Portfolio Holdings & Fund Performance - EARNED WEALTH ADVISORS LLC

List of top 200 securities held by EARNED WEALTH ADVISORS LLC:

  1. Institutional investors with $100 million or more in holdings are required to report their portfolio holdings on a quarterly basis within 45 days of the end of a calendar quarter.
  2. The table below lists top 200 holdings for the reported quarter.
  3. Portfolio values with missing quarterly reports are assigned zero.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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Quarter: 2025Q1
Report Date Time: 2025-05-09 11:07:33
Total Holdings: 255
Assets Under Management (AUM) :
$441,324,000 ($441.32M)
Reporting Manager: WILLIAM GERALD MARTIN III
Address:

165 Lennon Lane
Suite 200
Walnut Creek, CA 94598

Since : total money flow = , gains and losses =
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