Ergawealth Advisors, Inc. Top Holdings and 13F Report (2025) About Ergawealth Advisors, Inc.Investment ActivityErgawealth Advisors, Inc. has $222.25 million in total holdings as of June 30, 2025.Ergawealth Advisors, Inc. owns shares of 73 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 10.20% of the portfolio was purchased this quarter.About 6.22% of the portfolio was sold this quarter.This quarter, Ergawealth Advisors, Inc. has purchased 60 new stocks and bought additional shares in 26 stocks.Ergawealth Advisors, Inc. sold shares of 19 stocks and completely divested from 5 stocks this quarter.Largest Holdings Capital Group Growth ETF $25,842,386Capital Group Dividend Value ETF $22,435,894First Trust Rising Dividend Achievers ETF $17,039,578JPMorgan Equity Premium Income ETF $15,232,912First Trust Capital Strength ETF $14,627,135 Largest New Holdings this Quarter 33738R308 - First Trust BuyWrite Income ETF $8,444,197 Holding14022A102 - CAPITAL GROUP EQUITY ETF TR $2,600,156 Holding14020V108 - Capital Group Core Equity ETF $1,260,857 Holding33734X846 - First Trust Nasdaq Cybersecurity ETF $661,227 Holding33734X184 - First Trust Utilities AlphaDEX Fund $565,180 Holding Largest Purchases this Quarter First Trust BuyWrite Income ETF 369,549 shares (about $8.44M)CAPITAL GROUP EQUITY ETF TR 96,732 shares (about $2.60M)Capital Group Core Equity ETF 34,142 shares (about $1.26M)Capital Group Global Growth Equity ETF 37,126 shares (about $1.19M)Capital Group Growth ETF 27,035 shares (about $1.10M) Largest Sales this Quarter FT Vest S&P 500 Dividend Aristocrats Target Income ETF 40,662 shares (about $2.00M)FT Vest Rising Dividend Achievers Target Income ETF 63,982 shares (about $1.58M)Pacer Lunt Large Cap Alternator ETF 30,403 shares (about $1.14M)First Trust Capital Strength ETF 10,746 shares (about $976.71K)First Trust SMID Cap Rising Dividend Achievers ETF 25,728 shares (about $907.68K) Sector Allocation Over TimeMap of 500 Largest Holdings ofErgawealth Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorCGGRCapital Group Growth ETF$25,842,386$1,098,973 ▲4.4%635,72911.6%ETFCGDVCapital Group Dividend Value ETF$22,435,894$930,385 ▲4.3%568,14110.1%ETFRDVYFirst Trust Rising Dividend Achievers ETF$17,039,578$895,866 ▲5.5%271,5907.7%ManufacturingJEPIJPMorgan Equity Premium Income ETF$15,232,912$862,074 ▼-5.4%267,9496.9%ETFFTCSFirst Trust Capital Strength ETF$14,627,135$976,706 ▼-6.3%160,9326.6%ETFBUFRFT Vest Laddered Buffer ETF$12,946,193$584,516 ▼-4.3%407,1135.8%ETFPALCPacer Lunt Large Cap Multi-Factor Alternator ETF$9,962,474$297,443 ▼-2.9%201,6664.5%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$9,587,243$907,685 ▼-8.6%271,7474.3%ETFKNGFT Vest S&P 500 Dividend Aristocrats Target Income ETF$8,692,696$1,996,500 ▼-18.7%177,0413.9%ETFFTHIFirst Trust BuyWrite Income ETF$8,444,197$8,444,197 ▲New Holding369,5493.8%ETFALTLPacer Lunt Large Cap Alternator ETF$8,037,756$1,144,974 ▼-12.5%213,4303.6%ETFBUFQFT Vest Laddered Nasdaq Buffer ETF$7,892,503$492,256 ▼-5.9%237,7263.6%ETFAAPLApple$6,519,950$131,515 ▲2.1%31,7782.9%Computer and TechnologyJEPQJPMorgan Nasdaq Equity Premium Income ETF$4,979,224$365,023 ▲7.9%91,5302.2%ETFRDVIFT Vest Rising Dividend Achievers Target Income ETF$4,741,961$1,580,991 ▼-25.0%191,9052.1%ETFJPSTJPMorgan Ultra-Short Income ETF$4,052,947$425,612 ▼-9.5%79,9711.8%ETFFIRST TR EXCHNG TRADED FD VI$3,587,726$314,367 ▼-8.1%143,9121.6%FT VEST LADCAPITAL GROUP EQUITY ETF TR$2,600,156$2,600,156 ▲New Holding96,7321.2%US SMALL AND MIDBRK.BBerkshire Hathaway$1,970,271$41,776 ▲2.2%4,0560.9%FinanceCGGOCapital Group Global Growth Equity ETF$1,833,645$1,186,922 ▲183.5%57,3550.8%ETFFIRST TR EXCH TRADED FD III$1,759,235$860,143 ▼-32.8%85,7750.8%FT VEST SMIDUSMViShares MSCI USA Min Vol Factor ETF$1,681,785$10,232 ▼-0.6%17,9160.8%ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$1,632,950$216,722 ▲15.3%39,0000.7%ETFSHWSherwin-Williams$1,545,1200.0%4,5000.7%Basic MaterialsBUFDFT Vest Laddered Deep Buffer ETF$1,488,130$206,610 ▼-12.2%56,0290.7%ETFCGUSCapital Group Core Equity ETF$1,260,857$1,260,857 ▲New Holding34,1420.6%ETFPSFFPacer Swan SOS Fund of Funds ETF$1,248,674$17,800 ▲1.4%40,9670.6%ETFMTUMiShares MSCI USA Momentum Factor ETF$1,048,114$273,985 ▲35.4%4,3610.5%ETFQUALiShares MSCI USA Quality Factor ETF$1,044,159$58,324 ▼-5.3%5,7110.5%ETFABBVAbbVie$921,133$19,678 ▲2.2%4,9620.4%MedicalQARPXtrackers Russell 1000 US QARP ETF$825,331$74,766 ▲10.0%15,3550.4%ETFFFord Motor$814,1080.0%75,0330.4%Auto/Tires/TrucksQQQInvesco QQQ$799,326$75,575 ▲10.4%1,4490.4%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$770,560$294,583 ▲61.9%26,3800.3%ETFFTGSFirst Trust Growth Strength ETF$748,522$96,313 ▲14.8%21,8930.3%ETFRISRFolioBeyond Alternative Income and Interest Rate Hedge ETF$670,937$36,862 ▲5.8%18,3470.3%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$661,227$661,227 ▲New Holding8,7490.3%ManufacturingBACBank of America$605,6960.0%12,8000.3%FinanceIBMInternational Business Machines$589,5600.0%2,0000.3%Computer and TechnologyABTAbbott Laboratories$582,575$14,282 ▲2.5%4,2830.3%MedicalAMZNAmazon.com$572,608$5,485 ▲1.0%2,6100.3%Retail/WholesaleFXUFirst Trust Utilities AlphaDEX Fund$565,180$565,180 ▲New Holding13,3360.3%ETFAVGOBroadcom$544,6840.0%1,9760.2%Computer and TechnologySTRLSterling Infrastructure$502,2990.0%2,1770.2%ConstructionPKWInvesco BuyBack Achievers ETF$494,771$50,800 ▲11.4%4,0030.2%ETFLLYEli Lilly and Company$487,986$18,709 ▲4.0%6260.2%MedicalCATCaterpillar$454,594$454,594 ▲New Holding1,1710.2%IndustrialsSMLFiShares U.S. Small Cap Equity Factor ETF$435,773$40,023 ▼-8.4%6,4130.2%ETFCAPITAL GROUP NEW GEOGRAPHY$416,074$416,074 ▲New Holding14,4420.2%SHSAMLPAlerian MLP ETF$412,245$12,215 ▲3.1%8,4370.2%ETFMSFTMicrosoft$394,314$25,857 ▲7.0%7930.2%Computer and TechnologyTAT&T$379,609$25,091 ▲7.1%13,1170.2%Computer and TechnologyLRGFiShares U.S. Equity Factor ETF$325,923$95,750 ▼-22.7%5,0820.1%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$316,882$11,699 ▼-3.6%12,7310.1%ETFXOMExxon Mobil$280,239$8,084 ▲3.0%2,6000.1%EnergyDAPRFT Vest U.S. Equity Deep Buffer ETF - April$270,3910.0%7,1710.1%ETFFIFiserv$237,5810.0%1,3780.1%Business ServicesCDWCDW$234,317$893 ▲0.4%1,3120.1%Computer and TechnologyKRKroger$234,127$234,127 ▲New Holding3,2640.1%Retail/WholesaleKHCKraft Heinz$232,3800.0%9,0000.1%Consumer StaplesJMSTJPMorgan Ultra-Short Municipal ETF$230,549$54,939 ▼-19.2%4,5280.1%ETFCCChemours$230,145$57,250 ▲33.1%20,1000.1%Basic MaterialsGEGE Aerospace$228,305$228,305 ▲New Holding8870.1%AerospaceFVFirst Trust Dorsey Wright Focus 5 ETF$222,758$222,758 ▲New Holding3,7590.1%ManufacturingIVViShares Core S&P 500 ETF$222,234$222,234 ▲New Holding3580.1%ETFPPAInvesco Aerospace & Defense ETF$221,887$221,887 ▲New Holding1,5660.1%ETFFDNFirst Trust Dow Jones Internet Index Fund$218,516$218,516 ▲New Holding8110.1%ETFPAVEGlobal X U.S. Infrastructure Development ETF$213,455$213,455 ▲New Holding4,8980.1%ETFCHENIERE ENERGY INC$210,6450.0%8650.1%COM NEWAIRRFirst Trust RBA American Industrial Renaissance ETF$204,395$204,395 ▲New Holding2,5110.1%ManufacturingCEGConstellation Energy$203,984$203,984 ▲New Holding6320.1%EnergyPANWPalo Alto Networks$201,775$201,775 ▲New Holding9860.1%Computer and TechnologyFSCOFS Credit Opportunities$129,359$129,359 ▲New Holding17,8180.1%Financial ServicesCOWZPacer US Cash Cows 100 ETF$0$1,175,069 ▼-100.0%00.0%ETFPAMCPacer Lunt MidCap Multi-Factor Alternator ETF$0$550,487 ▼-100.0%00.0%ETFVOOVanguard S&P 500 ETF$0$521,619 ▼-100.0%00.0%ETFGLDSPDR Gold Shares$0$401,955 ▼-100.0%00.0%FinanceVEAVanguard FTSE Developed Markets ETF$0$264,214 ▼-100.0%00.0%ETFShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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