Equita Financial Network, Inc. Portfolio Holdings

Equita Financial Network, Inc.

  • $283 Million
  • Q1 2025

Equita Financial Network, Inc. has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $283 Million distributed in 86 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 $39.2M, Vanguard Ftse Developed Market with a value of $28.2M, Dimensional ETF Tr Dimensional with a value of $24.5M, Vanguard Intermediate Term Cor with a value of $15.2M, and Dimensional ETF Tr Dimensional with a value of $13.6M.

Examining the 13F form we can see an increase of $8.76M in the current position value, from $274M to 283M.

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 $283 Million
ETFs: $258 Million
Technology: $3.96 Million
Consumer Cyclical: $2.45 Million
Real Estate: $1.27 Million
Communication Services: $996,000
Financial Services: $803,000
Healthcare: $698,000
Energy: $234,000
Other: $0

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.42T
$1.58 Million 0.56% of portfolio
7,116
Q1 2025 Added 53.2%
$2.95T
$1.19 Million 0.42% of portfolio
3,169
Q1 2025 Added 39.91%
$271B
$935,000 0.33% of portfolio
8,632
Q1 2025 Added 38.07%
$1.88T
$757,000 0.27% of portfolio
3,979
Q1 2025 Added 44.9%
$854B
$698,000 0.25% of portfolio
846
Q1 2025 Added 6.68%
$1.25T
$477,000 0.17% of portfolio
829
Q1 2025 Added 50.73%
$718B
$428,000 0.15% of portfolio
1,745
Q1 2025 Added 50.69%
$694B
$375,000 0.13% of portfolio
705
Q1 2025 Added 33.02%
$957B
$280,000 0.1% of portfolio
1,812
Q1 2025 New
$891B
$231,000 0.08% of portfolio
894
Q1 2025 Added 4.93%
$440B
$234,000 0.08% of portfolio
1,969
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $283 Million
  • Prior Value $274 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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