Equita Financial Network, Inc. Incresed Positions in Q1 2025

Equita Financial Network, Inc.

  • $283 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VEA
Vanguard Ftse Developed Market

ETFs
51.3K
+ 10.18%
$47.4 - $52.99 $2.43M - $2.72M
556K $28.2M
DISV
Dimensional ETF Tr Dimensional

ETFs
38.5K
+ 9.01%
$26.09 - $30.21 $1M - $1.16M
465K $13.6M
VCIT
Vanguard Intermediate Term Cor

ETFs
16K
+ 9.45%
$79.17 - $82.04 $1.27M - $1.32M
186K $15.2M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
36.2K
+ 11.48%
$27.64 - $28.58 $1M - $1.03M
352K $10.1M
AVRE
American Centy ETF Tr Avantis
23.9K
+ 15.13%
$40.62 - $44.31 $971K - $1.06M
182K $7.83M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
40.1K
+ 8.8%
$25.35 - $27.46 $1.02M - $1.1M
496K $13.1M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.56K
+ 7.99%
$100.59 - $103.47 $459K - $472K
61.6K $6.38M
VTI
Vanguard Total Stock Market Et

ETFs
9K
+ 6.73%
$271.18 - $303.12 $2.44M - $2.73M
143K $39.2M
AAPL
Apple Inc.

Technology
2.47K
+ 53.2%
$209.68 - $247.1 $518K - $611K
7.12K $1.58M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
4.18K
+ 11.24%
$63.91 - $70.19 $267K - $293K
41.3K $2.78M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.44K
+ 98.79%
$102.49 - $119.96 $352K - $412K
6.91K $722K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.62K
+ 3.76%
$77.7 - $78.94 $203K - $207K
72.2K $5.7M
MSFT
Microsoft Corp

Technology
904
+ 39.91%
$375.39 - $447.2 $339K - $404K
3.17K $1.19M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
4.16K
+ 9.2%
$38.89 - $41.6 $162K - $173K
49.4K $2M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
4.07K
+ 50.63%
$57.21 - $65.8 $233K - $268K
12.1K $706K
AMZN
Amazon Com Inc

Consumer Cyclical
1.23K
+ 44.9%
$190.26 - $242.06 $235K - $298K
3.98K $757K
META
Meta Platforms, Inc.

Communication Services
279
+ 50.73%
$576.36 - $736.67 $161K - $206K
829 $477K
JPM
Jpmorgan Chase & CO

Financial Services
587
+ 50.69%
$225.19 - $279.95 $132K - $164K
1.75K $428K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
2.08K
+ 48.37%
$61.23 - $63.33 $128K - $132K
6.39K $401K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
175
+ 33.02%
$442.66 - $534.52 $77.5K - $93.5K
705 $375K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
904
+ 1.3%
$42.5 - $46.71 $38.4K - $42.2K
70.4K $3.19M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
2.44K
+ 11.05%
$32.74 - $36.2 $80K - $88.4K
24.5K $857K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
2.16K
+ 34.31%
$46.26 - $47.48 $100K - $103K
8.47K $401K
NVDA
Nvidia Corp

Technology
2.38K
+ 38.07%
$106.98 - $149.43 $255K - $356K
8.63K $935K
LLY
Eli Lilly & CO

Healthcare
53
+ 6.68%
$725.72 - $929.72 $38.5K - $49.3K
846 $698K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
315
+ 7.51%
$507.05 - $563.67 $160K - $178K
4.51K $2.32M
USXF
Ishares Esg Advanced Msci Usa

Technology
4.13K
+ 8.4%
$46.38 - $52.65 $191K - $217K
53.2K $2.48M
IEMG
Ishares Inc

ETFs
777
+ 8.48%
N/A
9.94K $533K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
64
+ 2.68%
$126.11 - $135.06 $8.07K - $8.64K
2.46K $316K
PEAK
Healthpeak Properties, Inc.

Real Estate
95
+ 0.14%
N/A
67.1K $1.27M
DFSI
Dimensional ETF Tr Dimen Intl
3.64K
+ 30.44%
N/A
15.6K $0
NUSC
Nuveen Esg Small Cap ETF

ETFs
2.34K
+ 9.4%
$37.9 - $43.9 $88.7K - $103K
27.2K $1.04M
DFSU
Dimensional ETF Tr Dimen Us Su
7.68K
+ 17.9%
N/A
50.6K $0
TCHP
T Rowe Price Exchange Traded F

Technology
480
+ 7.57%
$37.86 - $44.2 $18.2K - $21.2K
6.82K $259K
LOW
Lowes Companies Inc

Consumer Cyclical
24
+ 0.48%
$222.66 - $268.42 $5.34K - $6.44K
5.02K $1.17M
SPY
Spdr S&P 500 ETF Trust

ETFs
35
+ 0.82%
$551.42 - $612.93 $19.3K - $21.5K
4.3K $2.4M
TSLA
Tesla, Inc.

Consumer Cyclical
42
+ 4.93%
$222.15 - $428.22 $9.33K - $18K
894 $231K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
2.9K
+ 1.06%
$21.23 - $23.75 $61.6K - $68.9K
277K $5.96M
AVUV
American Centy ETF Tr Avantis

ETFs
297
+ 0.67%
$84.95 - $100.62 $25.2K - $29.9K
44.8K $3.9M
Activity Summary
Buys All Purchases 51 New Holdings 11 Increased Positions 40 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Equita Financial Network, Inc. Portfolio

Follow Equita Financial Network, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Equita Financial Network, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Equita Financial Network, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email