Filer Name: ERGAWEALTH ADVISORS, INC.
CIK: 1973209
Period: 2024-12-31
Filed At: 2025-02-05
Number of Holdings: 63
Portfolio Value: $0.20B

Ergawealth Advisors, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
CGGR US CAP GROUP GROWTH EQUITY 600,421 $22M 11.03% 0.9% -
CGDV US CAP GROUP DIVIDEND VALUE 512,610 $18M 8.93% 5.8% -
JEPI US JPMORGAN EQUITY PREMIUM INCO 297,876 $17M 8.47% -2.9% -
FTCS US FIRST TRUST CAPITAL STRENGTH 192,399 $17M 8.35% -5.7% -
RDVY US FIRST TRUST RISING DIVIDEND 255,011 $15M 7.45% -0.5% -
SDVY US FIRST TRUST SMID CAP RISING 301,750 $11M 5.35% -3.4% -
KNG US FT VEST S&P 500 DVD ARST TRG 211,747 $11M 5.25% -6.3% -
BUFR US FT VEST LAD BUFFERVETF-USD I 339,054 $10M 5.11% 27.2% -
PALC US PACER LUNT LRG CAP MULTI-FAC 207,925 $10M 5.06% -1.0% -
ALTL US PACER LUNT LARGE CAP ALTERNA 240,844 $9M 4.42% 1.8% -
AAPL US APPLE INC 31,410 $8M 3.89% -1.3% -
BUFQ US FT VST LAD NSDQ BUF ETF-USDI 221,134 $7M 3.43% 18.0% -
RDVI US FT VEST RISING DIVIDEND ACHI 222,984 $5M 2.67% 0.4% -
JPST US JPMORGAN ULTRA-SHORT INCOME 86,697 $4M 2.16% 4.5% -
JEPQ US JPM NASDAQ EQUITY PREMIUM 72,647 $4M 2.02% 15.5% -
BUFZ US FT VEST LADDERED MODERATE BU 148,623 $4M 1.75% -17.2% -
SDVD US FT VEST SMID RISING DIVIDEND 102,902 $2M 1.09% 36.1% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 3,819 $2M 0.86% 2.4% -
USMV US ISHARES MSCI USA MIN VOL FAC 18,500 $2M 0.81% -16.7% -
BUFD US FT VST LAD DEEP BUF ETF-USDI 60,305 $2M 0.76% 1.1% -
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