Equita Financial Network, Inc. Portfolio Holdings

Equita Financial Network, Inc.

  • $239 Million
  • Q2 2024

Equita Financial Network, Inc. has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $239 Million distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $27.1M, Vanguard Ftse Developed Market with a value of $21.9M, Dimensional ETF Tr Dimensional with a value of $19.2M, Vanguard Intermediate Term Cor with a value of $11M, and Dimensional ETF Tr Emerging Mk with a value of $10.4M.

Examining the 13F form we can see an increase of $16.7M in the current position value, from $223M to 239M.

Equita Financial Network, Inc. is based out at Fort Washington, PA

Below you can find more details about Equita Financial Network, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $239 Million
ETFs: $223 Million
Technology: $2.31 Million
Consumer Cyclical: $1.41 Million
Real Estate: $1.38 Million
Healthcare: $660,000
Communication Services: $241,000
Energy: $234,000
Consumer Defensive: $202,000
Other: $0

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.64T
$1.01 Million 0.42% of portfolio
4,792
Q2 2024 Added 50.17%
$847B
$660,000 0.28% of portfolio
729
Q2 2024 Added 10.79%
$296B
$663,000 0.28% of portfolio
5,370
Q2 2024 Added 1,239.15%
$3.11T
$641,000 0.27% of portfolio
1,434
Q2 2024 Added 42.4%
$1.88T
$363,000 0.15% of portfolio
1,879
Q2 2024 Added 6.1%
$1.3T
$241,000 0.1% of portfolio
478
Q2 2024 New
$234B
$202,000 0.08% of portfolio
1,222
Q2 2024 Added 6.08%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $239 Million
  • Prior Value $223 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 31, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 13 stocks
  • Additional Purchases 39 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 19 stocks
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