ERTS Wealth Advisors LLC acquired a new position in shares of Adobe Inc. () during the third quarter, according to the company in its most recent disclosure with the SEC.

Source: https://www.etfdailynews.com/2023/12/23/erts-wealth-advisors-llc-makes-new-237000-investment-in-adobe-inc-nasdaqadbe/

ERTS Wealth Advisors LLC boosted its position in shares of iShares S&P Small-Cap 600 Value ETF () by 2.3% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission.

Source: https://www.etfdailynews.com/2023/12/23/ishares-sp-small-cap-600-value-etf-nysearcaijs-shares-acquired-by-erts-wealth-advisors-llc/

ERTS Wealth Advisors LLC increased its position in shares of iShares Russell Mid-Cap Growth ETF () by 0.9% in the 3rd quarter, according to its most recent disclosure with the SEC.

Source: https://www.etfdailynews.com/2023/12/23/erts-wealth-advisors-llc-raises-holdings-in-ishares-russell-mid-cap-growth-etf-nysearcaiwp/

ERTS Wealth Advisors LLC increased its position in shares of Visa by 3.0% during the second quarter.

Source: https://www.dailypolitical.com/2023/12/20/castle-rock-wealth-management-llc-purchases-123-shares-of-visa-inc-nysev.html

ERTS Wealth Advisors LLC now owns 1,376 shares of the credit services provider’s stock valued at $541,000 after buying an additional 25 shares during the last quarter.

Source: https://www.dailypolitical.com/2023/12/14/garde-capital-inc-sells-143-shares-of-mastercard-incorporated-nysema.html

ERTS Wealth Advisors LLC raised its stake in Medtronic plc () by 20.0% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC).

Source: https://www.etfdailynews.com/2023/12/23/erts-wealth-advisors-llc-has-263000-stock-position-in-medtronic-plc-nysemdt/