Long-term investor

Ergawealth Advisors, Inc. @ergawealthadvisorsinc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001973209).

Record

  • Tracked since 2025-06-30 (448 days), 94 trades recorded
  • Returns: week n/a · month n/a · 90 days +11.8% · 6 months n/a · 1 year +16.1% · all +16.1%
  • Max drawdown n/a · win rate 25% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 33738R308 · 24.5% · long · since 2025-06-30
  • 14020G101 · 14.6% · long · since 2025-06-30
  • 14020W106 · 12.3% · long · since 2025-06-30
  • 14022A102 · 10.4% · long · since 2025-06-30
  • 14020X104 · 8.1% · long · since 2025-06-30
  • 14020V108 · 7.5% · long · since 2025-06-30
  • 14021N105 · 2.6% · long · since 2025-06-30
  • 33740F755 · 2.0% · long · since 2025-06-30
  • 33738R506 · 2.0% · long · since 2025-06-30
  • 33733E104 · 1.4% · long · since 2025-06-30
  • 33740U752 · 1.2% · long · since 2025-06-30
  • 33741X102 · 1.0% · long · since 2025-06-30

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