Live Markets
Saturday, September 12, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Ergawealth Advisors, Inc.

Quarter ended Q1 2025 · Filed April 22, 2025 · Accession 0001951757-25-000404

Total Value
$201.8M
Positions
60
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (60)

#IssuerTicker / CUSIPSharesValue% of Filing
1CAPITAL GROUP GROWTH ETF14020G101608,694$20.8M10.33%
2CAPITAL GROUP DIVIDEND VALUE14020W106544,581$19.4M9.62%
3J P MORGAN EXCHANGE TRADED F46641Q332283,113$16.2M8.02%
4FIRST TR EXCHANGE-TRADED FD33733E104171,678$15.4M7.63%
5FIRST TR EXCHANGE TRADED FD33738R506257,311$15.1M7.46%
6FIRST TR EXCHNG TRADED FD VI33740F755425,494$12.6M6.26%
7FIRST TR EXCHANGE-TRADED FD33739Q705217,703$11.0M5.45%
8FIRST TR EXCHANGE-TRADED FD33741X102297,475$10.0M4.94%
9PACER FDS TR69374H816207,687$10.0M4.93%
10PACER FDS TR69374H717243,833$8.5M4.21%
11FIRST TR EXCHNG TRADED FD VI33740U752252,553$7.5M3.74%
12APPLE INCAAPL31,137$6.9M3.43%
13FIRST TR EXCHANGE-TRADED FD33738D879255,887$6.1M3.01%
14J P MORGAN EXCHANGE TRADED F46641Q83788,369$4.5M2.22%
15J P MORGAN EXCHANGE TRADED F46654Q20384,820$4.4M2.18%
16FIRST TR EXCHNG TRADED FD VI33740U729156,522$3.7M1.82%
17FIRST TR EXCH TRADED FD III33738D820127,713$2.6M1.26%
18BERKSHIRE HATHAWAY INC DELBRK-A3,970$2.1M1.05%
19ISHARES TR46429B69718,025$1.7M0.84%
20FIRST TR EXCHNG TRADED FD VI33740U70363,808$1.6M0.79%
21SHERWIN WILLIAMS COSHW4,500$1.6M0.78%
22FIRST TR MORNINGSTAR DIVID L33691710933,824$1.5M0.73%
23PACER FDS TR69374H88121,459$1.2M0.58%
24PACER FDS TR69374H56840,383$1.2M0.57%
25ISHARES TR46432F3396,030$1.0M0.51%
26ABBVIE INCABBV4,856$1.0M0.50%
27FORD MTR CO34537086075,033$752,5810.37%
28DBX ETF TR23305124213,964$722,4970.36%
29ISHARES TR46432F3963,221$651,1340.32%
30TIDAL ETF TR88636463717,339$629,9380.31%
31INVESCO QQQ TRIVZ1,312$615,2230.30%
32CAPITAL GROUP GBL GROWTH EQT14020X10420,229$573,0780.28%
33FIRST TR EXCHANGE-TRADED FD33733E82319,076$567,5110.28%
34ABBOTT LABSABLZF4,178$554,2410.27%
35PACER FDS TR69374H72512,986$550,4870.27%
36BANK AMERICA CORP06050510412,800$534,1440.26%
37VANGUARD INDEX FDS9229083631,015$521,6190.26%
38INTERNATIONAL BUSINESS MACHSINTR2,000$497,3200.25%
39ELI LILLY & COLLY602$497,1980.25%
40AMAZON COM INCAMZN2,585$491,8220.24%
41ISHARES TR46434V2907,002$435,2620.22%
42ALPS ETF TR00162Q4528,187$425,2400.21%
43SCHWAB STRATEGIC TR80852430016,295$408,0270.20%
44INVESCO EXCHANGE TRADED FD TIVZ3,592$404,6930.20%
45SPDR GOLD TRGLD1,395$401,9550.20%
46ISHARES TR46434V2826,575$380,5630.19%
47AT&T INCT-PC12,250$346,4330.17%
48BROADCOM INCAVGO1,976$330,8420.16%
49FIRST TR EXCHNG TRADED FD VI33740F88813,201$326,7170.16%
50FISERV INCFISV1,378$304,3040.15%
51EXXON MOBIL CORPXOM2,525$300,2590.15%
52J P MORGAN EXCHANGE TRADED F46641Q6545,607$285,0990.14%
53MICROSOFT CORPMSFT741$278,0580.14%
54KRAFT HEINZ COKHC9,000$273,8700.14%
55FIRST TR EXCHNG TRADED FD VI33740U8027,171$266,9400.13%
56VANGUARD TAX-MANAGED FDS9219438585,198$264,2140.13%
57STERLING INFRASTRUCTURE INCSTRL2,177$246,4580.12%
58CDW CORPCDW1,307$209,5310.10%
59CHEMOURS COCC15,100$204,3030.10%
60CHENIERE ENERGY INCLNG865$200,1610.10%