Erts-Wealth-Advisors

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-22
Total Holdings
81
Total Value
514720848
Accession Number
0001951757-25-000391
Form Type
13F-HR
Manager Name
Erts-Wealth-Advisors
Data Enrichment
63% identified
51 identified30 unidentified

Holdings

81 positions • $514.7M total value
Manager:
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Page 5 of 5
Barings BDC, Inc.
Shares:11.2K
Value:$107.0K
% of Portfolio:0.0% ($107.0K/$514.7M)