega Cap Growth ETF $26,096,127Capital Group Dividend Value ETF $19,988,508iShares ESG Aware MSCI USA ETF $15,218,175Invesco QQQ $12,557,935iShares Russell 2000 Growth ETF $9,810,813 Largest Purchases this Quarter Capital Group Dividend Value ETF 10,463 shares (about $340.05K)Vanguard Mega Cap Growth ETF 489 shares (about $140.15K)Invesco QQQ 250 shares (about $111.00K)iShares ESG Aware MSCI USA ETF 671 shares (about $77.14K)iShares Core U.S. Aggregate Bond ETF 762 shares (about $74.63K) Largest Sales this Quarter Johnson & Johnson 3,188 shares (about $504.31K)SPDR Nuveen Bloomberg High Yield Municipal Bond ETF 14,374 shares (about $369.27K)SPDR Portfolio S&P 500 High Dividend ETF 6,608 shares (about $269.01K)SPDR S&P 500 ETF Trust 425 shares (about $222.30K)iShares Russell 2000 Growth ETF 403 shares (about $109.13K) Sector Allocation Over TimeMap of 500 Largest Holdings ofErickson Financial Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMGKVanguard Mega Cap Growth ETF$26,096,127$140,152 ▲0.5%91,05120.5%ETFCGDVCapital Group Dividend Value ETF$19,988,508$340,048 ▲1.7%615,03115.7%ETFESGUiShares ESG Aware MSCI USA ETF$15,218,175$77,138 ▲0.5%132,37811.9%ManufacturingQQQInvesco QQQ$12,557,935$111,003 ▲0.9%28,2839.8%FinanceIWOiShares Russell 2000 Growth ETF$9,810,813$109,132 ▼-1.1%36,2297.7%ETFQQQJInvesco NASDAQ Next Gen 100 ETF$7,437,416$63,371 ▼-0.8%257,2615.8%ManufacturingAGGiShares Core U.S. Aggregate Bond ETF$6,602,968$74,631 ▲1.1%67,4185.2%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$6,278,733$22,784 ▲0.4%77,9874.9%ETFSPYDSPDR Portfolio S&P 500 High Dividend ETF$6,032,449$269,012 ▼-4.3%148,1814.7%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$4,141,485$369,268 ▼-8.2%161,2103.2%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$3,841,715$43,967 ▲1.2%75,6693.0%ManufacturingTLTiShares 20+ Year Treasury Bond ETF$2,950,819$20,722 ▲0.7%31,1862.3%ETFSPYSPDR S&P 500 ETF Trust$2,620,058$222,305 ▼-7.8%5,0092.1%FinanceJNJJohnson & Johnson$558,885$504,309 ▼-47.4%3,5330.4%MedicalUPROProShares UltraPro S&P 500$468,170$25,610 ▲5.8%6,6360.4%ETFTQQQProShares UltraPro QQQ$446,618$15,328 ▲3.6%7,2550.4%ETFAAPLApple$440,018$17,148 ▲4.1%2,5660.3%Computer and TechnologyMUBiShares National Muni Bond ETF$437,179$42,932 ▼-8.9%4,0630.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$393,936$2,405 ▲0.6%7,8630.3%ETFVTEBVanguard Tax-Exempt Bond ETF$367,407$100,087 ▼-21.4%7,2610.3%ETFPGProcter & Gamble$324,5000.0%2,0000.3%Consumer StaplesUSMViShares MSCI USA Min Vol Factor ETF$277,2350.0%3,3170.2%ETFFMBFirst Trust Managed Municipal ETF$225,419$2,568 ▼-1.1%4,3890.2%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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