EARNED WEALTH ADVISORS, LLC
Follow13F filer, CIK 1905663, WALNUT CREEK, CA
EARNED WEALTH ADVISORS, LLC reported $312,664,059 across 170 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-31. Its ten largest share positions make up 65.31% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001905663-25-000001
- Period
- 2024-12-31
- Reported value
- $313M
- Holdings
- 170
- Top 10 weight
- 65.31%
- New
- 7
- Sold out
- 2,736
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| NVDAadded | +9,944 | $1.34M |
| VTIadded | +3,152 | $913K |
| SCHBadded | +35,833 | $813K |
| ITOTadded | +5,597 | $720K |
| SCHFadded | +36,396 | $673K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| LAM RESEARCH CORPexited | -662 | -$540K |
| DFACreduced | -14,698 | -$508K |
| JNJexited | -1,961 | -$318K |
| IWMreduced | -1,197 | -$265K |
| CIexited | -581 | -$201K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 164 share positions
Options
Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).
Sold out in Q4 2024
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| TYRATYRA BIOSCIENCES INC | 5 | $118 | shares |
| CTLPCANTALOUPE INC | 16 | $118 | shares |
| REAXTHE REAL BROKERAGE INC | 21 | $117 | shares |
| TMPTOMPKINS FINL CORP | 2 | $116 | shares |
| SLABSILICON LABORATORIES INC | 1 | $116 | shares |
| SYSTEM1 INCSYSTEM1 INC | 104 | $116 | shares |
| ALLOALLOGENE THERAPEUTICS INC | 41 | $115 | shares |
| RGNXREGENXBIO INC | 11 | $115 | shares |
| CSTMCONSTELLIUM SE | 7 | $114 | shares |
| USHYISHARES TR | 3 | $113 | shares |
| HYSPIMCO ETF TR | 1 | $113 | shares |
| 2SEVENTY BIO INC COMMON STO…2SEVENTY BIO INC COMMON STOCK | 24 | $113 | shares |
| PAGSPAGSEGURO DIGITAL LTD | 13 | $112 | shares |
| PEPGPEPGEN INC | 13 | $111 | shares |
| DSPVIANT TECHNOLOGY INC | 10 | $111 | shares |
| GENERATION BIO COGENERATION BIO CO | 45 | $111 | shares |
| VMDVIEMED HEALTHCARE INC | 15 | $110 | shares |
| HBIOHARVARD BIOSCIENCE INC | 41 | $110 | shares |
| MAXMEDIAALPHA INC | 6 | $109 | shares |
| ADARRAY DIGITAL INFRASTRUCTURE | 2 | $109 | shares |
| ARCBARCBEST CORP | 1 | $108 | shares |
| WVEWAVE LIFE SCIENCES LTD | 13 | $107 | shares |
| KRGKITE REALTY GROUP TRUST | 4 | $106 | shares |
| PARAMOUNT GLOBALPARAMOUNT GLOBAL | 10 | $106 | shares |
| SLDBSOLID BIOSCIENCES INC | 15 | $105 | shares |
| TILE SHOP HLDGS INCTILE SHOP HLDGS INC | 16 | $105 | shares |
| INDIINDIE SEMICONDUCTOR INC | 26 | $104 | shares |
| AVIRATEA PHARMACEUTICALS INC | 31 | $104 | shares |
| IOVAIOVANCE BIOTHERAPEUTICS INC | 11 | $103 | shares |
| AMPXAMPRIUS TECHNOLOGIES INC | 91 | $101 | shares |
| MINTPIMCO ETF TR | 1 | $101 | shares |
| LAZLAZARD INC | 2 | $101 | shares |
| CWCOCONSOLIDATED WATER CO INC | 4 | $101 | shares |
| DCGODOCGO INC | 30 | $100 | shares |
| SMPSTANDARD MTR PRODS INC | 3 | $100 | shares |
| APLDAPPLIED DIGITAL CORP | 12 | $99 | shares |
| OSWONESPAWORLD HOLDINGS LIMITED | 6 | $99 | shares |
| IRONDISC MEDICINE INC | 2 | $98 | shares |
| VSATVIASAT INC | 8 | $96 | shares |
| LXULSB INDS INC | 12 | $96 | shares |
| ONITONITY GROUP INC | 3 | $96 | shares |
| SPRINGWORKS THERAPEUTICS INCSPRINGWORKS THERAPEUTICS INC | 3 | $96 | shares |
| ADVADVANTAGE SOLUTIONS INC | 28 | $96 | shares |
| LOBLIVE OAK BANCSHARES INC | 2 | $95 | shares |
| Veru IncVeru Inc | 124 | $95 | shares |
| VYGRVOYAGER THERAPEUTICS INC | 16 | $94 | shares |
| SOUNSOUNDHOUND AI INC | 20 | $93 | shares |
| ALVAUTOLIV INC | 1 | $93 | shares |
| AEVAAEVA TECHNOLOGIES INC | 28 | $92 | shares |
| ALDXALDEYRA THERAPEUTICS INC | 17 | $92 | shares |
| NRCNRC HEALTH | 4 | $91 | shares |
| BLUEBIRD BIO INCBLUEBIRD BIO INC | 173 | $90 | shares |
| AKBAAKEBIA THREAPEUTICS INC | 68 | $90 | shares |
| WSTWEST PHARMACEUTICAL SVSC INC | 0 | $89 | shares |
| RICKRCI HOSPITALITY HLDGS INC | 2 | $89 | shares |
| STXSSTEREOTAXIS INC | 43 | $88 | shares |
| TCMDTACTILE SYS TECHNOLOGY INC | 6 | $88 | shares |
| JBGSJBG SMITH PPTYS | 5 | $87 | shares |
| IVVDINVIVYD INC | 85 | $87 | shares |
| IMVTIMMUNOVANT INC | 3 | $86 | shares |
| PLUGPLUG PWR INC | 38 | $86 | shares |
| SDSANDRIDGE ENERGY INC | 7 | $86 | shares |
| NEKTAR THERAPEUTICSNEKTAR THERAPEUTICS | 66 | $86 | shares |
| ARHSARHAUS INC | 7 | $86 | shares |
| R1 RCM INCR1 RCM INC | 6 | $85 | shares |
| CVGICOMMERCIAL VEH GROUP INC | 26 | $85 | shares |
| ATKRATKORE INC | 1 | $85 | shares |
| MGPIMGP INGREDIENTS INC NEW | 1 | $83 | shares |
| LIVEONE INCLIVEONE INC | 88 | $83 | shares |
| MERIDIANLINK INCMERIDIANLINK INC | 4 | $82 | shares |
| PACSPACS GROUP INC | 2 | $80 | shares |
| BTUPEABODY ENGR CORP | 3 | $80 | shares |
| SFBSSERVISFIRST BANCSHARES INC | 1 | $80 | shares |
| VNOVORNADO RLTY TR | 2 | $79 | shares |
| BELFBBEL FUSE INC | 1 | $79 | shares |
| ESRTEMPIRE ST RLTY TR INC | 7 | $78 | shares |
| RLAYRELAY THERAPEUTICS INC | 11 | $78 | shares |
| LUMNLUMEN TECHNOLOGIES INC | 11 | $78 | shares |
| VERXVERTEX INC | 2 | $77 | shares |
| MTWMANITOWOC CO INC | 8 | $77 | shares |
| SGCSUPERIOR GROUP OF CO INC | 5 | $77 | shares |
| CDRECADRE HLDGS INC | 2 | $76 | shares |
| LOARLOAR HOLDINGS INC | 1 | $75 | shares |
| GYREGYRE THERAPEUTICS INC | 6 | $75 | shares |
| TWINTWIN DISC INC | 6 | $75 | shares |
| DTIDRILLING TOOLS INTL CORP | 20 | $75 | shares |
| CARGO THERAPEUTICS INC COMCARGO THERAPEUTICS INC COM | 4 | $74 | shares |
| MNTKMONTAUK RENEWABLES INC | 14 | $73 | shares |
| CENTCENTRAL GARDEN & PET CO | 2 | $73 | shares |
| AGLAGILON HEALTH INC COM (DE) | 18 | $71 | shares |
| ITERIS INC NEWITERIS INC NEW | 10 | $71 | shares |
| PLSEPULSE BIOSCIENCES INC | 4 | $70 | shares |
| BLZEBACKBLAZE INC | 11 | $70 | shares |
| SWKHSWK HLDGS CORP | 4 | $69 | shares |
| ALTALTIMMUNE INC | 11 | $68 | shares |
| WSRWHITESTONE REIT | 5 | $68 | shares |
| PLAYAGS INCPLAYAGS INC | 6 | $68 | shares |
| RAPT THERAPEUTICS INCRAPT THERAPEUTICS INC | 34 | $68 | shares |
| SMIDSMITH MIDLAND CORP | 2 | $67 | shares |
| CODICOMPASS DIVERSIFIED | 3 | $66 | shares |
| CTKBCYTEK BIOSCIENCES INC | 12 | $66 | shares |
| CLSKCLEANSPARK INC | 7 | $65 | shares |
| FSPFRANKLIN STR PPTYS CORP | 37 | $65 | shares |
| DENNDENNY'S CORP | 10 | $65 | shares |
| QURATE RETAIL INCQURATE RETAIL INC | 15 | $64 | shares |
| EPEMPIRE PETE CORP | 12 | $63 | shares |
| SOXXISHARES TR | 0 | $62 | shares |
| CRBPCORBUS PHARMACEUTICALS HLDGS | 3 | $62 | shares |
| IBTAIBOTTA INC | 1 | $62 | shares |
| CCCHEMOURS CO | 3 | $61 | shares |
| PKOHPARK-OHIO HLDGS CORP | 2 | $61 | shares |
| UDMYUDEMY INC | 8 | $60 | shares |
| OSURORASURE TECHNOLOGIES INC | 14 | $60 | shares |
| XNCRXENCOR INC | 3 | $60 | shares |
| NVSTENVISTA HOLDINGS CORPORATION | 3 | $59 | shares |
| SMHISEACOR MARINE HLDGS INC | 6 | $58 | shares |
| EPMEVOLUTION PETE CORP | 11 | $58 | shares |
| HDSNHUDSON TECHNOLOGIES INC | 7 | $58 | shares |
| PDLBPONCE FINANCIAL GROUP INC | 5 | $58 | shares |
| PMTSCPI CARD GROUP INC | 2 | $56 | shares |
| VHCVIRNETX HLDG CORP | 8 | $56 | shares |
| LPROOPEN LENDING CORP | 9 | $55 | shares |
| MYEMYERS INDS INC | 4 | $55 | shares |
| SEGSEAPORT ENTMT GROUP INC | 2 | $55 | shares |
| CURVTORRID HLDGS INC | 14 | $55 | shares |
| GTGOODYEAR TIRE & RUBR CO | 6 | $53 | shares |
| TUSKMAMMOTH ENERGY SVCS INC | 13 | $53 | shares |
| URGUR-ENERGY INC | 44 | $52 | shares |
| BFSTBUSINESS FIRST BANCSHARES IN | 2 | $51 | shares |
| HLFHERBALIFE LTD | 7 | $50 | shares |
| EXFYEXPENSIFY INC | 25 | $49 | shares |
| SLNDSOUTHLAND HLDGS INC | 13 | $48 | shares |
| MXCTMAXCYTE INC | 12 | $47 | shares |
| GHGUARDANT HEALTH INC | 2 | $46 | shares |
| ANROALTO NEUROSCIENCE INC | 4 | $46 | shares |
| ARCTARCTURUS THERAPEUTICS HLDGS | 2 | $46 | shares |
| PACTIV EVERGREEN INCPACTIV EVERGREEN INC | 4 | $46 | shares |
| NNNEXTNAV INC | 6 | $45 | shares |
| RDHLREDHILL BIOPHARMA LTD | 5 | $44 | shares |
| SUNSSUNRISE RLTY TR INC | 3 | $43 | shares |
| ABSIABSCI CORPORATION | 11 | $42 | shares |
| FOXFFOX FACTORY HLDG CORP | 1 | $42 | shares |
| GOLDEN MATRIX GROUP INCGOLDEN MATRIX GROUP INC | 18 | $42 | shares |
| OBIOORCHESTRA BIOMED HLDGS INC | 8 | $41 | shares |
| IMTMISHARES TR | 1 | $40 | shares |
| EUENCORE ENERGY CORP | 10 | $40 | shares |
| GUESS? INCGUESS? INC | 2 | $40 | shares |
| TBPHTHERAVANCE BIOPHARMA INC | 5 | $40 | shares |
| MQMARQETA INC | 8 | $39 | shares |
| MBIMBIA INC | 11 | $39 | shares |
| KYTXKYVERNA THERAPEUTICS INC | 8 | $39 | shares |
| Y-mAbs Therapeutics IncY-mAbs Therapeutics Inc | 3 | $39 | shares |
| LITGLOBAL X FDS | 1 | $38 | shares |
| PBYIPUMA BIOTECHNOLOGY INC | 15 | $38 | shares |
| USNAUSANA HEALTH SCIENCES INC | 1 | $38 | shares |
| ROOTROOT INC | 1 | $38 | shares |
| CGONCG ONCOLOGY INC | 1 | $38 | shares |
| Atossa Therapeutics IncAtossa Therapeutics Inc | 25 | $38 | shares |
| ENVXENOVIX CORPORATION | 4 | $37 | shares |
| KROKRONOS WORLDWIDE INC | 3 | $37 | shares |
| NTICNORTHERN TECHNOLOGIES INTL C | 3 | $37 | shares |
| ALXOALX ONCOLOGY HLDGS INC | 20 | $36 | shares |
| ULBIULTRALIFE CORP | 4 | $36 | shares |
| BALLYS CORPORATIONBALLYS CORPORATION | 2 | $35 | shares |
| BBCPCONCRETE PUMPING HLDGS INC | 6 | $35 | shares |
| IMUXIMMUNIC INC | 21 | $35 | shares |
| PGNYPROGYNY INC | 2 | $34 | shares |
| FLGFLAGSTAR BANK NATIONAL ASSOC | 3 | $34 | shares |
| OPFIOPPFI INC | 7 | $33 | shares |
| IDYAIDEAYA BIOSCIENCES INC | 1 | $32 | shares |
| SNAPSNAP INC | 3 | $32 | shares |
| SLPSIMULATIONS PLUS INC | 1 | $32 | shares |
| RIGLRIGEL PHARMACEUTICALS INC | 2 | $32 | shares |
| NEONEOGENOMICS INC | 2 | $30 | shares |
| DBIDESIGNER BRANDS INC | 4 | $30 | shares |
| HBBHAMILTON BEACH BRANDS HLDG C | 1 | $30 | shares |
| LXRXLEXICON PHARMACEUTICALS INC | 18 | $28 | shares |
| LCUTLIFETIME BRANDS INC | 4 | $26 | shares |
| FENCFENNEC PHARMACEUTICALS INC | 5 | $25 | shares |
| AIRSAIRSCULPT TECHNOLOGIES INC | 5 | $25 | shares |
| REKRREKOR SYSTEMS INC | 20 | $24 | shares |
| SYMSYMBOTIC INC | 1 | $24 | shares |
| MFINMEDALLION FINANCIAL CORP | 3 | $24 | shares |
| TNYATENAYA THERAPEUTICS INC | 12 | $23 | shares |
| FSLYFASTLY INC | 3 | $23 | shares |
| SFNCSIMMONS FIRST NATL CORP | 1 | $22 | shares |
| SKINSKINHEALTH SYSTEMS INC | 15 | $22 | shares |
| IPSCCENTURY THERAPEUTICS INC | 12 | $21 | shares |
| Mersana Therapeutics IncMersana Therapeutics Inc | 11 | $21 | shares |
| GRSDGRANDSTAND LTD | 2 | $20 | shares |
| NAUTNAUTILUS BIOTECHNOLOGY INC | 7 | $20 | shares |
| QIPTQUIPT HOME MEDICAL CORP | 7 | $20 | shares |
| BMEABIOMEA FUSION INC | 2 | $20 | shares |
| MOVMOVADO GROUP INC | 1 | $19 | shares |
| EVIEVI INDS INC | 1 | $19 | shares |
| VTSIVIRTRA INC | 3 | $19 | shares |
| MARKETWISE INCMARKETWISE INC | 29 | $19 | shares |
| XMTRXOMETRY INC | 1 | $18 | shares |
| CVRXCVRX INC | 2 | $18 | shares |
| TRAKREPOSITRAK INC | 1 | $18 | shares |
| SXCSUNCOKE ENERGY INC | 2 | $17 | shares |
| PRLDPRELUDE THERAPEUTICS INC | 8 | $17 | shares |
| ACHACCENDRA HEALTH INC | 1 | $16 | shares |
| NUVVE HOLDING CORPNUVVE HOLDING CORP | 3 | $16 | shares |
| CGCCANOPY GROWTH CORPORATION | 3 | $14 | shares |
| GPREGREEN PLAINS INC | 1 | $14 | shares |
| GLSIGREENWICH LIFESCIENCES INC | 1 | $14 | shares |
| INFUINFUSYSTEM HLDGS INC | 2 | $13 | shares |
| NRDSNERDWALLET INC | 1 | $13 | shares |
| LICYQLI-CYCLE HLDGS CORP COM NEW | 6 | $13 | shares |
| LUCKLUCKY STRIKE ENTERTAINMENT C | 1 | $12 | shares |
| FNKOFUNKO INC | 1 | $12 | shares |
| NNOXNANO X IMAGING LTD | 2 | $12 | shares |
| DXLGDESTINATION XL GROUP INC | 4 | $12 | shares |
| PGYPAGAYA TECHNOLOGIES LTD | 1 | $11 | shares |
| RCELAVITA MEDICAL INC | 1 | $11 | shares |
| HFFGHF FOODS GROUP INC | 3 | $11 | shares |
| MGXMETAGENOMI THERAPEUTICS INC | 5 | $11 | shares |
| LFCRLIFECORE BIOMEDICAL INC | 2 | $10 | shares |
| ORICORIC PHARMACEUTICALS INC | 1 | $10 | shares |
| THTARGET HOSPITALITY CORP | 1 | $8 | shares |
| EHABENHABIT INC | 1 | $8 | shares |
| XBITXBIOTECH INC | 1 | $8 | shares |
| WESTWESTROCK COFFEE CO | 1 | $7 | shares |
| ELEVATION ONCOLOGY INC COMELEVATION ONCOLOGY INC COM | 11 | $7 | shares |
| TMCITREACE MED CONCEPTS INC | 1 | $6 | shares |
| SEAPORT ENTMT GROUP INCSEAPORT ENTMT GROUP INC | 2 | $6 | shares |
| QUADQUAD / GRAPHICS INC | 1 | $5 | shares |
| MAIDEN HOLDINGS LTDMAIDEN HOLDINGS LTD | 3 | $5 | shares |
| NNBRNN INC | 1 | $4 | shares |
| WORKHORSE GROUP INCWORKHORSE GROUP INC | 5 | $4 | shares |
| PGENPRECIGEN INC | 2 | $2 | shares |
| DZZDEUTSCHE BK AG LONDON BRH | 1 | $2 | shares |
| AUMNGOLDEN MINERALS CO COM NEW | 2 | $1 | shares |
| SOLIDION TECHNOLOGY INCSOLIDION TECHNOLOGY INC | 1 | $0 | shares |
| AVALON GLOBOCARE CORPAVALON GLOBOCARE CORP | 1 | $0 | shares |
How Q4 2024 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001905663-25-000001 | base | 2025-01-31 | acceptance time not in the bulk data set |