Institutions / Ergawealth Advisors, Inc. / Activity
Activity — Ergawealth Advisors, Inc.
57 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | Add | iShares MSCI UAE ETF Common stock | $343 | +1 +0.09% | 1,099 0.15% of portfolio | low |
| Q2 2026 as of | Trim | 46434V282 Common stock | $-378 | -5 -0.12% | 4,097 0.12% of portfolio | low |
| Q2 2026 as of | Add | 46434V290 Common stock | $624 | +7 +0.13% | 5,261 0.18% of portfolio | low |
| Q2 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-2.0K | -20 -0.92% | 2,143 0.09% of portfolio | low |
| Q2 2026 as of | Add | Bank of America Corp /De Common stock | $3.1K | +55 +0.43% | 12,855 0.28% of portfolio | low |
| Q2 2026 as of | Trim | 464287226 Common stock | $-3.5K | -35 -1.19% | 2,905 0.11% of portfolio | low |
| Q2 2026 as of | Add | iShares MSCI UAE ETF Common stock | $3.5K | +16 +0.32% | 4,982 0.42% of portfolio | low |
| Q2 2026 as of | Add | Abbott Laboratories Common stock | $3.5K | +39 +0.90% | 4,370 0.15% of portfolio | low |
| Q2 2026 as of | Add | 464287457 Common stock | $4.9K | +60 +2.30% | 2,671 0.09% of portfolio | low |
| Q2 2026 as of | Trim | 00162Q452 Common stock | $-6.8K | -132 -1.52% | 8,579 0.17% of portfolio | low |
| Q2 2026 as of | Add | iShares MSCI UAE ETF Common stock | $6.8K | +71 +0.58% | 12,277 0.46% of portfolio | low |
| Q2 2026 as of | Trim | 33741X102 Common stock | $-11.2K | -259 -0.42% | 61,380 1.03% of portfolio | low |
| Q2 2026 as of | Add | ELI LILLY & Co Common stock | $15.6K | +13 +6.47% | 214 0.10% of portfolio | low |
| Q2 2026 as of | Add | AbbVie Inc. Common stock | $25.7K | +102 +2.03% | 5,116 0.50% of portfolio | low |
| Q2 2026 as of | Add | International Business Machines Corp Common stock | $43.6K | +155 +7.75% | 2,155 0.24% of portfolio | low |
| Q2 2026 as of | Add | 464287200 Common stock | $53.9K | +72 +12.16% | 664 0.19% of portfolio | low |
| Q2 2026 as of | Add | 46641Q837 Common stock | $66.8K | +1K +3.00% | 45,408 0.89% of portfolio | low |
| Q2 2026 as of | Add | 78433H303 Common stock | $69.3K | +1K +18.52% | 8,353 0.17% of portfolio | low |
| Q2 2026 as of | Trim | 33733E104 Common stock | $-83.1K | -885 -2.20% | 39,255 1.43% of portfolio | low |
| Q2 2026 as of | Trim | Exxon Mobil Corp Common stock | $-83.7K | -612 -25.48% | 1,790 0.10% of portfolio | low |
| Q2 2026 as of | Trim | Amazon.com Inc Common stock | $-95.3K | -400 -17.20% | 1,926 0.18% of portfolio | low |
| Q2 2026 as of | Trim | Microsoft Corp Common stock | $-107.8K | -289 -21.02% | 1,086 0.16% of portfolio | low |
| Q2 2026 as of | Trim | Apple Inc. Common stock | $-123.6K | -427 -5.97% | 6,730 0.76% of portfolio | low |
| Q2 2026 as of | Trim | 69374H816 Common stock | $-147.8K | -2K -6.32% | 36,690 0.85% of portfolio | low |
| Q2 2026 as of | Trim | 33740U703 Common stock | $-177.5K | -6K -17.00% | 29,171 0.34% of portfolio | low |
| Q2 2026 as of | Trim | 33738R506 Common stock | $-203.6K | -3K -3.87% | 62,474 1.97% of portfolio | low |
| Q2 2026 as of | Exit | Kroger Co Common stock | $-203.9K | -3K -100.00% | 0 | low |
| Q2 2026 as of | Exit | Kraft Heinz Co Common stock | $-218.3K | -9K -100.00% | 0 | low |
| Q2 2026 as of | New | Fifth Third Bancorp Common stock | $228.9K | +4K | 4,061 0.09% of portfolio | low |
| Q2 2026 as of | Exit | 46641Q654 Common stock | $-232.3K | -5K -100.00% | 0 | low |
| Q2 2026 as of | New | 72201R882 Common stock | $236.0K | +4K | 3,681 0.09% of portfolio | low |
| Q2 2026 as of | Exit | 46434V860 Common stock | $-239.9K | -5K -100.00% | 0 | low |
| Q2 2026 as of | Exit | 464285204 Common stock | $-260.7K | -3K -100.00% | 0 | low |
| Q2 2026 as of | New | 81369Y886 Common stock | $267.5K | +6K | 5,900 0.10% of portfolio | low |
| Q2 2026 as of | Exit | General Electric Co Common stock | $-269.5K | -875 -100.00% | 0 | low |
| Q2 2026 as of | Exit | AT&T Inc. Common stock | $-297.2K | -12K -100.00% | 0 | low |
| Q2 2026 as of | Trim | First Trust Exchange-Traded Fund IV Common stock | $-327.3K | -11K -53.31% | 9,749 0.11% of portfolio | low |
| Q2 2026 as of | New | 26923Q747 Common stock | $331.9K | +12K | 12,159 0.13% of portfolio | low |
| Q2 2026 as of | Trim | 33740U729 Common stock | $-343.4K | -12K -19.02% | 52,346 0.57% of portfolio | low |
| Q2 2026 as of | Trim | Ford Motor Co Common stock | $-347.5K | -25K -33.32% | 50,033 0.27% of portfolio | low |
| Q2 2026 as of | Trim | 46654Q203 Common stock | $-356.6K | -6K -58.94% | 4,043 0.10% of portfolio | low |
| Q2 2026 as of | Trim | 69374H717 Common stock | $-401.3K | -8K -58.40% | 5,572 0.11% of portfolio | low |
| Q2 2026 as of | Add | 14021N105 Common stock | $419.6K | +11K +6.79% | 176,253 2.56% of portfolio | low |
| Q2 2026 as of | New | Ciena Corp Common stock | $510.7K | +1K | 1,041 0.20% of portfolio | low |
| Q2 2026 as of | Trim | 33739Q705 Common stock | $-524.4K | -10K -66.80% | 5,162 0.10% of portfolio | low |
| Q2 2026 as of | Trim | 33740U752 Common stock | $-714.2K | -18K -19.18% | 76,640 1.17% of portfolio | low |
| Q2 2026 as of | Add | 02072L441 Common stock | $752.8K | +37K +94.00% | 76,761 0.60% of portfolio | low |
| Q2 2026 as of | Trim | 33740F755 Common stock | $-880.7K | -24K -14.39% | 143,415 2.03% of portfolio | low |
| Q2 2026 as of | New | 72201R585 Common stock | $1.56M | +59K | 58,777 0.61% of portfolio | low |
| Q2 2026 as of | Add | 14020X104 Common stock | $1.58M | +37K +8.15% | 495,244 8.14% of portfolio | low |